Enrolment
How to edit the invite details
1. Navigate to Benefits, then under Manage Benefits, click People. 2. Select an employee you wish to edit the invite for. On the right side of the employee name, click the three dots and select Invite Details. 3. In the pop-up window, you can choose ...
How to send reminders to invited employees
To remind any employees who have been invited but haven’t yet enrolled, follow the steps below. 1. Select an employee you wish to remind to enrol in Benefits. On the right side of the employee name, click the three dots and select Remind. 2. Review ...
How to enrol a formerly ineligible employee
1. Navigate to Benefits, then under Manage Benefits, click People. 2. Select an ineligible employee you want to enrol. On the right side of the employee name, click the three dots and select Update eligibility. 3. Select the enrolment method for the ...
How to manage ineligible employees
Employees may be ineligible for your group benefits plan due to a variety of reasons - they may be a contract worker or intern or work part-time. Please refer to your group benefits contract for more information about eligibility rules. 1. Select an ...
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 ...
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 ...