|
Code |
is the unique identifier for the benefit type. You will enter an unused code when adding a record and then cannot change the code once it is saved. |
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Active |
is checked for those benefit types that are in use. You can uncheck the box if you want to make a benefit type unavailable without deleting it (you will not be able to delete it if it is referenced by other records). It is also possible to set up benefit types in advance of them being needed and so make them inactive initially. You should set all non-current records to inactive status to prevent them being used. This removes these benefit types from pick lists so that users only see those that are genuinely available. |
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Name |
provides a title for the benefit type to identify its purpose. |
|
Type |
indicates whether the benefit is: • Financial — a monetary benefit such as a cost saving • Achievement — such as gaining a particular accreditation or standard • Unit — For example, a change in Net Promoter Score. |
By specifying the expected benefits for a forecast, you will subsequently be able to record actual achievements.
Audit: this entity has an audit screen to track any changes made to the configuration of the entity.
