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How do I enroll an employee in a benefit plan?

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You can enroll employees in two ways:

Method 1: Via Benefits Plan Types

  1. Go to Benefits >> Benefits Setup >> Benefit Plan Types.

  2. Expand the desired benefit plan record.

  3. Click "New Record" under "Enrolled Employees."

  4. Enter the employee details, including Date Join, Date Start, Certificate Number, and contributions.

  5. Save the record.

Method 2: Via Coverage

  1. Navigate to Benefits>>Coverage.

  2. Search for the employee and expand their record.

  3. Click "New Record."

  4. Select the Plan ID. The remaining details will auto-populate.

  5. Fill in the employee's Date Joined, Date Started, Certificate Number, and contributions.

  6. Save the record.

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