Manage forms by employee
If you recently hired an employee, you probably spent some time making sure they’ve completed everything they need to get up and running. This usually includes making sure they’ve signed all their product enrollment and onboarding forms.
By the end of next week, for employers on the new forms system, you’ll be able to check in on any employee’s forms by going straight to their profile in the Admin view. Just click the “Forms” tab and you’ll see which forms are with the employee, which need your approval or signature, and which are completed and ready for download.
You can also approve or sign a form right from this view, as well as download all the employee’s completed forms in bulk into a single zip file. If you realize you forgot to send a form, click Send Forms straight from this view and the employee will have it in no time.
Employees will now be notified when they have forms to sign
Are you having to let employees know when they’re first sent a form for review and signature in Maxwell? We’ll take care of that from now on. Employees will be sent email notifications when they have pending forms to sign in the new forms system.
Notifications go to employees when:
- They’re automatically sent onboarding forms. This requires the “Auto-Sending” setting to be turned on.
- You send them any type of form manually using “Send Forms”, as long as you keep the option to send an email notification checked.
Please note that the email notification was designed by Maxwell, and cannot be customized. Here’s a preview so you know what to expect:
Other quick product updates
The employee experience now has new, more modern backgrounds guiding them through login and the first few screens.
Updated the “Dependents” screen in the employee experience to make the “Add Dependent” button more pronounced and have employees confirm they’re done before moving on to shopping. We also added validation so employees can no longer delete dependents when they're covered on a current or future product.
New best practice webinar
A new webinar “Best Practices for Managing Employee Info in Maxwell”answers the most common questions about entering, updating, and storing employee information. Register today for an upcoming session!
If you went through Open Enrollment recently, a quick reminder to go back and make sure that the preference “Require Approval for Employee Changes” is set back to “Yes” under Settings > Preferences. This ensures any changes employees make to their personal info or benefits will be sent to you for approval.
Got a question? We're here to help! Contact us at email@example.com. You can also always reach us at firstname.lastname@example.org to share product feedback, ideas, or suggestions.