Sun Life's smart form in Onboard guides you, and digitally captures the information Sun Life needs to complete your benefits setup.

• Getting started with your digital smart form
• Providing your primary plan administrator
• Selecting your billing preferences
• Tips for configuring eligible employee groups
• Reminders for submitting your smart form

Getting started with your digital smart form

Onboard's digital smart form collects your company information and shows only questions and fields that are required based on your setup and the answers you provide.

• You can complete sections in any order and save as you go.
• Easily collaborate with your broker on entering the required information in real-time.
  • Please note: Only the Benefits Administrator will be required to sign and submit.

Here is a step-by-step of how to submit your company information using the digital smart form:

Need help?

Your Implementation Consultant can help answer any questions you may have and provide guidance on completing your company information. Scheduling a kickoff call is an easy way to ask any questions as you get started.

Providing your primary plan administrator

When providing your primary plan administrator information, keep in mind that this should be the person at your company who will have full online access to view and manage employees and benefits information ongoing with Sun Life.

Once you've added a primary plan administrator, you can add additional individuals who may also view or manage benefits information.

Any administrators you enter here will receive access to Sun Life Connect - Sun Life's online administrator system. Learn more about Sun Life Connect here >>

• Reminder: Your broker should not be set up as the primary plan administrator. However, they can be added as an additional user in Sun Life Connect.

Selecting your billing preferences

Billing Preferences allows you to select how you'd like to administer your Sun Life bill, and customize the setup of your billing statement.

List bill administration

If selecting list bill administration, you will need to specify how you would like your bill to look and how employees should be grouped on your bill(s).

Learn more about list bill administration>>

Tip: List bill clients will be asked to provide their payroll cycle(s). Sun Life will use this information to create a Voluntary Deduction Report for any of your employee paid benefits. This report provides deduction amounts for employees who enrolled in voluntary coverages.

Self-bill or TPA administration

If selecting self-bill or TPA administration, you will need to confirm how you plan to submit your summary statement with your monthly payment. Summary statements are used to report the total number of employees, volume, and premium back to Sun Life.

Learn more about self-bill and TPA administration>>

Tips for configuring eligible employee groups

There are several factors to consider when deciding if you need to create eligible employee groups: 

• Benefit eligibility - Are certain groups of employees eligible for specific benefits based on criteria like job title, compensation type (salaried or hourly), or other factors?
• Waiting period - Do certain groups of employees have a different waiting period for a benefit?
• Employer contribution - Do you, as the employer, contribute different amounts toward the premium of a given benefit for certain groups of employees?

If all of your employees are eligible for all benefits, and there is no need to differentiate between waiting periods or contributions, then you will answer 'No' and have a single eligible employee group. You will still need to define details like waiting period and contributions. 

Answering 'Yes' will allow you to build out multiple eligible employee groups and define what make each of them different. 

Defining your employee group

If creating multiple eligible employee groups, when defining an employee group, focus on what makes this group of employees different from other employees.

You will need to select a minimum of one attribute for each group.

Tip: If entering a ‘Job title’ or ‘Other’ simply type in your attribute and hit ‘Enter’ to add your selection.

Once you have created your first employee group, you can continue to add more groups by selecting +Add another eligible employee group from the review section. 

Reminders for submitting your smart form

Review and Submit unlocks and is available to select only after the previous four sections have been fully completed.

Sign and submit for review

Only the designated Benefits Administrator at the employer is required to electronically sign-off on your completed company information.

Download your information

Once the Benefits Administrator has signed off, you can download the completed information as a PDF or view it online in Onboard at any time.

Changes after you sign and submit

If you need to change or update any information on the digital smart form after you sign and submit in Onboard, you will need to reach out to your Implementation Consultant.

After your Implementation Consultant has made the necessary changes, you will receive an email notification that the edits are ready for review. You will be able to review the edits made to each applicable section of your smart form, and accept or decline the changes.

Brokers are able to review changes, but only the designated Benefits Administrator can accept or decline the changes.

Tip: When changes are accepted or declined, it applies to all the edits made to your smart form and not an individual section. If further edits are needed, you can decline the changes and reach out to your Implementation Consultant to make further edits before accepting all changes.