.
Edit the benefit plans.
Enter in the Contacts/Dependents.
Check your eligibility rules to make sure that they are correct.
Hit add New and add the benefits in.
Always
Never
Sometimes (depends on the client’s contract with the carrier).
None of the above
Employee Name
Employee Name, Employee Number
Employee Name, Employee Number, and SSN
Employee Number or SSN
The training video
The Data Conversion Master Spreadsheet
None of the above
True
False
That the Benefit plan names, Coverage Codes and Employee Numbers are all exact with what is in Isolved.
That the Dependents have a middle name column/Header
The format of all the data I am using
All of the above
True
False
Text
Links
Documents
All of the above
True
False
True
False
Name
Address
Contacts
All of the above
Divorce
Change in Employment Category
Marriage
Birth
Stop Date
Plan Name
Eligibility Rule(s)
Termination Rule
Coverage Code
1 Day
1 Week
1 Month
None – the sync can be conducted any time after the contract has been signed
Entering a new employee through the Quick Hire Wizard
Importing dependent benefit enrollments
Completing the Life Events Wizard
Approving Benefit/Open Enrollment Transactions
All of the above
None of the above
Stop Dates and Benefit End Reasons should be entered for all Benefit Plans. Click the TERMINATE button on the Employee General screen; enter a Termination Date and SAVE
Click the TERMINATE button on the Employee General screen. Select a Termination Reason and SAVE.
Wait!
Here's an interesting quiz for you.