When to Add a New Benefit Class

A new benefit class should be added to an employee record in the following instances:

  • A new employee record is being created.
  • An employee is eligible for new benefits that are available under a different benefit class.  A change in benefit class may mean other changes are also occurring to the employee's job.  Make sure to add a new job in conjunction with the new benefit class, if necessary.   

The Benefit Class setup section may appear if the newly added Benefit Class is eligible for default benefits. Please see the How to Add Benefit Class Information to an Employee Record section for a description of default benefits.