Set up benefits for a new hire or add a new life event for an existing employee.
From your HR Dashboard click on Benefits
Select Open Enrollment Setup from the dropdown menu
Click on New Hire or Life Event from the Open Enrollments list
The corresponding window will open. Scroll down to see all the benefits that you made available for a New Hire or Life Event
Special Enrollment will be marked Yes from your system setup. Click on the dropdown menu for Employees to Invite and select your employee. Click on the dropdown menu for Enrollment Reason and select New Hire or corresponding Life Event reason. Complete the date you want the Invitation to be sent and the Effective date of the employee’s benefits and click “Save Changes”
An email invitation will be sent to the employee on the date you request for the invitation
Go back to the Benefits dropdown menu and select Monitor Open Enrollment
Select your New Hire Enrollment or Life Event that corresponds with the enrollment invitation that you just sent out
You will see that your New Hire Enrollment has not been started yet
When the employee has completed and submitted their enrollment, their status will change to completed or completed (waived) as shown. HR must approve their enrollment
Click “Approve (#) Records”
You will see this message
When you review the Enrollment Dashboard again, you will see that the status shows as Updated or Updated (Wavied)
The enrollments will remain visible when you open the enrollment type for that year. You can use the filter option if you only want to see one employee.
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