How to Add, Cancel, and Decline Employee Coverage

How to Add, Cancel, and Decline Employee Coverage

A step-by-step guide on how to add, cancel, and decline employee coverage.

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Course Overview

Welcome!

Learn how to add, cancel, and decline coverage for an employee.

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 add coverage for an employee, requirements that need to be met for adding employee coverage, and the step-by-step guide for how to add coverage in Zenefits.
  • When to cancel coverage for an employee, requirements that need to be met for canceling employee coverage, and the step-by-step guide for how to cancel coverage in Zenefits.
  • When to decline coverage for an employee, requirements that need to be met for declining employee coverage, and the step-by-step guide for how to decline coverage in Zenefits.

CURRICULUM2 min/lesson

  • Let's Get Started!
  • How to Add Coverage 2 min
  • How to Cancel Coverage 2 min
  • How to Decline Coverage 2 min
  • Terms & Definitions
  • Next Steps
  • Satisfaction Survey

Course Overview

Welcome!

Learn how to add, cancel, and decline coverage for an employee.

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 add coverage for an employee, requirements that need to be met for adding employee coverage, and the step-by-step guide for how to add coverage in Zenefits.
  • When to cancel coverage for an employee, requirements that need to be met for canceling employee coverage, and the step-by-step guide for how to cancel coverage in Zenefits.
  • When to decline coverage for an employee, requirements that need to be met for declining employee coverage, and the step-by-step guide for how to decline coverage in Zenefits.

CURRICULUM2 min/lesson

  • Let's Get Started!
  • How to Add Coverage 2 min
  • How to Cancel Coverage 2 min
  • How to Decline Coverage 2 min
  • Terms & Definitions
  • Next Steps
  • Satisfaction Survey