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You can use the system to enable employees one at a time.


This process of enabling one employee at a time is ideal for small institutions, but is useful for institutions of any size when there's a personnel change, if you missed a record, or for any other reason. You can enable your employees to enroll themselves for any of the plans your institution offers.

Prior to enabling your employees you will want to use the Setup/Modify section to provide descriptions for each plan that will appear to assist your employees during the enrollment process. You may also want to contact us to see if a "Universal Access Code" is appropriate for your institution. Once you are ready to enable your employees for self-enrollment, from the home page of Online Enrollment select "Go" in the "Enable" section.

Here you can provide an Employee Identifier, which the employee will use to gain access to the employee version of Online Enrollment. At their level this ID is referred to as an Access Code. At this screen enter the appropriate identifier and select the plans that this employee is eligible to enroll in. When they go to our Online Enrollment system only these plans will appear.

Selecting "Next" will bring you to the confirmation page. "Save" will save the data entered. Note: If this option is chosen, the Process Now window on the Enrollment Summary page is updated and you are prompted to confirm the eligible data by clicking the Go button.

At the confirmation page you can review your entries and select "Confirm" to complete the eligibility process or select "Edit" to return to make changes to the eligibility information.

Once you've selected "Confirm" you will be presented with a confirmation page.


Tricks of the Trade
     Getting started
     Using the system
     Upload a file
     Enroll employees individually
     Enable employees individually
     Setup/modify plan descriptions
     Ongoing maintenance
     Paper enrollment