Want to test-drive your Maxwell portal before rolling it out to employees? We've got you covered with a checklist guide of helpful things to consider as you begin with Maxwell.
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1. Test out the Employee Experience
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- Add a test employee and walk through the employee shopping
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>> See Guidance |
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2. Review Portal Setup
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- Ensure the right people are set to receive Notifications
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>> See Guidance |
- Add any additional Administrators and send credentials
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>> See Guidance |
- (Optional) Set up Payroll Calendar if offering financial products
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>> See Guidance |
- (Optional) Review default settings under Preferences
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>> See Guidance |
- (Optional) Review Life Event Settings
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>> See Guidance |
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3. Explore your Tools
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- Run a few Reports to get familiar with data in Maxwell
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>> See Guidance |
- (Optional) Review or add Documents for your employees to access
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>> See Guidance |
- (Optional) Review any pre-loaded Forms and Form Settings
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>> See Guidance |
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4. Prepare to Go Live with Employees
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- Review or customize the system "Welcome" email template
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>> See Guidance |
- Make sure test employees have been deleted
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>> See Guidance |
- Ask your IT department or Network Administrator to "allowlist" the domain @maxwellhealth.com and *mandrillapp.com servers
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