Hint Guide | Enrollment & Terminations

Hint Guide | Enrollment & Terminations

Hint Guide | Enrollment & Terminations


Enrollments
  1. Select ‘New Employee or Dependent’

  2. Enter in the following necessary fields:

    1. Legal Name

    2. Type

      1. If employee, select employee, if dependent, select Adult or Child

      2. If dependent, new field will populate to enter employee that person is dependent of 

    3. Date of Birth

    4. Email

      1. Personal emails are preferred, but work emails are acceptable

      2. Note: If adding a dependent, you can use the employee’s email address

    5. Address

    6. Membership Plan

      1. If multiple plans, select appropriate plan from drop-down

    7. Membership Start Date

      1. 1st of the month the employee is able to use Nice

    8. Eligibility Date

  3. Select ‘Create and Enroll’


Terminations 

  1. Find employee in list of All Employees & Dependents

  2. Select drop down

  3. Select ‘Unenroll’

  4. Select end date 

  5. Select cancellation reason

  6. Select ‘End’


Note: Once you’ve completed the unenrollment, there’s nothing else you need to do. The employee will remain visible in your unfiltered All Employees and Dependents list. If you’d like them removed from this list altogether, please proceed:

  1. Find employee in list of All Employees & Dependents

  2. Select the   drop down

  3. Select ‘Make Ineligible’

  4. Repeat step 2

  5. Select ‘Remove’

  6. Confirm removal 

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