Latest revision as of 15:38, 26 March 2025

Forms Tab

The Forms tab contains the application forms that the employee or designee has signed.

The following list describes the elements on the Forms tab.

Generate Confirmation Form 

Click this link to generate an unsigned confirmation form of current benefits. This is useful if changes have been made after enrollment is completed.

Document (option) 

Displays the name of the application that has been signed. An icon displays to the right of the document name, indicating the format of the application. Click the link or icon to display the application.

Create Date 

Time and date when the form was signed and submitted.

Local Update Time 

Displays the date and time that the Form information was last updated.

Employee Signature 

Indicates if the signature was obtained by the employee entering a PIN.

Enroller Signature 

Indicates if the signature was obtained by the enroller entering a PIN.

Form XML (option) 

Click this link to the see the name of the form fields, as well as values associated with the fields.

Transmittal 

The link works as a toggle to include a self-extracting form transmittal with the application. If you do not want to include a self-extracting form transmittal, toggle the link to "ignore". For more information about the Transmittal, see the Case Setup Guide

Delete (option) 

Click the Delete option to delete the application.

Upload documents

You have the ability to upload any document to an employee's Forms tab via the "Upload Documents" link. Expand the link, select a document type and click the plus sign to select a file. Once a file is selected, click "Save" to save the document to the Forms tab for that employee.