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 Employees page

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

Select the kebab menu next to an Employer on the Employers page, then choose Edit to access its Employer Hub.

In the Employer Hub, select the View in the Employees section to access the Employees page.

On the Employees page, find the Employee Class column (you may have to drag the scroll bar to the right a little), 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 an Employee Class column and 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.