Change Benefit Class

Benefit Class changes typically occur in conjunction with internal job changes or employment terminations. Be sure to also update Status or Job Information. If you're new at this, check out videos for Job Changes or Terminations, to make sure you don't miss anything.

Add New Benefit Class

When an employee is changing benefits be sure to add a new Benefit Class. DO NOT edit over existing Benefit Class.

Order of events is key...always add a new benefit class before ending the old one. It can save you time and effort.

Select the Add Benefit Class button, complete the form and Save.

Since this is an existing employee (not new hire), the Start Date is the benefits effective date (no waiting period will be applied). The Allow New Hire field should be marked, No.