Our Philosophy: We're here to help, not do
Step 1: New Licensee Webinar Training Sessions
We conduct monthly webinar training sessions for all licensees. They are designed to help your whole team become proficient users and we'll stop along the way to let you ask questions.
Below you can see the topics discussed throughout the various sessions. Webinars are conducted live the first FULL two weeks of the month (July & September vary due to holiday closures).
You can register for the following training webinars------>HERE
|WEEK 1||GETTING STARTED|
|Module 1||Agency and Company Setup||Monday||2:00-3:15 PM EDT|
|Module 2||Introduction to Plan Builds and Importing||Tuesday||2:00-3:15 PM EDT|
|Module 3||Group Life & Group and Voluntary Disability Plans||Wednesday||2:00-3:15 PM EDT|
|Module 4||Voluntary Life Plans||Thursday||2:00-3:15 PM EDT|
|Module 5||Cafeteria and HSA/HRA Plan||Friday||2:00-3:15 PM EDT|
|WEEK 2||PLAN CONFIGURATION AND MANAGEMENT|
|Module 6||Configuring Enrollment Settings, Open Enrollment, and Life Events||Monday||2:00-3:15 PM EDT|
|Module 7||Enrollment Mgmt: Reporting & the Wall||Tuesday||2:00-3:15 PM EDT|
|Module 8||Company Branding and Customization||Wednesday||2:00-3:15 PM EDT|
|Module 9||Third Party App, Supplemental/Communications, and Universal Plans||Thursday||2:00-3:15 PM EDT|
|Module 10||Advanced Enrollment Mgmt: Self Service EDI and the Data Exchange||Friday||2:00-3:15 PM EDT|
To register for any of the above training, go here: Recurring Training Schedule and Registration
Once you've completed your group webinars, you can schedule your agency's 1:1 Case Review with a member of our Customer Success team. In preparation for your case review, you'll need to have completed the following:
- Attended Modules 1-7 at minimum, preferably all modules 1-10
- Completed the following for the company you will be reviewing:
- Set-up the classes and payroll groups.
- Create the benefit plans and make sure the plans are set them to "Active". You won't be able to set a plan to active until the rates, eligibility rules, contributions, benefit options and plan dates are added.
- Add a demo employee and walk through the enrollment process.
Make notes on any questions you have along the way so that they can be addressed during your Case Review.
When your case is ready and you have completed all requirements outlined above, contact firstname.lastname@example.org and let us know. We'll look it over for you and then assist you in scheduling your Case Review.
* Please note:
Each licensed agency is entitled to one 1:1 Case Review session. All Premier Users should attend and will be the main contributors, along with Employee Navigator, during the call.
Date/Time of 1:1 Case Review sessions are selected from available time slots on a first come, first served basis.
1:1 Case Reviews can be recorded by request prior to the session.
Optional Onsite Training
Are you a hands on person? Contact email@example.com to request Onsite Training and pricing information.