Manually creating documents for benefits enrollment
- Select Benefits > Maintenance > By Employees.
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Select an eligible benefit plan of the employee to enroll:
- Click the Eligible tab.
- Select the employee benefit plan.
- Click Enroll.
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Specify this information:
- Document Template
- Specify the document template to use for the document that is saved with the enrollment.
- Document Template - Employee
- Specify the document template to use for the document that is saved on the employee's profile.
- Remarks
- Optionally, provide remarks to show on the
document.Note: Remarks are saved in the documents only if they specify the mail merge field EmployeeBenefit.Remarks.
- Click Submit.
- To view a document created from the Document Template - Employee field, navigate to the employee profile, click the Personal Information tab, and navigate to the Attachments list.