Benefit Management Updates

Deductions & benefits will automatically be calculated for employees based on the Benefits Management module. This includes medical, dental, vision, basic life and AD&D, flexible medical/dental plans, and accident insurance.

Critical illness insurance and voluntary life/AD&D plans need to be manually managed through deductions & benefits.

Join an Employee to a Plan

Follow these steps to enroll a new employee a plan.

1. Benefit Management > Employee Plan Enrollment
2. Click Add Employee Plan Enrollment
   1. Select the Employee
   2. Select the Plan
   3. Set a Coverage Start & End Date. Payment Start & End will default to match. Leave these matching the coverage dates.
   4. Select a Sub-Plan (coverage level).
   5. Select a Deduction/Benefit Schedule (pay frequency).
   6. If only adding one plan, click Save. If the employee needs multiple plans added, click Save & Add Another.

Change a Coverage Level

Follow these steps to change someones coverage level.

1. Benefit Management > Employee Plan Enrollment
2. Search for the employee.
3. Highlight the particular plan that needs the coverage level updated.
4. In the bottom left, open the Coverage Month of when the change is effective.
5. Change the Sub-Plan drop-down.
6. Click Save & Back. The update will apply to the selected month and all future months.

End a Plan Enrollment

Follow these steps to end a staff member’s plan enrollment.

1. Benefit Management > Employee Plan Enrollment
2. Search for the employee.
3. Open the particular plan that needs to be ended.
4. Change the Coverage End Date which will also change the Payment End Date.
5. Click Save & Back.