Difference between revisions of "BenSelect:Admin:Employees:Communication"
From Selerix
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(→Uploaded Documents) |
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==Add/View a Note== | ==Add/View a Note== | ||
;Add Note :Enter detailed notes about the Employee in this text box. | ;Add Note :Enter detailed notes about the Employee in this text box. | ||
| − | ;Attach File :Select Choose File to locate a file and upload it to the employee note that is being entered. | + | ;Attach File :Select '''Choose File''' to locate a file and upload it to the employee note that is being entered. |
| − | ;Save :Click Save when you complete entering notes about the employee. The administrative user's name and a date/time stamp are saved as part of the note. | + | ;Save :Click '''Save''' when you complete entering notes about the employee. The administrative user's name and a date/time stamp are saved as part of the note. |
==Uploaded Documents== | ==Uploaded Documents== | ||
| − | This section provides access into the documents uploading during an Enrollment session. These include documents for dependent verification. Any document uploaded may be downloaded by clicking the Download link. | + | This section provides access into the documents uploading during an Enrollment session. These include documents for dependent verification. Any document uploaded may be downloaded by clicking the Download link. (Maximum document file size is 10mb). |
==Enrollment Assistance== | ==Enrollment Assistance== | ||
This section provides a history of enrollment assistance requested by an employee, and provided by an HR Admin/Enroller. | This section provides a history of enrollment assistance requested by an employee, and provided by an HR Admin/Enroller. | ||
Latest revision as of 21:17, 10 May 2024
Communication Tab
Use the Communication tab to store details about the employee, including Notes entered by an HR administrator or case manager, uploaded documents or forms, and also history regarding Virtual Enrollment Assistance/Chat Assistance.
Add/View a Note
- Add Note
- Enter detailed notes about the Employee in this text box.
- Attach File
- Select Choose File to locate a file and upload it to the employee note that is being entered.
- Save
- Click Save when you complete entering notes about the employee. The administrative user's name and a date/time stamp are saved as part of the note.
Uploaded Documents
This section provides access into the documents uploading during an Enrollment session. These include documents for dependent verification. Any document uploaded may be downloaded by clicking the Download link. (Maximum document file size is 10mb).
Enrollment Assistance
This section provides a history of enrollment assistance requested by an employee, and provided by an HR Admin/Enroller.
