The group and employee statuses are an important tool to help you keep track of your client's progress throughout the quoting and enrollment processes.
On the Client Dashboard, there is a column for Employee Enrollment (shown below). This checks against each individual employee to see if they have completed the interview. Once each employee has finished, the group employee enrollment column will show as complete. Until then, it will show as updating.
NOTE: Before you can send forms, this status must be Complete.
Did you know you may also download a Plan Selection Report by clicking the link in the group's orange context menu. This will show each employee and their product selections when using the system for sell (plan selection) and enrollment.
Clicking Employee List from the orange context menu will take you to a list of employees where you can quickly view each employee's status.
Here, the Enrollment column refers to the status of each individual employee.
There are 4 status types. Here is a breakdown of what each means.
No Account - This means there is a placeholder for the employee, but the account itself has not yet been created. This happens when the broker or HR manager manually adds or uses the pre-loading census to add a list of employees. The account is activated once the employee creates an account with that company's employer code.
Not Started - This means the employee created an account or already had an account, but has not begun entering his or her information for the current enrollment period.
Updating - This means the employee is in the process of completing or updating his or her information, but has not yet finished and signed the interview.
Complete - This means the employee completed the interview and electronically signed.
Lastly, you can view and download the Employee Status Report by accessing the Reporting tab from the blue menu on the left side of the page and clicking Employee Status.
This delivers the employee status information in an easy-to-read format: