Global Participant Search Global Participant Search

Global Participant Search

Jane Nickalls Jane Nickalls

The Global Participant Search feature is located via the Compliance Menu> Tools/Settings> Global Participant Search.

 

This feature allows you to search for a participant across all the plans under your account. You can search by last name or SSN/Employee Number, and the search covers participants listed both inside the census grid and below it. The results will appear in a drop-down, and you can select a name and click the 'Go to Plan' button to go straight to the plan that the participant is in.

 

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When searching by SSN or Employee Number make sure to select the appropriate radio dial prior to selecting the search button:

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