Streamline employee benefits enrollment with Attain OS Forms. Let Atty draft a tailored form from your context. Review, publish, and collect choices seamlessly.
Benefits enrollment season is a high-stakes time for HR teams. Employees need to make complex decisions about health plans, retirement contributions, and voluntary benefits — and they rely on clear, accurate information from you. A misstep in the form can lead to confusion, errors, or compliance headaches.
Attain OS Forms lets you create a focused Benefits Enrollment form without juggling multiple tools. Built into Attain OS, the Forms app replaces standalone form builders. And with Atty, your AI agent, you can go from a rough idea to a polished form in minutes — Atty drafts it based on your project context, and you review before publishing.
Your company offers three medical plans, dental, vision, and FSA options. With Attain OS, you create a form that lists each plan with its key details. Employees select their coverage level and add dependents. Atty can draft the form using last year's structure, so you only need to update rates and effective dates.
When a new employee joins, they must enroll within 30 days. You need a form that captures their personal info, beneficiary designations, and retirement contribution preferences. Attain OS lets you route the form to the new hire's onboarding checklist. Atty can generate a form tailored to your company's standard benefits package.
Employees experiencing marriage, birth, or loss of coverage need a special enrollment form. This form must collect event details and supporting document uploads. With Attain OS, you can create a conditional form that shows relevant fields based on the event type. Atty helps draft the questions based on common life events.
In the Attain OS Forms app, start by describing what you need: 'Create a Benefits Enrollment form for our annual open enrollment covering medical, dental, vision, and 401(k). Include employee info, coverage selections, and dependent details.' Atty uses your company context (like industry and location) to draft a form.
Atty presents a form with fields such as Employee Name, Coverage Level, Medical Plan Choice, Dental/Vision Selection, Dependent Info, and 401(k) Contribution %. You can edit labels, add help text, reorder fields, or insert new sections. Atty's draft is a starting point — you're in control.
Set the form to appear only for eligible employees during the enrollment window. Use the built-in Calendar to set start and end dates. The form can be linked from The Feed or People profiles. No separate tool needed — it all lives within Attain OS.
Once you're satisfied, publish the form. Employees complete it on any device. Submissions are stored in Attain OS and can be viewed in a list or exported as needed. Atty can later help you summarize responses or send reminders via the built-in Email or WhatsApp apps.
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
Please complete this form to enroll in or make changes to your benefits for the 2025 plan year. Deadline: November 15, 2024.
Absolutely. The Forms app in Attain OS is a no-code tool. You can build a form by typing your requirements, or let Atty draft one for you. No developer needed.
You can set the form's availability using the built-in Calendar app. Define a start and end date, and the form will only be open during that window. You can also control visibility per user or role.
Yes, you can add multiple sections and repeatable field groups. For dependents, you can include name, date of birth, and relationship. Beneficiary fields can capture percentage allocations.
You can use the built-in Email app to send manual or automated confirmations. While automatic triggers aren't built in, you can easily send a batch email to all submitters from the form's submission list.
