DEAP · How-to guideGenerally available
Create a benefit plan
7 steps to create a benefit plan with SSOT validation and lifecycle controls.
- Audience
- Administrator, Operator
- Owner
- DEAP SSOT product documentation
- Last reviewed
- Oct 12, 2026
- Reading time
- 14 min
Steps
- 01
Identity
Name the record and give it its identifying details.
- Legal entity idRequired
- Helper
- Program idRequired
- Helper
- CodeRequired
- Helper
- NameRequired
- Helper
- CurrencyRequired
- Helper
- 02
Eligibility
Who qualifies for this.
- Eligibility rule idRequired
- Helper
- Eligible component codesRequired
- Helper
- 03
Employee contribution
What the employee contributes.
- MethodRequired
- Helper
- Amount
- Helper
- Rate
- Helper
- Minimum
- Helper
- Maximum
- Helper
- 04
Employer contribution
What the employer contributes.
- MethodRequired
- Helper
- Amount
- Helper
- Rate
- Helper
- Minimum
- Helper
- Maximum
- Helper
- 05
Accounting
How this is posted to the ledger.
- CodeRequired
- Helper
- Account idRequired
- Helper
- CodeRequired
- Helper
- Account idRequired
- Helper
- CodeRequired
- Helper
- Account idRequired
- Helper
- 06
Validity
Set the dates this record is effective between.
- Starts onRequired
- Helper
- Ends on
- Helper
- 07
Review
Check every answer before the record is saved.
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