Add a Client

The system performs a Duplicate Account Search based on several key fields your organization has configured (such as Account name, Account name plus ZIP/postal code, and Phone number). The system searches for duplicate accounts as soon as you navigate away from any of the configured fields. If possible duplicates exist, the top four likeliest matches display in a pop-up window. You can click the Use this Client button to select an existing account, click the View All Duplicates to see more than just the top four possibilities, or click the Dismiss button to close the Possible Duplicates pop-up window. See Duplicate Accounts Search for more information.

1. In the Account Information frame, do the following:
1. Select Prospect or Insured as the Client Type.
2. Optionally select an Account Source from the dropdown. Account sources allow you to track where your organization's new business is coming from. Your organization can setup the account sources available for selection in Account Source Configuration.
3. Select the client's Agency and Branch association from the dropdowns.
2. In the Contact Information frame, do the following:
1. In the Primary Contact frame, enter the client's Prefix; First Name, Middle Name, and Last Name; Suffix and Date of Birth. The Last Name field is required. For more information on capitalization settings that may be applied to proper names automatically, click here.
   Note: If you have enabled the Default Formal option for the Contact Add Workflow in Field Default Configuration and entered both a Prefix and a Last name, the Formal value populates automatically based on those entries (e.g. Ms. Smith). The Formal value also updates automatically when you make changes to the Prefix or Last name. However, manually editing the Formal field entry so that it no longer matches the values in those fields disables automatic updates.
2. Enter an Informal Name and/or Formal Name if needed.
3. In the Additional Contact frame, you can enter information for one additional contact on the account. Once you have finished adding the client, you can add additional contacts to the account as needed.
4. In the Address frame, enter the client's Street Address, Street Address - Line 2, City, Province, Postal Code, and Country.
5. Optionally enter a Description for the address or select an option from the dropdown menu.
   Note: Typing a description might not be an option, depending on how your agency has set up address descriptions. See Contact Description Configuration for more information.
6. Enter a Site ID if applicable.
   Note: Site IDs allow you to enter specific address location numbers for clients' properties. This user-defined number is available throughout the system for servicing, billing, and reporting purposes.
7. In the Phone frame, add up to five phone numbers for the client account.
1. Use the Type dropdown to select Business, Fax, Mobile, Other, or Residence for each phone number. You may add multiple numbers with the same type if necessary.
2. Enter the Number. If it is an international phone number, click the dropdown to select the country and its prefix.
3. If necessary, enter the extension in the Ext field.
4. Enter a Description for the phone number (e.g., Home or Office).
5. In the Permission field, select Did Not Obtain, Obtained, or Please Do Not Call from the dropdown to indicate whether you have permission to call the client at this number.
6. If you have obtained the client's permission to send them marketing-related bulk SMS messages at this number, select the SMS checkbox. To complete this action, you must also update Contact Detail. Only one SMS-enabled number is allowed per contact.
   You are prompted, "Would you like to enable Conversational SMS for this number?" Click Yes if the client wants to engage in individual text conversations with users at your agency. The Conversational checkbox displays selected in the Primary Contact SMS Opt-In frame. This selection applies to text conversations unique to this client, not to templated bulk SMS messages.
   Important! You CANNOT text clients without their consent. Familiarize yourself with Canadian laws on text communications before you begin using integrated texting (SMS) in Applied Epic.
7. Repeat these steps to add additional phone numbers if necessary.
8. In the Email frame, enter the Primary Email address for the account and the Primary Email Description.
9. Select the client's Contact Preferences. You must select options from the Contact Via, Billing, and Servicing dropdowns to indicate how the client would like to receive different types of communications from your organization.
10. The Marketing Preferences options depend on whether the Do Not Market checkbox is selected. If it is, no other options display. Otherwise, select the Preferred Marketing Method from the dropdown and select all communication methods by which the client has opted in to receive marketing communications from your organization by choosing the Phone, Email, Fax, or Mail checkboxes.
    Select the 3rd Party checkbox only if you have requested and received the client's consent to supply their personal information to third parties for marketing purposes.
3. The Agency Information frame allows you to do the following:
1. Optionally apply Agency Defined Categories to the account. Select categories from the dropdown or begin typing the name of a category to display a list of suggestions. You can sort the options that display in the dropdown by clicking a column heading. Click the column heading again to reverse the sort order.
   The categories available depend on the options your organization has set up in Agency Defined Categories Configuration.
2. Optionally add relationships to help you keep track of accounts that are related to one another, such as a main account and a subaccount. For information on making changes to the available relationships in the system, see Define Relationships.
1. Begin typing the name of the related Account, then select the account from the search results in the dropdown.
2. Select the Relationship Type.
3. Select the Role.
4. To add an additional relationship, click the Add Relationship button and repeat the previous steps.
5. If you have added multiple relationships, you can remove any you do not want by clicking the Remove button beside them.
   Note: You cannot delete the last remaining row using the Remove button, but you can delete the Account, Relationship Type, and Role entries to remove it if necessary.
3. Enter Comments to provide additional information about the client if necessary.
4. Click Save Account to add the account and view its account detail.
   Click Cancel or press [Esc] to exit the workflow without adding the account. You are prompted, "Do you wish to discard these changes?" Click Yes.

The system performs a Duplicate Account Search based on several key fields your organization has configured (such as Account name, Account name plus ZIP/postal code, and Phone number). The system searches for duplicate accounts as soon as you navigate away from any of the configured fields. If possible duplicates exist, the top four likeliest matches display in a pop-up window. You can click the Use this Client button to select an existing account, click the View All Duplicates to see more than just the top four possibilities, or click the Dismiss button to close the Possible Duplicates pop-up window. See Duplicate Accounts Search for more information.

1. In the Account Information frame, do the following:
1. Enter the Account Name.
2. Select Prospect or Insured as the Client Type.
3. Optionally select an Account Source from the dropdown. Account sources allow you to track where your organization's new business is coming from. Your organization can setup the account sources available for selection in Account Source Configuration.
4. Select the client's Agency and Branch association.
5. In the Identification Numbers frame, select the client's NAICS and SIC numbers from the dropdowns or begin typing in the fields to display a list of suggestions. You can sort the options that display in the dropdowns by clicking a column heading. Click the column heading again to reverse the sort order.
2. In the Business Contact Information frame, do the following:
1. In the Address frame, enter the client's Street Address, Street Address - Line 2, City, Province, Postal Code, and Country.
2. Optionally enter a Description for the address or select an option from the dropdown menu.
   Note: Typing a description might not be an option, depending on how your agency has set up address descriptions. See Contact Description Configuration for more information.
3. Enter a Site ID if applicable.
   Note: Site IDs allow you to enter specific address location numbers for clients' properties. This user-defined number is available throughout the system for servicing, billing, and reporting purposes.
4. In the Business Phone frame, add up to five phone numbers for the client account.
1. Use the Type dropdown to select Business, Fax, Mobile, Other, or Residence for each phone number. You may add multiple numbers with the same type if necessary.
2. Enter the Number. If it is an international phone number, click the dropdown to select the country and its prefix.
3. If necessary, enter the extension in the Ext field.
4. Enter a Description for the phone number (e.g., Home or Office).
5. In the Permission field, select Did Not Obtain, Obtained, or Please Do Not Call from the dropdown to indicate whether you have permission to call the client at this number.
6. If you have obtained the client's permission to send them marketing-related bulk SMS messages at this number, select the SMS checkbox. To complete this action, you must also update Contact Detail. Only one SMS-enabled number is allowed per contact.
   You are prompted, "Would you like to enable Conversational SMS for this number?" Click Yes if the client wants to engage in individual text conversations with users at your agency. The Conversational checkbox displays selected in the Business SMS Opt-In frame. This selection applies to text conversations unique to this client, not to templated bulk SMS messages.
   Important! You CANNOT text clients without their consent. Familiarize yourself with Canadian laws on text communications before you begin using integrated texting (SMS) in Applied Epic.
5. In the Email/Website frame, enter the Account Email address and the Account Email Description. You can also enter the client's Website and Website Description if necessary.
3. In the Primary Contact Information frame, do the following:
1. In the Primary Contact frame, enter the client's Prefix; First Name, Middle Name, and Last Name; Suffix and Date of Birth. The Last Name field is required. For more information on capitalization settings that may be applied to proper names automatically, click here.
   Note: If you have enabled the Default Formal option for the Contact Add Workflow in Field Default Configuration and entered both a Prefix and a Last name, the Formal value populates automatically based on those entries (e.g. Ms. Smith). The Formal value also updates automatically when you make changes to the Prefix or Last name. However, manually editing the Formal field entry so that it no longer matches the values in those fields disables automatic updates.
2. Select the primary contact's Contact Preferences. You must select options from the Contact Via, Billing, and Servicing dropdowns to indicate how the client would like to receive different types of communications from your organization.
3. In the Primary Contact Phone frame, add up to five phone numbers for the primary contact.
1. Use the Type dropdown to select Business, Fax, Mobile, Other, or Residence for each phone number. You may add multiple numbers with the same type if needed.
2. Enter the Number. If it is an international phone number, click the dropdown to select the country and its prefix.
3. If necessary, enter the extension in the Ext field.
4. Enter a Description for the phone number (e.g., Home or Office).
5. In the Permission field, select Did Not Obtain, Obtained, or Please Do Not Call from the dropdown to indicate whether you have permission to call the client at this number.
6. If you have obtained the client's permission to send them marketing-related bulk SMS messages at this number, select the SMS checkbox. To complete this action, you must also update Contact Detail. Only one SMS-enabled number is allowed per contact.
   You are prompted, "Would you like to enable Conversational SMS for this number?" Click Yes if the client wants to engage in individual text conversations with users at your agency. The Conversational checkbox displays selected in the Business SMS Opt-In frame. This selection applies to text conversations unique to this client, not to templated bulk SMS messages.
   Important! You CANNOT text clients without their consent. Familiarize yourself with Canadian laws on text communications before you begin using integrated texting (SMS) in Applied Epic.
7. Repeat these steps to add additional phone numbers if necessary.
4. In the Primary Contact Email frame, enter the Primary Email address for the account and the Primary Email Description.
5. Select the client's Contact Preferences. You must select options from the Contact Via, Billing, and Servicing dropdowns to indicate how the client would like to receive different types of communications from your organization.
6. The Marketing Preferences options depend on whether the Do Not Market checkbox is selected. If it is, no other options display. Otherwise, select the Preferred Marketing Method from the dropdown and select all communication methods by which the client has opted in to receive marketing communications from your organization by choosing the Phone, Email, Fax, or Mail checkboxes.
   Select the 3rd Party checkbox only if you have requested and received the client's consent to supply their personal information to third parties for marketing purposes.
4. The Agency Information frame allows you to do the following:
1. Optionally apply Agency Defined Categories to the account. Select categories from the dropdown or begin typing the name of a category to display a list of suggestions. You can sort the options that display in the dropdown list by clicking a column heading. Click the column heading again to reverse the sort order.
   The categories available depend on the options your organization has set up in Agency Defined Categories Configuration.
2. Optionally add relationships to help you keep track of accounts that are related to one another, such as a main account and a subaccount. For information on making changes to the available relationships in the system, see Define Relationships.
1. Begin typing the name of the related Account, then select the account from the search results in the dropdown.
2. Select the Relationship Type.
3. Select the Role.
4. To add an additional relationship, click the Add Relationship button and repeat the previous steps.
5. If you have added multiple relationships, you can remove any you do not want by clicking the Remove button beside them.
   Note: You cannot delete the last remaining row using the Remove button, but you can delete the Account, Relationship Type, and Role entries to remove it if necessary.
3. Enter Comments to provide additional information about the client if necessary.
5. Click Save Account to add the account and view its account detail.
   Click Cancel or press [Esc] to exit the workflow without adding the account. You are prompted, "Do you wish to discard these changes?" Click Yes.

