Viewing the document template on the employee's enrollment
You can view the document template that is saved with the enrollment after completing these actions:
- Attaching documents with template
See Attaching documents with template to employee benefit enrollments and Attaching documents with template to benefit plan enrollments.
- Configuring document templates on termination rules
- Creating documents manually
See Creating documents manually to stop employee benefits, Creating documents manually to enroll employee benefits and Creating documents manually without changing employee benefits.
- Select .
- Select an employee.
- Open an employee's benefit plan enrollment:
- Click the Enrolled tab.
- Select the employee's benefit plan enrollment.
- Click .
- Click the Documents tab.