Assigning a benefits Level in HR (single or bulk)

This guide shows you how to assign or update Benefits Levels for one or multiple employees in HR, and how these changes sync to the Benefits platform.

Individual updates
Bulk updates

Individual updates

You can set the Benefits Level for one employee at a time either via:

Personal Details > Employment Details > Benefits

Data Management > Benefits Management

From any tab, search and click the toggle against the employee you want to update
Click Assign Level
In the dialog, pick the Benefits Level from the dropdown. The list shows all Benefits packages configured in your Benefits system
Click Assign

The Success dialog tells you how many employees have had a level assigned, and the level will be listed in the Benefits Level column

Note: The change is treated like any other field change: it will be picked up on the next sync cycle and queued for delivery to the Benefits platform. Changing the Level on an already-synced employee will move them to the new package on Benefits.

Bulk updates

Multi-select

You can follow the steps in the previous section via Data Management > Benefits Management to multi-select employees or click the top toggle to 'select all' to update employee levels in bulk

Subset group

If you wish to select a particular group of employees via options beyond the on-screen column filters, you can use the Subset tool in the top right
Select a tab within Data Management > Benefits Management
Click on the Subset tool icon and then create a subset of records

Click Complete within the subset and then go back to the relevant tab where the users will be listed
Click on the top toggle to select all users
Click Assign Level
In the dialog, pick the Benefits Level from the dropdown. The list shows all Benefits packages configured within your benefits system
Click Assign
The Success dialog tells you how many employees have had a level assigned, and the level will be listed in the Benefits Level column

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