The steps below will describe how to generate interview confirmation forms from Common Benefits Administrator using the Generate Forms tool.
Prerequisites
- The Company must be configured to use an Interview Confirmation Form.
- The Enrollment must be made through an Employee Interview.
- An Employee interview must be assigned a Complete - Interview Finalized or Complete - HR Changes Only status.
- Employee Self Service enrollments do not use Interview Confirmation Forms.
Generating the Interview Confirmation Form
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From the company Home screen click Tools and then Generate Forms
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Click Generate next to the Interview Confirmation Form.
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Select the employees that should be included. You can specify employees for particular Classes, Locations, Divisions or by individual employee.
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Select one or more of the options under Other Options to further refine which Interview Confirmations forms are included.
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Click Generate
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A status screen will display and the Interview Confirmation forms will then be available for download.
