Review and Approve Documents

You review and approve documents from the Benefits Service Center page.

1. On the dashboard, click People with documents waiting to be approved. You can even search for a specific person.

2. Click the person link to open the person's benefits summary.

3. Click the number that you see for Documents Pending Approval.

4. In the Certification section, click the document link to open its details, and then click the attachment to download or open the document.

5. When you're done reviewing the document, click Save and Close to get back to the previous page.

6. In the Actions menu, select Approved or Rejected.

7. If you're approving the document, set the received date. Otherwise, set the denied date and select a reason. Enter any comments if required.

8. Click Submit.

Note: After you approve or reject a document, you can't change its status. If you're using a third party application to manage document approvals, you still need to set the received or denied date in the document details page.