Difference between revisions of "BenSelect:Admin:Employees:Communication"
From Selerix
(Created page with "=Communications Tab= Use the Communications tab to store details about the employee. ==Add/View a Note== ;Add Note :Enter detailed notes about the Employee in this text box....") |
(→Communications Tab) |
||
| Line 1: | Line 1: | ||
=Communications Tab= | =Communications Tab= | ||
| − | Use the Communications tab to store details about the employee. | + | Use the Communications 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/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. | ||
;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== | ||
| + | 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. | ||
| + | |||
| + | ==Enrollment Assistance== | ||
| + | This section provides a history of enrollment assistance requested by an employee, and provided by an HR Admin/Enroller. | ||
Revision as of 21:14, 29 January 2021
Communications Tab
Use the Communications 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.
- 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.
Enrollment Assistance
This section provides a history of enrollment assistance requested by an employee, and provided by an HR Admin/Enroller.
