As an admin, you can now view an employees benefit/enrolment history via the admin portal on Ben. This will help give you insight into important benefit information, like which benefits an employee is currently using or reviewing when they opted in or out.
This guide walks you through how to view current enrolments, past changes, and important benefit timelines for any employee on your team.
Checking Enrolment History
From the Benefits tab in the employee’s profile, click 'View enrolment' next to a specific benefit (e.g. Private Medical Insurance).
In the benefit view, select the 'Enrolment changes' tab at the top of the page.
You’ll see a full history of actions taken:
Dates when the employee opted in or out.
Any edits made to the enrolment.
Past status changes.
What’s Included in Enrolment History?
An employee’s enrolment history provides insight into:
Current benefit status (e.g. active, available, or opted out).
Enrolment change (e.g. when they joined or left a benefit).
Opt-in/opt-out dates.
Historical benefit records – useful for audits or understanding benefit engagement over time.
Understanding Timelines
Each benefit enrolment includes:
Opted in date – when the employee joined the benefit.
Benefit start date – when coverage began.
Opted out date (if applicable).
Benefit end date (if applicable).
These details are shown clearly in the 'Enrolment details' tab, also shown above.
How to View an Employee’s Current Enrolments
Go to 'People' in the left-hand navigation.
Find the employee you’re looking for (e.g. by name or email).
Click their name to open their profile.
Select the 'Benefits' tab.
You’ll see a list of all benefits for this employee.
What statuses can you expect to see?
Active – the employee is currently enrolled.
Available – the benefit is available but the employee has not opted in/availed of it.
Unavailable – the benefit is not available to join, likely due to it not being eligible for the employee or the windows are closed.
Inactive – the employee has un-enrolled from the benefit.
Frequently Asked Questions
Can I export this data? Currently, Ben does not support exporting enrolment history directly from the platform. You can take screenshots or contact support if you need a report.
Why can’t I see a specific employee’s history? Make sure the employee has an active platform access status. If their setup is incomplete or they haven’t been enrolled in any benefits yet, history won’t appear.
How far back does the enrolment history go? Enrolment changes are tracked from July 2024.
Need more help? Please do not hesitate to reach out to our support team, via the 'Contact Support' button on the platform.