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How to enrol a new employee to your benefits plan
How to enrol a new employee to your benefits plan

Adding a new employee to your company benefits plan

Dusan Baic avatar
Written by Dusan Baic
Updated over a week ago

Enrolment must be done by the designated plan administrator of the company only.
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All new employees must complete the enrolment form in full no later than 31 days past the eligibility date (e.g. typically the probation period or 90 days as an example).

After this period, the employee is considered to be a late applicant and is subject to a Health Evidence Questionnaire and possibly a medical examination. The insurer may deny the enrolment.

Therefore, in order to avoid this scenario, it is best to have your employee complete the application form as soon as they are hired. Our administration office will ensure that the employee is effective as per the policy enrolment date.

To add a new employee to your company's benefits plan, follow the following steps:

2. Click the Employees tab

3. Click "Create New Employee"

4. Complete the form with the necessary information

5. Once complete, you will see the new employee added to your employee list with a certificate number pre-populated for you.

The certificate number can be found when clicking the employee name, clicking the "profile icon" and selecting the "member benefit statements" from the side panel.

6. As a final, please have the employee complete the benefit enrolment form to satisfy our insurer's requirements. The enrolment form can be accessed here.

Once we receive this, our back office will add benefits to the employee, process a drug card and then finally update your company's billing invoice accordingly.

To add a beneficiaries to your employee, click here.

To add dependents to your employee, click here.

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