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How to manage employee eligibility on Sun Life Connect

Allie Schermerhorn
Updated

You can enroll new employees, terminate coverage, or make changes to an employee’s coverage in Sun Life Connect. 

  maxwell.logo_heart.png Note: Clients using the Maxwell Health platform for benefits administration will manage employee information and enrollments in the Maxwell Health portal rather than Sun Life Connect. Learn more about adding new hires or terminating employees.

 

Steps to manage employee eligibility in Sun Life Connect

Watch this quick overview video, or follow the steps below, to start managing your employees: 

 

  1. From the Sun Life Connect homepage, select the Manage employees menu on the navigation bar. 

  2. Select the option relevant to the change you want to make (Add an employee, Update an employee, etc.).

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  3. Read the Benefit Terms and Conditions, check the “Agree” box, and select Submit. 

  4. A pop-up window will appear advising that the Manage Employees functionality will be administered in a separate browser window. Select Continue. 

  5. A new tab will open, and from here you can complete your enrollment, termination or update. 

    • To use the other functions of the website, you will need to go back to the other tab or window. 

Important Reminders:

  • Newly added employees enrolled in coverage with a future effective date will not be available to manage, or included on your Sun Life bill, until they have reached their effective date.
  • If you are utilizing a data feed (EDI) to send benefit adds, changes, and terminations to Sun Life from a benefits administration platform (Maxwell Health, etc.), you should not make changes in Sun Life Connect as it could cause discrepancies with the feed. 

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