Learn how to view and change the status of employee benefits.

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You've set up your company benefits and enrolled some employees in the benefit plan(s)! View a summary of benefit plans and who's enrolled in which plan. The Manage employees page is a hub where you can view each employee's benefits, change their enrollment status, download records, and more.

Before you begin

Before you manage employee benefits, you must add at least one Benefit plan. To set up a Benefits, see Add a Benefit .

How to view Benefits

  1. From the left menu, select Benefits > Manage employees.
    You will see a table with columns of each plan and the rows containing employees and their benefits details.
  2. Click the Search icon to find a specific employee.
  3. Filter your table view by clicking the empty fields and selecting conditions from the dropdown menus.
  4. Click the Arrow to export your Employee Benefits table as an XLSX or CSV file.  
  5. Click the Column picker for a more advanced search. Check the boxes of the desired categories and click outside the box to update.

How to update the status of employee benefits

  1. From the left menu, select Benefits > Manage employees.
  2. Click the Search icon to find specific employee(s) (or use the filters described above).
  3. Check the boxes in the row(s) of the desired employees.

    Note: You must check the box of at least one employee to activate the Actions button. 

  4. From the Actions dropdown menu, select Change benefit status.
  5. Fill in the details under Change Benefits Status.
  6. From the dropdown, select your Benefits plan.
  7. In the Status field, select Eligible, Not Eligible, Enrolled, or Waived.
  8. In the Start date field, select a date from the dropdown.
    This will be the date your changes take effect.
  9. Click Submit > Yes, submit.