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Employee Benefit Tracking

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Employee Benefit Tracking is used in cases where Open Enrollment (OE) is not being used at all, or in cases where the Administrator needs to enter extra benefits and/or override an existing benefit.


Step 1: From the Benefits screen, select Employee Benefit

Step 2: Select the applicable Employee Benefit

Step 3: Set up the Plan Type, Coverage, and Rates to assign a new benefit to an Employee. (Amount can be overridden at employee level if needed).

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