The Plansight + Employee Navigator integration allows you to push employer and plan data directly from Plansight into Employee Navigator without manual entry. This article outlines how to activate the integration and link employers.
Step 1: Activate the Employee Navigator Integration
Before you begin, you’ll need to turn on the integration.
To do this:
Open the "About This Employer" modal from the Employer Profile. Click “Employee Navigator Integration.” Confirm the integration when prompted. A new Employee Navigator tab will appear at the top of the screen.
Step 2: Push the Employer to Employee Navigator
Once the integration is active:
Open the new Employee Navigator tab. Push the employer over to Employee Navigator. When prompted, confirm with your Employee Navigator credentials. If you’re already logged in, you may not need to re-enter them. Inside Employee Navigator: If the employer already exists, link to the existing company. If not, choose to create a new employer. Once linked, go back to Plansight and refresh the tab. Plansight will confirm the employer has been accepted and connected.
Questions this article answers • How do I turn on the Employee Navigator integration? • Where do I activate Employee Navigator in Plansight? • How do I push an employer to Employee Navigator? • Do I need Employee Navigator credentials to connect? • Can I link an existing Employee Navigator employer to Plansight? • How do I create a new employer in Employee Navigator from Plansight? • Where is the Employee Navigator tab in Plansight? • How do I know if the employer was successfully connected? • What do I do after linking the employer in Employee Navigator? • How do I set up the Employee Navigator integration for the first time? • Can I connect multiple employers to Employee Navigator?