Creating documents manually to enroll employee benefits

You can create documents manually to notify employees that their benefits are enrolled.

  1. Select Benefits > Maintenance > By Employees.
  2. Select an employee.
  3. Select an eligible benefit plan of the employee to enroll:
    1. Click the Current Eligible tab.
    2. Select the employee benefit plan.
    3. Click Enroll.
  4. 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.
  5. Click Submit.