[HR] How to Update Benefits Globally

Created by Crystal Millington, Modified on Fri, 26 Dec at 11:42 AM by Crystal Millington

The HR Benefit Update form allows you to update benefit code information globally in HR Resource Benefits.


Steps:

  1. Open HR Benefit Codes:
    • From the HR module’s Programs folder, open HR Benefit Codes.
  2. Open Update Form:
    • From the File menu, select Update Resource Benefits to open the HR Benefit Update form.
  3. Select Benefit Code:
    • In Benefit Code, press F4 and choose the code to update.
  4. Optional Restrictions:
    • Include Inactive Resources: Update inactive employees.
    • Only Update Matching Rates: Update only resources with rates matching the old rate.
    • (If neither is selected, all resources are updated.)
  5. Update:
    • Click Update. A confirmation message will appear.
  6. Close:
    • Click Close. The updated information is now available in HR Resource Benefits.

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