Trying to find out when an employee opted out of a benefit, or if they added dependants? You can view an employees enrolments via the admin portal.
First, let's go over the statuses you may see relating to the benefits:
Available | The benefit is available to the employee to opt in/opt out etc |
Unavailable | The benefit is not available to the employee |
Processing | The employee made a change to the benefit and it is processing (i.e opted in/opted out/dependant changes) |
Informational | No action is needed on this benefit, it is informational only |
Active | The employee is opted in to the benefit and it has been fulfilled and is now active |
Pending Approval | The employee has request a change on the benefit that requires approval (i.e opt in/opt out/dependant changes) |
Est. Date | The benefit is estimated to start on this date |
How To View An Employees Benefits
Login to the admin portal.
On the People tab, find the employee you wish to review.
Select the Benefits tab to view all of their benefits.
How To View An Employees Enrolment History
You may want to check if an employee had been opted in to a benefit before or need to confirm when they opted out of a benefit. You can review this via the admin portal.
Follow the steps above to view the employee benefits.
Click into the benefit you want to review.
Check the Enrolment Changes tab to view the benefit history.
From there, you can view the benefit enrolment timeline and it's history.
Have any questions? Please reach out to our support team and they'd be more than happy to assist!