Onboarding Software Resources

I would like to add that you can pull forms for specific plans as well separately as a batch or employee by employee. So, if you are looking to only pull the dental applications not all lines of coverage you can select that specific plan by checking the box next to the name of the plan under the benefits tab in the BENEFITS tab, hit the Reports button and then select ENROLLMENT FORMS. The forms for JUST the Dental plan will then generate in your REPORTS Tab.

Recommendation: Get a 1 hr demo first! Then once you understand the basics take the 7 days to go through the system. Make sure to go through the webinars in the support section. Lots to learn, and they roll out the carpet on support. Have a great plan for what you are looking for and use the 7 days to see if it’s possible. I LOVE BambooHR, but you have to make sure it fits your specific needs.