- Effective Date: Use 1/1/1900 or the Date of Hire. If blank or in the future, the employee cannot log in.
- End Date: Use 12/31/9999 and update this when rehiring a terminated employee. This field auto-updates to the termination date during the termination process.
- Username: Always 12 digits long, combining the full Date of Birth with the last 4 of the SSN (matches login screen instructions).
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- Editing Data Elements
- Life Events
- Beginning a Life Event
- Deleting a Life Event
- Notes
- Adding a New Note
- Employee File
- Personalized Forms
- Family Information
- Impersonating Users
- Benefit Coverages
- Enroll & Expand Plan Selection
- Beneficiaries
- Pending Enrollments
- View & Edit
- Uploading New Documents to the Employee File
- Special Enrollment
Menu
-
- Editing Data Elements
- Life Events
- Beginning a Life Event
- Deleting a Life Event
- Notes
- Adding a New Note
- Employee File
- Personalized Forms
- Family Information
- Impersonating Users
- Benefit Coverages
- Enroll & Expand Plan Selection
- Beneficiaries
- Pending Enrollments
- View & Edit
- Uploading New Documents to the Employee File
- Special Enrollment