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Add employees to a benefits plan

Add employees to a benefits plan

For Admins

You can add employees to a benefits plan.

The steps for removing employees from a benefits plan are similar. See Remove employees from a benefits plan.

To add employees to a benefits plan

  1. On the  Benefits page, select the Plans tab.

  2. Select View for the plan category, for example, Medical, Vision, etc.

  3. Select Add/Remove Employees.

    Alternatively, you can select … More Actions > Edit Plan for the plan to edit, and then at the bottom of the Step 2 Plan Details page, select Continue.

  4. Select the Name checkbox to add all current employees to this plan.

    Alternatively, select the checkboxes next to the names of specific employees you want to add to the plan. If necessary, you can filter the list of employees or search for a specific employee by name.

    Benefits plan - add or remove employees page showing three employees, one who is not enrolled in the plan, and two who are

    • To filter the list, click Filters. Expand the Department, Employment Status, or Job Title sections and choose one or more options in each section. Select Update to display matching employees.

    • To search for an employee, type a full or partial name in the Search employee name field.

  5. Select the type of coverage for each employee from the dropdown list, such as Employee or Employee + Family.

    You will determine the types of coverage available for each plan when you create the plan.

  6. Select Complete when done.


Last updated: June 20, 2022
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