Video Tutorial:
It takes only seconds to enroll your employees in their health benefits plan. Here's how to do it:
To enroll ALL employees at once, follow these steps:
1. First, click on the "Employee" tile (tab) on your home dashboard.
2. Then, click the "Notify Employees" button on the left-hand side of your screen.
3. Next, for "Notification Type" click "Email" and for "Message Type" click "Enrollment".
Note: The "Enrollment" email will send a pre-populated email from Simply Benefits to each employee with a unique link for them to enroll in their benefits plan based on what was included in the Census.
4. Next, click on the "Send" button. This will send all your employees an enrollment email where they can begin enrolling in their health benefits plan.
To enroll an employee individually, follow these steps:
1. First, click on the "Employee" tile (tab) on your home dashboard.
2. Next, click on the three dots next to the employee that you would like to enroll.
3. Then, a module (pop-up) will appear. For "Notification Type" select "Email" and for "Message Type" select "Enrollment".
Note: The "Enrollment" email will send a pre-populated email from Simply Benefits to the employee with a unique link for them to enroll in their benefits plan based on what was included in the Census.
4. Next, click on the "Send" button. This will send the selected employee an enrollment email where they can begin enrolling in their health benefits plan.
To learn how to enroll your employees, you can also watch the video below: