Pending New Hire Enrollment
Ever wanted to make sure an employee completes all of their enrollments or additional supplemental information such a beneficiary designations before the employee coverage is activated? We offer the ability to pend new hire enrollment which requires employees to complete the entire new hire enrollment process before any of their enrollments will be activated. You can even have enrollments pending until reviewed by HR.
Setup up enrollment configuration under Benefits> Enrollment> Pending new hire enrollments. Here the definitions of the options.
Pending Until All Complete (Employee Navigator Default Setting):
Employee enrollments will be in a “pending” state until the employee selects “Click to Sign” on the enrollment summary. This could be used to prevent an employee from enrolling in only one plan, when they are eligible to enroll in several plans.
Employees with pending enrollments are listed on the Employees tab, in in the Not finished new hire.
WARNING: If you wish to change this setting from "Pending Until All Complete" to "Active When Selected" you MUST ensure that there are no enrollments currently pending. If you are not sure if you have any enrollment "pending", use the info icon next to this setting to view enrollments in a pending status.
Pending Until HR Approves:
Employee enrollments will be in a “pending” state until the employee selects “Click to Sign” on the enrollment summary AND HR approves the enrollments. This could be used when HR wants to enforce additional requirements are completed by the employee, such as beneficiary designations, etc.
Employees with enrollments pending HR approval are listed on the Company home page, in the Pending HR Approval Section. Add a wall event notification for HR Tasks to receive an email when this HR task is created.
WARNING: If you wish to change this setting from "Pending Until HR Approves" to "Active When Selected" you MUST ensure that there are no enrollments currently pending. If you are not sure if you have any enrollment "pending", use the info icon next to this setting to view enrollments in a pending status.
Active When Selected:
Employee enrollment is active as soon as enrollment page is saved. When running reports for enrollment changes, or if transmitting EDI, the enrollment will be active immediately, regardless of employee completing the entire enrollment process and selecting "Click to Sign" on the enrollment summary.
Not Finished New hires
From the Employees tab> Benefits Stats> Not Finished New Hires. If your enrollment settings are set to Pending Until All Complete or Pending Until HR Approves, employees who have been offered a New Hire enrollment window and have not yet "Click to Sign" on their Enrollment Summary will will appear on this list. You can manually clear the employees from this list by using the "Set New Hire Complete" tool.
Why can't I cancel or decline an enrollment that is pending for HR approval?
Pending Until HR Approves is a tool that allows you to make sure all enrollment changes are seen by HR (and communicated to the carriers ) but not to be used as an audit tool. When an admin clicks Review or Approve New Hire Enrollments, he/she can choose to modify the enrollments instead of clicking "HR Sign & Approve Pending Enrollments".