The Account tab contains the following sections:

• Address
  1. To change the address, click in the large field in the Address/Phone Number section. Enter the Street, City, State/Province, and County (if applicable) in the highlighted fields that display.
  2. Enter the ZIP/Postal code, or click the lookup button to look up the code.
     1. Make a selection from the Search where dropdown to indicate your preferred search method.
        • If you selected ZIP Code/Postal Code or City:
        • 1. From the second dropdown, select Begins with or Contains.
          2. Enter at least one character of the desired postal code or city and click Locate or press [Enter]. If more than 500 results are found, you must enter more than character.
        • If you selected State Code or Province Code, the second dropdown defaults to Equals and cannot be changed. Enter the two-character abbreviation for the state/province and click Find or press [Enter].
     2. Click to highlight the appropriate postal code in the list and click OK or press [Enter].

  3. Optionally enter a Description for the address, or select a new Description from the dropdown menu.

  Note: Typing a description might not be an option, depending on how your organization has set up address descriptions. See Contact Description Configuration for more information.

  4. Enter a Site ID if applicable.
     
     Note: Site IDs allow you to enter specific address location numbers for clients' properties. This user-defined number is available throughout the system for servicing, billing, and reporting purposes.
• Structure
  1. Click the Add button  to add a new structure. The Structure window displays.
  2. Select the Agency and Branch.
  3. If you have more than one structure to add, click Add to add the structure and keep the Structure window open.
     
     Click Finish to add the structure and close the window.
     
     Click Cancel to close the Structure window without adding the new structure.
  4. To remove a structure from the list, highlight it and click the Delete  button or press [Delete] on your keyboard. You are prompted, "Do you wish to delete this record?" Click Yes.
• Phone Number
  1. Enter the Number, Ext, and Description for the client's phone number (e.g., Home or Cell).
  2. Make a selection in the Permission dropdown menu to indicate whether you have permission to call the client at this number:
  • Did Not Obtain Permission
  • Obtained Permission
  • Please Do Not Call

  3. Repeat steps a and b for the Fax number (Business clients only)
  4. Enter the address of the company's Website (Business clients only)
• Comments

  Add comments in this section.

• Relationships

  The relationship feature allows you to keep track of accounts that are related to one another, such as a main account and subaccount. For information on making changes to the available relationships in the system, see Define Relationships.

  You can do the following in this section:

  • Add a Relationship to the Account
    1. Do one of the following:
       • Click the Add button .
       • With focus on the list, press [Insert] on your keyboard.
    2. On the Add Relationship screen, begin by identifying the account to which the selected account is related. Make a selection in the first dropdown menu of the search bar:
       
       • Lookup Code
       • Account Name
       • Account Type
    3. Make a selection in the second dropdown menu:
       
       • Equals: Enter the entire lookup code, account name, or account type in the field provided.
       • Contains: Enter at least one letter of the lookup code, account name, or account type in the field provided.
    4. Click Find or press [Enter] to bring up a list of matching accounts.
    5. Click on the appropriate account in the list and click the down arrow button to move the account to the Selected list. To choose all accounts in the list, click the double down arrow button.

    Note: Press the [Ctrl] or [Shift] key as you click on accounts in the list to choose more than one. To remove an account from the Selected list, click on the account and then click the Delete button to the left of the Selected list.

    6. Choose the relationship Type.
    7. Choose the Role of the account that you are editing.
    8. Click Finish to add the new relationship.

    Click Add to add the new relationship and begin adding another.

     

    Click Cancel to close the window without saving any changes.

  • Edit a Relationship associated with the account
    1. Click on the relationship.
    2. Click the Edit button .

    Note: If you double click a related account in this list, the detail screen for the related account displays.

    3. Choose the relationship Type.
    4. Choose the Role of the account that you are editing.
    5. Click Finish to amend the relationship.

    Click Cancel to close the window without saving changes.

  • Remove a Relationship from the account
    1. Click on the relationship.
    2. Click the Delete button .

    Note: If you double click a related account in this list, the detail screen for the related account displays.

    3. You are prompted, "Do you wish to delete this record?" Click Yes.
  • Print a list of Relationships Associated with the account
    1. To print the list of relationships associated with the account, click the Print button to the left of the list. The Print window displays.
    2. Print this list as you would any other document.
• Agency Defined Categories

  Use this section to apply agency-defined categories to an account. For instructions on adding new agency defined categories to the system, see Agency Defined Categories Configuration.

  Use the search bar to display agency-defined categories that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of agency-defined categories.

  Selecting multiple criteria performs an "and" search (for example, agency-defined categories that contain a specific Category and a specific Option). Making multiple selections for the same criterion performs an "or" search for that criterion (for example, agency-defined categories with either of two Categories). You can make up to three selections for the Category criterion and up to nine selections for the Option criterion.

  

  1. Click the Edit Filter button  .

  2. The Edit Filter pop-up window displays. Click the Add button  to add filters.

  3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
     
     Click the Delete button to remove a filter from the list.

  4. Click Finish when you have applied all of your desired filters.
     
     Hover over the Search where text to see the filter that is currently applied to the list.

  

  
  To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

  

  1. Make a selection in the first dropdown menu.

  2. Enter at least one character of the search criterion (e.g., part of the category) in the field to the right.

  3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
     
     To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

  To save your currently applied filters as a default for the selected client account or all client accounts, create Filter Defaults. Changing the view filter selection (Client, All, or Line) clears any filter defaults applied to the list.
  
  Your filter defaults are unique to your user code and do not affect other users’ saved defaults.

  1. Click the Filter Defaults link label.

  2. Select the Use as default checkbox to save your selected filters as the default for all client accounts that do not already have a filter default saved.
     
     To replace existing filter defaults for all client accounts (including those that already have other filter defaults saved), select the Override existing filters for clients checkbox.

  3. Click OK to apply the filter default.
     
     To clear a filter default, click the Clear Filter link label, click the Filter Defaults link label, select the appropriate checkboxes in the Filter Defaults window, and click OK.

  1. To apply a new category to this account, do one of the following in the Agency Defined Categories section:
  • Click the Add button .
  • With focus on the Agency Defined Categories list, press [Insert] on your keyboard.
  2. The Agency Defined Category window displays.
  3. Filter the list of categories if necessary.

     Use the search bar to display agency-defined categories that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of agency-defined categories.

     

     1. Click the Edit Filter button  .

     2. The Edit Filter pop-up window displays. Click the Add button  to add filters.

     3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
        
        Click the Delete button to remove a filter from the list.

     4. Click Finish when you have applied all of your desired filters.
        
        Hover over the Search where text to see the filter that is currently applied to the list.
        
