How to enrol online on behalf of an employee

The most efficient way to enroll employees in group benefits is to have them self-enrol online. To learn more about how employees can self-enrol online, check out our article on How to self-enrol in group benefits as an employee.

If an employee is unable to self-enrol online, a plan admin can enrol them in your organization's group benefits plan. The employee must fill it out a downloadable enrolment form and return the completed form to the plan admin. Once they’ve received the completed form, the plan admin can then complete enrolment online on the employee’s behalf using the information on the form.

1. Navigate to the employee you wish to enrol, click the three dots and select Enrol Employee.

2. Use the dropdown to select the Division and Class, add a Plan member ID, and add the Enrolment form received on date. To gather the employee’s information, download the enrolment form and send it to the employee to complete. Once the employee has returned the completed form to you, click Start enrolment.

3. Click Start Enrolment to begin the enrolment process.

4. On the Employee's benefits coverage page, you'll see an overview of your organization's plan's coverage. If you want to share the plan booklet with the employee, click Download plan booklet. Click Next when you're ready to continue.

5. Select the option which bests represents the employee's household, and click Next.

6. If the employee has dependents in their household, you'll be asked about them on the next page. If they have a spouse or dependent children, select the applicable fields and click Next.

7. If the employee has a spouse, you'll be prompted to add some information about them. Fill in the required fields and click Next.

8. On the next page, you'll be asked about your spouse's benefits coverage. Select the most applicable option, and click Next.

9. If the employee has dependent children, you'll be prompted to add some information about them. Fill in the required fields for each dependent child, then click Save. If you need to add additional children, click + Add another child. Once you've added all of the employee's dependent children, click Next.

10. Based on the information you've provided about the employee, you'll be shown the health benefits coverage that the employee and their dependents are eligible for. Click Next to continue.

11. You'll be shown the dental benefits coverage that the employee and their dependents are eligible for on the next page. Click Next to continue.

12. If the employee wants to add optional insurance to their benefits plan, check the desired boxes and select the number of units they'd like to purchase. The total cost per month will be shown below. Click Next to continue.

13. Before you submit the employee's enrolment information, you'll be given the chance to review the info you've provided. Make sure the info under each heading is accurate. Click Edit next to any sections with incorrect information to update the employee's enrolment info.

14. If the employee's benefits application was submitted after the 31 day grace period, you'll need to submit a health statement form for the employee to your group benefits provider. Check any required boxes and click Submit.