Resource Center Home

New Employee Experience – Benefit Elections

New Employee Experience – Benefit Elections

You are here:
Estimated reading time: 34 min

Below are examples of New Employee Benefit Elections for the purpose of demonstrating how a new employee might set up their benefits. These steps will be slightly different for everyone and should not be taken as exact instructions.

New employees eligible for benefits will receive an email with a link to start their benefits enrollment

The link will take the employee to the Integrity Data HRP Sign In screen

Once they sign in they have the option to “Begin Enrollment”

After clicking “Begin Enrollment” they will see Step 1: Introduction with a short welcome note. They will then click “Next”

Step 2: They will review personal information and make changes if needed, then click “Next”

Step 3: Here they will add dependents if applicable by clicking the  + button and filling out the popup window information, or if there are no dependents they will simply click “Next”

When information is completed for Dependent Info and Dependent Contact Info, they will click “Save.” They will be taken back to Add Dependents screen.

The new employee may add more dependents or click “Next” if there are no more to be added.

Step 4:  The first benefit option will come up. The employee is automatically checked but they must check the box next to the dependent(s) to be enrolled.

  • Notice that the employee’s amount per pay period and the employer’s amount per pay period is shown to the right.

The plan must be selected or the check box next to “I decline medical coverage” must be checked, then click “Next.”

Step 5: The second benefit option will come up. The employee will make their selections and click “Next.”

Step 6: The third option will be presented. The employee will make their selections and click “Next.”

Step 7: Beneficiaries will be presented. The employee can add beneficiaries by clicking on the + or click “Next.”

They will fill in Beneficiary Info and Beneficiary Contact Info and click “Save”

To add another beneficiary, they will click on the + again and enter the information then click “Save.” Click “Next” when all beneficiaries have been added.

Step 8: They will be presented with the fourth option. In this example it is a Basic Life Plan provided by the employer. Enrollment is automatic and will be pre-selected for the new employee. They will be required to provide at least one beneficiary. They will mark the beneficiary as either primary or contingent and add a percentage that totals 100%. Click “Next.”

Step 9: In this example the fifth option presented is an HSA. If the new employee elects a contribution amount that will exceed the contribution limits for the year, they will receive a warning and must make corrections to proceed. Click “Next” when completed.

Step 10: In this example a sixth option will be presented. They will fill out the information and click “Next.”

The new employee will now see a summary of their election and be asked to sign the acknowledgement authoring their elections and clicking on “Submit Elections.”

They will see a summary of their submitted elections. They have the option to make changes if they choose by clicking “Make Changes.”

If everything looks good they can simply click the Integrity Data HRP logo in the upper left corner to return to the My HR  homepage.

In the event of an interruption during enrollment the first time the employee is logged in, they can go back to finish or make changes prior to the enrollment period end, they can go to My HR and select Open Enrollment under My Benefits.

Clicking on “Continue Enrollment” will allow the employee to go through each step again and make any changes they need to make. They will click on “Submit Enrollment” again to finish/update.

Questions / Resources
If you have questions or comments please email support@integrity-data.com.
Find demos, tutorials, and more at our video library.
Last Review: 03/10/2022

Was this article helpful?
Dislike 0
Views: 37