Attaching documents to an employee benefits enrollment

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

  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 Open.
  5. On the Documents tab, click Create.
  6. Click the folder icon.
  7. Select the file to attach from your local folder.
  8. Click Open.
  9. Click Save.