Admin Action

Set benefit classes and limits

Adjust class-level benefit structure and verify assignments against policy.

Steps

  1. 1.Open Classes from admin settings (or fallback class view in Members).
  2. 2.Review each class and its annual reimbursement limit.
  3. 3.Confirm class strategy aligns with your compensation policy.
  4. 4.Cross-check employee assignments where needed.

Supporting screenshots

Class configuration or fallback employee-class assignment view.

admin

Class configuration or fallback employee-class assignment view.

Employee roster for validating class assignments.

admin

Employee roster for validating class assignments.

Terminate employee coverageGenerate company reports