Deleting Benefit Subgroups - Knowledge Base | BerniePortal

Deleting Benefit Subgroups

Deleting a benefits subgroup moves it to the Recycle Bin and detaches its plans. If the subgroup has employees, you reassign them to another benefits subgroup as part of the same delete. For an overview of the Benefits Subgroups list, see Understanding the Benefits Subgroups Area.

Who can delete a benefits subgroup

Employers with Benefits enabled can delete a benefits subgroup. Users who are masquerading as the employer use the employer path. The ACTIONS menu with Delete appears for employers only.

To delete a benefits subgroup:
  1. Select Benefits in the top navigation menu.
  2. Select Subgroups in the secondary navigation menu.
  3. In the BENEFITS SUBGROUPS list, open the actions menu in the ACTIONS column for the subgroup you want to delete.
  4. Select Delete.
  5. If the subgroup has employees, under What do you want to do with employees in this subgroup?, choose one:
    • Move all employees to a single subgroup — then under Choose a subgroup, select the destination benefits subgroup.
    • Choose different subgroups for each employee — then under Choose subgroups for each employee, select a destination benefits subgroup for each employee.
  6. Select Delete Subgroup.
If the subgroup has no employees, select Delete Subgroup after opening Delete.

BerniePortal moves the subgroup to the Recycle Bin and closes the delete window. If the subgroup had employees, they are moved to the destination subgroup(s), and elections tied to the deleted subgroup are cleared as part of that move.

If the subgroup has employees, you need at least one other benefits subgroup to move them into. To create one first, see How to Create a New Benefits Subgroup.

If any employee in the subgroup has a frozen account outside Open Enrollment, BerniePortal blocks the delete with: This subgroup cannot be deleted outside of Open Enrollment.

To delete a benefits subgroup from Account:
  1. Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu.
  2. Select Subgroups in the left sidebar.
  3. In the Benefits section, open the actions menu in the ACTIONS column for the subgroup you want to delete.
  4. Select Delete.
  5. Continue from the employee reassignment step in the procedure above.

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