Group Maintenance - Benefits

Benefits

Plan Management

Completion Status

Employees

Complete

28% (2)

Partial

63% (5)

Incomplete

4% (1)

Terminated

Warnings

Quick Actions

Census Update Manage Invitees Generate Certipay File Generate Credentials Report Generate Enrolles Control Report

Extend Enrollment Period

Update

Case Listing

Search for

Find Record

Client Name	Group Name	Division	Location	OE Case #	New Hire Case
Client Demo	All Employees	Division	Florida	17337	17340
Client Demo	All Employees	Division	Florida	17337	17340
Client Demo	All Employees	Division	Florida	17337	17340
Client Demo	All Employees	Division	Florida	17337	17340

Open Enrollment

To create enrollment reports for a specific time period, enter a start date (the first date to include) and an Up To Date (the first date you want to exclude) prior to refreshing files. Enrollment files will be generated for completed enrollments between those dates. All dates will generate if the dates are left blank.

Start Date

Up To Date

Refresh End of Enrollment Files

This link will update the enrollment files in all cases within the client group, and will be generated for completed enrollments. All enrolments will be included unless the date filter is used. This does not combine the enrollment files.

Combine EOE Files

This link will create a single zip file with the standard i-enroller files for the entire Client Group. The case files are combined into single, consolidated files by coverage type for your convenience. Please follow your own internal policies and procedures for electronic data security to facilitate carrier or client transmission.

System Generated Files

No files found

New Hire

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Report Scheduling and Delivery

Edit report schedules

Current Scheduled Reports

Report Name	Frequency	Status	Begin Date	End Date	New Run Date	File Actions
Master	Weekly		11/1/2017	13/1/2017	5/30/18

Add New Schedule

Report Migration

Migrate Report Schedules