How an Order works
Three steps, in this order, for every Order.
Intake
The Employer Contact, usually the owner or office manager, answers guided questions about the business, its benefits and who is covered. If an answer shows a case we do not support, we tell you why instead of carrying on.
Our review
Our team reads every Order before anything is released, then approves it, sends you a plain list of corrections, or declines it with the reason. A declined Direct Order is refunded.
Every Order is reviewed by our staff team before release. This is a team review, not a review by an attorney, and it is not legal advice.
Adopt
Your Authorized Officer, who may be someone other than you, adopts the final version. We record who adopted which version, and when.
Your plan is in place only once your Authorized Officer adopts the final reviewed version; receiving the documents by email does not complete it.
After adoption
You receive employee-ready documents and a distribution checklist.
Giving plan documents to your employees, as the law requires, stays with you as the Employer. We provide a distribution checklist.