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.
- Click Save.
- The benefit will appear on the Benefits tab. To assign it to employees, click Actions > Assign to Employee.
- In the Assign Benefits to Employees window that pops up, you can click on Assign and select employees. You can select multiple employees at once.
- 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.
13. You can also bulk assign benefits to Employees from the Employees tab. Select the employees > Bulk Actions and select Assign Benefits.
14. To change the effective date of the benefit for your employees, simply click on the relevant checkmark, update the effective date, and hit Save.
If you need any assistance, please contact our support team.