Employee Navigator Training
.jpg "pexels-maltelu-1970801-(1).jpg")
Word & Brown is encouraging brokers to use the great training program and resources that Employee Navigator has developed to support brokers regarding its build process as the transition from Ease to Employee Navigator continues.
These resources are a great starting point to learn how to build and manage your groups in Employee Navigator. There will always be new scenarios for learning and adapting to a new system, especially as new features and enhancements are added to Employee Navigator.
Here are some of our recommended go-to resources:
- Employee Navigator AI: An amazing resource that has proven helpful in asking any questions about the process, where to find something, or what is available within the system. This is our first stop for any support needs in connection with Employee Navigator. (Employee Navigator login required.)
- Training: Word & Brown’s list of the most helpful Employee Navigator training resources.
- Employee Navigator Support Portal: Support page that allows you to search for many of the top needed support areas and find resources, guides and videos to help with the system, including recordings of past webinars. (Employee Navigator login required.)
- Self-Paced Training Materials: Access self-paced training videos, connection articles, past recorded webinars, and product updates. (Employee Navigator login required.)
Other Upcoming Training Opportunities
Employee Navigator-hosted training sessions are designed to help you master their platform, explore advanced features, and gain valuable insights from the expert Implementation Team. These sessions cover topics like agency and company branding, HR tools, troubleshooting tips, and enhancing the employee experience.This information will be updated with the latest training schedules and registration links from Employee Navigator. Check back often to secure your spot and stay ahead with the tools and tips you need to succeed.
Virtual Employee Navigator System Training
These webinars focus on Employee Navigator system training and key differences from Ease. You should attend these webinars if you’re ready to get fully trained on Employee Navigator. The trainings series run Monday-Thursday for 90 minutes. We recommend joining these trainings if you are ready to start actively using Employee Navigator. Note: Capacity has been increased to 250 attendees per weekly session.
- September 28th-October 1st from 10:00–11:30 AM PDT: Register here
- October 19th-22nd from 10:00–11:30 AM PDT: Register here
- October 26th-29th from 10:00–11:30 AM PDT: Register here
Employee Navigator Integration Overview Training
Join us for a webinar to learn everything you need to know about carrier, payroll, and TPA integrations on Employee Navigator. We’ll cover how these integrations are used to help brokers run more efficiently and grow their business.
- Friday, September 11th from 10:00–11:00 AM PDT: Register here
- Friday, October 9th from 10:00–11:00 AM PDT: Register here
Virtual Migration Tool Training
Learn how to migrate groups from Ease to Employee Navigator. This webinar will focus specifically on using the migration tool.
- Friday, August 28th from 11:30 AM–1:00 PM PDT Register here
- Friday, September 18th from 11:00 AM–12:30 PM PDT Register here
- Friday, September 25th from 11:00 AM–12:30 PM PDT Register here
- Friday, October 16th from 11:00 AM–12:30 PM PDT Register here
Employee Navigator's Wall vs Ease's To-Do Training
These webinars will focus on the difference between Employee Navigator's "Wall" feature and Ease's "To-Do" feature used by brokers to manage manual enrollment and eligibility changes.
- Friday, September 4th from 1:00 PM–2:00 PM PDT Register here
- Friday, October 2nd from 1:00 PM–2:00 PM PDT Register here
Open Enrollment Training Series
Are you getting ready for open enrollment? Missed our previous training sessions? No problem!
Employee Navigator is excited to announce that our Open Enrollment Training series is now open for registration! These sessions are designed to help you navigate open enrollment with confidence and ease.
When: Daily 2:00 PM ET from Monday, August 31st to Friday, September 4th
Duration: 1.5* hour each session
*New: Session times have been extended by 30 minutes, bringing the total to 1.5 hours to provide more time for system demonstrations and questions
What You Can Expect:
-
Step-by-step guidance on setting up and managing open enrollments.
-
Insider tips and best practices to make the most of our software.
-
Interactive demonstrations to help you grasp key concepts.
-
Q&A sessions to answer your questions and enhance your learning experience.
Here’s the schedule:
-
Monday, August 31st: Preparing & Creating an OE
-
Learn how to set up and test open enrollment, plus tips for a successful process.
-
Tuesday, September 1st: Managing Integrated Payroll & 3rd Party Apps during OE
-
Discover how to work with third-party apps and integrated payroll partners during open enrollment.
-
Wednesday, September 2nd: Sending OE Data Electronically
-
Manage enrollment information via the Data Exchange and 834 EDI during and after open enrollment.
-
Thursday, September 3rd: Gathering OE Data Manually
-
Learn how to manually gather enrollment and payroll data for reporting and auditing.
-
Friday, September 4th: Finalizing OE
-
Understand what “closeout” means and key considerations as open enrollment wraps up.
Employee Navigator Conference Keynote
Employee Navigator is excited to announce that we are offering a repeat of the keynote presentation from our Users Conference. This is your chance to get a sneak peek at some of the new products coming to Employee Navigator if you were unable to attend the conference.Join our CEO, George Reese, on Monday, August 31st at 1:00-2:00pm ET to see the key product announcements and new features that were unveiled during our sold out conference.
Click here to register.
As additional information on training is released by Employee Navigator, we will share it.