Upload Supporting Documents

Depending on how document uploads were configured for your enterprise, participants and administrators can upload documents from several areas to address pending actions.

If you're a participant, you can upload documents directly from the pending actions self-service page. Or you can upload using the Documents link on the landing page.

If you're an administrator, you can upload documents on behalf of a participant from the Benefits Service Center page.

1. On the dashboard, search for and select the person you want to upload the documents for.

2. On the person's benefit summary page, click the number for Documents Pending Approval, or scroll directly to the Certification section.

3. Set the filter to All.

4. Click the document link to open its details.

5. Click Add Attachment to complete uploading the required documents.

6. Save and close the page.

Note: These steps work only if there's relevant configuration in place to enable participants to upload documents from the pending actions page. If there is no configuration in place, you can always use Document Records page from the Person Management work area.