Employee classes are available for Short-Term Disability, Long-Term Disability, and Basic Life plans. Here's how to set them up and use them.
Adding Classes
You can add employee classes at the plan level or while building an RFP. Either way, once classes are added, they stay available for use across your presentations and future RFPs — you don't have to re-enter them each time.
Applying Classes to Benefits
Each eligible benefit type can have its own class assignment. Open the plan in the editor, select the class you want to apply, and save. Different classes can be applied to STD, LTD, and Basic Life independently — what you assign to one doesn't affect the others.
Copying and Saving Classes
If you've already set up classes for one employer or RFP, you can copy them rather than building from scratch. Select the class you want to reuse, copy it, and apply it to the new benefit or employer profile. Once saved, the class is stored and available going forward without any additional setup.
Common Questions
- Where do I add employee classes? At the employer level or inside an RFP — both paths work, and the classes you add are saved for future use either way.
- Do classes carry over into the presentation? Yes — once added, they're available in the presentation automatically.
- Can I assign different classes to STD vs LTD? Yes — each benefit type holds its own class assignment independently.
- Does this work for medical or dental plans? No — employee classes currently apply only to Short-Term Disability, Long-Term Disability, and Basic Life.
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