Voided

access level enrollment specialist (full access), manager (full access) 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 voided tab overview the voided tab displays all customers whose enrollment was either rejected manually canceled during the onboarding process this tab allows users to track removed customers and restore them if necessary available actions restore enrollment the restore enrollment button, located on the right side of the screen, allows users to move a voided customer back into the currently enrolling phase ⚠️ warning restoring a customer requires managerial approval once restored, the customer’s enrollment flow is reactivated, and they reappear in the currently enrolling tab when to use the restore option use the restore to enrollment function if the customer has resolved the issue that led to the cancellation the customer requests to re engage in the onboarding process a void action was performed by mistake ⚠️ warning restoring a customer's enrollment requires managerial approval before the action can be completed! how customers become voided customers can be voided by manual voiding – using the actions menu in the currently enrolling tab system timeout – failing to complete onboarding within the required timeframe (typically 30 days) voiding during binding – using the void button in the sent to bind tab underwriting rejection – when the customer doesn’t meet carrier requirements what happens after voiding all related data dashboard tasks are canceled any pending employee onboarding requests are removed next steps this concludes the enrollment section to learn about payroll processing payroll dashboard overview begin payroll processing data dashboard overview process customer requests lead card overview manage customer information 📚 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