Maintaining benefits by employees

Use this procedure to enroll, view, update, stop, or delete enrollments by employee.

Enrollments and flex credits that are created in maintenance by a benefit administrator or are created from an employment event and are in the finalized status are displayed in Benefits > Maintenance > By Employees.

Enrollments and flex credits from events that are not finalized are displayed in the employee's enrollment event.

See Viewing and managing an employee's enrollment events.

  1. Select Benefits > Maintenance > By Employees.
  2. Select a resource.
  3. On the Eligible tab, select a benefit plan in which to enroll the employee.
  4. Click Enroll.
  5. Complete the form.

    See Completing the enrollment form.

  6. Click Submit.