How To: View Open Enrollment Status by Employee
The Benefits Open Enrollment Status report can be used to keep track of the status of all employee open enrollment requests and the current status.
Navigate to My Reports / Benefits Reports / Benefit Open Enrollment Status
This report will display columns for the status levels as well as a general enrollment status column
The status columns can be filtered to display only the employees with a specific status level
Not Started will display employees that have not initiated the enrollment process
In Progress will display employees that have started but the enrollment is not complete. These can be employees that have not submitted their request or employees that have submitted their request but it has not been reviewed and approved.
Completed will display requests have been approved by the Admin.
Rejected will display requests that have been rejected by the Admin. Once the employee edits their election, the request will move back to the In Progress status.
The Enrollment Status will include the specific status for the request and can also be filtered to include specific status definitions
See Also:
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