Location: Enrollment Process/New Employee
To add a new participant/member to the database:
From the Administration tab, select the Enrollment Process from the drop-down list.
Select the New Employee event. The Employee Wizard opens.
In the Enter search criteria screen, enter a SIN, First Name, Last Name and Date of Birth.
Click Next. The system searches to database to see if the person is already there, in which case it gives you the option of using the existing member record or creating a new person. In this case, there was no similar member.
Confirm the demographic information and then click to select the Birth Certificate check box. Then select the Gender, Marital Status, and Language.
Click Next. Enter Employer, Date of Hire, and Employment Status. If appropriate, allow the system to generate a unique member key, or click to deselect Generated and then manually enter the key you want.
Click Next to display a Summary.
If the information is correct, click Finish.
The next step is to enter the new member's address. For more information, see How to Add an Address Online.
For more information, see Enrollment Process (Online).
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