bpQuote has enhanced the New Hire Worksheet report so that you can save the report settings for future worksheets.
To use this enhancement, click on the Save These Settings button in the New Hire Worksheet as shown below. The system will remember the Carrier, Plans & Employer Contribution scenario you used. If you need an additional New Hire Worksheet for someone else in the Group a month or two later, use the Load Previous Settings button & the system will set those saved defaults for you.
The New Hire’s Enrollment Date, the Benefit Details & the Sort Order preference will not be saved because those could change from one New Hire to another.
For questions on this enhancement, please contact a member of your B&P Sales Team - 888.722.3373.