Adding a Test Employee for Renewals

When reviewing how renewal product details and costs will appear to employees for an employer going through a renewal, you’ll want to add a test employee. This article covers:

• Reviewing Renewal Products in a Live Portal
• What happens if a test employee is eligible for "Current" and "Future" or renewal products?

Reviewing Renewal Products in a Live Portal

Follow the steps below to test the employee shopping for renewal products in an existing live portal:

1. Add a Test Employee using the Add/Edit Employees option from the employer’s Dashboard. For more detailed steps, click here.
2. View the benefits setup on your test employee’s profile by navigating to See Eligible Benefits on the Benefits tab.

    

   
   

    

   • Switch the view to Future to see the renewal plans and confirm for this eligibility group.

      

     

    

   • Scroll down to the bottom of the page and click Back to Profile.
     • Please Note: If the test employee is also eligible for the “Current” plan year benefits due to new hire waiting period rules, you will need to modify the shopping event in order to test the renewal plans in the employee shopping. See below for more details on how to open up the renewal plans for shopping.*
3. Now log in as your test employee by navigating to the upper right-hand corner of the employee's profile and selecting Log in as Employee. 
   • For an overview of the complete Advisor Review process, click here.

What if my test employee is eligible to shop for "Current" and “Future” or renewal products ?

Follow the steps below to test shopping for only the renewal products:

1. Close the shopping for the current benefits
   • From the event bar on the employee’s profile, click the drop-down arrow and select Review Event.
   • Scroll to the bottom of the Review Updates page and click Approve all Updates.
2. Open shopping for the future benefits
   • On the Employee’s profile, select Make Changes from the upper right-hand corner.
   • Select the Correction tab, and choose to update Future coverage. Click Continue.
   • You can now see the set of benefits opened for the shopping from the Benefits tab. Scroll to the bottom of the page and click Save & Exit.
3. You can now Log in as Employee.