Benefits
How To: Add Benefits Enrollments After Open Enrollment Window Has Closed
Once the Open Enrollment window has closed, any new enrollments or changes to enrollments must be made by an HR Admin. Go to the Benefits tab of the employee profile and under the Benefit Plans section, click the Add New button. Note: If the employee ...
How To: Run a Benefit Census Report
To report on employees enrolled in benefit plans, navigate to Benefits / Benefit Plans The Benefit Census Report includes benefit enrollments as well as employee level information, such as SSN, Gender, Salary, etc. Each Benefit Plan should be added ...
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 ...
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 ...
How To: Run an Employee Benefit Plan Report
To report on employees enrolled in benefit plans, navigate to Benefits / Benefit Plans The following columns are helpful in this report: Benefit Type -- Medical, Dental, Vision, etc. Benefit Plan: Name -- Specific Plan Name within each Benefit Type ...