Enrollment Overview
Streamline employee data management and enrollment processes using Level’s integrations and tools. From automated HRIS integrations to manual updates, Level offers flexibility to meet your organization’s needs. Below is an organized guide to setup and manage employee data and enrollments effectively.
Setting Up HRIS Integrations
How to Integrate:
During onboarding, connect HRIS platforms like ADP, Namely, Bamboo, and Workday through Account > Integrations.
Directory Updates via HRIS or Benefits Administration Systems:
- Export files from HRIS or Benefits Administration systems to update employee data.
Key Features:
- File upload portal within the Employee App.
- API or SFTP integration with popular HRIS and Benefits Administration systems.
- Automated data validation and error reporting.
- Scheduled batch processing for seamless updates.
Managing Employee Data in the Employer Dashboard
Direct Add:
- Add employees and manage updates directly through the Employer Dashboard.
Key Features:
- User-friendly form for data entry.
- Mandatory fields validation.
- Bulk add option for efficient management.
Census File Upload:
- Upload multiple employees at once using census files.
Key Features:
- Supports CSV and Excel file formats.
- Template download option for correct formatting.
- Post-upload data validation and error feedback.
Types of Enrollment
Auto-Enrollment:
Automatically enroll members based on criteria (e.g., employee type, status, or location).
- Most common for Lifestyle Spending Accounts.
Explicit Enrollment:
Requires manual actions or enrollment files for specific details.
- Commonly used for Flexible Spending Accounts, Dental Self-Insured Accounts, and Vision Self-Insured Accounts.
Enrollment Errors:
Identify and correct enrollment errors efficiently to maintain data accuracy and a smooth user experience.
Error Resolution:
- Use the Enrollment Error Report in the Reports tab under Enrollment Center.
- Resolve individual or bulk errors via the Employer Dashboard.
- Contact Customer Success at success@level.com for assistance.
Managing Terminations
Terminate Members:
- Navigate to Members and select the employee or dependent profile.
- Use the Actions menu to terminate.
- Enter termination and last coverage dates, then confirm.
Remove from a Plan:
- Go to the Plans tab.
- Select the plan, click Terminate, set the last coverage date, and confirm.
Undo or Edit Termination:
- In the profile, choose Undo Termination to cancel or Edit to modify dates.
Updating Enrollments and Information
To update subscriber or dependent information:
- Visit the employee’s profile.
- Select Edit to make changes.
This structured approach ensures efficient management of employee data, integrations, and enrollments while addressing errors promptly. For further assistance, contact Level's Customer Success team.