        To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

     

     1. Make a selection in the first dropdown menu.

     2. Enter at least one character of the search criterion (e.g., part of the category) in the field to the right.

     3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
        
        To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

  4. Select the checkbox beside each category you wish to apply to this account, or select the Select all checkbox.
  5. Click Finish to add the category and close the Agency Defined Category window.
     
     To remove a category from the list, highlight it and click the Delete button or press [Delete] on your keyboard. You are prompted, "Do you wish to delete this record?" Click Yes.

1. Choose the appropriate entities in the dropdown menus in the Servicing Contacts section.
2. Optionally add a Description in the field to the right of each selection.

The Billing tab contains the following sections:

• Associated Accounts

  This section gives you quick access to broker detail for accounts that are associated with this one, if applicable.

  Select the Broker for the related account in the dropdown list provided. The Bill broker net checkbox defaults based on the setting in the broker's account detail, but you may override it.

  Use the Broker Details link label on the right to view broker detail for this account.

• Billing

  The billing section allows you to select a statement format and invoice setup for the account. It also enables you to specify whether or not service charges should be applied to overdue balances for this account.

  1. Optionally make a selection in the Invoice page break dropdown to indicate where you would like the page breaks to occur when the company's invoices print:
     • Client: Create one invoice for the account.
     • Item: Create a separate invoice for each item.
     • Policy: Create a separate invoice for each policy.
       
       Note: All contact information must be the same in order for the invoice page break to be applied.
  2. To set a specific invoice layout as the default layout for this account, choose an Invoice layout from the dropdown menu. For instructions on adding an invoice layout, see Invoice Layout Configuration.
  3. Select the Apply late charges on overdue balances checkbox if the account should be subject to fees for late payments.
  4. Indicate where you would like the Statement page break to occur:
     • Account
     • Contact

  Note: If the Page Break is set to Contact, the contact information must be the same in order to apply the page break. Contact information includes street address, city, state, and zip/postal code, and address description. If the preferred distribution method is Email or Fax, the contact information also include an email address or fax number.
  
  If the statement page break is by Contact, the entire address, including address description, is used to group items for statements. This means that if all but one of the address/contact information fields are identical, the items will be on separate statements.
  
  If the Page Break is set to Account, the contact information is not used.

  5. If you want to set a specific statement layout as the default layout for this account, make a selection in the Statement layout dropdown. For instructions on adding a statement layout, see Statement Layout Configuration.
     
     Note: If Statement Layout is set to No Statement, the system will not generate a statement for the account. If a statement is needed when the account is set up this way, the billing associate can generate the statement at the Transaction level.
• Split Receivable Templates

  If transactions billed to this client will often have receivables split among multiple related accounts or multiple contacts, you can enter split receivable templates in this area. When selected during the Add a Transaction workflow, the templates will automatically allocate the transaction total accordingly.

  You can do the following in this section:

  • Add a Split Receivable Template
    1. Do one of the following:
       • Click the Add button to the left of the list.
       • With focus on the list, press [Insert].
       • With focus on the list, press [Ctrl] + [N].
    2. Enter a Description for the template.
    3. Determine whether the template will be split by Account or by Contact. When you split by account, you can select only those accounts that have a relationship defined with the current account (see instructions in the Relationships section above). When you split by contact, you can select contacts only for the current account.
    4. Determine whether the splits will be calculated based on the Percent or Amount entered for each account/contact. If you select Amount, you must enter a Total amount. The system calculates the Split Percent for each account/contact by dividing the Split Amount by the Total amount.
    5. To add a split, do the following:
       1. Click the Add button .
       2. The Generate Invoice checkbox defaults checked. Uncheck it if an invoice should not print for the transaction generated by this split.
       3. If Generate invoice is selected, make an Invoice grouping selection:
          • Account Page Break: The transaction is placed on an invoice according to the Invoice page break selected in the account detail.
          • New invoice: The transaction is placed on its own invoice regardless of the grouping selected in account detail.
       4. If you are splitting by account, select an Account from the dropdown.
       5. The primary contact for the account defaults. To locate an alternate billing contact, click the lookup button next to the Contact field. The contact’s address, email, and/or fax information defaults.
          
          Note: Any changes made to this contact information in the Contacts area will automatically update any split receivable templates on which the contact is used.  
       6. Enter a Loan # if applicable.
       7. Select a Delivery method for the invoice.
       8. Optionally enter an Invoice Message. You can click the Select Message link label in the upper right corner of the screen to choose a predefined message from your Message Gallery.
       9. Enter a Percent or Amount in the Split Value frame. This percentage or amount is deducted from the Parent percent or Parent amount, which represents the percentage/amount to be billed to the parent receivable when this template is used. The Parent percent and Parent amount display as placeholders only; they cannot be modified directly.
    6. Repeat step e until you have added all splits. You can allocate up to 100% (if using percentages) or up to the Total amount (if using amounts).
    7. When you have finished entering split information, click the X in the navigation panel to close the template.
  • Copy a Split Receivable Template
    1. Select the template.
    2. Click Actions > Copy Split Receivable Template on the menubar or options bar.
    3. You are prompted, “Do you wish to copy the selected split receivable template?” Click Yes.

    A copy of the template is added to the list, with the default description Copy of [template description]. To make changes to the copy, see the Edit a Split Receivable Template instructions below.

  • Edit a Split Receivable Template
    1. Select the template.
    2. Do one of the following:
       • Click the Edit button to the left of the list.
       • Double click the template.
       • Press [Enter].
       • Press [Ctrl] + [O].
    3. Make any necessary modifications to the Description, Split by, Split value, and Total amount (if applicable) fields.
       
       Note: Changing the Split by selection clears all existing splits. Changing the Split value from Amount to Percent clears the Split Amount and Total amount values but retains the Split Percent values. If you change the Split value from Percent to Amount, you are prompted to enter a Total amount. The Split Amount values are then calculated based on the Split Percent entries.
    4. To add a new split, click the Add button and fill in the detail fields below the list. See the Add a Split Receivable Template instructions above for more information.
       
       To modify an existing split, select the split and make any necessary changes to the fields below it.
       
       To remove a split from the list, select the split and click the Delete button or press [Delete] on your keyboard. You are prompted, “Do you wish to delete this record?” Click Yes.
    5. When you have finished modifying the template, click the X in the navigation panel to close the template. Your changes are saved automatically.
  • Delete a Split Receivable Template

    You cannot delete a split receivable template that has been used on a transaction. If the template should no longer be available for use, you can inactivate it (see the instructions under Inactivate/Reactivate a Split Receivable Template).

    1. Select the template.
    2. Do one of the following:
       • Click the Delete button to the left of the list.
       • Press [Delete] on your keyboard.
       • Press [Ctrl] + [D].
    3. You are prompted, “Do you wish to delete this record?” Click Yes.
  • Inactivate/Reactivate a Split Receivable Template

    Inactive split receivable templates cannot be selected when you are adding a transaction. They also do not display by default in client detail. To view inactive templates, click the Include Inactive link label. Click Exclude Inactive to remove them from the list.

    To inactivate a split receivable template, do the following:

    1. Select the desired template.
    2. Click Actions > Inactivate/Reactivate Split Receivable Template on the menubar or options bar.
    3. You are prompted, “Do you wish to inactivate the selected split receivable template?” or “Do you wish to reactivate this entry?” Click Yes.
  • Print a List of Split Receivable Templates
    1. Do one of the following:
       • Click the Print button to the left of the list.
       • With focus on the list, press [Ctrl] + [P].
    2. The Print window displays. Print this as you would any other document.

See Confidential Client Access Configuration for instructions on creating confidential client access groups.

1. If only specific employees or groups should have access to this client, click the Selected radio button. To allow all employees to access the client, leave the All radio button selected.
   
   Note: Anyone assigned a role for this account on the Servicing tab will have access, regardless of your selections here.
2. To grant access to this account to an employee or group, do one of the following:
   • Click the Add button .
   • With focus on the Confidential Client Access tab, press [Insert] on your keyboard.
3. The Add Confidential Client Access pop-up window displays. Select the Confidential Client Access Group or Employee radio button.
4. Narrow the list that displays if necessary.

   Use the search bar above the list to specify the groups or employees that you want to see.

    

   

    

   The choices in the first dropdown menu vary, depending on the radio button selected:

   1. • Name
      • Lookup Code
      • Department
      • Job Title

   The following choices are available in the second dropdown menu:

   1. • Equals: Enter the search criterion (e.g., the full job title or name) in the field to the right, or select the correct date from the dropdown calendar (if applicable). Click Find.
      • Contains: Enter at least one character of the search criterion (e.g., part of the job title or name) in the field to the right. Click Find.

      To see the filter that is currently applied to the list, hover over the Search where text.

   2. You can apply multiple filters if necessary.

      1. To apply multiple filters to the list, do one of the following:
      • Click the Edit Filter button . 
      • Press [Ctrl] + E.
      2. The Edit Filter pop-up window displays. 
         
         Note: You can also use the Edit Filter button, rather than the search bar, to apply a single filter to the list if you prefer.

      

      3. Select and/or enter your desired search criteria using the dropdown menus and fields, and then click the Add button. The Name, Compare Type, and Criteria for your filter display in the list. Click one of these column headings to sort the list by that column. To reverse the sort order, click the column heading again.
      4. To apply additional filters, enter additional search criteria and continue clicking Add. To remove a filter from the list, select it and click the Delete button.
      5. Click Finish when you have applied all of your desired filters.
         
