Method 1: From the Enrollments Table
Step 1: Navigate to Enrollments
Log in to Zorro with your agent credentials and go to the Enrollments page.
Step 2: Locate the Comments Button
Find the employee you want to comment on in the Enrollments table. The Comments button is located directly next to the employee's name.
Step 3: Click the Comments Button
Click the Comments button to open the comment view for that specific employee.
Step 4: Add Your Comment
In the comment view:
You'll see all existing comments for this employee
Type your new comment in the text field provided
Click Submit or Add Comment to save your comment
Method 2: From the Employee's Enrollment Page
Step 1: Access the Employee Page
From the Enrollments table, click on the employee's name link to navigate to their individual enrollment page.
Step 2: Open Comments
On the employee's enrollment page, locate and click the Comments button.
Step 3: View and Add Comments
This will open the same comment view where you can:
Read all historical comments
Add new comments
See comment timestamps and authors
Important Notes
All comments are permanently stored and associated with the employee's record
Comments are visible to all agents with access to the employee's enrollment
Use comments to track important updates, notes, or communication regarding the enrollment
Best Practices
Keep comments professional and relevant
Include dates and context when noting important events
Use comments to maintain a clear communication trail