Location: Enrollment Process/Enrollment Calculation
Use the following steps as a guide to enroll a member in a plan.
Open the member you want to enroll.
From the Administration tab, select the Enrollment Process from the drop-down list.
Select the Enrollment Calculation event to open the Calculation Wizard.
Select the Plan you want and click Next.
For the Calculation Type, accept the default, Enrollment.
For the Calculation Subtype, accept the default, Enrollment.
Using the Calendar, enter the Date of Enrollment.
Click Next.
If necessary, enter the Additional Plan Data. Fields on this screen (if any) depend on the settings for Custom Parameters.
Click Next. The system displays a Summary.
If the information is correct, click Next to display a Calculation worksheet.
Use the tabs to display the pages of the Calculation worksheet (General, Service, Earnings).
If the information is correct, click Finish.
If necessary, click the Calculation History link to ensure that the member has been enrolled.
For more information, see Enrollment Process (Online).
Build 1136
