Employee Navigator for Employers | Waugh Agency
Employer resources

Employee Navigator, made simple for HR admins.

Your team's benefits enrollment, life-event changes, and terminations all live in one place. This page has the admin walkthroughs, the forms you may need, and a direct line back to us when you'd rather hand it off.

Log in to Employee Navigator → Download employer forms
Employee Navigator Click the logo to log in

What Employee Navigator gives your team

A quick tour of the features that matter most to HR admins running day-to-day benefits.

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Central benefits hub

One login for enrollments, elections, dependents, and plan documents — for every employee.

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Carrier & payroll sync

EDI feeds and payroll integrations keep enrollments, deductions, and terminations in step.

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E-signed elections

Employees sign, you approve, and the audit trail is captured automatically.

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Compliance built-in

ACA tracking, EOI routing, COBRA hand-offs, and reporting — without the spreadsheets.

Two things HR admins do most

Adding a new hire and processing a termination — the two workflows we get asked about the most. Prefer to hand these off? Use the forms below and email them to us.

1

Adding a new hire in Employee Navigator

  • Start from the Dashboard
    Log in to your Employer portal. On the homepage (Home tab), look under your Quick Links and click Add New Employee.
  • Enter SSN
    Input the employee's Social Security Number and click Next.
  • Add Demographic Details
    Fill in the employee's basic personal information — name, address, date of birth, gender, etc. — and click Next. See the required fields below.
    Required fields
    • SSN
    • Last Name
    • First Name
    • Sex
    • Date of Birth
    • State of Residence
    • Hire Date
    • Payroll Group
  • Input Employment & Compensation Data
    Enter their hire date, job class, and compensation details. Do not skip the salary/hourly fields — if your company offers benefits like Group Life or Long-Term Disability, the system needs this data to calculate coverage amounts and costs correctly. Click Next.
    If any Class Structure (Class, Department, Division, etc.) is marked HR Required or Plan Required, it will also appear here. You can proceed without them, but complete them to avoid the employee being flagged as Incomplete.
  • Send the Welcome Email
    The system will prompt you to send a registration email. If you want the employee to log in and enroll immediately, click Send. If you aren't ready for them to access the system yet, click No, Not Now — you can trigger this email later from their profile.
Prefer to hand this off? Email us a completed Employee Navigator Intake Form and we'll add the employee for you.
2

Terminating an employee in Employee Navigator

  • Locate the Employee
    From your Employer dashboard, search for the employee by name or SSN in the top search bar, and click on their name to open their profile.
  • Initiate Termination
    On the right-hand side of their profile under the Quick Links menu, click Terminate Employee.
  • Enter Termination Details
    Provide the exact Termination Date. This is critical — the system uses this date to calculate exactly when their active benefits end (e.g., end of the month vs. immediate) based on your company's specific plan rules. Select the Reason for termination from the dropdown menu (list below).
    Termination reasons
    • Voluntary Termination
    • Involuntary Termination
    • Reduction in Force
    • Retirement
    • Death of Employee
    • Gross Misconduct
    COBRA note: Gross Misconduct is the only reason that will not trigger COBRA.
  • Review Affected Plans
    The system will display a list of all benefits the employee is currently enrolled in and show the calculated coverage end dates for each plan. Review this carefully to ensure it aligns with your policies.
  • Confirm and Save
    Once you've verified the information, click Save or Complete Termination.
Prefer to hand this off? Email us a completed Termination Request Form and we'll process it for you.
Payroll integrated?

If your payroll platform is connected to Employee Navigator, you don't need to do either of the workflows above. Add the new hire — or trigger the termination — in your payroll system as usual. That data syncs to Employee Navigator overnight, and benefits follow.

Employer downloads

Four fillable PDFs for the moments when it's faster to email us than click through the portal — plus the two employee guides your team may ask you for.

Employer service forms

Fill these out and email to service@waughagency.com — we handle the rest.

PDF
Employee Navigator Intake Form (2026) New-hire intake — send us the employee's info and we'll add them to EN.
PDF
Termination Request Form Notify us of a termination — we'll process the coverage end dates in EN.

Employee instructional forms

Hand these to your team when they need a walkthrough. Same content also lives on our site.

PDF
New Hire Enrollment Instructions Employee-facing 8-step enrollment guide.
Same content lives at waughagency.com/newhire — share the link or the PDF.
PDF
Mid-Year Changes / QLE Instructions How employees process a Qualifying Life Event in EN.
Same content lives at waughagency.com/qle — share the link or the PDF.

Something off in the portal? We'll unstick it.

Waugh Agency is your benefits partner — call us, email us, or send the form.

Employee Navigator

Waugh Agency, LLC is an independent insurance agency and Employee Navigator License Holder — not affiliated with Employee Navigator.