How do I Enroll an Employee in a Benefit Plan?
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Enrolled Employees
Employees can be enrolled in a benefit plan by following the steps below:
- Search for the plan the employee is to be enrolled in.
- Click on the + sign to expand the record.
- Select New Record and enter the employee details.
- Save the record and repeat.
N.B. Employees can be registered for any number of plans. NB, however, the employee can be linked to only ONE Primary Health Plan and ONE Secondary Health plan.
Step 1: Search for the Benefit Plan
Step 2: Expand the Plan Record
Step 3: Enroll New Employee in the Plan
N.B. The Benefit Plan Type MUST be linked to the Company BEFORE employees can be successfully enrolled in the plan.
Company Code: Select the Company from the drop-down list.
Pay Group: Select the Pay Group from the drop-down list. Pay groups shown will be filtered based on the Company selected.
Badge Number, Last Name, First Name: Select the Name or Badge number of the employee from the drop-down list. Names shown will be filtered based on the Pay Group selected.
Date Join: Enter the date the employee joined the benefit plan (e.g. the date on the employee’s registration form)
Date Start: Enter the effective date the employee became active on the plan.
Certificate Number: Enter the registration number of the employee that is obtained from the insurance company upon enrollment in the plan.
Option: This field shows how the contribution is paid. It is either cash or percentage and is set at the Plan level. This field cannot be edited in from this screen and is view ONLY.
Employee Contribution: Enter the value of the employee’s contribution to the plan. This can be either cash or a percentage based on what was set up at the plan level. This only needs to be entered at the employee level if the value of the contribution is different for each employee.
Employer Contribution: Enter the value of the employer’s contribution to the plan. This can be either cash or a percentage based on what was set up at the plan level. This only needs to be entered at the employee level if the value of the employer's contribution is different for each employee.
Date End: This field is left blank until you are aware of the date that the date the benefit plan type will end (cease to exist). Once the date is entered here, the employee will no longer be on the plan and deductions will stop generating for them in the payroll.
It should also be noted that when an employee is separated, if the flag titled Stop Benefits is set to YES, then the end date will be automatically populated with the separation date of the employee. This is another integrated feature of HRplus where data only has to be entered in one module but can be linked to connected modules.
Sum Insured: If this is a non-life insurance policy with a sum insured, then enter the value of the reimbursement here.
Save and repeat the process to link a plan to the employee.
Step 4: View Saved record of Enrolled Employee
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