Benefit enrollment (Part 3 in series)

Enrolling your employees in benefits can occur after you have created the Benefits offered by your organization and eligibility has been determined. In this blog post we will discuss how you can enroll a single employee in benefits as well as how to enroll multiple employees in a single benefit. You can enroll Employees in benefits either in Human Resources or Payroll. In this blog post we will focus on enrolling in benefits from Human Resources.

During the onboarding process for a new employee you will want to enroll them in the benefits your organization has to offer. Once benefit eligibility has been determined for the new employee (see previous blog post on benefit eligibility) you can begin enrolling them in benefits.

To enroll a new employee in benefits navigate to that employee's record by going to Human Resources > Common> Workers > Workers.   Find the new employee in the Worker list page and select the employee. In the Action Pane find the Related Information group and click Personal information > Benefits.   The Maintain benefits form will open for the selected employee.

To enroll the employee in benefits select the Add button and then choose the down arrow on the Benefit field to see available benefits. You can choose to view Benefits in which Eligibility has been processed or view benefits which have been set to bypass eligibility.

Once you have selected a benefit you may be able to add Dependents, Beneficiaries or view and edit Payroll information if applicable to the benefit. You can continue this process to enroll the new employee in all appropriate benefits.

In addition to enrolling a single employee in benefits you can Mass enroll employees in a benefit.   Mass enrollment can be done on the Benefit list page or by going to the Workers list page. If you are enrolling several employees it may be more advantages to navigate to the Workers list page, filter the list page to the Workers you want to enroll in the Benefit, select all those employees and click the Mass benefit enrollment action.

In the Mass benefit enrollment form you can select the Benefit in which you want to enroll all the selected employees. You can further tweak the list of employees to enroll by removing or adding employees from the list.

Upon completion of the Enrollment process you will be presented with an Enrollment results form indicating which employees were successfully enrolled and if employees were not enrolled, details as to why they were not enrolled.

Once employees have been enrolled in benefits you can view what employees are enrolled in which benefits a few different ways.   If you navigate to the benefit by going to Human Resources > Common > Benefits, you can view enrolled employed either in the fact box found on the right side of the list page or by choosing the Enrolled workers action found in the Action Pane on the list page.

You can also export the list of enrolled employees to Excel for further analysis.

In addition to the Enrolled workers form the Worker benefits report can be printed to view all enrolled workers for one or more benefits.   The report can be found by navigating to: Human Resources > Reports > Workers > Worker benefits.