Manage members

Employer Dashboard users can enroll new hires, view enrollments by plan, and view details for all members and dependents. From a member’s profile, you can view plan enrollments and documents, add dependents, or terminate the member’s coverage. 

 

View and download enrolled members

Enrollments are managed through the Members section. To download a list of all employees enrolled in benefits to date, select Actions, then Export list. 

 

Resend welcome email

If an employee is unable to locate their welcome email from Level, you can send them a new one. Navigate to the member’s profile, select Actions, then select Send welcome email. 

 

Print member information

Each Level member gets their own Level ID, printed on their virtual Level Card. If you’ve chosen to provide employees with a Level Card to pay for eligible items, physical cards will be sent automatically and typically arrive within 2-3 weeks. 

Members can access their information in the Level App. If a member needs a physical copy of their information before they’ve received their physical Level Card, they can download and print it from the app. You can also print it from the member’s profile by selecting Actions, then Print ID card. 

 

Add a new employee

To add a new employee, visit the Members section and select + New. In the Member Type section of the modal, select Subscriber. After entering demographic and employment information in the modal, you can select plans in which to enroll the employee and add the effective date of their enrollment. 

 

Add a dependent

To add a dependent, visit the Members section and select + New. In the Member Type section of the modal, select Dependent. After entering demographic information, you can select plans in which to enroll the dependent and add the effective date of their enrollment. 

 

Enroll in plans

To enroll a member in a plan, visit the member’s profile. In the Plans section, select + Add. In the modal, select the plans in which you’d like to enroll the member, then select Submit.

 

Enroll in COBRA

To enroll a member in COBRA coverage, visit the member’s profile. In the Plans section, find the plan for which you’d like to extend coverage. In the plan’s three-dot menu, select Enroll in COBRA. 

 

Terminate an employee

To terminate an employee, follow these steps:

1. Visit the Members section. 
2. Select the employee to open their profile. 
3. In the Action menu of the member’s profile, select Terminate.
4. Enter the employee’s termination date (their last day of employment at your company). 
5. Enter their last date of coverage for each plan. 
6. Review the details before submitting to make sure it all looks right. If the employee has dependents, these termination dates will be automatically reflected in dependent profiles. 
7. Select Terminate.

 

Terminate a dependent

To terminate a dependent, follow these steps:

1. Visit the Members section. 
2. Select the member to open their profile. 
3. In the Action menu of the member’s profile, select Terminate.
4. Enter their last date of coverage for each plan.
5. Review the details before submitting to make sure it all looks right.
6. Select Terminate.

 

Remove a member from a plan

If you need to remove a member from a plan without terminating their employment, follow these steps:

1. Visit the Members section. 
2. Select the member to open their profile. 
3. Select the Plans tab in the member’s profile. 
4. Select the plan from which you want to remove the member. 
5. Select Terminate. 
6. Enter the member's last date of coverage on the plan. 
7. Review the details before submitting to make sure it all looks right.
8. Select Terminate. 

 

Undo or edit a termination

You can undo or change an employee’s termination before its scheduled date. (To undo or change a dependent’s termination, visit the subscriber’s profile.) Follow these steps:

1. Visit the Members section. 
2. Select the employee to open their profile. 
3. Select Undo termination. This will remove all the termination and coverage end dates you’ve entered for this member, as well as the termination and coverage end dates for any dependents. If you’d like to change the employee’s termination date instead of removing it, select Edit. 

 

Update enrollments

To update a subscriber's or dependent’s information, visit the employee’s profile and select Edit.