Reviewing the Employees is an important step to help you keep track of an Employer's progress throughout the quoting and enrollment processes. To help, we have an Employee Status Report that will display some key items.
How to download the report
To view this report, start by accessing the Reporting page.
On the Reporting page, scroll down to the Client Reports section. In the dropdown menu, choose the client (Employer) you'd like to view and then select the ‘Employee Status’ link.
How to read the report
The report will open in a separate window with the Employee status information.
An Employee can have one of four statuses:
- No Account: The Employee hasn’t created an Employee account yet.
- Not Started: The Employee has an account but hasn’t started entering their information into the Employee Interview.
- Updating: The Employee is still updating their information in the Employee Interview.
- Completed: The Employee has completed and electronically signed their Employee Interview.
You can print or save this information into a PDF document on your computer.