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How to add a Group Benefits Plan

Updated

Available for the following plan: Free, Standard, Premium, Platinum
Available for the following user access levels: Admin

The Benefits Management feature is where you'll set up and manage all your company's group benefit plans. This guide will walk you through the two ways to add a new plan:

  • Create a plan manually: Enter all the plan details yourself, step-by-step.
  • Create a plan with AI: Let our tool automatically read your policy booklet (PDF) and fill in the details for you.

Getting started

Manually add a new Group Benefits Plan

This guide is broken into two parts: first, creating the main plan "shell," and second, adding the individual benefits (like dental or medical) to it.

Part 1: Create Your Plan

  1. Navigate to Benefits > Benefits Management.
  2. Click the + Create new button (top right) and select Create a Group Benefits Plan.
  3. Scroll down to the Create Benefits Group Plan manually section.
  4. Complete the plan's main details:
    1. Plan name
    2. Insurance provider
    3. Policy number
    4. Renewal date
    5. Waiting period
    6. Upload policy booklet (This is optional)
  5. Click the Create plan manually button.

Part 2: Add Benefits to Your Plan

  1. Now that your plan is created, follow these steps to add each specific benefit.
  2. Click the + Add Benefit button.
  3. Select the benefit Category (e.g., Medical, Dental, Vision) from the dropdown.
  4. Write a Benefits Description to give employees a clear summary of the benefit, including coverage, maximums, and co-pays.
  5. (Optional) You can attach a specific benefit file (like a detailed PDF) using the Browse Files button.
  6. Move to the Coverages section and toggle on all the services included in this benefit.
  7. For each coverage you turn on, add a short description of its details (e.g., "Covers 80% of prescription costs").
  8. Click Save.

Remember: You will need to repeat Part 2 for every individual benefit (Dental, Vision, etc.) you want to add to this plan.

Save time and let AI Create Your Benefits Plan

Want to save time? Let our AI automatically fill in your plan details right from your policy booklet.

  1. Start the AI setup
    • Navigate to Benefits > Benefits Management.
    • Click + Create new > Create a Group Benefits Plan.
    • Drag your policy PDF into the upload box and click Auto-create with AI.
  2. Wait for the AI to process
    • The system will read your file and pre-fill the plan details. This might take a few moments.
  3. Review and Finalize Your Plan
    • Once processed, click on the new plan draft to review it.
    • Carefully check all the fields and benefits the AI has added to ensure they are correct.
    • Note: The Create group plan button will be greyed out until all required fields are complete and reviewed.
    • When you've confirmed everything is accurate, click the Create group plan button.
  4. Confirm Creation
    • A pop-up will appear. Click Confirm & create plan.

That's it! Your new Group Benefits plan is now set up in Employment Hero.

Add Employees to Benefits Plan
  1. In the Benefits Plan (Benefits > Benefits Management > Group Benefits Plan tab > Click on the plan)
  2. Click on the Assigned Employees tab.
  3. Click the Add/Remove Employees button.
  4. Select specific employees be clicking on their name and they'll be moved to the assigned column. or click the double arrow icon>> to move all employees to the assigned column in bulk.
  5. Click Save.

Maintain

Edit your Group Benefits Plan details

If you need to update details on your group benefits plan, follow these steps:

  1. Navigate to Benefits > Benefits Management.
  2. Click the Group Benefits Plans tab.
  3. Find and click on the plan you want to edit.
  4. On the Plan tab, click the Edit button.

  5. You can now make changes to the following details:

    - Plan Name

    - Insurance Provider

    - Policy Number

    - Renewal Date

    - Waiting Period

  6. Click Save to apply your updates.
How to Delete a Group Benefits Plan

Just a heads-up: This action is permanent and cannot be undone.

  1. Click on Benefits, then select Benefits Management.
  2. Click the Group Benefits Plans tab.
  3. Find the plan you want to remove and click the three dots (•••) in the upper right corner.
  4. Select Delete.
Edit a Specific Benefit in your plan
  1. Navigate to Benefits > Benefits Management.
  2. Click the Group Benefits Plans tab.
  3. Select the plan you need to modify.
  4. Find the benefit you want to change and click the pencil icon to edit.
  5. Make your updates and click Save!
Delete a Specific Benefit in your plan
  1. Navigate to Benefits > Benefits Management.
  2. Click the Group Benefits Plans tab.
  3. Select the plan you need to modify.
  4. Find the benefit you want to change and click the trash icon to delete it.
  5. In the pop-up click Delete to confirm you action.
  6. The benefit is deleted and all employees assigned will no longer see the benefit.

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