How do I utilize the plan entry date on plan information?
1. Access Plan Information
- From the main menu bar, select Employees, then View/Edit Employees, then Plan Information
- Use the Select Employee dropdown to find and select the employee
2. Edit Plan Selections
- Scroll to the Plan Selections section
- Select Edit
3. Locate Plan Entry Date
- Find the Plan Entry Date field
- This date indicates when the employee becomes eligible for coverage based on the organization’s benefits waiting period