As an HR admin, you're responsible for reviewing and approving benefit enrollment requests that employees submit due to qualifying life events (QLEs). These life events might include significant personal changes like getting married, the birth of a child, or losing other health coverage.
After employees submit their QLEs, they may request to enroll in or make changes to their benefits (e.g., adding a spouse or child to their health insurance plan). You'll find these requests in the Manage Enrollments tab.
Access benefits
Go to Admin View, then Benefits.
Select View next to the tax entity you want to manage.
Go to the Manage Enrollments tab.
Check the Status column to identify if an employee's request is still pending or approved.
Select the name of the employee whose request you want to review in detail.
Review the employee's request
Review enrollment reason:
Review the details of the employee’s request. For example, if the QLE is a marriage, verify that the employee is requesting benefits for their spouse and ensure the information aligns with the qualifying event.
Verify enrollment change document:
Employees are usually required to upload documentation to support their QLE, such as a marriage certificate, birth certificate, or proof of prior coverage loss. Ensure that all required documents are submitted and valid before moving forward.
Check line of coverage changes:
Check the employee’s selected benefits and make sure they match the changes allowed by the QLE. For instance, if a new baby was born, confirm that the employee is requesting to add their child to the plan.
Approve or Delete the enrollment request
Approve Enrollment: If everything is in order, approve the request. This will update the employee's benefits accordingly.
Delete Enrollment: If the request is incorrect, incomplete, or doesn’t align with the QLE, you can delete it from the system and ask the employee to submit the correct details.
？Where can I see an employee’s updated benefit deductions after approving their enrollment request?
After approval, the employee’s benefit deductions will reflect in their benefit records in the Team tab.