Employee Portal User Guide
Version 12.23
This material is proprietary to Unum and is intended for the sole use of Unum customers. It should only be shared via secure channels to known recipients entitled to the information. It should not be posted or stored on non-secure sites.
Table of Contents
Accessing the Total Leave Employee Portal
Login ...........................................................................................................4
Summary Page ............................................................................................... 5
Navigation
Menu .............................................................................................................. 7
Quick Links ..................................................................................................... 8
Preferences .................................................................................................... 9
Key Features
Start a Claim or Leave.................................................................................... 11
View Leave Plan (Continuous Leave)............................................................ 12
View Absence Calendar (Intermittent Absence).......................................... 13
Add Intermittent Absence via Calendar ……………………………………………….. 14
Add Intermittent Absence via Summary...................................................... 15
View and Respond to Tasks …………………....................................................... 16
This material is proprietary to Unum and is intended for the sole use of Unum customers. It should only be shared via secure channels to known recipients entitled to the information. It should not be posted or stored on non-secure sites.
Sign up for Same Day Payments................................................................... 17
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Accessing the Total Leave Employee Portal
This material is proprietary to Unum and is intended for the sole use of Unum customers. It should only be shared via secure channels to known recipients entitled to the information. It should not be posted or stored on non-secure sites.
Login
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Go to https://portal.unum.com
Click on “ Login to existing account ” (red box)
Enter your password & click ‘ Log In ’ button (green box).
For Information in Spanish click ‘ Ver mas’ link (blue box).
Enter your password & click ‘ Log In ’ button (green box)
If you signed up for two-way verification, a passcode will be sent to your phone. Enter it into the one-time passcode box and then click the ‘ submit ’ button (purple box)
This material is proprietary to Unum and is intended for the sole use of Unum customers. It should only be shared via secure channels to known recipients entitled to the information. It should not be posted or stored on non-secure sites.
Summary Page
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When you log in, you will be on the ‘ Summary’ page where you can:
• start a new leave or claim • view all your existing leaves and claims • check status • navigate to tabs that provide
information related to tasks, payments, documents, and uploads
• access quick links to update key dates, provide Unum details, and get support • provide feedback
This material is proprietary to Unum and is intended for the sole use of Unum customers. It should only be shared via secure channels to known recipients entitled to the information. It should not be posted or stored on non-secure sites.
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Navigation
This material is proprietary to Unum and is intended for the sole use of Unum customers. It should only be shared via secure channels to known recipients entitled to the information. It should not be posted or stored on non-secure sites.
Menu
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The menu bar at the top makes it easy to navigate quickly to where you want to go:
- Documents: View all correspondence from Unum related to your claim/leave (red box) - Upload: Share a document with Unum related to your claim/leave (green box) - Payments: Find information related to your payments – dates & amounts (purple box) - Tasks : With Tasks it’s easy to see what’s needed on a claim/leave. It provides a clear and concise explanation of exactly what’s outstanding and when it’s due. (yellow box)
This material is proprietary to Unum and is intended for the sole use of Unum customers. It should only be shared via secure channels to known recipients entitled to the information. It should not be posted or stored on non-secure sites.
Quick Links
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Quick Links provide easy access to complete key actions such as:
- Update key dates like your last day worked, or your return-to- work date (red box) - Provide Unum details like reporting an intermittent absence or updating your physician’s information (green box) - Get support using live chat, scheduling a callback, or leaving feedback (purple box)
This material is proprietary to Unum and is intended for the sole use of Unum customers. It should only be shared via secure channels to known recipients entitled to the information. It should not be posted or stored on non-secure sites.
Preferences
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Unum provides you with several options to tailor your preferences. In the top right corner click on the down arrow located next to your name (red box). From here you can access: - Account Settings: where you can change your email, phone number, password, and enable/disable two-step verification - Notification Preferences : change your preferences for SMS text notifications and electronic consent - Payment Preferences: Choose between Zelle and Direct Deposit for same day payments, or mailed paper check which takes apx. 3-5 days
This material is proprietary to Unum and is intended for the sole use of Unum customers. It should only be shared via secure channels to known recipients entitled to the information. It should not be posted or stored on non-secure sites.
Key Features
This material is proprietary to Unum and is intended for the sole use of Unum customers. It should only be shared via secure channels to known recipients entitled to the information. It should not be posted or stored on non-secure sites.
