How to Use the Enrollment Editor in Employee Navigator

Enrollment Editor 

The enrollment editor can be used to modify plan start/end dates, drop plans that cannot be  dropped under the life events tool, and to override benefit/cost amounts on life and disability  plans for both employees and their dependents. Changes made through the enrollment editor  will display under the Notes section of the employee’s Employee Management tab as well as on  the employee’s Timeline. Both Current and Open enrollments can be modified using this tool.

How to use the Enrollment Editor:

1. Click on ENROLLMENT EDITOR.

2. Find the employee by last name or complete 9-digit social security number.

3. Select the employee or their dependent whose election needs to be changed/dropped.

4. Select the type of enrollment: Current or Open.

5. Click on the 3 blue dots to the right of the benefits that needs to be adjusted.

6. The 3 options available under the 3 blue dots are:

a. Change – Edit the coverage start date and add notes if system required, click  Save.

b. Drop – Create a coverage end date and end reason, click Save.

c. Details – Brief description of the enrollment details.