Employee Navigator Training

These sessions are intended to get Ease brokers familiar with Employee Navigator and will be hosted throughout the summer. Invite your team to join our trainers in learning all there is to know about Employee Navigator.

If you'd like to attend a live training session, please register below. You should attend these webinars if you’re ready to get fully trained on Employee Navigator. 

The trainings series run Monday-Thursday for 90 minutes. We recommend joining these trainings if you are ready to start actively using Employee Navigator. Note: Capacity has been increased to 250 attendees per weekly session.

• September 21-24 from 1:00-2:30pm EDT  Register here
• September 28 - October 1 from 1:00-2:30pm EDT  Register here
• October 19-22 from 1:00-2:30pm EDT  Register here
• October 26-29 from 1:00-2:30pm EDT  Register here

Training Outline:

Day 1: Master the essentials with our training—learn how to confidently set up companies, define plan rules, and build basic benefit plans seamlessly.

View the Recording: August 24, 2026

View the Slide Deck

• Agenda:
  • Configuring a company
  • Establishing plan rules
  • Setting up basic plans

Day 2: Gain the confidence to build and manage life, disability, and tax-advantaged plans, while leveraging tools to communicate benefits clearly and effectively.

View the Recording: August 25, 2026

View the Slide Deck

• Agenda:
  • Setting up life and disability plans
  • Setting up cafeteria and HSA plans
  • Plan communication tools

Day 3: Learn how to test and manage employee enrollments, streamline data handling, and configure integrations that boost efficiency and accuracy.

View the Recording: August 26, 2026

View the Slide Deck

• Agenda:
  • Testing the build
  • Adding employees and dependents to Employee Navigator
  • Enrollment management:
    • Manually
    • Integrations

Day 4: Streamline open enrollment, simplify daily HR management, and unlock powerful reporting tools—all while learning to navigate support resources with confidence.

View the Recording: August 27, 2026

View the Slide Deck

• Agenda:
  • Renewing and hosting open enrollment
  • Daily HR management
  • Employee Navigator’s support resources