How To -- Configure Benefit Profiles

Purpose Statement 

This document outlines how to add Groups to Benefit Profiles

Adding Groups 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 a group in and click the pencil to open the profile
3. To add a group to the profile, click the Add Group button.

1. 1. Group Name: In the box at the top of the window, enter a name for the group of benefit plans
   2. Brief Explanation: An optional brief explanation can be added if desired
   3. Auto Add: If selected, this group will automatically be added to the employee
   4. Use Waived Reason: IF selected, another field will open in which a Waived Reason List can be attached, and an optional Required checkbox can be used to make selecting a waived reason required
   5. Employee Can Select up To __ Plan(s), At Least __ Plan(s) should be selected: Allows you to control how many plans from that group an employee can select, and how many plans from that group must be selected during enrollment.
   6. Show On The Life Change Event: If selected, this Benefit Group will be shown as a Life Change Event
   7. New Employee: If selected, this Benefit Group will be shown for new employees.