Benefits - Update enrollments...

To access updating benefits:

Main menu Tools | Wizards | Benefits: Update enrollments...
Tools of the benefit plans input screen. There are three steps involved in updating the benefits:

• Selecting the benefit plan and actions to be carried out.
• Identifying employees in accordance with specific criteria.
• Confirming the update.

Plan and action

• Select the benefit plan.
• Specify the actions to be carried out, i.e. update coverage and premiums, with or without keeping a history, and/or terminate non-eligible employees.
• Select the effective date for terminations and/or updates. Click  Next > to choose employee selection criteria