Prior to adding a company in EaseCentral, reference the Implementation Checklist to make sure you have all of the appropriate information. Please use the Quickstart Full Setup Guide and complete each step in order to track and complete an EaseCentral client implementation.


COMPANY



  • Add Locations, Departments, Divisions, Job Classes (if needed)

Company > Profile > Organization


  • Custom Brand Company Portal

Company > Customize > Branding



PLANS


  • Add Plans (Select Type, Admin Name, Display Name, Effective Date)

Company > Benefits > Actions > Add Plan


  • Complete Profile (fill in Carrier, etc)

Company > Benefits > Plan > Profile 


  • Complete Eligibility (fill in Waiting Period, Eligible Dependents, etc)


  • Complete Rates  (Set Rates from Library or fill in)

Company > Benefits > Plan > Rates


  • Complete Contributions (input Employer or Employee Contribution Type)

Company > Benefits > Plan Contributions


  • Add Form (Select carrier form from Library and attach)


  • Add Plan Documents (Attach Plan Summaries, Provider Links, etc)

Company > Benefits > Plan > Documents

CUSTOMIZE COMPANY PORTAL


  • Select Default Employee Pay Cycle

Company > Customize > Fields



  • Add Enrollment Instructions (if desired)

Company > Customize > Instructions


  • Post Documents/Links in Document Library

Company > Documents > Library > Actions > Add Document/Link/Folder



ADD EMPLOYEES


  • Add or Import Employees

    • Minimum fields for import:  EID, First Name, Last Name, Relationship
    • Also recommended:  Email, Hire Date
    • If importing benefit enrollments, include Plan Import ID 

  • Select Company Administrator 

Company Profile > Company Admins


SET UP OPEN ENROLLMENT


  • Set Open Enrollment Start and End Date

Company > Benefits > Enrollment Dates


  • Add Test Employee and Test Enrollment Experience


  • Send Employee Logins via email

Company > Logins > Actions > Send Logins


ACCESS ELECTION FORMS


  • Download Enrollment Forms

Company > Benefits > Reports > Enrollment Forms


  • Retrieve Enrollment Forms

Reports > Company Name - Enrollment Forms.zip