         To exit the dialog without applying any filters, click Cancel.
5. Click to highlight the desired employee or group.
6. Click Add to add the selection and choose another.
   
   Click Finish if you are done making selections.
   
   Click Cancel to close the window without saving your changes.
7. To remove an entity from the Confidential Client Access list, click the entity and then click the Delete button or press [Delete] on your keyboard.

The Account Servicing Roles client access group cannot be removed, as this group ensures that any employees assigned to servicing roles on the client's account can access it.

1. The Account Retention frame shows the date the account was added. This date cannot be revised.
2. The Data Conversion frame pertains to accounts that have been transferred from another system. If this account falls into that category, enter the Date converted or click the down arrow to select a date from the dropdown calendar.
3. Enter the Prior Account ID.

If you provide benefits to your staff, the Employee Benefits tab provides you a cohesive view of employee benefits information and enables you to provide more efficient service to Benefits clients.

Account-level employee Benefits information only defaults on new benefits policies. When you renew an existing policy, the information from the expiring policy populates instead.

Applied recommends updating this information at the account level the next time a client’s policies are up for renewal, so you can perform the updates in a controlled manner, rather than all at once.

The Employee Benefits tab contains the following sections:

• Background Information

  All of the information entered here will default into the corresponding fields of the Policy Information section on new benefits policies.

  For each of the following statistics, enter the number the employer reported and the date on which they reported it:

  • Number of employees
  • Full time equivalent
  • Number eligible
  • Number of retirees

  The other fields in the Background Information section are specific to the United States only.

• Employee Class

  Entering employee class information at the account level enables you to create new benefit policies more efficiently. Once you enter the information at the account level, it automatically defaults into the detail for new benefits policies.

  You may only be able to enter information via lookup fields on the Employee Class pop-up window if your administrator has set them to be read-only.

  You can do the following in this section:

  • Add an Employee Class

    Adding an account-level employee class does not add it to an existing policy in the Associated Employee Class list. If necessary, you must add it manually from the Policy Information section in Policy Detail.

    1. Do one of the following:
    • Click the Add button   beside the list.
    • With focus on the list, press [Insert].
    • With focus on the list, press [Ctrl] + [N].
    2. Enter the Employee class, or click the lookup button , and select one from the Employee Class list. Click Finish.
    3. Enter the Status, or click the lookup button , and select one from the Employee Status list. Click Finish.
    4. Enter the Payroll cycle, or click the lookup button , and select one from the Payroll Cycle list. Click Finish.
    5. Enter the amount of Time worked, and select the duration from the per dropdown menu.
    6. Enter the Total count number; then enter the as of date, or select it from the calendar dropdown menu.
    7. Enter the Eligibility, or click the lookup button , and select it from the Eligibility list. Click Finish.
    8. Enter the Coverage start, or click the lookup button , and select it from the Beginning list. Click Finish.
    9. Enter the Waiting period, or click the lookup button , and select it from the Waiting period list. Click Finish.
    10. Enter the Coverage end, or click the lookup button , and select it from the Benefit Termination list. Click Finish.
    11. Click Finish to add the employee class.
    12. Repeat steps a through k to add additional employee classes.
  • Edit an Employee Class

    Editing an account-level employee class does not update the existing employee class on a policy if it displays in the Associated Employee Class list. Instead, a new employee class is created with your changes. If necessary, to remove the existing employee class and/or add the revised employee class, go to the Policy Information section in Policy Detail, and make the changes to the Associated Employee Class list.

    1. Select an employee class in the list.
    2. Do one of the following:
    • Click the Edit button beside the list.
    • Double-click the employee class.
    • Press [Enter].
    • Press [Ctrl] + [O].
    3. Revise the Employee class manually, or click the lookup button , and select an employee class from the Employee Class list. Click Finish.
    4. Revise the Status manually, or click the lookup button , and select a status from the Employee Status list. Click Finish.
    5. Revise the Payroll cycle manually, or click the lookup button , and select a payroll cycle from the Payroll Cycle list. Click Finish.
    6. Revise the Time worked number; then and select a duration from the per dropdown menu.
    7. Revise the Total count number; then enter a date or select one from the calendar dropdown menu in the as of field.
    8. Revise the Eligibility manually, or click the lookup button , and select an eligibility from the Eligibility list. Click Finish.
    9. Revise the Coverage start manually, or click the lookup button , and select a coverage start from the Beginning list. Click Finish.
    10. Revise the Waiting period manually, or click the lookup button , and select a waiting period from the Waiting period list. Click Finish.
    11. Revise the Coverage end manually, or click the lookup button , and select a coverage end from the Benefit Termination list. Click Finish.
    12. Click Finish to update the employee class.
  • Delete an Employee Class

    Deleting an account-level employee class does not remove it from an existing policy if the employee class displays in the Associated Employee Class list. To remove it, you must go to the Policy Information section in Policy Detail.

    1. Do one of the following:
    • Click the Delete button beside the list.
    • Press [Delete].
    • Press [Ctrl] + [D].
    2. You are prompted, Do you wish to delete this record?. Click Yes.
  • Print a List of Employee Classes
    1. Do one of the following:
    • Click the Print button beside the list.
    • With focus on the list, press [Ctrl] + [P].
    2. The Print window displays. Print the list as you would any other document.

1. In the Primary line, enter the client's Prefix; First, Middle, and Last name; Suffix and Date of Birth. if applicable. The Last name field is required. For more information on capitalization settings that may be applied to proper names automatically, click here.
   
   Note: If you have enabled the Default Formal option for the Contact Add Workflow in Field Default Configuration and entered both a Prefix and a Last name, the Formal value populates automatically based on those entries (e.g. Ms. Smith).
   
   The Formal value updates automatically when you update the Prefix or Last name. However, manually editing the Formal field entry so that it no longer matches the values in those fields disables the automatic updates.

2. Optionally add an Additional contact's information in the next row of name fields.

3. If you selected a Prefix for the primary contact, the Primary formal field populates automatically. If you edit this value manually, it will no longer update automatically based on changes to the primary contact’s name.

4. Optionally enter a Primary informal name for the primary contact.

5. Click the Generate Code button to generate an Account Name and Lookup Code automatically. You may change the Account name or Lookup code values if you wish, but both values are required and must be unique to this client.

6. Enter the Primary email address for the account.
   
   Note: To email the client from this screen, click the Email button to the right of the field. A new email message opens with the client’s email address in the To field.

7. Select the Account source. Account sources allow you to track where your organization’s new business is coming from. You can set up the account sources available for selection in Account Source Configuration.

8. Select the client’s Agency and Branch association. Both fields are required (unless no branches are defined).

9. Ensure that the checkbox is selected for each Type of Business that applies to this client’s account.

10. Click in the large field in the Address section. Enter the Street, City, State/Province, ZIP/Postal code, and County (if applicable) in the highlighted fields.

11. Optionally enter a Description for the address, or select a new Description from the dropdown menu.
    
    Note: Typing a description might not be an option, depending on how your organization has set up address descriptions. See Contact Description Configuration for more information.

12. Enter a Site ID if applicable.
    
    Note: Site IDs allow you to enter specific address location numbers for customers’ properties. This user-defined number is available throughout the system for servicing, billing, and reporting purposes.

13. In the Primary Phone section, add phone numbers for the client.

1. For each number, select the Type (e.g. Residence, Business, Mobile). You may add multiple numbers of the same type if necessary.
2. Enter the Number. For international phone numbers, click on Country and select the correct country from the dropdown menu.
   

Note: See Telephone Country Codes Configuration for instructions on adding, editing, or removing a country code.

Enter the remainder of the phone number in the field.

3. Click in or tab to Ext and enter the Extension if applicable.
4. Add a Description of the phone number (e.g., Home or Office).
5. If you have obtained the client’s permission to send them text messages at this number, select the SMS radio button. Only one SMS-enabled number is allowed per contact. You are prompted, “Would you like to enable Conversational SMS for this number?” Click Yes if the client wants to engage in individual text conversations with users at your agency. The Conversational SMS checkbox is selected in the SMS Opt-In frame.
   
   Important! You CANNOT text clients without their consent. Familiarize yourself with Canadian laws on text communications before you begin using integrated texting (SMS) in Applied Epic.
6. Repeat these steps to add additional phone numbers if necessary.

13. In the Preferred Contact Methods section, indicate how the client would like to receive different types of communications from your organization.

14. Select the client’s preferred Contact via method and their preferred methods for receiving Billing, Servicing, and Marketing communications from the dropdown menus.

15. In the Marketing Opt-Ins frame, select the checkboxes for all communication methods by which the client has opted in to receive marketing communications from your organization. If no Marketing preference is specified, these checkboxes are disabled.

• Phone
• Email
• Mail
• Fax
• 3rd Party

Select the 3rd Party checkbox to indicate whether you have requested and received a client’s consent to supply their personal information to third parties for marketing purposes.  

A Last updated placeholder and a Marketing Preferences Reviewed button may display. The placeholder records the user who last made changes to the contact’s marketing preferences, with a timestamp. The Marketing Preferences Reviewed button allows you to update the placeholder to indicate that you have reviewed the contact’s preferences even if you make no changes. Your organization may require you to review marketing preferences regularly to maintain regulatory compliance. You can perform this review when you edit contact detail.

