Managing the Workflow Library (Benefits Enrollment)

Use the Workflow Library to create workflows for enrollments. A typical enrollment workflow might begin with an optional Welcome form, then present forms for medical, dental, vision plans, long-term and short-term disability plans, and so on. You can organize forms into categories for easier navigation.

The final forms in a workflow include a Benefits Summary form (which summarizes the employee's benefit selections and allows the opportunity to make changes), and a Confirmation form (where the employee submits benefit selections and completes the enrollment process). These are required.

Before you begin:

•

Plan the organization of the information to present during enrollments so that the process flows efficiently and makes sense.

To view workflows used for Benefits Enrollment:

1.

Click (Back Office).

2.

From System|Change,select Workflow Library. The Workflow Library opens.

3.

In Workflow Type, select Enrollment. You can sort the table view by clicking the column headings.