You can now manually opt an employee into a benefit on their behalf via the admin portal, for example if they were on leave and missed an enrolment window, or just need a hand signing up.
1. Go to People and find the employee
Login to the admin portal on Ben. Select People, then search for the employee you wish to opt into the benefit.
2. Open their Benefits tab
Click into their profile and select the Benefits tab. You'll see every benefit they're eligible for and its current status.
3. Click into the benefit
Click into the benefit you wish to opt them into. You'll see a button in the top right corner that says "Opt employee into benefit."
4. Complete the enrolment steps
Selecting it opens the same step-by-step enrolment form the employee would use, including a live pricing preview as you make your selections.
5. Review and confirm
On the final step, review the summary and select "Confirm enrolment."
A few things to know
Approval workflows still apply. If the benefit needs sign-off, an admin opt-in isn't automatically approved, it follows the same process as normal.
Locked benefits can be opted into by an admin too.
The employee is always notified that their employer enrolled them, so it's clear the action came from an admin rather than themselves.
Have further questions on this one? Please reach out to our support team and we'd be happy to help!