If applicable, use the Marketing Automation Opt-Ins link to access a contact's Applied Marketing Automation information (such as their email history, list membership, and subscription preferences). Selecting the Email checkbox opts the contact into all Marketing Preferences options for Applied Marketing Automation (e.g., Newsletters, General Communications, Product Offerings, Compliance and Legislative updates, Events, and Safety and Preparedness). Deselecting the Email checkbox opts the contact out of all Marketing Preferences options. To select individual preferences for the contact, click the Marketing Automation Opt-Ins link, followed by the Manage Preferences button.

16. Make selections in the SMS Options frame:
• Marketing: Select this checkbox if the client would like to receive marketing-related bulk SMS messages. To complete this action, you must also update Contact Detail.
• Conversational SMS: Select this checkbox if the client would like to communicate with your brokerage on an individual basis via SMS messaging. This selection applies to text conversations unique to this client, not to templated bulk SMS messages. This checkbox is selected automatically if you selected an SMS checkbox in the Primary Phone section and clicked Yes when prompted to enable conversational SMS for the number.
17. Enter any additional information about the client in the Comments field.
18. Optionally add Relationships to help you to keep track of accounts that are related to one another, such as a main account and subaccount. For information on making changes to the available relationships in the system, see Define Relationships.

    You can do the following in this section:

    • Add a Relationship to the Account
      1. Do one of the following:
         • Click the Add button .
         • With focus on the list, press [Insert] on your keyboard.
      2. On the Add Relationship screen, begin by identifying the account to which the selected account is related. Make a selection in the first dropdown menu of the search bar:
         
         • Lookup Code
         • Account Name
         • Account Type
      3. Make a selection in the second dropdown menu:
         
         • Equals: Enter the entire lookup code, account name, or account type in the field provided.
         • Contains: Enter at least one letter of the lookup code, account name, or account type in the field provided.
      4. Click Find or press [Enter] to bring up a list of matching accounts.
      5. Click on the appropriate account in the list and click the down arrow button to move the account to the Selected list. To choose all of the accounts in the list, click the double down arrow button.

      Note: Press the [Ctrl] or [Shift] key as you click on accounts in the list to choose more than one. To remove an account from the Selected list, click on the correct account and then click the Delete button to the left of the Selected list.

      6. Choose the relationship Type.
      7. Select the Role representing the selected account's relationship to the client you are editing.
      8. Click Finish to add the new relationship.

      Click Add to add the new relationship and begin adding another.

       

      Click Cancel to close the window without saving any changes.

    • Edit a Relationship Associated with the Account
      1. Click on the relationship.
      2. Click the Edit button .

      Note: If you double click a related account in this list, the detail screen for the related account displays.

      3. Choose the relationship Type.
      4. Select the Role representing the selected account's relationship to the client you are editing.
      5. Click Finish to update the relationship.

      Click Cancel to close the window without saving any changes.

    • Remove a Relationship from the Account
      1. Click on the relationship.
      2. Click the Delete button .

      Note: If you double click a related account in this list, the detail screen for the related account displays.

      3. You are prompted, "Do you wish to delete this record?" Click Yes.
    • Print a List of Relationships Associated with the Account
      1. To print the list of relationships associated with the account, click the Print button to the left of the list. The Print window displays.
      2. Print this list as you would any other document.
19. Optionally add Agency Defined Categories.

    Use this section to apply agency-defined categories to an account. For instructions on adding new agency defined categories to the system, see Agency Defined Categories Configuration.

    1. To apply a new category to this account, do one of the following in the Agency Defined Categories section:
       • Click the Add button .
       • With focus on the Agency Defined Categories list, press [Insert] on your keyboard.

    2. The Agency Defined Category window displays.
    3. Filter the list of categories that display if necessary.

       Use the search bar to display agency-defined categories that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of agency-defined categories.

       

       1. Click the Edit Filter button  .

       2. The Edit Filter pop-up window displays. Click the Add button  to add filters.

       3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
          
          Click the Delete button to remove a filter from the list.

       4. Click Finish when you have applied all of your desired filters.
          
          Hover over the Search where text to see the filter that is currently applied to the list.
          
          To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

       

       1. Make a selection in the first dropdown menu.

       2. Enter at least one character of the search criterion (e.g., part of the category) in the field to the right.

       3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
          
          To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

    4. Select the checkbox beside each category you want to apply to this account, or select the Select all checkbox.
    5. Click Finish to add the category and close the Agency Defined Category window.
       
       To remove a category from the list, highlight it and click the Delete button or press [Delete] on your keyboard. You are prompted, "Do you wish to delete this record?" Click Yes.
20. Click Continue to add the account and view the account detail for it.
    
    Click Cancel or press [Esc] to exit the workflow without adding the account. You are prompted, "Do you wish to discard changes?" Click Yes.
    
    If you click Continue, the system checks to ensure that a similar account does not already exist in the system. If this check finds a similar or duplicate account, it warns you. See Duplicate Accounts Search for more information.

1. Enter the Prefix, Name, and Suffix. The Name is required. For more information on capitalization settings that may be applied to proper names automatically, click here.
2. Click the Generate Code button to generate an Account Name and Lookup Code automatically. You may change the Account name or Lookup code values if you wish, but both values are required and must be unique to this client.
3. Enter the SIC code manually, or click the lookup button to the right of the field to locate the SIC code. Hover over the SIC field to display the description of the selected code.
   1. In the Search By frame, select a Category, or search by <All> categories.
   2. Enter a Search term (required if you search by <All> categories), or leave the Search field blank to view all SIC codes for the category you selected.
   3. Click Search or press [Enter].
   4. Select the desired code in the list and click Finish, or click Cancel to close the SIC Lookup window without selecting a code.
4. Enter the NAICS code, or click the lookup button to the right of the field to locate the NAICS code. Hover over the NAICS field to display the description of the selected code.
   1. In the Search By frame, select a Category, or search by <All> categories.
   2. Enter a Search term (required if you search by <All> categories), or leave the Search field blank to view all NAICS codes for the category you selected.
   3. Click Search or press [Enter].
   4. Select the desired code in the list and click Finish, or click Cancel to close the NAICS Lookup window without selecting a code.
5. Enter the D-U-N-S.
6. Select the Account source. Account sources allow you to track where your organization’s new business is coming from. You can set up the account sources available for selection in Account Source Configuration.

7. Select the client’s Agency and Branch association. Both fields are required (unless no branches are defined).

8. Enter the Account email address and description.
   
   Note: To email the client from this screen, click the Email button to the right of the field. A new email message opens with the client’s email address in the To field.

9. Enter the business's Website address and description.
   
   Note: To access the client's website from this screen, click the Internet button to the right of the Website field. The website opens in your browser.

10. Enter the business's Fax number and description.
11. Ensure that the checkbox is selected for each Type of Business that applies to this client’s account.
12. Click in the large field in the Address section. Enter the Street, City, State/Province, and County (if applicable) in the highlighted fields that display.

13. Enter the ZIP/Postal code, or click the lookup button to look up the code.

    1. Make a selection from the Search where dropdown to indicate your preferred search method.
       • If you selected ZIP Code/Postal Code or City:
       • 1. From the second dropdown, select Begins with or Contains.
         2. Enter at least one character of the desired postal code or city and click Locate or press [Enter]. If more than 500 results are found, you must enter more than one character.
       • If you selected State Code or Province Code, the second dropdown defaults to Equals and cannot be changed. Enter the two-character abbreviation for the state/province and click Find or press [Enter].
    2. Click to highlight the appropriate postal code in the list and click OK or press [Enter].

14. Optionally enter a Description for the address, or select a new Description from the dropdown menu.
    
    Note: Typing a description might not be an option, depending on how your organization has set up address descriptions. See Contact Description Configuration for more information.

15. In the Business Phone section, add up to four phone numbers for the client.

1. For each number, select the Type (e.g. Residence, Business, Mobile). You may add multiple numbers of the same type if necessary.
2. Enter the Number. For international phone numbers, click on Country and select the correct country from the dropdown menu. Enter the remainder of the phone number in the field.

Note: See Telephone Country Codes Configuration for instructions on adding, editing, or removing a country code.

3. Click in or tab to Ext and enter the Extension if applicable.
4. Add a Description of the phone number (e.g., Home or Office).
5. If you have obtained the client’s permission to send them text messages at this number, select the SMS radio button. Only one SMS-enabled number is allowed per contact. You are prompted, “Would you like to enable Conversational SMS for this number?” Click Yes if the client wants to engage in individual text conversations with users at your agency. The Business checkbox is selected in the Conversational SMS Opt-Ins frame.
   
   Important! You CANNOT text clients without their consent. Familiarize yourself with Canadian laws on text communications before you begin using integrated texting (SMS) in Applied Epic.
6. Repeat these steps to add additional phone numbers if necessary.

15. Enter Primary Contact Information for the business.
1. Enter the primary contact's Prefix, First, Middle, and Last name, and Suffix. The Last name is required. for more information on capitalization settings that may be applied to proper names automatically, click here.
2. Enter Formal and Informal names for the primary contact if desired.
3. Enter the Primary email address and a description.

