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Open Enrollment/Life Event

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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 12 months ago in Open Enrollment/Life Event 0 Needs review

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 about 1 year ago in Open Enrollment/Life Event 0 Future consideration

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 3 months ago in Open Enrollment/Life Event 0 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 over 1 year ago in Open Enrollment/Life Event 0 Future consideration

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 almost 2 years ago in Open Enrollment/Life Event 0 Future consideration

Life Event Report

Would like the ability to print or export a report for life events.� Currently you have to "snap shot" the screen as print screen will not work either.� Much simpler if there was an export button.
Guest over 4 years ago in Open Enrollment/Life Event 0 Needs review

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 about 1 year ago in Open Enrollment/Life Event 0 Needs review

Benefit Enrollment Report needs to be available for Life Events the same as Open Enrollment

The Enrollment Report found in Sage ESS: Reports, Benefit Reports, Enrollment needs to be available for Life Events as well.� This is a fabulous report showing all details of enrollments.� There is nothing like this available for Life Events.��We ...
Allison Allen almost 2 years ago in Open Enrollment/Life Event 0 Planned

Delete multiple Life Events based on certain criteria

The capability needs to be added to mass remove Life Events by allowing various criteria selections, for example, by Status, Date Range of start date of Life Event, individually selecting from a list, etc.
Allison Allen about 1 month ago in Open Enrollment/Life Event 1 Future consideration

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 6 months ago in Open Enrollment/Life Event 0 Planned