Select plans and add employees, then click Generate Comparison.
Select an employee, then click Generate One-Pager. Plans and census come from the Summary Comparison tab.
Update Rate Tables
Drag & drop your rate file here
or
PDF or Excel (.xlsx, .xls)
Saving updates the rates for this quarter, replacing any existing plans for the same quarter. This cannot be undone.
Import Comparison PDF
Upload PDF to reformat.
Drag & drop your PDF here
or
PDF only
PDF will populate drop downs
Import Employee Census
Upload a census spreadsheet or an exported census PDF to populate the employee list.
Drag & drop your census here
or
Excel (.xlsx / .xlsm) or an exported census PDF
Populates the employee census. Plans and effective date stay editable.
Existing census rows:
All Plans
Saved Renewals
Load a saved group below, or save the one on screen with "Save Group" in the top bar (shown after you generate). Saving the same client again updates its snapshot.