Author name: Megan

Benefits_Close Life Events

Benefits_Close Life Events Navigation: Home>Benefits Administration>Enrollment>Search for the Employee>Benefits Summary>Evaluated Life Events>Close From the home screen, click Benefits Administration Next, click Enrollment After clicking the Enrollment app, the Benefits Service Center Page is displayed. Search for the employee for whom we wish to view or manage their enrollments. Once the employee’s name is visible, click …

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Benefits_Make Benefits Elections As A Benefits Administrator

Benefits_Make Benefits Elections As A Benefits Administrator Navigation: Home>Benefits Administration>Enrollment>Search for the Employee>Benefits Summary>Evaluated Life Events>Enroll>Submit From the home screen, click Benefits Administration Next, click Enrollment After clicking the Enrollment app, the Benefits Service Center Page is displayed. Search for the employee for whom we wish to view or manage their enrollments. Once the employee’s …

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Benefits_Evaluating A Life Event

Benefits_Evaluating A Life Event Navigation: Home>Benefits Administration>Enrollment>Search for the Employee>Benefits Summary>Potential Life Events>Actions>Process>Submit From the home screen, click Benefits Administration Next, click Enrollment After clicking the Enrollment app, the Benefits Service Center Page is displayed. Search for the employee for whom we wish to view or manage their enrollments. Once the employee’s name is visible, …

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Benefits_Adding A Life Event

Benefits_Adding A Life Event Navigation: Home>Benefits Administration>Enrollment>Search for the Employee>Benefits Summary>Potential Life Events>Click Add>Save and Close From the home screen, click Benefits Administration Next, click Enrollment After clicking the Enrollment app, the Benefits Service Center Page is displayed. Search for the employee for whom we wish to view or manage their enrollments. Once the employee’s …

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Benefits_View Current, Past, and Future Enrollments For An Employee

Benefits: View Current, Past, and Future Enrollments For An Employee Navigation: Home>Benefits Administration>Enrollment>Search for the Employee>Effective As-of Date From the home screen, click Benefits Administration Next, click Enrollment After clicking the Enrollment app, the Benefits Service Center Page is displayed. Search for the employee for whom we wish to view or manage their enrollments. Once …

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Benefits_Search For An Employee

Benefits: Search For An Employee (Active, Future Hire, or Terminated Employee) Navigation: Home>Benefits Administration>Enrollment>Search for the Employee>Advanced Search>Show Filters>Search Employee From the home screen, click Benefits Administration Next, click Enrollment After clicking the Enrollment app, the Benefits Service Center Page is displayed. Click on the Search Box and Select Advanced Search. Next, click Show Filters …

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Assign Areas of Responsibility To An Employee

Assign Areas of Responsibility To An Employee Navigation: Home>My Client Groups>Show More from the Quick Actions>Areas of Responsibility>Search>Add>Enter Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Areas of Responsibility. As a note, we can search Areas of Responsibility by clicking Ctrl F Enter the …

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Add New or Additional Employee’s Direct Deposit Account

Add New or Additional Employee’s Direct Deposit Account Navigation: Home>My Client Groups>Show More>Personal Payment Methods>Search Person>Edit>Update Information>Submit From the home screen, click My Client Groups Next, click Show More Under Payroll, click Personal Payment Methods Enter the employees name in Search for a Person box, once the employees name is shown, click the employees’ name …

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Update Employees Direct Deposit

Update Employee’s Direct Deposit Navigation: Home>My Client Groups>Show More>Personal Payment Methods>Search Person>Edit>Update Information>Submit From the home screen, click My Client Groups Next, click Show More Under Payroll, click Personal Payment Methods Enter the employees name in Search for a Person box, once the employees name is shown, click the employees’ name Click Add to add …

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Update Employees Tax Withholding

Update Employee’s Tax Withholding Navigation: Home>My Client Groups>Show More>Calculation Cards>Search Person>Edit>Update Information>Submit From the home screen, click My Client Groups Next, click Show More Under Payroll, click Calculation Cards Enter the employees name in Search for a Person box, once the employees name is shown, click the employees’ name Click Tax Withholding Enter the Effective …

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