When logging into HR Ally (https://admin.winstonfinancial.com) you will be defaulted to your main dashboard.

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The dashboard will include tiles for –

·        Employees with outstanding started but incomplete transactions

·        New hires who have not completed their new hire transaction

·        Employees who have unverified dependents on coverage

·        Employees with plans partially or fully pending for Evidence of Insurability

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For each tile users will have the ability to view & email the employees who are falling into the situations above.

 

To view the employee results for a tile or section of a tile you will click on the “Details” icon

(aka the bar graph icon). When clicked, the results will display below the tile in a grid.

To export the results, you will click the Export link on the top right side of the results grid. When clicked, a CSV file will be downloaded.  

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To close the results, you will click the close icon in the upper right corner of the results grid.

To email the employees who fall into the situations above you will click on the “Remind” icon (aka the open envelope icon). When clicked, the emails available within the results will be copied to your clipboard. When pasting into an email remember to use BCC!

 

For all reports we will use the work email by default, but if the employee does not have one on file, we will use their personal email. If no email exists, they will not be included in your email blast.