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Employee Classes for Benefits
How to manage employee classes and apply them to eligible benefits so your presentation reflects the correct class-based plan details.

For Short-Term Disability, Long-Term Disability, and Basic Life plans, you can assign employee classes to define different benefit levels for groups within the employer organization.

  • Adding Classes:
    • Employee classes can be set up at the employer level or while creating an RFP.
    • Once added, these classes will remain available for use in the presentation.
  • Applying Classes to Benefits:
    • Different classes can be applied to each eligible benefit type.
    • This allows employees in different groups to receive varying levels of benefits based on their assigned class.
  • Currently, employee classes apply only to Short-Term Disability, Long-Term Disability, and Basic Life plans.






Questions this article answers • What are employee classes in Plansight? • How do I set up employee classes for life and disability plans? • Which benefit types support employee classes? • Can I create different benefit levels for different employee groups? • Where do I add employee classes -- at the employer level or in the RFP? • Do employee classes carry over into the presentation? • Can I assign different classes to short-term disability vs long-term disability? • How do I give executives a different life insurance amount than other employees? • Does Plansight support employee classes for medical or dental? • How do I apply a class to a basic life plan? • Can I set up classes while building an RFP? • What happens to classes after I add them -- do they stay for future use?

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