How to Mass Edit Benefit Plans

If you need to adjust the begin date or end date of benefit plans for a group of employees you will navigate to Team > Benefits > Benefit Plans.

This report will list all currently active benefit plans for all employees.

You will select the employees you wish to update and select Edit in the top right of the screen.

Note: You have to do this by benefit type - you cannot do all types at one time.

From this screen, you can update the Deduction Effective From/To date and the Coverage Effective From/To date. Select Save.