Service providers, worksite managers, and worksite trusted advisors who are set up with the appropriate user role can use the Proxy Login form to access Benefits Enrollment and Onboarding on behalf of an employee.
Access to an employee's Benefits Enrollment requires the Enrollment Proxy user role, and access to an employee's Onboarding requires the Onboarding Proxy user role.
Note: User roles are assigned using the User Roles form. By acting as a proxy for the employee, users acknowledge that they have received authorization to view the employee's data and, for Benefits Enrollment, to make elections on the employee's behalf.
To log in as an employee:
| 1. | On the HR menu, select HR|Action > Proxy Login. Alternatively, access the Employee Details form, click the <![CDATA[ ]]>Actions menu , and select Proxy Login. The Proxy Login form displays. |
| 2. | Complete the following fields as appropriate: |
| Field | Description |
|---|---|
| Activity | Select whether to access Benefits Enrollment or Onboarding as an employee. |
| Employee ID/User ID | Enter the ID number of the employee as whom to log in. Alternatively, click the link to select an employee from a list. |
| Date | Enter the date the proxy login is being performed. This must be the current date or a previous date. |
| Proxy approval received by | Select the method used to obtain the employee's approval for the proxy login. |
| Proxy Reason | Enter the reason for the proxy login. |
| 3. | Click Start. Based on the selection in the Activity field, the selected employee's Benefits Enrollment or Onboarding display in a new browser window. |
Note: When Onboarding is accessed using the Proxy Login form, changes to the forms included in the workflow can be made, but changes cannot be saved and forms cannot be submitted.
Additional Resources and Feedback
Contact PrismHR Customer Support
If you need assistance from PrismHR Customer Support, complete the following information:
| 1. | Access the Customer Resource Center (CRC) and complete the following information: |
| • | Enter your email address in the Email field |
| • | Enter your CRC password in the Password field. |
| • | Click Log in. |
Note: If you don’t have a CRC log-in, please contact your manager, or lead support contact in your organization to request access to the CRC.
| 2. | Select one of the following options: |
| • | Chat With Us |
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| • | Request A Call |
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We value your input, and we have launched this forum to collect your suggestions on how we can improve our products and make the user experience even better!
| 1. | Access the Client Resource Center - PrismHR Ideas page and complete the following information: |
| • | Enter your email address in the Email field |
| • | Enter your CRC password in the Password field. |
| • | Click Log in. |
Note: If you don’t have a CRC log-in, please contact your manager, or lead support contact in your organization to request access to the CRC.
| 2. | (Optional) Select Popular, Recent, or Oldest from the drop-down to review ideas submitted by other users. |
| 3. | Click Post an Idea |
| 4. | Complete the information in the Post an Idea window. |
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