How_do_I_remove_a_benefit_level_from_an_employee_

How do I remove a benefit level from an employee?


You cannot remove a benefit level from an employee if related transactions exist. If related transactions exist, you can enter an end date to stop the benefit level from calculating.

Removing a benefit level

If the employee has related transactions linked to the benefit level, you will not be able to remove it.  

Do this...
1. Open Connect Human Resources > Employees > Modify Existing Employees.
2. Use the Employee field to enter an employee name or number. Press Enter.
3. Click to select the Benefits tab.
4. Use grid on the Benefits tab to select a benefit level.
5. Use the toolbar on the Benefits tab to click Remove the Selected Benefit.
The benefit level is deleted from the employee's record.
 

Entering an end date on a benefit

Use this option if the employee has related transactions linked to the benefit level. The end date will prevent the benefit level from calculating when benefits are calculated. 

Do this...
1. Open Connect Human Resources > Employees > Modify Existing Employees.
2. Use the Employee field to enter an employee name or number. Press Enter.
3. Click to select the Benefits tab.
4. Use grid on the Benefits tab to select a benefit level.
5. Find the field titled End Date on the Benefit subtab.
6. Enter the last day the benefit is active.  
Caselle will stop calculating the benefit on the end date.
 
 

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