Attaching documents with template to employee benefit enrollments

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

See Attaching documents to an employee benefits enrollment.

  1. Select Benefits > Maintenance > By Employees.
  2. Select an employee.
  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
    Optionally, provide remarks to show in the document.
    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 profile.
  6. Click Submit.