How to Generate and Sign the Summary Plan Description

How to Generate and Sign the Summary Plan Description

Learn how to generate and sign the summary plan description in Zenefits

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Course Overview

Welcome!

Learn how to generate and sign the summary plan description in Zenefits.

Who should take this course?

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

  • Admin
  • Renewals

 

Topics we'll cover include:

  • Where to access the Summary Plan Description
  • How to generate and sign the Summary Plan Description
  • How to download and send the Summary Plan Description to employees

CURRICULUM3 min

  • Let's Get Started!
  • How to Generate and Sign the Summary Plan Description 3 min
  • Next Steps
  • Satisfaction Survey

Course Overview

Welcome!

Learn how to generate and sign the summary plan description in Zenefits.

Who should take this course?

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

  • Admin
  • Renewals

 

Topics we'll cover include:

  • Where to access the Summary Plan Description
  • How to generate and sign the Summary Plan Description
  • How to download and send the Summary Plan Description to employees

CURRICULUM3 min

  • Let's Get Started!
  • How to Generate and Sign the Summary Plan Description 3 min
  • Next Steps
  • Satisfaction Survey