HR Manager/Supervisor: Benefit Enrollment For Employee

Objective

HR Managers may be required to enroll an employee on to benefit of their choosing for reasons such as availability or access to the solution during an Open Enrollment period, or a new employee joining the company outside of an Open Enrollment period.

Process

HR Manager
Catalogues benefits for organization
HR Manager
Enters Benefit Management area to enroll employees on to benefits on their behalf as required

Prerequisites

Click Through

  • Start in HR HUB
  • Under Benefit Management, select Benefits
  • Enter Benefit record as required
  • Under Enrolled Employees select + New
  • Enter a descriptive name under the Name field
  • Enter the Employee as required
  • Enter a Coverage Start Date
  • Select Employee Decision on the Business Process Flow and choose the appropriate option
  • Under HR Manager Decision choose the appropriate option
  • Save
  • Using Employee Decision in the Business Process Flow, select Next Stage
  • Under HR Manager Decision in the Business Process Flow, ensure the appropriate decision is populated and select Finish at the bottom

Result

The Business Process Flow looks like this:
Image
HR