Overview
Employee Classes let you group employees by shared characteristics (like union status, job type, or location) so you can offer different benefits and employer contributions to different segments of the workforce. Use Employee Classes when an employer wants to reflect real-world distinctions in how they offer coverage.
Examples of Employee Classes include:
- Union vs. Non-Union
- Hourly vs. Salaried
- Weekly vs. Bi-weekly pay schedules
- Different office locations
Employee Classes are optional. If your group offers the same benefits and contributions to all employees, you can skip this feature.
IN THIS ARTICLE
How Employee Classes work
Where Employee Classes are used in Quote+
Things to expect
Related resources
How Employee Classes work
- Set up classes on the Employer record either from the Employer Hub or in the Proposal: You can define classes and assign each employee to a class.
- Target benefits by class: In the Products step of a Proposal, you can assign products to different classes.
- Load products to Enrollment: If you create an Enrollment from a Proposal, Quote+ loads the products from the Proposal one time.
- Set product pricing and contributions by class: In the Manage Products step of an Enrollment, you can configure pricing and employer contributions by class.
Where Employee Classes are used in Quote+
| Operator | Description |
|---|---|
| Proposal Setup | Use to include results that have blank values for the selected field. |
| Manage Products (Proposal) | Use to exclude results that have blank values for the selected field. |
| Enrollment Setup | Use to include results that exactly match the selected field. |
| Manage Products (Enrollment) | Use to include results that do not match the selected field. |
| Plan Selection Report | Use to include results that have a numeric value lower than the input value. |
Things to expect
- Employee Classes are tied to the Employer record. They’re reusable across the Employer's Proposals and Enrollments.
- Products from a Proposal load into an Enrollment only once. Later edits to the linked Proposal won’t be updated the Enrollment.
- Employees do not see class names in the Employee Portal. Class information is hidden from the MHQ (Medical Health Questionnaire) and Plan Selection.
- Carrier form submissions may not include class information. Quote+ does not include detailed class info in carrier submissions unless specifically required (e.g., select Aetna fields).