How to invite one or multiple employees to self-enrol in group benefits

How to invite one or multiple employees to self-enrol in group benefits

Inviting one employee

1. Navigate to Benefits, then under Manage Benefits, click People.


2. Select an employee you want to invite to enrol in Benefits. On the right side of the employee name, click the three dots and select Send invite.


3. A pop-up window appears. Add the Division and Class for the selected employee from the dropdown and click Send Invite.


By default, the Effective date is calculated by adding the waiting period (as defined by your contract) to the Hire date. If you wish to waive the waiting period, select the checkbox for waiving the waiting period.

4. The status of the employee you invited has changed from Needs Enrolment to Invited.

 

Inviting multiple employees

1. To invite multiple employees from the same division, select the employees and click Send Invite from the Actions drop-down menu.

You cannot invite multiple employees from different divisions and/or different classes.


2. A pop-up window appears with a confirmation message. Click Confirm.


3. The status of all invited employees will have changed from Needs Enrolment to Invited.



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