Enrollment questions are custom questions you create for employees to answer during benefit enrollment. They appear under Questions on the Getting Started step. Employee responses are included on the All Data report and on election PDFs under Questions.
Who can manage enrollment questions
Employers with Benefits enabled can add and remove enrollment questions. Global Admins working as the employer use the same steps.
To add a question:
- Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu.
- In the left menu, select Enrollment Questions.
- In the Question field, enter the question text.
- Select Add Question.
- Select Save Changes.
The question is added to the list on the page and will be asked during future enrollments. To leave without saving, select Cancel Changes.
To remove a question:
- Open Enrollment Questions (account menu → Account → left menu Enrollment Questions).
- In the question list, select Remove next to the question.
- Select Save Changes.
Removing a question deletes that question and any stored employee answers for it.
Notes
- New questions apply to enrollments going forward. Employees who already completed enrollment do not answer them unless they enroll again. Existing employees show blank responses for new questions on the All Data report until they answer them.
- For how employees see and answer these questions during enrollment, see How to Enroll in Benefits.