Purpose: This guide will help benefits administrators learn the enrollment approval process after employees submit their benefit elections. 

Table of Contents

• Overview
• Employee Elections tab
• Reviewing benefit elections
• Editing benefit elections
• Editing benefit plans
  • Premiums
  • Coverage options
  • Plan deletion or expiration
• Approving benefit elections
• Editing approved benefit elections

Once employees start submitting their benefit elections, benefits administrators can begin reviewing and approving enrollments from the Benefits tab in the left sidebar menu. This page shows you an overview of benefit information for a specific plan year, including benefit election progress, benefit notifications (not plan year-specific), benefit plans, carriers, and enrollment windows. 

Select the applicable plan year and then click # of Elections are Incomplete to find the pending benefit elections you need to review.

By default, only enrollment elections awaiting approval will appear in the Enrollment Elections table, but you can filter the table to view all, approved, or incomplete elections. You will need to review and approve enrollment elections each of your employees. To begin reviewing an employee's benefit elections, hover your cursor over any employee row and click Review Elections next to their name.

Once you click Review Elections, all benefit plans (enrolled and waived) will appear on the approval page. 

1. A plan or two need your attention: Certain plans will require you to enter cost information (see 401k plan in the example above). In this case, a banner will appear at the top of the page, along with the number of plans that need attention next to "Enrollment Elections." Those plans will show as highlighted. When you add cost information, the number will get updated in real time.
   • If you receive a banner stating that a plan is not active on the effective date (selected in the enrollment window setup), you can edit the effective date for that plan on the approval page.
2. *Dependents: The Dependents table will appear if an employee elected to enroll their dependents in a benefit plan. The Updated label next to a dependent's name will show only if the employee added or updated information about the dependent during enrollment. 
   • If you need to edit dependent information, hover your cursor over the dependent and click on the pencil icon. Clicking on the trash can icon will delete the dependent, but the delete option will not be available if the dependent is enrolled or scheduled to enroll in a benefit plan.
3. Selected Coverage Level:This column indicates which coverage level the employee chose for each plan they elected. Plans without coverage levels will show "Enrolled" while waived plans will show "Plan Waived." 
   • If the employee has elected to enroll in a life insurance plan, this column will show their selected coverage amounts.
4. **Employee Pays & Company Pays: The system will pull costs into the Employee Pays and Company Pays fields for standard rate plans or if the employee indicated an amount while making their benefit elections. You will need to add costs for the following benefit plan types: 
   • Life
   • Disability 
   • Retirement 
   • HSA/FSA
   • Other
5. Effective Date: This column will show the effective date for each plan the employee elected to enroll in or waive. If you need to edit the effective date for a benefit plan, click on the calendar icon next to the date.
6. Save and Finish Later: When reviewing an employee's benefit elections, you can save your progress and finish reviewing their elections at another time.

If an employee requests a change before you approve their benefit elections, you can do so on the approval page. Hover your cursor over the plan name and click on the pencil icon. A new window will display the same view shown in the employee's enrollment experience for that plan category. 

From here, you can make the necessary changes by either canceling the plan and selecting a new one or waiving coverage. Click Apply Changes to save the adjustments to the employee's election. A confirmation modal will appear with a summary of the change and will ask you to confirm the changes. Click Confirm Changes, and the new updates will appear on the approval screen. 

After reviewing an employee's benefit elections and entering in cost information, the Approve Enrollment button will become available. 

When you are ready to confirm the employee's benefit elections, click Approve Enrollment. Another modal will appear for you to confirm the approval. If you need to make any other changes, click on the X or Cancel to go back to the approval screen.

After completing approvals for your employees, you can run the Enrollment Window Election Summary report, utilize the PDF Form Builder, or activate carrier connections to submit the data to your carriers. Additionally, your employees will receive an email notification letting them know that you have approved their benefit elections.

If you find that you need to edit or correct an employee's approved benefit elections, navigate to the Benefits tab in the left sidebar menu and select # of Elections Completed. This will bring you to a list of approved benefit elections in Settings.

Hover your cursor over the employee's row and click Review/Edit Elections. Ensure that you are selecting the right enrollment window (whether active or closed) if the employee has elected benefits within multiple enrollment windows.

On the approval page, the following items are available to edit.

• Effective dates
• Dependent information
• Coverage levels*
• Benefit plan changes
• Coverage amounts

Once you complete your edits, click Approve with Changes. The Benefits Admin reports, PDF forms (upon download), and carrier connections (on a weekly basis) will reflect the updated enrollment information.