Bound

access level enrollment specialist (full access), manager (full access), all users (view only) module enrollment dashboard ℹ️ note to learn about filters and what each column on the dashboard means and does, please refer to the enrollment dashboard overview article how clients move to the bound tab the bound tab displays all customers whose policies have been officially activated customers are automatically moved to the bound tab when both of the following conditions are met the proof of insurance (poi) has been uploaded the welcome aboard email has been sent once these steps are completed, the customer's status is updated to "bound" , signifying that the enrollment process is complete and the policy is active functionality in the bound tab within this tab, users can view all bound clients across the system open and review uploaded documents, including the poi ✅ clients with a completed enrollment are ready to begin payroll processing they should now appear in both the payroll software and the payroll dashboard , assuming the new client task in the data dashboard has been completed to learn more about that process, please refer to the new client article next steps after customers are bound voided learn about handling voided enrollments new client process setup in data dashboard payroll dashboard begin payroll processing 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels