Benefit Rollout Center
Objective
The purpose of the Benefit Rollout Center is to ensure that Benefits are offered to employees based on the Eligibility Rules. This page will detail the process for HR Managers to rollout benefits to employees using the Benefit Rollout Center.
Process
HR Manager
Establishes Benefit Enrollment period for organization
HR Manager
Uses Benefit Rollout Center to assign Benefits to eligible employees
Prerequisites
- Eligibility Policies and Eligibility Rules should be created
- FetchXMLs should be entered in to the Eligibility Rules in the 'Data Query' area
Click Through
- Start in HR HUB
- Switch to Benefit Management in the lower left corner
- Select Benefit Rollout Center
- Click on + New
- Name the Benefit Rollout event
- Save
- Under Employees, select Add Existing Employees to add employees for the Benefit
- Enter the name of a department to be able to select employees by department
- Rollout Process, Select Employees as required
- Click on Add
- Once all employees are added, click on the Rollout button
- Save & Close
Hint
- Once employees have been added, there may be an amount of time required for the employee information to populate before continuing
Recommendations
- Employee entry should be confirmed before selecting 'Rollout'. The process of adding employees may take some time depending on the volume of employees added and care should be taken to ensure that all employees are added as required.
Result
Below, you see a filled out Benefit Rollout Center.
