How to Change Employee Plan, Event Effective Date, and Dependent Coverage

How to Change Employee Plan, Event Effective Date, and Dependent Coverage

A step-by-step guide on how to change an employee’s enrolled plan, an event effective date, and dependent enrollments.

ABOUT

Welcome!

Learn how to change an employee’s enrolled plan, an event effective date, and dependent enrollments.

Who should take this course?

This course is recommended for all Certified Broker Partners who have the following user permissions:

  • Admin
  • Renewals
  • Fulfillment + Employee Editing

 

Topics we'll cover include:

  • When to change an employee’s plan, requirements that need to be met for changing plans, and the step-by-step guide for how to change plan in Zenefits.
  • When to change an event effective date for an employee, requirements that need to be met for changing an effective date, and the step-by-step guide for how to change event effective date in Zenefits.
  • When to change dependent coverage, requirements that need to be met for changing dependent coverage, and the step-by-step guide for how to change dependent coverage in Zenefits.

CURRICULUM2 min/lesson

  • Let's Get Started!
  • How to Change Employee Plan 1 min
  • How to Change Event Effective Date 1 min
  • How to Change Dependent Coverage 2 min
  • Terms & Definitions
  • Next Steps
  • Satisfaction Survey

ABOUT

Welcome!

Learn how to change an employee’s enrolled plan, an event effective date, and dependent enrollments.

Who should take this course?

This course is recommended for all Certified Broker Partners who have the following user permissions:

  • Admin
  • Renewals
  • Fulfillment + Employee Editing

 

Topics we'll cover include:

  • When to change an employee’s plan, requirements that need to be met for changing plans, and the step-by-step guide for how to change plan in Zenefits.
  • When to change an event effective date for an employee, requirements that need to be met for changing an effective date, and the step-by-step guide for how to change event effective date in Zenefits.
  • When to change dependent coverage, requirements that need to be met for changing dependent coverage, and the step-by-step guide for how to change dependent coverage in Zenefits.

CURRICULUM2 min/lesson

  • Let's Get Started!
  • How to Change Employee Plan 1 min
  • How to Change Event Effective Date 1 min
  • How to Change Dependent Coverage 2 min
  • Terms & Definitions
  • Next Steps
  • Satisfaction Survey