Employee Navigator Case Build Setup Form

1
Request Submission Date* This field is required.
Today's Date
Year
Month
Day
2
Your Name* This field is required.Person submitted the build request
First Name
Last Name
3
Your Phone Number* This field is required.
Please enter a valid phone number.
4
Your Email* This field is required.
example@example.com
5
Broker AgencyHealth Insurance Broker
6
Client Company Name* This field is required.
7
Client Company Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
8
Client Company Phone Number* This field is required.
Please enter a valid phone number.
9
Client Company Tax ID Number* This field is required.
Please enter the company Tax ID (EIN).
10
Client Company Industry Details* This field is required.Please enter the Industry Type and 4-Digit SIC Code (if known).
Industry Description
Enter 9999 if unable to find
11
Client Company Contact Person* This field is required.Primary Point of Contact
First Name
Last Name
Title - Owner/HR/Benefits Coordinator/etc.
Phone Number
Email
12
Client Company Payroll Frequency* This field is required.
Weekly (52 pay periods)
Bi-Weekly (26 pay periods)
Semi-Monthly (24 pay periods)
Monthly (12 pay periods)
13
Does the Deduction Frequency match the Payroll Frequency?* This field is required.
YESNO
14
If No, what is the Deduction Frequency?
Huge
Large
Normal
Small
Ok
Ok
15
What are the Employee Classes?* This field is required.Owner, Managers, Full-Time, Part-Time, etc.
Huge
Large
Normal
Small
Ok
Ok
16
Does the Client Company have multiple Departments, Divisions, Office Locations, or Business Units that need to be setup?* This field is required.
Huge
Large
Normal
Small
Ok
Ok
17
What is the Waiting Period for New Hires?* This field is required.Amount of time an employee must work before being eligible for benefits
0 Days
30 Days
60 Days
90 Days
Other
18
What is the Effective Date for Benefits after the Waiting Period?* This field is required.
Immediately
1st of the month Following __ Days
1st of the Month Coinciding With OR Following __ Days
Type option 4
Other
19
Anticipated Enrollment Start Date* This field is required.
Date
Year
Month
Day
20
Benefits Effective Date* This field is required.
Date
Year
Month
Day
21
Plan and Rate materialsIf you have SBCs, Benefit Summaries, and Rate/Contribution models, they may be uploaded here
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Browse Files
Cancelof
22
Census

A census will be needed to complete the company setup. Click here to download the census template. All fields with colored column headers are required.
23
Additional InformationAny other information that would be important to know about the company setup
Huge
Large
Normal
Small
Ok
Ok
Should be Empty: