How To -- Add Plans to the Benefit Profile

Purpose Statement

This document outlines how to add Plan to the Benefit Profile

Adding Plans to Benefit Profiles

1. From the Admin tab, go to Company Settings>Profiles/Policies>Benefits>Profiles
2. Find the profile you would like to add the plans in and click the pencil to open the profile
3. To add a plan to the profile, click the Add Plans button in the top screen. The Add Plan page will pop up and allow to select the plan(s) you want to add.
4. 1. Group To Add To:
      1. New Group: Will create a new group that you can add a name to from this screen.
      2. Existing Group: Using the drop-down, you can select an existing group to have the plans appear in.
   2. You can click the Flag icon to add a single plan or check the boxes next to the plans to add multiple plans. Once your selections are made, Click the Add Selected Plans button.