How to Enable Self Service Enrollment from an Individual Record

The steps below will describe how to enable benefits for Self-Service enrollment for an individual on Common Benefits.

Opening the Self Service Enrollment Session

  1. From the Home screen click on Employees

  2. Click on an Individual’s name to open the Employee Details screen

  3. Click Self Serve and then Create Employee Session

  4. Enter a Start and End Date and then select which benefits to include.

    Note: The End date takes effect at 12:01 AM on the date entered. If the individual should still be
    able to enroll on this date, then the end date needs to be set to one day later.

  5. Click OK to create the enrollment session