New enrolment notification for plan sponsors

A new automated email notification will let you know when plan members complete digital enrolment into your plan. This eliminates the need to periodically check the online enrolment report, saving you valuable time and making it easier to follow up with your new enrollee(s) for their payroll deduction instructions.

Overview of the new notification:

• Sent weekly, on Mondays.
• Sent in both languages (EN and FR).
• Smart email alert for plan sponsors only goes out when a plan member completes enrolment online.
• Clients who are set up at payroll division level will only receive notifications for new enrolments that happen within their payroll division.
• Notifications are set up at Client/plan ID level. For example, if you have access to multiple plan IDs, you’ll receive a separate email for each plan ID.
• Users with a Primary access ID can not enable or disable the notification. If you wish to disable the notification, please reach out to your Sun Life representative. A Primary access ID user can update the preferences for secondary access IDs that they manage using Provide Site Access.

Questions?

Contact your Sun Life Group Retirement Services Representative.