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  2. Marti Coyle

Employee Instruction Guides

  • Date updated 2023-09-08
  • By Marti Coyle

Where can I find the employee instructions for my group?

The instruction guides are always available in 3 locations: the Add Company Wizard, Renew Group Wizard and in the Support menu/Support Manuals. If you go to either wizard, you can find your group in the list at the top of the screen. Once you do that, the wizard will open and you can scroll to the very bottom. That's where you will see the instruction files for the employees, and the ones shown [...]

Making a Report with Employee Usernames

  • Date updated 2023-09-08
  • By Marti Coyle

where can I run a report that shows all the employee's usernames?

You can click on each employee's name (it's a link) to view their Username, Email Address and Activity. The employee Usernames no longer display all together on the employee screen, like they did in the past. However, we are looking at changing this in the near future. There is no report that displays the Usernames, but you can run the Employee Census Report with the First and Last Names and [...]

Access Employee Usernames

  • Date updated 2023-09-08
  • By Marti Coyle

Where can I see the employee usernames?

You can click on each employee's name (it's a link) to view their Username, Email Address and Activity. The employee Usernames no longer display all together on the employee screen, like they did in the past. However, we are looking at changing this in the near future. There is no report that displays the Usernames, but you can run the Employee Census Report with the First and Last Names and [...]

Qualifying Life Events - Broker Instructions

  • Date updated 2021-12-28
  • By Marti Coyle

How do I handle an employee's life event once it's been submitted to me?

Life Events Overview In order for Life Events to be an option for users, the group must be in New Hire Mode. In order for the system to determine if a user needs to have access to the Life Event tool or the New Hire Enrollment tool, it will use employee’s hire date and the number of days you allow users to go in and complete their new hire enrollment. If the user falls outside of those [...]

Qualifying Life Events - Employee Instructions

  • Date updated 2021-12-28
  • By Marti Coyle

How does an employee submit a life event?

Proof of Your Life Event You will need proof of your life event, depending on what your change is. Scan the documentation and save it as a file. You will be required to attach this file before you are allowed to submit your life event change. A few examples of required documentation: - Termination Letter from Employer - Birth Certificate - Court Order - Marriage License 1. Getting to [...]

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Author Information

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    Marti Coyle



    Description:
    Total articles: 6
    Article Categories: 12
    • Getting Started
    • Frequently Asked Questions
    • Census Help
    • EasyAppsOnline News and Updates
    • Client Maintenance
    • New Hire Mode
    • Employee Application
    • Carrier Applications
    • Enrollment Modes
    • Employee Support
    • Helpful Documents
    • News & Updates
    Article Tags:4
    • New Hire
    • Employee Help
    • Client Maintenance
    • Helpful Documents

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