Making Benefit Changes on an Employee Screen

To get into the Benefits Screen you must:

  1. Go to Employee > Benefits > Benefits.


  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



  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."


  4. Step 3 allows you to confirm your changes


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