Enrollment Assistance - Paylocity

You will be able to use the Benefits Enterprise site to make your New Hire and/or Open Enrollment elections, view your current elections, make life event changes, update family and/or beneficiary information, access benefit materials (i.e. plan summary documents or forms), etc.

HELPFUL TIPS:

– You will be able to access the Benefits Enterprise site directly from the Web Pay Employee Self Service Portal, by hovering over the Web Pay tab and selecting Enterprise Web Benefits from the dropdown options. You will not need a separate user ID or password when accessing the site via the Employee Self Service Portal.

– For successful navigation of the site, do not use the back button in your internet browser, as this will automatically log you out of the site. To navigate through the site, use the navigation bar located at the top of the screen.

FOLLOW THE STEPS BELOW TO COMPLETE THE ENROLLMENT PROCESS: 

To enroll online, please visit: https://access.paylocity.com/ (Company #99708)

1. From the homepage, click on Start Your Enrollment. If you do not see the Start Your Enrollment button, please contact your HR department.

2. The enrollment process consists of the following four steps: Employee (Personal Information), Family (Family Information), Enroll, and Confirm. You will be taken through each step to make changes or confirm your information on file and choose your benefits for the new plan year.

– Employee (Personal Information):

Before beginning your enrollment, please verify the accuracy of all of your personal information (e.g., address, DOB, etc.). If you need to make any changes, please do so in your Employee Self-Service Portal. All updates will reflect on this page within 24 hours. You can still move on with your enrollment. Verify that all information is accurate. When done, check I Agree at the bottom of the page and click Continue.

Any field that has an asterisk next to it is required.

– Family (Family Information):

Please add all dependents that may be missing from the Family Information section before proceeding to the next section. To do this, click Add Dependents. When all of your family information is accurate, check I Agree and click Continue.

– Making Benefit Elections:

To review all available plan options for each benefit, click the View Plan Options link.

Before you are able to select a plan, select all dependents you wish to cover (the system will generate your coverage tier based on this) and click Continue. If you wish to add a new dependent at this time, click Add Dependents to the family tab and add the dependent.

From here, you can use the View All Plans Side-by-Side section to compare all available plans. Once you have chosen the plan you wish to enroll in, click Select to the corresponding plan. After each election that you make, you will see a summary of your election.

*Benefits provided to you by your employer at no cost to you (employer-paid) do not require you to make an election. You can use the View Information button to review any applicable plan information. 

**If you enrolled in a plan that requires beneficiary designation, you will be asked to do that now. Any dependents on file will be listed automatically as beneficiaries. Enter your designations. Your percentages must equal 100 percent. When complete, click Continue. If you would like to add another beneficiary, click Add Beneficiary. 

You will now be on the final review page. Review all of your benefit elections and covered dependents. If you wish to make any changes, simply click on any one of the Edit Selection buttons. It will return you to the enrollment page. Once you have completed your review, check “I agree, and I’m finished with my enrollment” and “Complete Enrollment.” If you stop at any point before this step, your progress will be saved, but your enrollment is not complete.

– Confirming Benefit Elections: 

You can send yourself an email confirmation of your elections or print it for your records. Click the printer icon on the right-hand side of the screen.

Note: Although the online benefits enrollment site is a secure site and your information is encrypted during transit, it is important that you log off when you have completed your session. Click the Log Off icon in the upper right-hand corner of the enrollment site to do so. For security purposes, the system will automatically log you out if you leave your system idle for more than 30 minutes.