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Updating a Benefit Effective Date for Employee Benefits

This article explains how you can update the effective date for an employee’s benefit (i.e. Benefit Corrections)

  1. After logging into your account, look for the Menu dropdown toward the top-right of the screen and select Maintenance.
  2. In the I want to dropdown, select Update Benefit Effective Date.
  3. Select the Employee you wish to work with and click Submit.
  4. Enter the Effective Date for when the benefit should be active (i.e. 1/1/20)
  5. The Event Date is for your recordkeeping to track the event date.
  6. Select the appropriate Reason
  7. Select the Benefits to update.
  8. When you are done click Submit Request
Tip

Please allow 5-10 minutes for Maintenance Requests to process. You can verify changes by navigating to the applicable section in the employee profile. Should there be a failure for any reason our support team will notify you.

Updated on September 20, 2021

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