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Video instructions and help with filling out and completing Benefit election form template
Hey everybody is jeff hill and he techno us again with Jim and we want to do a second video this is the one that's just about using the census templates for uploading the plan selection so one of the questions we get all the time it's just remembering when you use it the benefits election templates so if we're adding and implementing an enrollment a group on employed navigator and it's not open enrollment in the next week or so or something like that then people will often select to upload all the employees current plan selection so they can use the system for seeing their benefits and also for when open enrollment does come then they can see their current elections to help them choose the other ones so what's important about that is in order to use these templates kind of like all the senses templates a lot of the plans and work is already done so all the plans have to be pre-loaded that's why if you see this template on the screen there will always be a plan name on there and it has to be the same so part of us building a plan is coming up on the workbook it mentions what is the plan name that's for us to use throughout the system and for referring to when you upload a template so super important to recognize that if you are uploading employee selections it's for their current year not their upcoming year it is their plan here so you'll see on these there's the employee effective date so if they're putting in the system right now in October but it's for the January 12 2022 then that's what that date is it's for this plan not what will be changing the open Ruhlman in a couple months those are something kind of Jan's people up on questions on this gym to have anything else you want to tell them about this I do this is a template for the medical dental and vision pages now I would suggest that you submit a medical plan enrollment and a separate dental plan enrollment and a separate vision plan enrollment just because if there's any data that gets skipped or misread by the system we can pinpoint which plan that it's relating to now again same as on the employee census if you enroll independence into these plans you do need to have the employee social security number listed in every column under the column a you obviously can have a blank on the dependents a relationship if it's the employee only but underneath if you enroll in the wife you do need the employee social security number and the dependent social security number and the relationship if we want to attach them to the plans so you need the collimator bitch audience as well there you go nope you need to call them ATP oh I'm sorry yeah there you go very.