You can integrate with Kept from an Employee Navigator account's broker homepage or company homepage (no need to do both).

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Option 1:

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Connecting from the Broker homepage in Employee Navigator

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Step 1: To start a new integration request from the Broker Homepage, select 'Add New Integration(s) +' under the Integrations section.

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On the screen that follows, search for Kept. Once found, click the blue button to start the integration request.

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Step 2: You should now see an 'Initiate Integration' option which has a dropdown button. Choose the company you wish to integrate. The default will be set to integrate for 'All Applicable Employees.' This is the recommended integration and selecting anything else may delay or cause errors on your implementation. Please reach out at support@kept.io if you think there is a case where 'All Applicable Employees' should not be selected for a group.

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Step 3: In order for off-boarding documents and support for departing employees to work, Kept requires a COBRA admin account in Employee Navigator. Below you’ll find instructions on how to set up this account.

1. Log in to your Employee Navigator account as an administrator.
2. Go to Company Settings > HR Users and click Add a user.
3. Complete the User Profile with the following information:‍
   • First Name: Kept‍
   • Last Name: Inc‍
   • Email address: cobra+[GroupEmployerName]@kept.io (example: cobra+ABCCorp@kept.io)
4. Skip over the Employee Info page - this is only used for employee HR users.
5. Complete the Permissions and Access Control settings. Don't select anything under permissions (we'll need access to everything it defaults to).
6. Under "Enrollment" select "Manage COBRA."
7. From the Manage Login page, click the "Send Registration" button. This will send an email with a Registration link to the email address listed in the HR User Profile.

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Option 2:

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Connecting from the Company homepage in Employee Navigator

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Step 1: From the client’s home page, select COBRA under Admin Only.

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Step 2: Select “Add a service,” then select Kept under “Available Products.”

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Step 3: The default will be set to integrate for "All Applicable Employees." This is the recommended integration and selecting anything else may delay or cause errors on your implementation. Please reach out to support@kept.io if you think there is a case where “All Applicable Employees” should not be selected for a group.

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Step 4: On the Contact Info page select the Primary Contact for the integration. On the Company Info page, complete all required fields.

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Step 5: In order for off-boarding documents and support for departing employees to work, Kept requires a COBRA admin account in Employee Navigator. Below you’ll find instructions on how to set up this account.

1. Log in to your Employee Navigator account as an administrator.
2. Go to Company Settings > HR Users and click Add a user.
3. Complete the User Profile with the following information:‍
   • First Name: Kept‍
   • Last Name: Inc‍
   • Email address: cobra+[GroupEmployerName]@kept.io (example: cobra+ABCCorp@kept.io)
4. Skip over the Employee Info page - this is only used for employee HR users.
5. Complete the Permissions and Access Control settings. Don't select anything under permissions (we'll need access to everything it defaults to).
6. Under "Enrollment" select "Manage COBRA."
7. From the Manage Login page, click the "Send Registration" button. This will send an email with a Registration link to the email address listed in the HR User Profile.