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I know I created the group but now I can't find them in client listing?
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At the top of the Clients page select Show all companies including those with expired enrollment dates...
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The HR Account has been locked out. What do I do? |
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An HR Administrator that enters the wrong password 3 consecutive times will be locked out and the company will be highlighted on the Clients page. Example Message: COMPANY ACCOUNT DISABLED. PLEASE CONTACT A SYSTEM ADMIN. To unlock the HR account Click Clients Locate the company and select Cho...
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How do I find out whether the applications have been sent to the carrier?
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Choose an Action Menu > Application Management. Click "These applications have submission codes. Click here to see details" It will provide you with all the submission codes for the carriers, when the applications were picked. Scroll over the submission code as it will provide the list...
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How do I attach carrier applications to my client? |
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How do I attach carrier applications to my client? 1. Click Clients2. Mouseover Expand3. Mouseover Application Management4. Click View/Add Carrier Apps5. Click Add New Carrier Application6. Choose the state by clicking it on the map7. Choose the carrier in the first list box8. Choose the carrier a...
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How to transfer employees between companies in the system
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To transfer employees between companies Click Clients Click Choose an Action Select Maintain Emps Next to the employee to be transferred, click Choose an action Select Edit Account From the Companies drop down menu choose the new company Click Submit...
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How do I show when and if an employee choose COBRA? |
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From the group's Choose an Action menu select Maintain Employees From the employee's Choose an Action menu select Edit Account Type COBRA directly after their last name The employee will then need to log in and change the Status drop down on the first page of the application My Profilefrom Fu...
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I know I created the group but now I can't find them in client listing?
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1. From the aphabet the first letter of the company name. 2. Click link for SHOW ALL ACCOUNTS. 3. Select link to SHOW ONLY ACTIVE GROUPS. ...
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How do I change the assigned HR Password? |
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Select Edit Company from the group's Choose An Action Menu. 2. Delete the current HR password and enter a new one 3. Select the Edit button at the bottom of the page to update....
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The HR contact apparently locked themselves out with the HR username & password
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This is the error she received: COMPANY ACCOUNT DISABLED. PLEASE CONTACT A SYSTEM ADMIN. In order to reset the HR username and password (Indicated when the group is highlighted in yellow on your client list) follow these steps:1.) Click on Client2.) Find the Group3.) Select "Choose an action"4...
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Where do I reset the HR Contact's Security Question? |
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To Reset the Security Question for the HR Contact. 1.) Go to Client 2.) Choose an action 3.) Select "Reset Security Question" OR You may contact us at 1-888-563-4474 ext. 5 for further assistance....
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How do I customize the Employee & HR Portal?
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Using the new Customize Portal option the Broker and/or HR Administrator may now add custom messages to their employees as well as upload their company logo to appear at the top of the webpage. This will make the portal feel more familiar to clients and enhance the experience. Example of a Customi...
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How do I reset the passwords for all employees to the Birth Year + Last 4 of SSN? |
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To ensure you are resetting them properly please follow the below instructions: 1. Click Clients 2. Locate the company and Choose an action > Set Enrollment Mode/Dates 3. Select Yes to Reset Employees Passwords to Birth Year + Last 4 of SSN 4. Click Update 5. Go back to the Main Menu ...
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How do I customize my client's portal?
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How to Customize the Client Portal Right click the above image and click "Save picture As" to download the Logo Template. 1. Once downloaded, right click on the saved image and select Open With > Choose Paint. 2. Go to your client's website. 3. Right click on their logo at the top of t...
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How do I handle an employee's life event once it's been submitted to me? |
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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...
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