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Add Benefits to Employees

You can add benefits to employees already in the platform, or after adding new employees.

  1. From the home screen, use the Menu button to select Employee Maintenance.
  2. Use the I want to: drop-down to select Add Benefit to an Employee. Then, in the Select Employee: drop-down, select the employee.
  3. Click Submit.
  4. Enter an Effective Date. This designates when the benefit should become active for the employee.
  5. Use the Event Date field to track when you made this request.
  6. Enter an appropriate Reason for why the benefit is getting added.
  7. Click Show within the blue Benefits ribbon if the benefits are not displayed (see above example).
  8. Check Apply and complete any applicable information associated to a particular benefit (ex: beneficiaries for life).
  9. Submit Request to complete the process.
Updated on September 20, 2021

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