Enrollment Dashboard Overview

access level enrollment specialist (full access), manager (full access), sales representative (view only) module enrollment overview the enrollment dashboard provides a centralized workspace for tracking customers throughout their onboarding process it offers key metrics such as the number of bound customers and the average time to complete onboarding once a customer pays their initial cos t, they are automatically entered into the enrollment process and begin to appear in this dashboard filtering and actions users will find a toolbar at the top of the dashboard with filters, action buttons , and summary analytics available filters business name – type directly to search by company name enrollment specialist – use the dropdown to select a specialist broker – use the dropdown to filter by broker bind date – click the field to select a date range from the calendar for clients whose bind date falls within the selected range check date – click the field to select a date range from the calendar for clients whose first check date is selected on the enrollment questionnaire falls within the selected range ⚠️ note bind date and check date filters will only display clients in the send to bind tab or the bound tab the currently enrolling tab includes clients whose bind date or first check date has not yet been selected action buttons manual enrollment + located in the upper right corner , this button allows users to manually add a customer to the enrollment dashboard ⚠️ warning manual enrollment should not be used during standard workflows doing so may bypass essential backend processes and affect downstream data processing always consult with your manager before using this feature generate exports use this option to generate and download reports available report types commissions quickbooks prospects list by default, the currently enrolling tab displays all clients actively in the onboarding phase pagination arrows at the bottom of the table help navigate through entries table tools show / hide columns – customize which columns are visible save filters – save current filters for reuse delete filters – remove saved filters enrollment documents each customer entry includes the required documents based on carrier these documents are selectable and color coded by status 🔴 red – sent but not received 🟠 orange – received but not reviewed 🟢 green – reviewed by enrollment specialist common document abbreviations csa – customer service agreement ee – employee applications exh – exhibit a bnk – bank details lha – loss history affidavit rts – rt 3 florida business tax application (dr 1) ℹ️ note visit the januscrm glossary & acronym index for a full list of document abbreviations and definitions document options an options button is available next to each document set, allowing users to view – opens the general tab in the lead card note – add a memo about the customer send reminders – manually override system generated reminders snooze reminders – disable automatic reminders for that customer enrollment status tabs located above the prospects list , these tabs categorize customers by status currently enrolling – clients actively in onboarding sent to bind – clients enrolled into cornerstone, compeo, or peopaygo , awaiting poi and carrier approval upload poi ( proof of insurance ) review bind dates send final " welcome aboard " emails bound – customers who have successfully completed onboarding across all carriers voided – customers who began onboarding but did not complete the process 📌 tip for customers marked as expedited , special handling procedures apply to ensure timely processing learn more in the expedited payroll guide troubleshooting & escalation common issues customer not appearing in dashboard symptoms paid customer not showing in enrollment list possible causes initial cost payment not processed payment failed or pending system sync delay wrong filter applied resolution steps verify initial cost payment in lead card check payment status in accounting tab clear all filters and search again wait 10 minutes for system update cannot generate reports symptoms generate exports button not working possible causes no data for selected date range report type permissions issue browser blocking download system report queue full resolution steps broaden date range selection try different report type check browser download settings try again in 5 minutes document status not updating symptoms documents stuck in red/orange status possible causes document not properly reviewed system not registering action multiple users accessing cache showing old status resolution steps close and reopen document ensure "mark as reviewed" clicked check if another user is reviewing clear cache and refresh manual enrollment warning symptoms need to use manual enrollment possible causes special customer situation system automation failed retroactive enrollment needed manager override required resolution steps ⚠️ consult manager before proceeding document reason for manual entry ensure all backend processes completed follow manual enrollment checklist when to retry vs escalate retry these actions 🔄 report generation (wait 5 minutes) 🔄 document status refresh 🔄 filter adjustments 🔄 browser cache clear escalate immediately for 🚨 multiple customers missing 🚨 all documents showing errors 🚨 cannot access any enrollments 🚨 system wide slowness escalation process level 1 team lead/manager manual enrollment approval document review questions expedited processing report access issues level 2 it help desk dashboard loading failures report generation errors system performance issues missing customer data how to submit an it help desk ticket 📌 tip see how to submit a support ticket for detailed instructions next steps after familiarizing yourself with the dashboard, explore currently enrolling managing active enrollments sent to bind processing carrier submissions bound handling completed enrollments voided managing cancelled enrollments 📚 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