How to assign Employees to classes in Quote+

Overview

After you define and add Employee Classes to an Employer record, you can begin assigning Employees to those classes. This article walks you through the steps.

IN THIS ARTICLE

Assign Employees to classes from the Employee Listing

You can assign Employees to classes from the Employee Listing. To get to the listing:

Edit an Employer record to access the Employer Hub.

From the Employer Hub, select the ‘View Employees’ link to open the listing.

In the Employee Listing, find the Class column and update the class for each Employee.

Assign Employees to classes during the Proposal process

You can assign Employees to classes building a Proposal on Steps 2 and 4. On Step 2: Employee Demographics, when adding Employees and their Dependents, you’ll see a Class column field that gives you the option to assign each employee to a class.

This is optional. You don’t have to assign classes on Step 2. However, you will need to assign Employees to classes on Step 4: Employee Coverage Lines.

Employees must be assigned to classes to complete the Proposal so their classes can carry over to Enrollments.