Service providers, worksite managers, and worksite trusted advisors who are set up with the appropriate user role can use the Proxy Login form to access Benefits Enrollment and Onboarding on behalf of an employee.
Access to an employee's Benefits Enrollment requires the Enrollment Proxy user role, and access to an employee's Onboarding requires the Onboarding Proxy user role.
Note: User roles are assigned using the User Roles form. By acting as a proxy for the employee, users acknowledge that they have received authorization to view the employee's data and, for Benefits Enrollment, to make elections on the employee's behalf.
To log in as an employee:
| 1. | On the HR menu, select HR|Action > Proxy Login. Alternatively, access the Employee Details form, click the <![CDATA[ ]]>Actions menu, and select Proxy Login. The Proxy Login form displays. |
Note: You can also proxy login as a worksite manager/worksite trusted advisor by selecting Worksite Manager Proxy on the<![CDATA[ ]]>Actions menu. When the Proxy Login form displays, the system automatically displays the Worksite Manager/Trusted Advisor option in the Activity field and the selected employee's username displays in the User ID field.
| 2. | Complete the following fields as appropriate: |
| Field | Description |
|---|---|
| Activity | Select whether to access Benefits Enrollment or Onboarding as an employee (Benefits Enrollment) or a user (Worksite Manager/Trusted Advisor). |
| Employee ID/User ID | Enter the ID number of the employee or user as whom to log in. Alternatively, click the link to select an employee or user from a list. Note: The Employee ID field automatically changes to the User ID field if you select the Worksite Manager/Trusted Advisor option in the Activity field. |
| Date | Enter the date the proxy login is being performed. This must be the current date or a previous date. |
| Proxy approval received by | Select the method used to obtain the employee's approval for the proxy login. |
| Proxy Reason | Enter the reason for the proxy login. |
| 3. | Click Start. Based on the selection in the Activity field, the selected employee's Benefits Enrollment or Onboarding display in a new browser window. |
Note: When Onboarding is accessed using the Proxy Login form, changes to the forms included in the workflow can be made, but changes cannot be saved and forms cannot be submitted.
Additional Resources and Feedback
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| 1. | Access the Customer Resource Center (CRC) and complete the following information: |
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