In this article, we will show you how to assign benefits to employees within group cases. Let's suppose that you are creating a new benefit for a group case and want to instantly assign it to some of the employees. Follow these steps:
- Go to the Benefits tab of the case card.
- In the upper-right corner, click Add Benefit.
- In the Add New Benefit form that opens, fill in all the necessary fields. For more information, see NextAgency: Benefits.
- Important! In the upper-right corner of the Add New Benefit form, select the Share With Client checkbox. This will give you access to the Assign to Employee option under Actions.
- Click Save.
- The benefit will appear on the Benefits tab. To assign it to employees, click Actions > Assign to Employee.
- In the Assign to Employees Case window that pops up, you can either assign the benefit to employees with a certain status, e.g. Hourly, or individually select the employee(s) to whom you are going to assign the benefit. You can also select All Employees.
- Click Save.
- To check the assignment of a benefit, go to the Employees tab.
- Find a relevant employee and click their name in the list.
- Go to the Benefits tab to check if the benefit has been added.
- You can assign more benefits at this tab by clicking Assign Benefits in the upper-right corner.
