Learning Catalog

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1. The Basics

Getting Started with Maxwell
Learn the ins and outs if you are brand new to Maxwell 

  >> training (60min)  | video (56min) |  article


Tour of Maxwell
A quick overview of Admin basics 

  >> video (5min)


Member Shopping Experience
See Maxwell from the employee's perspective

  >> video (90sec) 


Welcome Emails
Send out an email to welcome employees to Maxwell

  >> video (3min) |  article 


2. Managing Employee Info

New Hires in Maxwell
How to add new employees 

  >> training (30min)  | video (2min) |  article

Terminations in Maxwell
How to terminate employees 

  >> video (2min) |  article


Employee Changes and Updates
Manage changes to employee information and/or coverage

  >> training (30min)  |  video (3min) |  article


Tracking Enrollments with the Dashboard
Manage employee shopping and the rest of the enrollment process

  >> training (30min) |  video (2min) |  article 


3. Annual Open Enrollment (OE)


Guide to Open Enrollment in Maxwell
Tips on getting ready for a successful OE 

  >>  article


Prepare for Open Enrollment
Tips on getting ready for a successful OE 

  >> training (30min) |  video (33min) |  article


Monitor Open Enrollment
Check on employee progress during the shopping experience

  >> video (3min) |  article


Close out Open Enrollment
Review the steps required to close out OE

  >> training (30min) |  video (31min) |  article 


4. Maxwell Tool Kit

Forms
Send and approve forms electronically in Maxwell 

  >> training (30min) | video (20min) |  article


Reports
Run reports to export data out of Maxwell

  >> training (30min) | video (34min) |  article


Notifications
Customize which notifications you receive 

  >> article


Wellness and Rewards
Set rewards that employees redeem via fitness apps

  >> article


5. Mastering Data and Connections 


BambooHR
How the BambooHR Integration works

  >>  training (60min) | video (56m) article


Paylocity
How the Paylocity integration works

  >> article


ADP Workforce Now
Set up and access ADP Workforce Now compatible payroll report

  >> article


Paychex
Set up and access Paychex Flex Enterprise compatible payroll report

  >> article


EDI Connections

  >> video (6min) |  article

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