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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