How to Create, Change, and Cancel Employee Enrollments

How to Create, Change, and Cancel Employee Enrollments

A step-by-step guide on how to create, change, and cancel ongoing employee enrollments.

ABOUT

Welcome!

Learn how to create, change, and cancel ongoing employee enrollments.

Who should take this course?

This course is recommended for all Certified Broker Partners who have the following user permissions:

  • Admin
  • Renewals
  • Fulfillment + Employee Editing

 

Topics we'll cover include:

  • When to create a new employee enrollment, requirements that need to be met for creating an enrollment, and the step-by-step guide for how to create an enrollment in Zenefits.
  • When to change an employee enrollment, requirements that need to be met for changing an enrollment, and the step-by-step guide for how to change an enrollment in Zenefits.
  • When to cancel an employee enrollment, requirements that need to be met for canceling an enrollment, and the step-by-step guide for how to cancel an enrollment in Zenefits.

CURRICULUM2 min/lesson

  • Let's Get Started!
  • How to Create Enrollments 2 min
  • How to Change Enrollments 1 min
  • How to Cancel Enrollments 1 min
  • Next Steps
  • Satisfaction Survey

ABOUT

Welcome!

Learn how to create, change, and cancel ongoing employee enrollments.

Who should take this course?

This course is recommended for all Certified Broker Partners who have the following user permissions:

  • Admin
  • Renewals
  • Fulfillment + Employee Editing

 

Topics we'll cover include:

  • When to create a new employee enrollment, requirements that need to be met for creating an enrollment, and the step-by-step guide for how to create an enrollment in Zenefits.
  • When to change an employee enrollment, requirements that need to be met for changing an enrollment, and the step-by-step guide for how to change an enrollment in Zenefits.
  • When to cancel an employee enrollment, requirements that need to be met for canceling an enrollment, and the step-by-step guide for how to cancel an enrollment in Zenefits.

CURRICULUM2 min/lesson

  • Let's Get Started!
  • How to Create Enrollments 2 min
  • How to Change Enrollments 1 min
  • How to Cancel Enrollments 1 min
  • Next Steps
  • Satisfaction Survey