1. View Employee List

2. Employee Summary Screen here (show mouse moving over each item as it is discussed) Now let’s check to make sure that the employees you have added show up in the system. Click on the Program Management tab. Select the Employee List tab Here you see an alphabetical list of the employees you have just added. It shows: Last Name First Name SmartTrip Card # Status Kickoff Date Benefit Category User Defined Key Updated By Updated Date/Time Benefits Assigned Benefits Claimed Benefits Inquiry

3. Employee Summary Screen here You can also download a printable copy of this screen for your records. Go back up to the banner and click on the Download Employee List tab

4. SmartBenefits Download Employee List screen here. The circle next to “Select Employees Currently Enrolled in Program” is prefilled here. Click Download Click Open

5. Excel Spreadsheet screen here Here is your Excel spreadsheet which shows all employees you have added. You can see: SmartTrip Serial Number First Name Middle Initial Last Name User Defined Key Kickoff Date Benefit Category Benefit Type Patron Benefit Amount Updated By Update Date/Time This spreadsheet can be printed for your records.

6. Begin with Employee Summary Screen Show each subsequent screen in this process as the steps are completed. End with the Excel spreadsheet. Now it’s your turn to view the employee list. Follow these steps: Click on the Program Management tab. Select the Employee List tab Now download a printable copy of this screen for your records. Go back up to the banner and click on the Download Employee List tab The circle next to “Select Employees Currently Enrolled in Program” is prefilled here. Click Download Click Open Excellent Work!