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Benefitfocus Marketplace for Newbies: The Benefits Administrator Role
Welcome
Navigating this Course
Download the Learner Handbook
Lesson 1: Navigating the Benefits Administrator Role Home Page
Lesson 2: To-Do List
To-Do List
Overview of the To-Do List
Clearing Your To-Do List
Sending Messages to Employees with Pending Tasks
Document Center Tasks
Lesson 3: Employees
Employees Tab
Searching for Employees
Managing an Employee's Record
Managing an Employee's Record
Employee Record Overview
Adding Additional Information: Military, Veteran and Direct Deposit
Viewing and Editing Benefit Details
Adding and Editing Dependents
Verifying Dependents
Employee History
Quick Actions from the Manage Employee Menu
Quick Actions from the Manage Employee Menu
Updating Login Information
Changing an Employee’s Salary Information
Adding a New Dependent
Initiating Life Events
Messaging an Employee Directly
Try Your Hand!
Lesson 4: Data and Reporting
Data and Reporting Tab
Accessing Standard Reports
Running Frequently Requested Standard Reports
Running Frequently Requested Standard Reports
Benefit Detail Report
Basic Work Report
Login ID Report
Scheduling Reports
Sharing Reports
Try Your Hand!
Lesson 5: Content Manager
Content Manager Tab
HR Note Manager
HR Note Manager
Creating an HR Note
Managing HR Notes
Employee Surveys Manager
Employee Surveys Manager
Adding an Employee Survey
Managing Employee Surveys
Custom Confirmation Message
Custom Confirmation Message
Creating a Custom Confirmation Message
Managing a Custom Confirmation Message
Custom Page Manager
Custom Page Manager
Adding a Custom Page
Managing Custom Pages
Widget Manager
Widget Manager
Creating a Widget
Managing Widgets
Employee Login Welcome Screen
Employee Login Welcome Screen
Creating the Employee Login Welcome Page
Managing the Employee Login Welcome Page
Try Your Hand!
Lesson 6: Messages
Messages Tab
Types of Messages Available
Creating Custom Scheduled Messages
Creating Event-based Messages
Try Your Hand!
Lesson 7: Resources
Resources Tab
Lesson 8: Group Settings
Group Settings Tab
Managing Your To-Do List via the Group Approval Preferences
Running the Group Information Report
Creating Administrator Accounts
Try Your Hand!
Conclusion
Thank You