Eligible Employees

Clicking on the Benefit Setup icon displays the Benefits - Setup [Plan] page.  

After Division Selection, select the Eligible EE's tab, where you can make employees eligible for the specified Plan.

The system displays a list of employees that can be made eligible for the Plan.

• To select one or more employees for eligibility, check the box in the desired employee row.  

• Checking the box in the blue column header selects all employees on the page.

• Checking the “Select All Employees” box selects all eligible employees on all pages.

Note

If you select more than one employee, the data entered applies to all employees selected.

Create Plan Eligibility

Select the Plan No from the drop-down box.

The system automatically populates the Federal EIN field with the EIN of the specified Division.

Enter the Date employee(s) are Eligible for the specified plan (or select it from the pop-up calendar).

Enter the Expiration Date (or select it from the pop-up calendar).

Enter the New Event Date (events reflect changes to a benefit plan).

Select the Event Details from the drop-down box.

(The selections available depend on your event settings in the Benefit tables.)