Internal Reinstatement- Payroll

access level manager (full access), payroll advisor (view only) module payroll → payroll card 🧩 overview the internal reinstatement workflow allows authorized users to reinstate a previously cancelled customer directly through the payroll dashboard this process is entirely internal and does not involve enrollment or underwriting all reinstatement steps are handled by the assigned internal user ⚠️ note this workflow is exclusive to internal reinstatements and bypasses traditional enrollment and underwriting procedures ✅ reinstatement eligibility requirements to access the reinstatement workflow lead card status must be bound payroll dashboard customer status must be cancelled if both conditions are met, the internal reinstatement button will be available under the admin tab of the payroll card if not, the button will appear greyed out 🔁 how to initiate internal reinstatement navigate to the payroll dashboard open the client’s payroll card go to the admin tab click internal reinstatement 💰 reinstatement fee selection upon clicking the button a modal will appear prompting the user to select a reinstatement fee $199 (no additional input required), or $49 99 , which requires entering the pending payroll amount owed by the client after selecting the fee and (if applicable) entering the payroll amount, click send package 👤 select contact to receive package a second modal will prompt the user to choose the contact to receive the reinstatement package contacts with a 💲 dollar icon indicate that their profile is set to receive payroll invoices once selected, a confirmation will appear in the top right corner indicating the package has been sent 📦 what’s included in the reinstatement package? loss history – displays the client’s previous claims or incident reports if the client selects “yes” to this lha question, an email notification is automatically sent to the claims department for each applicable carrier the client will still be able to complete the form without any interruption note for cornerstone clients, the notification is also sent to the ocmi payroll department inbox for review payment form – allows the client to enter payment information or select a saved method signature page – requires the client’s digital signature to confirm the reinstatement 📧 customer experience the selected contact receives an email with the subject line "reinstatement package" the email contains a secure link to complete loss history payment information signature 🚩 system flags and status updates a pending internal reinstatement flag is added to the specific payroll record being reinstated once the package is completed the flag updates to internally reinstated the client’s payroll status will automatically update to active after payroll is processed 📂 document storage once completed, the package is saved to the lead card → documents tab file is labeled \[carrier name] – internal reinstatement 📬 email notifications 📌 important the reinstatement confirmation email is only sent after the first payroll record is finalized and payroll documents are delivered 📌 tip the customer's status on the payroll dashboard will automatically update to active once a payroll record is fully processed and payroll is completed when the client completes the package and a full payroll record is processed and delivered a confirmation email is sent to the client the payroll department the completed reinstatement form is attached to the email 🆘 submitting an it help desk ticket (if needed) 📌 see how to submit a support ticket for full instructions quick steps go to help in the navigation bar select it help desk include customer name status details any error messages screenshots (admin tab, error screens) description of reinstatement attempt 📚 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