Did you know that Benefits Technology recommends that every time you make a benefit change for an employee that you should always save a copy of the employee’s Consolidated Enrollment Form to their File Cabinet? This allows you to utilize the employee’s File Cabinet as a point of reference for both you and the employee since they also have access to their File Cabinet 24/7. In order to save an employee’s Consolidated Enrollment Form, go the employee’s record and click the link Consolidated Enrollment Form under their Benefit Plan Information icon. Scroll all the way to the bottom and click the red button that saves “Save to File Cabinet.” It’s as easy as that!
To learn more about Employee Administration, you may visit the Training Guide located on your Administration Dashboard or contact your Account Representative or Implementer.