Send enrollment signature request and update board item
Send enrollment signature request and update board item
When a board enrollment needs signatures, your HR coordinators send packets manually and paste envelope references, delaying enrollments. You get signature requests sent and records updated automatically, so enrollments progress same day.
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Overview
Reduce manual steps in benefits enrollment by wiring your board status to signature requests and writeback. This delivers prefilled signature packets and board updates automatically so HR moves enrollments forward same day.