1. Select an employee you wish to update. On the right side of the employee name, click the three dots, and select Update Class.

2. A pop-up appears. Here you can select the class available to the employee. If there is no other class available, please contact Rise to make changes to the plan design. Select the effective date, and when you are done click Next.

3. To modify the plan basis changed class of the employee, you will have the option to either send an invitation to the employee to modify their details or, as the Plan Administrator, make the changes on the employee’s behalf. Once you are done, click Confirm.

Update Division

1. Select an employee you wish to update. On the right side of the employee name, click the three dots, and select Update Division.

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2. A pop-up appears. Select the division and choose the effective date. Click Update and these changes will take effect right away.