Note: To email the primary contact from this screen, click the Email button to the right of the field. An email message displays with the client's email address in the To field.

4. Select the Primary phone type from the dropdown menu and enter a Number, Extension, and description.
5. If you have obtained the contact's permission to send them SMS message at this number, select the SMS checkbox. Only one SMS-enabled number is allowed per contact. You are prompted, "Would you like to enable Conversational SMS for this number?" Click Yes if the client wants to engage in individual text conversations with users at your agency. The Primary checkbox is selected in the Conversational SMS Opt-Ins frame.

Important! You CANNOT text clients without their consent. Familiarize yourself with Canadian laws on text communications before you begin using integrated texting (SMS) functionality in Applied Epic.

16. In the Contact Methods section, indicate how the client would like to receive different types of communications from your organization.
1. Select the client’s preferred Contact via method and their preferred methods for receiving Billing, Servicing, and Marketing communications from the dropdown menus.

2. In the Marketing Opt-Ins frame, select the checkboxes for all communication methods by which the client has opted in to receive marketing communications from your organization. If no Marketing preference is specified, these checkboxes are disabled.

• Phone
• Email
• Mail
• Fax
• 3rd party

Select the 3rd Party checkbox to indicate whether you have requested and received a client’s consent to supply their personal information to third parties for marketing purposes.

A Last updated placeholder and a Marketing Preferences Reviewed button may display. The placeholder records the user who last made changes to the contact’s marketing preferences, with a timestamp. The Marketing Preferences Reviewed button allows you to update the placeholder to indicate that you have reviewed the contact’s preferences even if you make no changes. Your organization may require you to review marketing preferences regularly to maintain regulatory compliance. You can perform this review when you edit contact detail.
If applicable, use the Marketing Automation Opt-Ins link to access a contact's Applied Marketing Automation information (such as their email history, list membership, and subscription preferences). Selecting the Email checkbox opts the contact into all Marketing Preferences options for Applied Marketing Automation (e.g., Newsletters, General Communications, Product Offerings, Compliance and Legislative updates, Events, and Safety and Preparedness). Deselecting the Email checkbox opts the contact out of all Marketing Preferences options. To select individual preferences for the contact, click the Marketing Automation Opt-Ins link, followed by the Manage Preferences button.

17. Make selections in the SMS Options frame:
• Marketing: Select this checkbox if the client would like to receive marketing-related bulk SMS messages. To complete this action, you must also update Contact Detail.
• Conversational SMS: Select this checkbox if the client would like to communicate with your brokerage on an individual basis via SMS messaging. This selection applies to text conversations unique to this client, not to templated bulk SMS messages. This checkbox is selected automatically if you selected an SMS checkbox in the Primary Phone section and clicked Yes when prompted to enable conversational SMS for the number.

18. Enter any additional information about the client in the Comments field.
19. Optionally add Relationships to help you to keep track of accounts that are related to one another, such as a main account and subaccount. For information on making changes to the available relationships in the system, see Define Relationships.

    You can do the following in this section:

    • Add a Relationship to the Account
      1. Do one of the following:
         • Click the Add button .
         • With focus on the list, press [Insert] on your keyboard.
      2. On the Add Relationship screen, begin by identifying the account to which the selected account is related. Make a selection in the first dropdown menu of the search bar:
         
         • Lookup Code
         • Account Name
         • Account Type
      3. Make a selection in the second dropdown menu:
         
         • Equals: Enter the entire lookup code, account name, or account type in the field provided.
         • Contains: Enter at least one letter of the lookup code, account name, or account type in the field provided.
      4. Click Find or press [Enter] to bring up a list of matching accounts.
      5. Click on the appropriate account in the list and click the down arrow button to move the account to the Selected list. To choose all of the accounts in the list, click the double down arrow button.

      Note: Press the [Ctrl] or [Shift] key as you click on accounts in the list to choose more than one. To remove an account from the Selected list, click on the correct account and then click the Delete button to the left of the Selected list.

      6. Choose the relationship Type.
      7. Select the Role representing the selected account's relationship to the client you are editing.
      8. Click Finish to add the new relationship.

      Click Add to add the new relationship and begin adding another.

       

      Click Cancel to close the window without saving any changes.

    • Edit a Relationship Associated with the Account
      1. Click on the relationship.
      2. Click the Edit button .

      Note: If you double click a related account in this list, the detail screen for the related account displays.

      3. Choose the relationship Type.
      4. Select the Role representing the selected account's relationship to the client you are editing.
      5. Click Finish to update the relationship.

      Click Cancel to close the window without saving any changes.

    • Remove a Relationship from the Account
      1. Click on the relationship.
      2. Click the Delete button .

      Note: If you double click a related account in this list, the detail screen for the related account displays.

      3. You are prompted, "Do you wish to delete this record?" Click Yes.
    • Print a List of Relationships Associated with the Account
      1. To print the list of relationships associated with the account, click the Print button to the left of the list. The Print window displays.
      2. Print this list as you would any other document.
20. Optionally add Agency Defined Categories.

    Use this section to apply agency-defined categories to an account. For instructions on adding new agency defined categories to the system, see Agency Defined Categories Configuration.

    1. To apply a new category to this account, do one of the following in the Agency Defined Categories section:
       • Click the Add button .
       • With focus on the Agency Defined Categories list, press [Insert] on your keyboard.

    2. The Agency Defined Category window displays.
    3. Filter the list of categories if necessary.

       Use the search bar to display agency-defined categories that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of agency-defined categories.

       

       1. Click the Edit Filter button  .

       2. The Edit Filter pop-up window displays. Click the Add button  to add filters.

       3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
          
          Click the Delete button to remove a filter from the list.

       4. Click Finish when you have applied all of your desired filters.
          
          Hover over the Search where text to see the filter that is currently applied to the list.
          
          To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

       

       1. Make a selection in the first dropdown menu.

       2. Enter at least one character of the search criterion (e.g., part of the category) in the field to the right.

       3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
          
          To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

    4. Select the checkbox beside each category you want to apply to this account, or select the Select all checkbox.
    5. Click Finish to add the category and close the Agency Defined Category window.
       
       To remove a category from the list, highlight it and click the Delete button or press [Delete] on your keyboard. You are prompted, "Do you wish to delete this record?" Click Yes.
21. Click Continue to add the account and view the account detail for it.
    
    Click Cancel or press [Esc] to exit the workflow without adding the account. You are prompted, "Do you wish to discard changes?" Click Yes.
    
    If you click Continue, the system checks to ensure that a similar account does not already exist in the system. If this check finds a similar or duplicate account, it warns you. See Duplicate Accounts Search for more information.

The Account tab contains the following sections:

• Address
  1. To change the address, click in the large field in the Address/Phone Number section. Enter the Street, City, State/Province, and County (if applicable) in the highlighted fields that display.
  2. Enter the ZIP/Postal code, or click the lookup button to look up the code.
     1. Make a selection from the Search where dropdown to indicate your preferred search method.
        • If you selected ZIP Code/Postal Code or City:
        • 1. From the second dropdown, select Begins with or Contains.
          2. Enter at least one character of the desired postal code or city and click Locate or press [Enter]. If more than 500 results are found, you must enter more than character.
        • If you selected State Code or Province Code, the second dropdown defaults to Equals and cannot be changed. Enter the two-character abbreviation for the state/province and click Find or press [Enter].
     2. Click to highlight the appropriate postal code in the list and click OK or press [Enter].

  3. Optionally enter a Description for the address, or select a new Description from the dropdown menu.

  Note: Typing a description might not be an option, depending on how your organization has set up address descriptions. See Contact Description Configuration for more information.

  4. Enter a Site ID if applicable.
     
     Note: Site IDs allow you to enter specific address location numbers for clients' properties. This user-defined number is available throughout the system for servicing, billing, and reporting purposes.
• Structure
  1. Click the Add button  to add a new structure. The Structure window displays.
  2. Select the Agency and Branch.
  3. If you have more than one structure to add, click Add to add the structure and keep the Structure window open.
     
     Click Finish to add the structure and close the window.
     
     Click Cancel to close the Structure window without adding the new structure.
  4. To remove a structure from the list, highlight it and click the Delete  button or press [Delete] on your keyboard. You are prompted, "Do you wish to delete this record?" Click Yes.
• Phone Number
  1. Enter the Number, Ext, and Description for the client's phone number (e.g., Home or Cell).
  2. Make a selection in the Permission dropdown menu to indicate whether you have permission to call the client at this number:
  • Did Not Obtain Permission
  • Obtained Permission
  • Please Do Not Call

  3. Repeat steps a and b for the Fax number (Business clients only)
  4. Enter the address of the company's Website (Business clients only)
• Comments

  Add comments in this section.

• Relationships

  The relationship feature allows you to keep track of accounts that are related to one another, such as a main account and subaccount. For information on making changes to the available relationships in the system, see Define Relationships.

  You can do the following in this section:

  • Add a Relationship to the Account
    1. Do one of the following:
       • Click the Add button .
       • With focus on the list, press [Insert] on your keyboard.
    2. On the Add Relationship screen, begin by identifying the account to which the selected account is related. Make a selection in the first dropdown menu of the search bar:
       
       • Lookup Code
       • Account Name
       • Account Type
    3. Make a selection in the second dropdown menu:
       
       • Equals: Enter the entire lookup code, account name, or account type in the field provided.
       • Contains: Enter at least one letter of the lookup code, account name, or account type in the field provided.
    4. Click Find or press [Enter] to bring up a list of matching accounts.
    5. Click on the appropriate account in the list and click the down arrow button to move the account to the Selected list. To choose all accounts in the list, click the double down arrow button.

