Adding Benefit Plans to Employees

1. 1. Navigate to the employee's profile and click on the HR Tab.

   

2. 2. Click on Benefit Plans on the Jump To Menu.

   

3. 3. Click on Add New.

   

4. 4. Enter an Effective From Date (date the benefits should begin). Effective To can be left blank.

   

5. 5. Click on Browse.

   

6. 6. Select the correct Benefit Plan and Coverage. To narrow down options, enter a plan name in the Search. Options can be further narrowed by entering a date in the As of Date.

   

7. 7. Click Save.

   

8. 8. Verify everything looks correct and click the back arrow to return to Employee Profile.

   

9. 9. Repeat steps to add other Benefit Plans.