BambooHR (preview)BenefitsBenefits AdministrationBenefits-Eligible Employees in Benefits Administration

Benefits-Eligible Employees in Benefits Administration

Purpose: This help guide explains how the number of benefits-eligible employees in Benefit Administration affects your account billing. Also included in this help guide is more information on how you can update your employees' benefit eligibility.


Billing details

The number of benefits-eligible employees in all of your benefit plans will determine billing for Benefits Administration. When we process your bill, we take into account each benefits-eligible employee meeting one or both of the criteria below. 

  1. The employee is in at least one active benefit plan's eligibility groups, regardless of the filters you apply. 
    • This also includes employees with scheduled change(s) in BambooHR to their demographic data that result in future eligibility. For example, a part-time employee will be a full-time employee in two weeks, making them eligible for specific benefit plans.
  2. The employee has enrolled in at least one active benefit plan.
    • An exception to this is when an employee loses eligibility through a demographic change or is excluded from a specific eligibility group. Their enrollment may persist after their membership in one of these groups ends.

In addition to the criteria above, the benefits-eligible employee must have one of the following countries listed in the Country field for their address:

  • Blank country field
  • United States
  • Puerto Rico
  • Virgin Islands, U.S.
  • American Samoa
  • Northern Mariana Islands
  • Micronesia
  • Guam
  • Marshall Islands
  • Palau

BambooHR will not count employees in expired benefit plans' eligibility groups toward the number of benefits-eligible employees.


Employees tab

In Settings > Benefits > Employees, an overview page will show a count of how many employees are eligible for at least one benefit plan in Benefits Administration. Under the employee count, a list will show each benefits-eligible employee with their employment status.


Updating an employee's benefit eligibility

If needed, you can update an employee's benefit eligibility through several options.

  1. Adding a status change to the Benefits Overview table for a benefit plan on the employee profile.
  2. Using the benefits bulk enrollment feature (not recommended for life insurance plans)
  3. Editing the Eligibility and Cost step of a benefit plan

Please note that marking an employee as "Not Eligible" for a benefit plan they are eligible for (as determined by the plan's eligibility groups) will not remove the employee from the Employees tab in Settings > Benefits

Review the help guides listed under Benefits Administration to learn how to best utilize the benefits administration feature in BambooHR.