Approving Employee Benefit Plan Elections

After an employee has completed their electronic benefit enrollment, an authorized company adminstrator must Approve the benefit enrollments in order for the benefits to be applied to the employee's record. 

After the elections have been submitted, company admins will receive a system generated email letting them know an employee has submitted their benefit enrollment.  In order to approve benefit enrollments, company admins will navigate to their To-Do Bell located on the top right hand side of their screen.

Once inside the To-Do Bell, locate the appropriate Benefit Plan Change Request that pertains to that employee and their benefit enrollment.  

The details of the Benefit Plan Change Request include:

1.  Employee Name

2.  Created Date

3.  Benefit Plan Change Request Type:  New Employee or Open Enrollment

4.  View Benefit Enrollment Request:  The details of the request can be shown - this inludes all elections and declinations of coverages.

5.  View Workflow:  Shows where the Benefit Plan Change Request is in the workflow process.

6.  View Questionnaire:  If a Benefit Plan Questionnaire is attached to the Benefit Enrollment Profile, the details can be viewed here.

7. Reject or Approve:  Reject or Approve the Benefit Plan Change Request

If a Benefit Plan Change Request is Approved, it will apply the Benefits to the Employee's Record with the appropriate Start Date as well as create all Deductions associated with those Benefit Plans. 

If a Benefit Plan Change Request is Rejected, it will route back to the employee with the company admin's comments as to why it was rejected, and the employee will be allowed to make changes and Submit again for approval. 

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