We hope you are as excited as we are about the new enrollment sorting and labeling feature we are releasing today! This new tool gives users the flexibility to determine the order plans appear in the enrollment list for employees. Many of our users are being very creative in the plan offerings, and this new tool will let you decide the ordering for enrollment, making the enrollment experience more effective. See below for all items included in this release. Let us know if you like these changes!
Topic: Enrollment Sorting and Labeling
Where: From the plans tab, there is a new link on the top of the page to “open sorting tool”
Details: Control the order the plans are displayed during enrollment with our new enrollment sorting tool. Located on the plans tab, the enrollment sorting tool displays a list of all active benefits/plans. Drag and drop the plans to change the order they are displayed to employees during enrollment. The override label allows customization of the enrollment list (the menu on the left side of the page displayed during enrollment). Plans added/activated after sort order has been used will be added to the end of the list.
Topic: Reporting Help Text
Where: From the reports tab, select on a report, and select the help? link next to the report name
Details: Added a new reporting help text on most reports that allow details to help users understand what the reports do, and additional tips for specific reports. The content of the help text will be added over the next couple days as its finalized. What is really cool about this feature is that our support staff can edit the content of the help text on the fly, without submitted a text change to our engineering staff.
Topic: Declined Enrollments Report - New
Where: From the reports tab, in the Benefit Reports section, a new report called “Declined Enrollments”
Details: New report lists all current declined enrollments, detailing the declined on date and who declined it.
Topic: Coordination of Benefits Report - New
Where: From the reports tab, in the Carrier Reports section, a new report called “Coordination of Benefits”
Details: New reports details coordination of benefits information.
Topic: Dependents on Vol Life With No Employee Coverage - New
Where: From the reports tab, in the Audit Reports section, a new report called “Dependents on Vol Life With No Employee Coverage”
Details: Some plan designs allow dependents to enroll in voluntary life coverage, even though employee is not enrolled. Identifying these dependents was a little tricky, until we created this new report.
Topic: Missing Dependent Required Fields - New
Where: From the reports tab, in the Import Reports section, a new report called “Dependents Missing Required HR Tracking Data”
Details: New reports lists dependents missing required HR tracking data such as SSN, DOB, and Gender.
Topic: Total Compensation Statement Report
Where: From the reports tab, in the Benefit Reports section, the “Total Compensation Statement”
Details: Some users were experiencing issues getting the report to run for some of their clients. This release fixes that issue.
Topic: Payroll Deduction Changes Report
Where: From the reports tab, in the Change History Reports section, the Payroll Deduction Changes Report
Details: Resolved the reporting of the HSA employee and employer per pay deductions. Previously the new HSA enrollments were either reporting as $0 or were not reporting at all, and this release corrects the HSA payroll deduction change reporting.
Topic: Saved Report
Where: From the reports tab, in the My Saved Reports section
Details: We fixed an issue with making changes to the fields included in a previously saved report. Now users can make changes to the fields on the saved report, resave the report, and the changes will be saved. Note changes to formatting, such as sorting column ordering, is done after report is rendered, and cannot be saved.