Overview
This article will provide an overview of managing self-service enrollment once the self-service enrollment session has been opened and enrollment started.
Tracking Progress
An enrollment status report may be generated that will provide the status of the individual’s progress through self-service enrollment.
Please refer to this article for instructions on how to generate this report.
Processing Change Requests
An administrator will have to approve the individual’s self-service enrollments before the enrollments and demographic changes will show on the employee’s record.
Please refer to this article for instructions on how to process employee change requests.
Generating Confirmation Forms
If confirmation forms are configured for use on self-service, then an Administrator can generate these forms after the change requests have been approved.
Please refer to this article for how to generate the confirmation form for multiple employees.
View and Update the Self Service Enrollment Session
Please refer to this article on how to update an existing self-service enrollment session.
Manually setting a self service username and/or password
If an individual is having trouble logging onto the self-service site with their username or password after creating an account, an Administrator is able to reset a username and/or password from Common Benefits.
Please refer to this article on how to update an individual’s username and/or password.
Managing Company Documents
Company documents may be added or removed from the self-service site at any time during enrollment.
Please refer to this article on how to manage the company documents.
Sending Notifications
Notification emails may be sent at any time during self-enrollment:
Please refer to this article on how to send a system generated notification.
Please refer to this article on how to send a notification with a custom subject line and body text.