Creating documents manually without changing employee benefits

You can create documents manually for employee benefits that does not require changes.

  1. Select Benefits > Maintenance > By Employees.
  2. Select an employee.
  3. Select an employee benefit enrollment:
    1. Click the Enrolled tab.
    2. Right-click a benefit enrollment with a current, future, or historical time frame.
    3. Click Create Document.
  4. Specify this information:
    Remarks
    Provide remarks to show in the document.
    Note: Remarks are saved in the documents only if EmployeeBenefit.Remarks is specified in the mail merge field.
    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.
  5. Click Submit.