This article will provide instructions on how an employee can register and get access to their benefits platform.
In some scenarios, the employee may receive an access code directly from an admin user. A better guide to follow would be the Employer Registration article.
A Broker or Employer Administrator will find their ‘Employee Portal Registration’ template, containing a personalized registration link, by going into their employer portal and navigating to: Menu >> Account Information >> Notes/Documents Center.
The recommended method is for the administrator to copy and paste the Employee Portal Registration template, and email the employee(s) with an email subject: Employee Benefit Portal Registration Instructions. This template contains a personalized registration link that can be emailed to all employees within the organization (Better for company-wide open-enrollment) or directly to the employee (Better for ongoing new-hires).
If this is for a recently added employee or new-hire, make sure you add the employee first so they verify their information on the pre-registration screen. Then through Employee Maintenance from the home screen, open a special enrollment window so the employee will see their benefit options.
- The Employee will click the link in the email to get to the pre-registration page.
- Enter all required fields to verify your account.
- Complete the registration process: create a username, password, and complete any remaining fields.
- Click Submit to go to the employee home screen and begin the benefit view/selection process!