Skip to Main Content
Sage HRMS - NA Ideas Portal
ADD A NEW IDEA

Open Enrollment/Life Event

Showing 14 of 160

Life Events selection based on Benefit, not Plan Group

When you create an Open Enrollment, you can select the exact Benefits, i.e. Benefit Elections. When you create a Life Event, you select the Plan Group. This then rolls in all Benefit Elections linked to that Plan Group. The option needs to be cons...
Allison Allen 13 days ago in Open Enrollment/Life Event 0 Needs review

Enrollment page (part of Welcome Page) in Open Enrollment needs to show true Current Benefits, not enrollment in benefits that are part of OE

During OE, when a person sees the enrollment page, as part of the Welcome page step, it shows benefits that are part of OE. It either needs to show their true enrollments or have a message with and easy link (or make it clear they need to click on...
Allison Allen 3 months ago in Open Enrollment/Life Event 0 Planned

"Make additional changes" shortcut link more visible

With more people accessing Benefit Enrollment on tablets and the future roadmap plan to allow Benefit Enrollment via mobile it would be helpful if the "Make Changes" shortcut link in the upper right of Open Enrollment were more visible. For exampl...
Allison Allen 3 months ago in Open Enrollment/Life Event 0 Planned

Employee Contribution available as an option in "Store Election Value in" field

We need the ability to save an election, specifically if an "Amount Entry Only" option directly into the Employee Contribution field. An example is for FSA or HSA type benefits where the employee is instructed to enter their elected contribution. ...
Allison Allen 4 months ago in Open Enrollment/Life Event 1 Future consideration

Open Enrollment and Life Event Approval detail needs to show both elections and current benefits.

When the Benefit Administrator review enrollment requests for either/both Open Enrollment and Life Events, the current benefits need to display along with the enrollment request. For example, "Changed From" in another column or the current enrollm...
Allison Allen 10 months ago in Open Enrollment/Life Event 0 Future consideration

Effective Date needs to be updated to the Needs Review date if an employee elected a benefit, waived it, then elected again. Or, as an alternative, an alternate date needs to be created to store "subsequent election" date - different from Latest Change

The absence of this functionality requires 100% review of employees adding plans to ensure the plan was not previously enrolled. The standard reporting does not support this review. And the subsequent changes require manual intervention. While cus...
Allison Allen 9 months ago in Open Enrollment/Life Event 0 Needs review

Ability to hide a specific Life Event in Sage ESS

Currently all Life Events created show up under the Life Event menu. There needs to be the ability to show/hide specific Life Events. Often, they are created in error but can't be deleted once a person accesses and creates a record attached to the...
Allison Allen 3 months ago in Open Enrollment/Life Event 1 Future consideration

Update Benefit ability for an individual - Similar to Accrue Time option

The ability to run "Update Benefits" on the Employee Level, for example a button or functionality similar to what is available on the Time Off Summary page. This would be tremendously useful for use with Life Event Approval (or Savings Plan Groups...
Allison Allen about 1 year ago in Open Enrollment/Life Event 0 Future consideration

Approve Life Event

We used to be able to delete In-Progress or Pending Life events but that option is no longer available. This feature is a great tool�when trying to fix a life event and also very useful during open enrollment. Please bring back this feature. We us...
Guest 10 months ago in Open Enrollment/Life Event 0 Needs review

Enrollment Rate Table needs to allow modifications to Formula

When Plans are moved from the Live to Enrollment Tables you can't modify the Column Formulas, you can only change the Rate Table.� Many of these formulas are based on static dates which need to be different for the Enrollment Rate Tables.� Current...
Allison Allen over 1 year ago in Open Enrollment/Life Event 0 Future consideration