The HR Dashboard has six tiles to assist with navigation. The Benefits tile contents are listed below.

Benefits

Beneficiaries – Add beneficiaries for employees

Benefit Reports – view benefit reports

Carrier – Add carrier information including contact information

Classes – Employee Benefit class

Copy Benefits – copy benefits from one company to another

Dependents – Add dependent information for employees

Employee Benefit – Add benefit for employees without a workflow for Life Event/OE/Status Change

General Agent – Brooker information

Plan/Policy – Setup benefit plans/clone benefit plans,

Life Event Reason – Add or change life event reasons

Open Enrollment Dashboard – Open Enrollment Dashboard – Review and approve enrollments, can also download enrollments

Open Enrollment Setup – OE title, start, and stop dates, introduction/acknowledgment with e-sign, plans to be included and employees to be included in enrollment

Plan/Policy – Setup benefit plans/clone benefit plans,

Waiting Rule – Set waiting period rules for benefit plans

Questions / Resources
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Last Review: 02/24/2022