    Note: Press the [Ctrl] or [Shift] key as you click on accounts in the list to choose more than one. To remove an account from the Selected list, click on the account and then click the Delete button to the left of the Selected list.

    6. Choose the relationship Type.
    7. Choose the Role of the account that you are editing.
    8. Click Finish to add the new relationship.

    Click Add to add the new relationship and begin adding another.

     

    Click Cancel to close the window without saving any changes.

  • Edit a Relationship associated with the account
    1. Click on the relationship.
    2. Click the Edit button .

    Note: If you double click a related account in this list, the detail screen for the related account displays.

    3. Choose the relationship Type.
    4. Choose the Role of the account that you are editing.
    5. Click Finish to amend the relationship.

    Click Cancel to close the window without saving changes.

  • Remove a Relationship from the account
    1. Click on the relationship.
    2. Click the Delete button .

    Note: If you double click a related account in this list, the detail screen for the related account displays.

    3. You are prompted, "Do you wish to delete this record?" Click Yes.
  • Print a list of Relationships Associated with the account
    1. To print the list of relationships associated with the account, click the Print button to the left of the list. The Print window displays.
    2. Print this list as you would any other document.
• Agency Defined Categories

  Use this section to apply agency-defined categories to an account. For instructions on adding new agency defined categories to the system, see Agency Defined Categories Configuration.

  Use the search bar to display agency-defined categories that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of agency-defined categories.

  Selecting multiple criteria performs an "and" search (for example, agency-defined categories that contain a specific Category and a specific Option). Making multiple selections for the same criterion performs an "or" search for that criterion (for example, agency-defined categories with either of two Categories). You can make up to three selections for the Category criterion and up to nine selections for the Option criterion.

  

  1. Click the Edit Filter button  .

  2. The Edit Filter pop-up window displays. Click the Add button  to add filters.

  3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
     
     Click the Delete button to remove a filter from the list.

  4. Click Finish when you have applied all of your desired filters.
     
     Hover over the Search where text to see the filter that is currently applied to the list.

  

  
  To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

  

  1. Make a selection in the first dropdown menu.

  2. Enter at least one character of the search criterion (e.g., part of the category) in the field to the right.

  3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
     
     To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

  To save your currently applied filters as a default for the selected client account or all client accounts, create Filter Defaults. Changing the view filter selection (Client, All, or Line) clears any filter defaults applied to the list.
  
  Your filter defaults are unique to your user code and do not affect other users’ saved defaults.

  1. Click the Filter Defaults link label.

  2. Select the Use as default checkbox to save your selected filters as the default for all client accounts that do not already have a filter default saved.
     
     To replace existing filter defaults for all client accounts (including those that already have other filter defaults saved), select the Override existing filters for clients checkbox.

  3. Click OK to apply the filter default.
     
     To clear a filter default, click the Clear Filter link label, click the Filter Defaults link label, select the appropriate checkboxes in the Filter Defaults window, and click OK.

  1. To apply a new category to this account, do one of the following in the Agency Defined Categories section:
  • Click the Add button .
  • With focus on the Agency Defined Categories list, press [Insert] on your keyboard.
  2. The Agency Defined Category window displays.
  3. Filter the list of categories if necessary.

     Use the search bar to display agency-defined categories that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of agency-defined categories.

     

     1. Click the Edit Filter button  .

     2. The Edit Filter pop-up window displays. Click the Add button  to add filters.

     3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
        
        Click the Delete button to remove a filter from the list.

     4. Click Finish when you have applied all of your desired filters.
        
        Hover over the Search where text to see the filter that is currently applied to the list.
        
        To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

     

     1. Make a selection in the first dropdown menu.

     2. Enter at least one character of the search criterion (e.g., part of the category) in the field to the right.

     3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
        
        To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

  4. Select the checkbox beside each category you wish to apply to this account, or select the Select all checkbox.
  5. Click Finish to add the category and close the Agency Defined Category window.
     
     To remove a category from the list, highlight it and click the Delete button or press [Delete] on your keyboard. You are prompted, "Do you wish to delete this record?" Click Yes.

1. Choose the appropriate entities in the dropdown menus in the Servicing Contacts section.
2. Optionally add a Description in the field to the right of each selection.

The Billing tab contains the following sections:

• Associated Accounts

  This section gives you quick access to broker detail for accounts that are associated with this one, if applicable.

  Select the Broker for the related account in the dropdown list provided. The Bill broker net checkbox defaults based on the setting in the broker's account detail, but you may override it.

  Use the Broker Details link label on the right to view broker detail for this account.

• Billing

  The billing section allows you to select a statement format and invoice setup for the account. It also enables you to specify whether or not service charges should be applied to overdue balances for this account.

  1. Optionally make a selection in the Invoice page break dropdown to indicate where you would like the page breaks to occur when the company's invoices print:
     • Client: Create one invoice for the account.
     • Item: Create a separate invoice for each item.
     • Policy: Create a separate invoice for each policy.
       
       Note: All contact information must be the same in order for the invoice page break to be applied.
  2. To set a specific invoice layout as the default layout for this account, choose an Invoice layout from the dropdown menu. For instructions on adding an invoice layout, see Invoice Layout Configuration.
  3. Select the Apply late charges on overdue balances checkbox if the account should be subject to fees for late payments.
  4. Indicate where you would like the Statement page break to occur:
     • Account
     • Contact

  Note: If the Page Break is set to Contact, the contact information must be the same in order to apply the page break. Contact information includes street address, city, state, and zip/postal code, and address description. If the preferred distribution method is Email or Fax, the contact information also include an email address or fax number.
  
  If the statement page break is by Contact, the entire address, including address description, is used to group items for statements. This means that if all but one of the address/contact information fields are identical, the items will be on separate statements.
  
  If the Page Break is set to Account, the contact information is not used.

  5. If you want to set a specific statement layout as the default layout for this account, make a selection in the Statement layout dropdown. For instructions on adding a statement layout, see Statement Layout Configuration.
     
     Note: If Statement Layout is set to No Statement, the system will not generate a statement for the account. If a statement is needed when the account is set up this way, the billing associate can generate the statement at the Transaction level.
• Split Receivable Templates

  If transactions billed to this client will often have receivables split among multiple related accounts or multiple contacts, you can enter split receivable templates in this area. When selected during the Add a Transaction workflow, the templates will automatically allocate the transaction total accordingly.

  You can do the following in this section:

  • Add a Split Receivable Template
    1. Do one of the following:
       • Click the Add button to the left of the list.
       • With focus on the list, press [Insert].
       • With focus on the list, press [Ctrl] + [N].
    2. Enter a Description for the template.
    3. Determine whether the template will be split by Account or by Contact. When you split by account, you can select only those accounts that have a relationship defined with the current account (see instructions in the Relationships section above). When you split by contact, you can select contacts only for the current account.
    4. Determine whether the splits will be calculated based on the Percent or Amount entered for each account/contact. If you select Amount, you must enter a Total amount. The system calculates the Split Percent for each account/contact by dividing the Split Amount by the Total amount.
    5. To add a split, do the following:
       1. Click the Add button .
       2. The Generate Invoice checkbox defaults checked. Uncheck it if an invoice should not print for the transaction generated by this split.
       3. If Generate invoice is selected, make an Invoice grouping selection:
          • Account Page Break: The transaction is placed on an invoice according to the Invoice page break selected in the account detail.
          • New invoice: The transaction is placed on its own invoice regardless of the grouping selected in account detail.
       4. If you are splitting by account, select an Account from the dropdown.
       5. The primary contact for the account defaults. To locate an alternate billing contact, click the lookup button next to the Contact field. The contact’s address, email, and/or fax information defaults.
          
          Note: Any changes made to this contact information in the Contacts area will automatically update any split receivable templates on which the contact is used.  
       6. Enter a Loan # if applicable.
       7. Select a Delivery method for the invoice.
       8. Optionally enter an Invoice Message. You can click the Select Message link label in the upper right corner of the screen to choose a predefined message from your Message Gallery.
       9. Enter a Percent or Amount in the Split Value frame. This percentage or amount is deducted from the Parent percent or Parent amount, which represents the percentage/amount to be billed to the parent receivable when this template is used. The Parent percent and Parent amount display as placeholders only; they cannot be modified directly.
    6. Repeat step e until you have added all splits. You can allocate up to 100% (if using percentages) or up to the Total amount (if using amounts).
    7. When you have finished entering split information, click the X in the navigation panel to close the template.
  • Copy a Split Receivable Template
    1. Select the template.
    2. Click Actions > Copy Split Receivable Template on the menubar or options bar.
    3. You are prompted, “Do you wish to copy the selected split receivable template?” Click Yes.

    A copy of the template is added to the list, with the default description Copy of [template description]. To make changes to the copy, see the Edit a Split Receivable Template instructions below.

