Reviewing the Employees is an important step to help you keep track of your Client's progress throughout the quoting and enrollment processes. To help, FormFire has an Employee Status Report that will display some key items.
There are 4 status types that an Employee could have in FormFire.
- 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.
To view this report, start by accessing the Reporting page. Go to the blue Admin menu on the left-hand side of the page and click Reporting.
Once on this page, scroll down to the Client Reports. Then, select the Client you'd like to view from the drop-down menu. At this point, you can click the Employee Status button.
This delivers the Employee status information in an easy-to-read PDF document. You can print or save the document to your computer.