Assist an Employee with Enrollment

When employees need assistance enrolling in benefits, administrators can help by guiding the employee or doing it on their behalf.

Within the New Hire window

1. Login as an Employee
2. Eligible benefits will be presented in the workflow
3. Enroll the employee in the preferred plans by selecting the radio buttons next to the plans and the enrollment tiers
4. Click Next to move to the next plan in the workflow
5. Review all the elections at the end of the workflow and click Confirm Elections. Once you confirm elections, a confirmation email is sent to the employee's work email address. 
6. Click Switch To Admin to return to the admin view.

Qualified Life Events

1. Login as an Employee
2. On the Home page, select a Status Change option from the drop down. 
   1. For example: select ‘Child Birth’ and click ‘Go.’
3. Proceed with the workflow.
   1. You may be prompted to add additional members based on the change, and as you proceed eligible plans will be presented in the workflow to update.
4. Review all the elections at the end of the workflow and click Confirm Elections. Once you confirm elections, a confirmation email is sent to the employee's work email address.

Enrollment Exceptions and Corrections

As an administrator, you may make enrollment changes outside of the new hire or status change window if the effective date of the change is after the current enrollment effective date.

1. Click Edit next to Enrollment Info heading on the employee’s record.
2. Click on Modify next to the plan name to make changes to that benefit. Enter the Coverage Effective Date and then update the plan selection.
3. Click Update, you will be prompted to select a Change Reason. Select the appropriate change reason from the drop-down menu and click Submit.