Enrollment Process (Online)

The Enrollment process is used to add new employees to the database, if necessary, add employee data and enroll them in a plan. The individual events of the Enrollment process are meant to be run in sequence, however the New Employee event may be skipped if the employee data has been imported.

Host Events

Description

Supporting Views

Verify New Entrant

Displays the Documents browser.

 

New Employee

Launches the Employee wizard used to add a new employee to the database

 

New Address

Launches the Address wizard.

 

Enrollment Calculation

Launches the Enrollment Calculation wizard.

 

New Beneficiary

Launches the Beneficiary wizard used to add a beneficiary to the selected member.

Beneficiaries

Beneficiary Address

Launches the Address wizard to add a beneficiary address.

 

Beneficiary Designation

Displays the member beneficiary designation per plan information: Edit

 

Position Classification

Displays the member's Status browser. Add/Edit.

 

Web Access Login

Displays the member's Login Account Information browser. Add/Edit.

 

Welcome Letter

Displays an enrollment notification report.

 

 

For more information, see About Web Administrator Processes.

Build 1136

See Also