Employee Enrollment Updates - To Be Evaluated Tab

Rachel Lake

Hello, I'm having trouble understanding the point of the "To Be Evaluated" tab on Employee Enrollment Updates, and there isn't a lot of documenation that I can find. What is the point of that particular tab? Is it just informational, or do I need to process anything from there? It seems like the actual processing is occuring when I create the report, but the records stay on the To Be Evaluated Tab,

Could someone share their specific Employee Enrollment Updates process and how it relates to the To Be Evaluated tab?

Thank you,

reaganr

Hello,

If you checked the "Update Immediately" box when creating the report, records will be updated when you run the process. If you didn't check this box, you'll need to manually review records and process them for each person/benefit plan. Even if you checked the update immediately box, there will likely be errors to review.

I believe the To Be Evaluated tab shows all records that need to be reviewed. We are not using this tab so maybe others can provide input on how they are using it.

Our benefits team follows this process for the enrollment updates. Run the Create Report for change rules and salary rules and do not check the Update Immediately. Then review the Updates By Benefit Plans tab and process the necessary changes. When that is done, they run the Create Report for Termination Rules with the Update Immediately unchecked again. However, the termination rules automatically end plans, unless there are errors for an employee/benefit plan. The team then reviews errors and manually updates records as needed. One common error is when the benefit stop date is prior to the begin date. This occurs when an employee terms in their first 90 days and the benefit start date is after their termination date.

Hope this helps.