How to add Employees in Quote+

An Employee initially contains the minimum amount of information needed (ex. first and last names, date of birth, email address, etc.) to configure a Proposal. If you're quoting underwritten products, Employees will provide additional information when they log into the Employee Interview and complete the Medical Health Questionnaire (MHQ).

You can manually enter Employees or upload a census to import a list of Employees. This article will detail both methods.

IN THIS ARTICLE

Information needed for Employees

• First Name
• Last Name
• Relation to Employee
• Sex
• Date of Birth
• Tobacco
• Employee Class - Optional if applicable
• State
• Zip Code

Manually entering Employees

Adding Employees in a Proposal

Go to the Proposal Listing.

Create a new Proposal or open an existing one.

In the Proposal, review Employer Basics and move to Employee Demographics to start adding Employees.

To manually enter Employees, select the ‘Add Employee’ button and fill out the required fields. Repeat for every Employee you want to add. Save when you’re done.

To import Employees:

Select the ‘Import Employees’ button.

Select the ‘Sample Template’ button to download the Microsoft Excel® file template.

After downloading the template, locate the file on your computer and unblock macros. If macros are blocked, Quote+ can't upload the template. Refer to this article on how to unblock macros in Excel.

Add the required information to the template.

When ready, select the ‘Import Employees’ button again, select the template file, and upload.

Uploading a census to import a list of Employees

Adding Employees in the Employee Listing

Go to the Employer Listing.

Find the Employer you want to add Employees to and select the ‘Edit’ button in the Actions column to access the Employer Hub.

In the Employer Hub, select the ‘Employees’ button to access the Employee Listing.

To manually enter Employees, select the ‘Add Employee’ button and fill out the required fields. Repeat for every Employee you want to add. Save when you’re done.

To import Employees:

Select the ‘Import Employees’ button.

Select the ‘Sample Template’ button to download the Excel file template.

After downloading the template, locate the file on your computer and unblock macros. If macros are blocked, Quote+ can't upload the template. Refer to this article on how to unblock macros in Excel.

Add the required information to the template.

When ready, select the ‘Import Employees’ button again, select the template file, and upload.

Recommended best practices for importing Employees via census

Review your current Employee List.

Start by reviewing the existing list of employees in the system. Remove anyone who is no longer with the group. Learn how to terminate vs. delete an employee in Quote+.

Export the census and enable editing.

This step is critical. By exporting the census with editing enabled, all employee data and their associated dependents are preserved and carried over to the updated file.

Update the census

After export, review the file:

• Confirm that existing employees and their dependents are correctly listed.
• Add any new employees to the group.