Benefits Administrator Role Training Videos
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Navigating Home Page
This video will discuss the features available on the Home page of online enrollment.
Overview of the To-Do List
This video features information on the To-do list available on your home page.
Clearing the To-Do List
This video will cover how to clear tasks from your group’s To-do list.
Managing To-Do List Tasks
Your to-do list can seem overwhelming. This video contains helpful tips on how to manage what items appear on your list.
Searching for Employees
This video will demonstrate how to search for an employee’s record within online enrollment.
Data and Reporting Tab
This video will explore the features and tools available in the Data and Reporting tab.
Running Frequently Requested Reports
In this video, you will learn about several of the most commonly run reports available within the Data and Reporting tab.
Scheduling Reports
This video will walk you through the process of scheduling a report so that it runs on a regular basis, and is available when you need it.
Sharing Reports
Once you have created a report in online enrollment, you can share it with other administrators at your group. This video will show you how.
Overview of the Resources Tab
This video will discuss the materials available within the Resources tab.
Running the Group Information Report
This video will show you how to run the Group Information Report, available in the Group Settings tab.
Creating an Employee Record
This video will cover how to enter an employee’s information to create a record in online enrollment.
Overview of the Employee Record
This video provides a walkthrough of the Overview section of an employee’s record within online enrollment.
Completing Benefit Elections for an Employee
This video will show you how to complete an employee’s benefit elections within online enrollment.
Viewing and Editing Benefit Details
This video will demonstrate how to see and make changes to an employee’s benefits on the employee record in online enrollment.
Viewing the Employee History
In this video, you will see how you can view information regarding changes made to an employee’s record in online enrollment.
Changing Employee Salary Information
Here, you will learn how to update employee salary information.
Terminating an Employee
This video will show you how to terminate an employee in online enrollment who is leaving, or has left, the company.
Rehiring an Employee
This video will demonstrate how to rehire an employee that has been terminated in online enrollment.
Managing COBRA
This video will cover how to manage COBRA enrollments through online enrollment.
Employee Self-Service
This video will walk you through how employees can manage their own benefit elections and changes.
Creating and Managing HR Notes
This video will show you how to enhance employee communications using the HR Note Manager tool.
Creating Custom Scheduled Messages
This video will show you how to use the Messages tab to create a custom scheduled message to send directly to employees.
Creating Event-Based Messages
In this video, you will learn how to create notification emails to send to your employees at key moments, such as open enrollment or the cancellation of benefits.
Messaging an Employee Directly
This video will cover how to send an email directly to an employee through online enrollment.
Sending Messages to Employees with Pending Tasks
This video will show you how to send email messages to employees based on tasks that are pending on your to-do list.