This process of enrolling 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. As with uploading, you can enroll employees immediately for group retirement plans.

From the home page of Online Enrollment select "Go" in the "Enroll" section. Use this function to enter data to enroll employees in group plans directly. (If your institution does not offer group plans this function will not be available).

Selecting go will bring you to the "Add enrollee" screen.

Enter the employee data and select the appropriate plan(s) you want to enroll the employee in. 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 enrollee(s) data by clicking the Go button.

Should you return to a saved employee, the links in the upper left-hand corner will allow you proceed with whatever action is necessary.

At the confirmation page you can review your elections and issue the contracts by selecting "Issue Contracts," select "edit" to return to make changes to the employees information, "delete" the record completely or select "add another employee" to provide enrollment data for another employee before issuing the contracts.

An employee with an "X" marked for a particular plan will be issued contracts under that plan when the "Issue Contracts" button is selected.

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