If your tax entity is already created, the next step is to link it to benefits admin. This ensures employee benefits are connected to the right tax entity.
đ You need the Benefits administration permission and access to manage all tax entities to see the setup buttons.
Go to Admin View, then Benefits.
If you are setting up benefits for the first time, select Setup on the intro page. To add a new tax entity, select Setup Benefit Entity.
In the Setup tax entities to Benefits window, select Setup next to the tax entity you want to add.
Follow the prompts to set up. Once completed, the status will show as Processing, then the View button will be available once setup is finished.
ďźWhat employee information must be completed in Workstream before adding them to benefits?
For employees to be added to benefits, make sure that their profiles are complete and they include the following details:
First name
Last name
Birthday
SSN
Email
Hire date
Employment status
Address