Within Plan Assignment, you have the ability to add a single employee at a time to a health plan, or you can add based on a group of employee or select all.
Data can be exported into excel directly from the plan assignment screen.
To add a single employee to a plan:
- Select "Add new record" link
- Select the employee from the drop down list
- Select the corresponding plan assignment from the 'Health Plans' drop down list.
To add multiple employees to a plan:
- Select "Add new record" link
- Select "Check All' from the employee from the drop down list
- Select the corresponding plan assignment from the 'Health Plans' drop down list.
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