How to View and Manage Documents in Employee Navigator

Documents

Company documents can be added and configured to be viewed by employees on their dashboard as compliance documents and/or attached to plans during enrollments.

To add a document:  

1. Click ADD DOCUMENTS on the DOCUMENT TAB.

2. Select CLICK TO ADD FILES OR DROP FILES HERE. If uploading one document the system will ask for a description of the document which will display to the employee. When uploading multiple documents, the system will default to the documents saved name. The description option will not be available for multiple uploads.

3. Select who can see this document.

4. Will the document be used for HR-Related compliance? If yes, check SHOW AS A COMPLIANCE DOCUMENT ON THE EMPLOYEE HOME PAGE. HR related compliance documents can be group together for display under a created HR category.

5. Will the document be used for Plan-related information? If yes, then check each appropriate box: EOI, SBC, Show in Enrollment, Required when enrolling. Each plan that requires the document will also need to be checked. For example, if the preference is to show the SBC on all available medical plans, then all medical plans will need to be checked. The document can be associated with the carrier, benefit, type, or plan.

6. Click SAVE.