Attaching documents with template to benefit plan enrollments

You can attach documents with template that are related to a benefit plan enrollment. The data is merged according to the template with the benefit enrollment and the document that is saved on the Documents tab.

See Attaching documents to benefit plan enrollments.

  1. Select Benefits > Maintenance > By Benefit Plans.
  2. Select a benefit plan.
  3. On the Enrolled tab, right-click a benefit enrollment with a current or future time frame.
  4. Click Create Document.
  5. Specify this information:
    • Remarks
    • Document Template
    • Document Template - Employee
  6. Click Submit.