Optis

Case Management 15

• LeaveXpert Federal and State Regulatory Leave Updates
• Is there a way to check an employee’s FMLA Eligibility without opening a new case?
• How do I determine which Leave Types apply to my case?
• How do I determine if an employee is eligible for a Leave Type?
• How do I verify the employee has benefit entitlement available?

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Communications, Attachments, Case Notes 22

• How do I upload and attach documents to cases?
• Is there a way to make specific cases visible to an employee within Self Service?
• What is a letter template?
• How do I create a letter in LeaveXpert?
• How do I add notes to my case?

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Data Security, Backup, Export 2

• What happens to my data if I cancel my LeaveXpert subscription?
• We've entered a lot of data in our trial period. Will we lose the data when we go live?

Eligibility, Certification,Determination 5

• How do I determine which Leave Types apply to my case?
• How do I determine if an employee is eligible for a Leave Type?
• How do I document a request for recertification?
• Where do I mark the employee's leave as approved or denied?
• How do I track the certification process for my leave?

Employees, Work Schedules, Contacts 10

• How do I add a recipient to an email?
• How can I access the employee records in LeaveXpert?
• How do I add a new employee to LeaveXpert?
• How do I edit an existing employee's information in LeaveXpert?
• How do I add more than one employee to the system at the same time?

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Leave Types, Benefits, Absences 11

• LeaveXpert Federal and State Regulatory Leave Updates
• Guide to LeaveXpert Leave Types
• How do I determine which Leave Types apply to my case?
• How do I verify the employee has benefit entitlement available?
• How do I add absences to my case?

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LeaveXpert Navigation, General Items 8

• LeaveXpert Federal and State Regulatory Leave Updates
• How to use LeaveXpert grid listings?
• How to use LeaveXpert's search capabilities?
• How do I use the various sections of a LeaveXpert case?
• How can I access the employee records in LeaveXpert?

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Reporting, Dashboard 5

• How do I run a report?
• My dashboard or report has different results than my co-worker's. Why?
• How can I easily obtain a list of all absences taken by my employee?
• How can I easily obtain a list of all absences taken by my employee?
• How can I find out which employee's are scheduled to be absent today?

Return to Work, Accommodations 10

• Where do I record an employee's full time return to work?
• How do I enter a temporary or partial return to work period?
• How can I add a request for accommodations?
• How do I close a case?
• Is there a place to track the actual accommodation offered?

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Site and User Account Administration 18

• How do I register a new user for our organization?
• How do I upload images into correspondence records?
• How do I change my Security Question and Answers
• How do I change my user profile?
• Who do I notify if there are changes to our account's billing contact or address?

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Trial, Signup, Billing 15

• We've entered a lot of data in our trial period. Will we lose the data when we go live?
• Can I receive monthly invoices rather than an annual invoice?
• Who should my payment be made out to and where do I send it?
• Who is Options & Choices, Inc.?
• I need a W9 for our records before I remit payment, how do I obtain one?

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Workflow, Tasks 5

• How do I add my own task to a case?
• What are the standard tasks generated by LeaveXpert?
• Can the standard LeaveXpert tasks be updated?
• How do I mark tasks as complete?
• Where can I find all of my tasks I need to complete?

LeaveXpert & ADAInteract User Manuals 2

• ADAInteract User Manual
• LeaveXpert 2.0 User Manual

What's New? - Release Messages 1

• What's New in LeaveXpert 06/14/2014

Self Service Portal 6

• Where do I find leave requests submitted via the Self Service Portal?
• Within Self-Service, is there a place we can upload documents, policies and/or certifications that employees may access and download?
• Why is my employee unable to find a correspondence record within their Self Service portal?
• Is there a way to know if an employee has received a document?
• Can employees provide approval to communicate via the LeaveXpert Self Service Portal?

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LeaveXpert Performance Reports 1

• LeaveXpert Performance Report - January - June 2019

Tutorials 15

• The Interactive Accommodation Process
• LeaveXpert Instructional Synopsis
• Overview and Workflow
• Adding an Employee
• Adding a New Case

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