Create individual Enrollment Confirmation Agreements and Enrollment Summary Instructions for both the New Hire enrollment process and the Open Enrollment process.
To create customized Enrollment Confirmation Agreements or Enrollment Summary Instructions:
Go to the Company Settings tab > COMMUNICATIONS > Enrollment Confirmation > click Add+ > select the desired option from the drop down menu > Add your custom Name and text > select the 'Active' checkbox > Save
This will appear in a text box where an employee will have to hit our Agree and Complete option in order to finish the enrollment process.
System Default Enrollment Confirmation text:
"Please review the acknowledgment below
As an eligible employee, I acknowledge that I understand the benefits, rights, and obligations available to me under the plan. I certify the facts contained in this summary are true and complete to the best of my knowledge. I understand that deductions can be made on a pre-tax or post-tax basis. Furthermore, I understand that elections for plans that are deducted on a pre-tax basis cannot be changed during the plan year unless I experience a Qualified Life Event."
Enrollment Summary Instructions:
These instructions will appear just above the Agreement described above. You can use our text editor to bold or add Red to the text in order to make the instructions hard to miss for each employee.
System Default Enrollment Summary Instruction text:
"Below is a summary of your elections and cost for the upcoming plan year. If you have any questions about your enrollment or would like to make changes, please contact HR."