Enrolment rows
Enrolment records returned by Employee Navigator, including plan name and status when the row includes them.
Connect Employee Navigator so PaperThread can answer enrolment questions and flag missing or lapsed coverage from the rows that come back.
Enrolment records returned by Employee Navigator, including plan name and status when the row includes them.
Missing or lapsed coverage is flagged from the enrolment rows that come back, including a row marked waived, pending, or terminated.
Plan name and coverage tier are read only when the enrolment row includes them.
PaperThread does not write enrolment or coverage back to Employee Navigator.
Answer enrolment questions from the Employee Navigator rows that come back.
Prepare a follow-up when missing or lapsed coverage is flagged.
Send the next step to the person who owns it.
PaperThread does not write enrolment or coverage back. A gap the read cannot close stays open with a person.
Assign a person when the Employee Navigator connection cannot finish the action.
Answers for this connection, including what PaperThread can read and what still needs a person.
A pension scheme when an Employee Navigator question also needs retirement context.
The private DM where an Employee Navigator question or approval can be sent.
Approved policy files that sit alongside Employee Navigator enrolment context.
Payroll context when an Employee Navigator enrolment question also needs pay.
Answer enrolment questions from Employee Navigator, flag missing or lapsed coverage, and keep anything unfinished with a person.