Making Benefit Changes on an Employee Screen

To get into the Benefits Screen you must:

  1. Go to Employee > Benefits > Benefits.

    Menu_-_Employee_-_Benefits_-_01.png

  2. Once you are on the Benefit Screen, you can click on any date range and follow the steps to make a change to the enrollment

    Employee_-_Benefits_Tab_-_01.png

    Employee_-_Benefits_Tab_-_02.png

  3. Step 2 allows you to change coverage effective and end dates. This can be used to make a correction to a benefit that has the same effective dates and the benefit plan year. In order to make a mid-year change due to a life event, you would check the box "This is a mid-year change."

    Employee_-_Benefits_Tab_-_03.png

  4. Step 3 allows you to confirm your changes

    Employee_-_Benefits_Tab_-_04.png

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