Benefit Packages are how we organize groups of benefits for employees to enroll in. Each package is set up to apply to a group of employees; employees can only be in one package at a time. Create a single benefits package if all employees are able to enroll into the same set of benefits. If you have more than one set up benefits - for example, one set of benefits for Full Time Employees and another for part Time Employees - then you would create two benefit packages. Each benefit can be used in multiple packages, but whatever is in those packages are what employees will be able to enroll in.

Note: Before creating a Benefit Package, you must first create your Benefits.

Benefit Package Settings can be found under Settings > Employee Services > Benefits > Benefit Packages.

Select New Benefit Package.

Step 1 of 6: Select Benefits

The first step is selecting your benefits. Here you determine what benefits are offered to your employees by marking the checkboxes on the left. Some benefits may have different options, which allows for more granular selection. If there were more options in the Benefit Settings for Health, for example, those other options would appear here; you can pick all or one of those options.

Once you have picked the applicable benefits, select Next.

Step 2 of 6: New Hires/Rehires

This view is dedicated to how a new hire or rehired employee's benefits apply to them.

The first option >Use Adjusted Hire Date uses the Adjusted Hire Date field for the Rehire Date. The Adjusted date is for GP clients.

When can employees begin the enrollment process? provides two options.

The first option means employees don't have to wait any time for a New Hire Enrollment period to populate in the benefits module on the employee's side. Once they are put into a benefit package, the option will be there.

The second delays it by a value after the rehire date, with options in the dropdown being days, weeks, or months.

Next, determine how long you want the employee to be able to start their enrollment period.

When are employee's eligible for benefits?

This is effectively when the employee's enrollment will become active. If they make their enrollment the day of their hire/rehire date, that is when they become effective.

In the example above, the elections become effective on the first of the month 20 days after hire/rehire. If the employee was hired on 2/1/2025, the effective date would be 3/1/2025. But if they were hired on 2/25/2025, the effective start date would be 4/1/2025.

Information Marks:

When are employees eligible for benefits? This will set the date on which the employee's benefits become effective. This date can be changed on an individual level during the approval process.

Step 3 of 6: Offer of Coverage Expirations

When an employee is removed from a package, whether because they are terminated or no longer qualify for a package, this view determines the date that their offers end in the eyes of the Affordable Care Act (ACA).

Information marks:

Employee's termination date: If the employee does not have a termination date, the date the package change is being approved will be used instead.

Last Day of the month following the employee's termination date: If the employee does not have a termination date, the date the package change is being approved will be used instead.

Step 4 of 6: Eligibility Rules

This view defines what type of employees will be placed in the benefit package you are creating. In the above example, Employment Type is used as the main variable to include employees in this package. Only employees with Part Time Regular and Part Time Temp will be eligible for this particular example.

There are many options to select through, sourcing from most field options available on the site.

Step 5 of 6: Employee Package Conflicts

Based on the Eligibility Rules of the previous screen, some employees may have a conflict. This happens when an employee's information can apply to multiple benefit packages. Any employee presented in this list will need to be set into the appropriate benefit package.

Select Next to continue through the wizard.

Step 6 of 6: Employees in Package

This view provides a list of employees who would be assigned to benefit package you are creating. You can export the list as a spreadsheet (to work in Excel) or as a PDF. Be sure to review the employees to confirm that they should be in the package.

Select Save to complete the wizard.

After saving, you will be redirected back to the Benefit Package setting's main screen. At this point, you wait for the eligibility filters to run and then approve those package changes under Employees > Benefits > Eligibility Changes.