Manual Employee Benefit Elections

Employee electable benefits are determined by your Site Sponsor and vary by agreement. Benefit elections can be done either manually or when using the payroll report upload tool.

To edit benefit elections manually:

1. Click on the Employee Roster.
2. Click an employee's name to open their Employee Detail page
3. Scroll down to find the Benefit Elections section.
4. To turn on the benefit for the employee:
   1. Check the box under the Elected column for the desired benefit.
5. To turn off the benefit for the selected employee:
   1. Uncheck the Elected box in the row with the blue check box.
6. Enter an effective start date (and override rate or end date if necessary).
7. Click Save.

When manually electing benefits, please note:

• All dates should have an mm/dd/yyyy format.
• The start date should always be set to the 1st day of the month.
• After saving, a new line with a blue check box will appear under the most recent activity.
• The line with the blue check box is for making changes, and is not currently active.
• For the full history of elected benefits, check the Show election history box in the Benefit Elections section.

For editing employee electable benefits using the payroll report upload tool, see here.