Enrolling an employee in a benefit plan

You can confirm that the benefit dates are working by enrolling an employee in a benefit plan.

Before you start, ensure that the employee you are enrolling is on the same payment schedule where you are adding the benefits dates. The payment schedule is displayed on the work assignment of the employee.

  1. Select Benefits > Plans > Maintenance > By Employees.
  2. Create an eligibility record for the employee.

    See Manually creating eligibility records by benefit plan and Creating eligibility records for employees.

  3. Click Enroll.