How do I create a new employee class?

To create a new Class:

1. Go to Company > Settings > Classes.

2. Click Add Class > enter a Class Name and Class Code.

• Class Name: 

  • You can’t enter a class name that is the same as an already active or deactivated class

  • It can’t be greater than 50 characters

  • It can include spaces, letters, numbers, and symbols

• Class Code: 

  • You can’t enter a class code that is the same as an already active or deactivated class.

  • It can’t be greater than eight characters.

  • It can include spaces, letters, numbers, and symbols

3. Select whether employees in the class are eligible for benefits.

• If you select Yes, and are a benefits client, select when benefits start for the employee:

  • On the date of hire

  • On the first of the month following a defined number of days or months (if you select this option, you’ll also have to select whether the employee has to wait an additional month if the wait period ends on the first day of the month)

  • On the first or 15th of the month (whichever comes first) following a defined number of days (if you select this option, you’ll also have to select whether the employee has to wait an additional month if the wait period ends on the first day of the month)

  • Or an exact number of days or months following the date of hire.

4. Click Save.

Note: Your ability to access company classes is determined by the Company settings classes permission in your organization’s roles and permissions. All users with the Administrator or HR Administrator roles, whose sites were created after August 12, 2019 have the permission turned on by default, however, it can be turned on or off for any access role as needed.