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DocuSign Training

This video will cover information and procedures regarding DocuSign
Apr-09-2019

JIRA Overview

This training provides an overview about how Maxwell Health and Sun Life Financial will use the JIRA platform.
Apr-09-2019

How to Read the Insurance Tab in COMPASS

This short video will inform you how to read the Insurance Tab in COMPASS
Mar-01-2019

Full COMPASS Playlist

Mar-01-2019

How to find Benefit Rates in COMPASS

This video will walk you through how to find benefit rates in COMPASS.
Feb-25-2019

How to Locate the Financial Schedule in COMPASS

This video will show you how to locate the financial schedule found in COMPASS.
Feb-25-2019

How to Generate a PMDR in COMPASS

This video will demonstrate how to generate the PMDR via COMPASS.
Feb-25-2019

GWEW- Member Updates for Compass Playlist

These videos demonstrate the process to make member level updates in Compass/Engage using GWEW.
Nov-06-2018

GWEW-Member updates for Compass- Terminations

This video demonstrates the process of terminating a member in Compass using GWEW.
Nov-06-2018

GWEW-Member Updates for Compass-Individual Salary Updates

This video demonstrates how you can update salary information for an individual member in GWEW for Compass.
Nov-06-2018
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