  • Edit a Split Receivable Template
    1. Select the template.
    2. Do one of the following:
       • Click the Edit button to the left of the list.
       • Double click the template.
       • Press [Enter].
       • Press [Ctrl] + [O].
    3. Make any necessary modifications to the Description, Split by, Split value, and Total amount (if applicable) fields.
       
       Note: Changing the Split by selection clears all existing splits. Changing the Split value from Amount to Percent clears the Split Amount and Total amount values but retains the Split Percent values. If you change the Split value from Percent to Amount, you are prompted to enter a Total amount. The Split Amount values are then calculated based on the Split Percent entries.
    4. To add a new split, click the Add button and fill in the detail fields below the list. See the Add a Split Receivable Template instructions above for more information.
       
       To modify an existing split, select the split and make any necessary changes to the fields below it.
       
       To remove a split from the list, select the split and click the Delete button or press [Delete] on your keyboard. You are prompted, “Do you wish to delete this record?” Click Yes.
    5. When you have finished modifying the template, click the X in the navigation panel to close the template. Your changes are saved automatically.
  • Delete a Split Receivable Template

    You cannot delete a split receivable template that has been used on a transaction. If the template should no longer be available for use, you can inactivate it (see the instructions under Inactivate/Reactivate a Split Receivable Template).

    1. Select the template.
    2. Do one of the following:
       • Click the Delete button to the left of the list.
       • Press [Delete] on your keyboard.
       • Press [Ctrl] + [D].
    3. You are prompted, “Do you wish to delete this record?” Click Yes.
  • Inactivate/Reactivate a Split Receivable Template

    Inactive split receivable templates cannot be selected when you are adding a transaction. They also do not display by default in client detail. To view inactive templates, click the Include Inactive link label. Click Exclude Inactive to remove them from the list.

    To inactivate a split receivable template, do the following:

    1. Select the desired template.
    2. Click Actions > Inactivate/Reactivate Split Receivable Template on the menubar or options bar.
    3. You are prompted, “Do you wish to inactivate the selected split receivable template?” or “Do you wish to reactivate this entry?” Click Yes.
  • Print a List of Split Receivable Templates
    1. Do one of the following:
       • Click the Print button to the left of the list.
       • With focus on the list, press [Ctrl] + [P].
    2. The Print window displays. Print this as you would any other document.

See Confidential Client Access Configuration for instructions on creating confidential client access groups.

1. If only specific employees or groups should have access to this client, click the Selected radio button. To allow all employees to access the client, leave the All radio button selected.
   
   Note: Anyone assigned a role for this account on the Servicing tab will have access, regardless of your selections here.
2. To grant access to this account to an employee or group, do one of the following:
   • Click the Add button .
   • With focus on the Confidential Client Access tab, press [Insert] on your keyboard.
3. The Add Confidential Client Access pop-up window displays. Select the Confidential Client Access Group or Employee radio button.
4. Narrow the list that displays if necessary.

   Use the search bar above the list to specify the groups or employees that you want to see.

    

   

    

   The choices in the first dropdown menu vary, depending on the radio button selected:

   1. • Name
      • Lookup Code
      • Department
      • Job Title

   The following choices are available in the second dropdown menu:

   1. • Equals: Enter the search criterion (e.g., the full job title or name) in the field to the right, or select the correct date from the dropdown calendar (if applicable). Click Find.
      • Contains: Enter at least one character of the search criterion (e.g., part of the job title or name) in the field to the right. Click Find.

      To see the filter that is currently applied to the list, hover over the Search where text.

   2. You can apply multiple filters if necessary.

      1. To apply multiple filters to the list, do one of the following:
      • Click the Edit Filter button . 
      • Press [Ctrl] + E.
      2. The Edit Filter pop-up window displays. 
         
         Note: You can also use the Edit Filter button, rather than the search bar, to apply a single filter to the list if you prefer.

      

      3. Select and/or enter your desired search criteria using the dropdown menus and fields, and then click the Add button. The Name, Compare Type, and Criteria for your filter display in the list. Click one of these column headings to sort the list by that column. To reverse the sort order, click the column heading again.
      4. To apply additional filters, enter additional search criteria and continue clicking Add. To remove a filter from the list, select it and click the Delete button.
      5. Click Finish when you have applied all of your desired filters.
         
         To exit the dialog without applying any filters, click Cancel.
5. Click to highlight the desired employee or group.
6. Click Add to add the selection and choose another.
   
   Click Finish if you are done making selections.
   
   Click Cancel to close the window without saving your changes.
7. To remove an entity from the Confidential Client Access list, click the entity and then click the Delete button or press [Delete] on your keyboard.

The Account Servicing Roles client access group cannot be removed, as this group ensures that any employees assigned to servicing roles on the client's account can access it.

1. The Account Retention frame shows the date the account was added. This date cannot be revised.
2. The Data Conversion frame pertains to accounts that have been transferred from another system. If this account falls into that category, enter the Date converted or click the down arrow to select a date from the dropdown calendar.
3. Enter the Prior Account ID.

If you provide benefits to your staff, the Employee Benefits tab provides you a cohesive view of employee benefits information and enables you to provide more efficient service to Benefits clients.

Account-level employee Benefits information only defaults on new benefits policies. When you renew an existing policy, the information from the expiring policy populates instead.

Applied recommends updating this information at the account level the next time a client’s policies are up for renewal, so you can perform the updates in a controlled manner, rather than all at once.

The Employee Benefits tab contains the following sections:

• Background Information

  All of the information entered here will default into the corresponding fields of the Policy Information section on new benefits policies.

  For each of the following statistics, enter the number the employer reported and the date on which they reported it:

  • Number of employees
  • Full time equivalent
  • Number eligible
  • Number of retirees

  The other fields in the Background Information section are specific to the United States only.

• Employee Class

  Entering employee class information at the account level enables you to create new benefit policies more efficiently. Once you enter the information at the account level, it automatically defaults into the detail for new benefits policies.

  You may only be able to enter information via lookup fields on the Employee Class pop-up window if your administrator has set them to be read-only.

  You can do the following in this section:

  • Add an Employee Class

    Adding an account-level employee class does not add it to an existing policy in the Associated Employee Class list. If necessary, you must add it manually from the Policy Information section in Policy Detail.

    1. Do one of the following:
    • Click the Add button   beside the list.
    • With focus on the list, press [Insert].
    • With focus on the list, press [Ctrl] + [N].
    2. Enter the Employee class, or click the lookup button , and select one from the Employee Class list. Click Finish.
    3. Enter the Status, or click the lookup button , and select one from the Employee Status list. Click Finish.
    4. Enter the Payroll cycle, or click the lookup button , and select one from the Payroll Cycle list. Click Finish.
    5. Enter the amount of Time worked, and select the duration from the per dropdown menu.
    6. Enter the Total count number; then enter the as of date, or select it from the calendar dropdown menu.
    7. Enter the Eligibility, or click the lookup button , and select it from the Eligibility list. Click Finish.
    8. Enter the Coverage start, or click the lookup button , and select it from the Beginning list. Click Finish.
    9. Enter the Waiting period, or click the lookup button , and select it from the Waiting period list. Click Finish.
    10. Enter the Coverage end, or click the lookup button , and select it from the Benefit Termination list. Click Finish.
    11. Click Finish to add the employee class.
    12. Repeat steps a through k to add additional employee classes.
  • Edit an Employee Class

    Editing an account-level employee class does not update the existing employee class on a policy if it displays in the Associated Employee Class list. Instead, a new employee class is created with your changes. If necessary, to remove the existing employee class and/or add the revised employee class, go to the Policy Information section in Policy Detail, and make the changes to the Associated Employee Class list.

    1. Select an employee class in the list.
    2. Do one of the following:
    • Click the Edit button beside the list.
    • Double-click the employee class.
    • Press [Enter].
    • Press [Ctrl] + [O].
    3. Revise the Employee class manually, or click the lookup button , and select an employee class from the Employee Class list. Click Finish.
    4. Revise the Status manually, or click the lookup button , and select a status from the Employee Status list. Click Finish.
    5. Revise the Payroll cycle manually, or click the lookup button , and select a payroll cycle from the Payroll Cycle list. Click Finish.
    6. Revise the Time worked number; then and select a duration from the per dropdown menu.
    7. Revise the Total count number; then enter a date or select one from the calendar dropdown menu in the as of field.
    8. Revise the Eligibility manually, or click the lookup button , and select an eligibility from the Eligibility list. Click Finish.
    9. Revise the Coverage start manually, or click the lookup button , and select a coverage start from the Beginning list. Click Finish.
    10. Revise the Waiting period manually, or click the lookup button , and select a waiting period from the Waiting period list. Click Finish.
    11. Revise the Coverage end manually, or click the lookup button , and select a coverage end from the Benefit Termination list. Click Finish.
    12. Click Finish to update the employee class.
  • Delete an Employee Class

    Deleting an account-level employee class does not remove it from an existing policy if the employee class displays in the Associated Employee Class list. To remove it, you must go to the Policy Information section in Policy Detail.

    1. Do one of the following:
    • Click the Delete button beside the list.
    • Press [Delete].
    • Press [Ctrl] + [D].
    2. You are prompted, Do you wish to delete this record?. Click Yes.
  • Print a List of Employee Classes
    1. Do one of the following:
    • Click the Print button beside the list.
    • With focus on the list, press [Ctrl] + [P].
    2. The Print window displays. Print the list as you would any other document.