This material is proprietary to Unum and is intended for the sole use of Unum customers. It should only be shared via secure channels to known recipients entitled to the information. It should not be posted or stored on non-secure sites.
Start a Claim or Leave
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1 Click on the ‘start a leave or claim’ button from any tab/screen in the portal (red box)
From the drop-down menu, choose the type of claim or leave you need then click the ‘file for’ button (green box)
4 Once all steps are completed, you’ll see a confirmation message and be provided with next steps (see sample screen to the right)
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Follow the on- screen questions related to your type of leave or claim (see sample screen to the right)
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This material is proprietary to Unum and is intended for the sole use of Unum customers. It should only be shared via secure channels to known recipients entitled to the information. It should not be posted or stored on non-secure sites.
View Leave Plan (for continuous absences)
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Details regarding your continuous absence will be presented along with a leave plan visual (purple box)
After the continuous absence box expands click on the ‘ View Leave Plan’ button (green box)
From the summary screen click on a continuous absence from the listing of absences (red box)
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This material is proprietary to Unum and is intended for the sole use of Unum customers. It should only be shared via secure channels to known recipients entitled to the information. It should not be posted or stored on non-secure sites.
View Absence Calendar (for intermittent absences)
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Details regarding your intermittent absence will be presented in a color- coded calendar (purple box). You can choose between a calendar or list view.
After the intermittent absence box expands click on the ‘ View Absences’ button (green box)
From the summary screen click on an intermittent absence from the listing of absences (red box)
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This material is proprietary to Unum and is intended for the sole use of Unum customers. It should only be shared via secure channels to known recipients entitled to the information. It should not be posted or stored on non-secure sites.
Intermittent Absence – Adding via the Calendar
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Review the information you provided & then click ‘submit’ (purple box)
From the intermittent absence calendar click on a date and then click the link “Add another absence for this date ” (red boxes)
Answer the questions related to your absence & then click on ‘next’ (green box)
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Intermittent Absence – Adding via the Summary Screen
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Review the information you provided & then click ‘submit’ (purple box)
Answer the questions related to your absence & then click on ‘next’ (green box)
Click on “report intermittent absence ” from the Summary screen (red box)
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View and Respond to Tasks
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Your specialist will may return a task to you if clarifications or additional information is needed. They will provide messaging to explain what is needed and guide you to complete the task.
Tasks provide a clear and concise explanation of what’s outstanding and when it is due. Color coding provides an at-a-glance view of status. To respond to a Task just click on it.
The Task screen will open and provide specific details about ‘what you need to do.’ Actions and information needed will vary depending on the type of Task. Some will have linked ‘forms’ for you to fill out (like sample below). Follow the directions provided on screen.
This material is proprietary to Unum and is intended for the sole use of Unum customers. It should only be shared via secure channels to known recipients entitled to the information. It should not be posted or stored on non-secure sites.
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This material is proprietary to Unum and is intended for the sole use of Unum customers. It should only be shared via secure channels to known recipients entitled to the information. It should not be posted or stored on non-secure sites.
Sign up for same day* payments
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If you choose Zelle, we automatically check if your email is registered to a Zelle account. You can enter your phone # to validate as well (see screen below)
Click on ‘ Edit’ and then you may select either Zelle or Direct Deposit for faster payments (green box)
Click on the down arrow next to your name on the top right corner of the screen. Select ‘ Payment Preferences ’ (red box)
*Unum systems process payments in real time but instant fund receipt requires real time payment enablement by the receiving bank as well. Around 60% of all US Bank accounts have already been enabled to receive real time payments
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The material in this presentation is intended to outline our general product direction concerning Total Leave, and specific func tionality may change at Unum’s sole discretion in the future. All data displayed is fictitious and product screens are approximate. Also, certain information may contain forward-looking statements, a nd may include words such as “expects,” “anticipates,” “intends,” “plans,” and similar expressions. Such forward -looking statements involve known and unknown risk and uncertainties that may cause our actual future functionality to differ from that projected or contemplated in those forward-looking statements. This material is intended for informational purposes only and is not a contract, nor may it be incorporated into any contract, and any purchasing decisions should be made on features and functions that are currently available.
Insurance products are underwritten by the subsidiaries of Unum Group.
© 2023 Unum Group. All rights reserved. Unum is a registered trademark and marketing brand of Unum Group and its insuring subsidiaries.
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