Step 6: Enrolling Employees

In Step 3, we added the payroll medical benefit to all employees. In Step 4, we established the MEDICAL Coverage Group and its Coverage Types. In Step 5, we established the medical benefit and the term of its eligibility.

1. In Human Resources do the following: Choose the AETNA medical benefit in Maintain Benefits. Choose View Detail and select the View/Enroll/Update Employees. A selection grid appears that will update employees with this benefit. This grid is useful in updating various ranges of employees, but if this is the first time enrolling employees, choose ALL and Find Now.
2. The resulting grid will show all employees but you can filter by various criteria. Choose the Coverage Group (see Step 4) established for this benefit and the proper Coverage Type ID for each employee. Once all Coverage Group and Type ID's have been added, select employees and then the Enroll / Update button.
3. A proof will generate. If all entries look good, close the proof and continue to Update Employee Benefits. A success screen will give you a summary.