The Progress report provides a summary of enrollment status. 


Notes:

  • To ensure accurate accounting, we recommend resetting progress directly before opening enrollment. 


 To track enrollment progress:


1.    From Company > Benefits, select Progress to receive a count of employees who have Not Started, are In Progress or Finished their enrollment. 

2.    Click Actions > Generate Report to identify which employees are in the Not Started, In Progress, or Finished status, and whether employees are missing e-signature on forms and their last login date. 

3.    To view progress details for new hire employees, click Generate Report.

4.    If Onboarding has been enabled, to view progress details for Onboarding, click Generate Report.