Enroll employees

Completed

After you've created benefit plans, you can start enrolling workers for eligible plans. Workers can be enrolled into several plans and you can enroll multiple workers at one time. After you have run the Enrollment eligibility processing job, workers can enroll to benefit plans they're eligible for in the Employee self-service workspace.

to enroll a worker to a benefit plan, follow these steps:

  1. First you must determine whether workers are eligible for a plan. To complete this process, go to Benefits management > Processing > Enrollment eligibility processing.

  2. In the Run benefit enrollment eligibility process pane, select the Enrollment period and Benefit plan. Leave the Worker field blank to process all workers or select a single worker to process the job for a single worker.

    Run benefit enrollment eligibility process.

  3. Eligible employees can now select the coverage option they're eligible for in Employee self-service > Benefits self-service.

  4. The compensation and benefits manager must confirm employee selections in Employee self-service > Work items assigned to me. After the confirmation is completed, the employee is considered enrolled in the benefit.

Managers are able to configure benefits notifications to notify employees of open enrollment status, plan updates due to qualifying events, and new hires of when they are able to select their benefits.