Benefit Harbor: Setup and Use in AviontéCLASSIC

This feature is currently available to Early Adopters only and is not yet released for general use. 

This article provides guidance on setting up and integrating Benefit Harbor within AviontéCLASSIC, covering the process of selecting eligible employees for enrollment.

Work with your Account Manager to purchase the Benefit Harbor integration for AviontéCLASSIC. Once the integration is enabled, you can configure the following options:

• Configure Employee Class
• Branch Defaults
• Enrollment Eligibility

Employee Class

Employee Class is a category used to group employees based on job-related criteria, such as hours worked, job title, or pay scale. This classification determines eligibility and level of benefits within Benefit Harbor. Common classes include full-time, part-time, temporary, and salaried versus hourly workers, which can affect benefits like health insurance, paid time off, and retirement plans. 

Reference values should match the codes or identifiers that your benefit partner expects to receive. Work with your benefit partner's integration documentation or account representative to ensure reference values align with their system requirements, preventing integration errors and enrollment delays.

From the Start Page of your AviontéCLASSIC environment click the Actions drop-down and select Admin Tools > Benefit Partner Reference.

1. Click the Benefit Partner Reference tab at the top-left of the window
2. Select Benefit Harbor from the Benefit Partner drop-down
3. Under Reference Group choose Employee Class
4. Type a class name into the Reference field
5. Select Add New
6. Click the Save button
7. Acknowledge the Save Complete pop-up

Repeat the process to continue adding all of the Employee Classes that are needed.

Branch Defaults

Branch Defaults are optional, allowing you to automatically assign an Employee Class to all talent within a selected office. When you set an office as default and map it to a specific Employee Class, any talent associated with that office will automatically be assigned the corresponding Employee Class for Benefit Harbor benefits eligibility. Each branch can only have one default employee class.

1. Click the Branch Defaults tab
2. Ensure Benefit Partner and Reference Group are set to Benefit Harbor and Employee Class
3. Select the Reference section for each branch and add the default class
4. Save your work

Remove a Class

It is important to note that if an Employee Class is in use, it cannot be removed. Branch defaults or individual employees using the class must first be changed to a different class. Once the branch default is changed and no employees remain in the class, it may be removed.

Assign an Employee Class

Each employee must be assigned an Employee Class. If branch defaults are not in use, or if an individual requires the default to be overwritten, a class can be assigned manually to an employee. 

Search for an employee, navigate to the Payroll menu and expand it. You should see a new menu option Benefit Eligibility. Ensure Benefit Harbor is selected as the Benefit Partner and set the Employee Class.

Select Eligible Employee

If you determine the employee is eligible to enroll in BH benefits, search for the employee. Navigate to the Payroll menu and expand it. Select the menu option Benefit Eligibility. Ensure Benefit Harbor is selected as the Benefit Partner and select the Eligible for Enrollment checkbox. Click the Save Benefits button at the bottom.

This will trigger a notification to Benefit Harbor, letting them know this employee is eligible for benefits.

Depending on your preferred method of communication setup during onboarding with Benefit Harbor, an enrollment link is sent to the employee.

Once an employee enrolls in BH benefits, Benefit Harbor automatically sets up employee deductions within AviontéCLASSIC.

You should be able to see the deduction setup for an employee in the Deduction section.