Benefits

It's really annoying that we can't set captions for these fields so that users don't have to "remember" what goes in these fields. They are used in rate tables, as well as for benefits messenger.� There should be another tab in the insurance/savin...

Change the tabbing order through the fields in the Distribution details for beneficiaries. It shouldn't tab through the buttons first, then the actual fields, but the reverse of that.

Add a field that notes benefits eligiblity. This could be an additiional table that users define as to what type of benefit eligibility the employee is 'at' (ie Not eligible, Director, Owner, Employee, Part-Time, etc.). This should have an effecti...

Many clients start withholding for benefits prior to the start date. �The existing field is already programmed to go to payroll so make that the deduction start date and add a Needs Review benefit start date field. �In benefit plan Setup add a che...

The reports (specifically the report by plan) have employee premium and dependent premium, but do not total these columns so that you can actually compare it to the invoice from the carriers.

If an employer is using the Savings Plan Groups to control the employer match, then adding any plan to the Savings screen that is affected by the Savings Plan Groups should immediately recalculate. What is happening is someone has traditional 401k...

A Needs Review benefit year can mean a Needs Review benefit carrier, Needs Review plan, Needs Review rates. When you expire a benefit it allows you to enroll employees into a Needs Review plan, but you have to build it then on the fly! That doesn'...

On the Savings page, the Employer Percent field, Latest Change field, and Automatic Update field should have columns in the list view; If you leave the PreTax field, there needs to be a way to indicate at the rule level if this savings benefit is ...

Sometimes a change is being run for just a couple people, yet still needs Update Benefits to be run. Allow the ability to select a person or org level or other criteria�within this process.