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Sage HRMS - NA Ideas Portal
Status Needs review
Created by Allison Allen
Created on Jun 7, 2023

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 custom reporting is certainly an option, to pay additional for a manual work around process is frustrating. Additionally, manually adjusting the record disqualifies the employee from passive enrollment in the next benefit enrollment period. Manual review and update of 100 employees is a frustrating and time-consuming process. Manual update of 500 or 1000 employees is something else entirely. Additional comments: To add additional detail.  If this is not on a future roadmap, then there needs to be an audit or some other information report available with each OE or LE showing a "from"/"to" relationship so reelection of a previously elected/waived benefit can be flagged and the date adjusted after the update to the system.  The Audit Feature doesn't lend well to this type of situation.  Also, it is noted in the Audit Trail function it doesn't update due to imports or processes.  It is assumed the update of LE/OE into HRMS falls in this category.

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