Adding a One Time Benefit Plan

Navigate to Team > My Team > Employee Information. 

You will be brought to the Employee Information screen.  Here you will find the employee you wish to add a benefit plan to and click the icon next to the Employee ID that will take you in to the Employee Profile.  

Once you are inside of the Employee's Profile, you will navigate to the HR Tab > Benefit Plans.  Click Add New.

The Add Employee Benefit Plan screen is now displayed.  Here you will enter the Effective From date.  Leave the Effective To date blank.  Then, click the magnifying glass to the left in the Benefit Plan box.  

The Browse and Select Benefit Plans screen will open and show a list of your benefit plans.  Choose the plan you wish to add by clicking the button to the right of the plan.  This will choose that plan and close the screen. 

Once you choose the benefit plan and the screen closes, it will bring you back to the Add Employee Benefit Plan screen.  Here you can double check your selections.  Once you’re ready, click Save.

You should now be at the Edit Benefit Plan screen.  Here you will scroll down and enter all necessary information. If you choose a benefit plan that requires Dependents or Beneficiaries, you will enter them on this screen. After you have entered all necessary information, click save at the top left of the screen.

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Once you click save, you can go back to the Employee’s Profile page to check the Benefit Plans box.  You should see the plan listed inside of the employee's Benefit Plan screen. 

 

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