Learning Catalog



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

Employee Shopping and Processing
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

Send and approve forms electronically in Maxwell 

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

Run reports to export data out of Maxwell

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

Customize which notifications you receive 

  >> article

Wellness and Rewards
Set rewards that employees redeem via fitness apps

  >> article

5. Mastering Data and Connections 

How the BambooHR Integration works

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

How the Paylocity integration works

  >> article

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

  >> article

Set up and access Paychex Flex Enterprise compatible payroll report

  >> article

EDI Connections

  >> video (6min) |  article

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