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 of your employees in the benefit plan/s! If you'd like to view a summary of all the benefit plans and whose enrolled in which plan, you've come to the right place. The Manage employees page serves as a hub, where you can view the benefits of each employee, change their status (enroll, disable etc..), 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; the rows contain 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/s 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. Click the Actions button > Change benefit status; Fill in the details under Change Benefits Status.
  5. From the dropdown, select your Benefits plan.
  6. In the Status field, select Eligible, Not Eligible, Enrolled, or Waived.
  7. In the Start date field, select a date from the dropdown; this will be the date your changes take effect.
  8. Click Submit > Confirm Submit. You're done!

Congratulations! You now know how to view and change the status of employee benefits.