Attaching documents to benefit enrollments

You can add or delete documents that are related to a benefit enrollment on behalf of an employee.

  1. Select Benefits > Maintenance > By Resources.

    Or select Benefits > Maintenance > By Benefit Plan.

  2. In the Current or Future tab, open the enrollment.
  3. To use merge functionality with a template, select Actions > Create Document.
    1. Select the template. Data is merged according to the template with the enrollment and saved on the Documents tab.
  4. To attach a document without merging data, click the Documents tab.
    1. Click Create.
    2. Attach the document and click Save.