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Creating a new enrollment record

Updated over 7 months ago

There may be cases when you need to manually create a new enrollment for employees. For instance, an employee may report a QLE offline or by email, and instead of instructing them to report in the system, you may want to create a new SEP for them manually.

You can do this by creating a new enrollment record from the Actions menu in the Employees tab and filling in the required fields.

Important to note: When selecting an “Enrollment type”, you will almost always select Special. Creating new enrollment records typically happens mid-year due to a special situation. The only case when you would create an enrollment record with “Open Enrollment” selected for the “Enrollment type” is if an employee’s enrollment record was accidentally deleted during OEP and you need to create a replica. This is extremely rare, and you should reach out to Zorro to verify next steps.

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