Video: PDF Form Builder
How do I use the PDF Form Builder to export my employees' enrollment data?
Purpose: This guide will show how to use the PDF Form Builder as an easy solution to send your employees' enrollment data to your carriers. You will learn how to set up the data template by using the PDF enrollment form provided by your carrier and export the employee enrollment files.
The PDF Form Builder is part of the BambooHR® Benefits Administration add-on product. If you do not have this feature and wish to learn more, click here!