How To: Approve an Employee Benefit Change Request
When employees enroll in benefits through open enrollment, new hire enrollment, or a life change event their benefit request must be reviewed and approved by the HR Admin.
Once the enrollment is completed by the employee, a To Do item will be created and assigned to the HR Admin.
The Admin can review the employee's benefit selection in the To Do item by clicking on View Benefit Enrollment Request.
Once reviewed, the admin can Reject or Approve the request.
Once approved, the benefit selections will be added to the employees Benefit Plans and payroll deductions will be created on the Payroll tab under Scheduled Deductions.
If the request is rejected, it will be re-opened for the employee to update and resubmit.
See Also:
How To: View Open Enrollment Status by Employee (For Admins)
How To: Enroll in Benefits during Open Enrollment (For Employees)
How To: Enroll in Benefits For Life Change Event (For Employees)
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