Change an Employee's Benefit Group Lesson


In this lesson you will learn how to change an employee's benefit group.


Steps:

  1. Click the NIS State of Nebraska link.

    Step 1
  2. Click the Human Resources/Payroll - Agencies link.

    Step 2
  3. Click the Employee Maintenance link.

    Step 3
  4. Click the Employee Information link.

    Step 4
  5. First you will need to find the employee record.  You can narrow your search by using the fields in the QBE line.  Specifically the Employee No field (the employee's address book number), and the Alpha Name field.

    Step 5
  6. Click in the Employee No field.

    Step 6
  7. Enter "4874666" into the Employee No field.

    Step 7
  8. After entering your search criteria click the Find button.

    Step 8
  9. Select the record by clicking the check box next to it.

    Step 9
  10. Click the Select button.

    Step 10
  11. Click in the Benefit Group field.

    Step 11
  12. Click the Visual Assist tool button to bring up Employee Information - Rate Code Search and Select window.

    Step 12
  13. The first ten option will be displayed.  To bring up the next ten click the Next button.

    Step 13
  14. Click the Next button again.

    Step 14
  15. Select the appropriate Benefit Group for the employee by clicking on the corresponding radio button.  

     

    For this lesson click the radio button for the NAPE-B group.

    Step 15
  16. Click the Select button.

    Step 16
  17. Click the OK button.

    Step 17
  18. Click in the Change Reason field.

    Step 18
  19. Enter the change reason code in the Change Reason field.  Use the Visual Assist tool if needed.  

     

    Enter "001" into the Change Reason field.

    Step 19
  20. After entering the Change Reason Code click the OK button.

    Step 20
  21. Click the Close button.

    Step 21
  22. Note:  If a change is made to an employee’s benefit group, changes will need to be made to an employee’s benefits (leaves, insurance, etc.)

    Step 22

You have successfully completed this lesson.

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