Email notification reminder to employees approaching benefits deadline for enrollment

hhernan2

Is anyone aware of an email notification function for reminders to employees who are approaching the deadline for benefits enrollment. Example: An employee was hired and they have 75 days from the date of hire to enroll in benefits. We currently have an email that goes out to the employee when they are hired and when they have submitted their enrollment. There are some that forget to enroll and we would like an email to generate as a reminder before their enrollment period closes. 

reaganr

Hi Crissy,

Benefit administrators can send mass emails by navigating to Benefits > Enrollment Events > Life Events then selecting the life event and status you would like to send reminders to. Then click the 3 dots on the top right corner and click mass send email. You can choose an email template and send or schedule the email. We have not explored scheduling these reminders and manually do this for each life event. We are in the process of creating an IPA where I can specify a custom group to determine which employees get the email and an email template for the contents so that I can schedule reminder emails for all life events instead of doing them one by one.

Curious what others have done to improve this process as well.

balkenhol

Crissy,

A few years back when my company moved to HR Talent from Lawson, we developed a process flow to handle benefits email reminders at certain intervals.  In our case, we have 45 days as the cut off.  The process flow runs daily and sends slightly different emails based on the number of days it has been since becoming eligible for enrollment. There are two LPL configurations used in the Landmark Transaction node.  One is in the filter and determines if the employee is a benefits eligible new hire that has not enrolled yet (using an OtherDate field and a custom relation to determine if they have already submitted/finalized currently or in the future).  The other determines how many days it has been since they have been made eligible.  On the day after, it notifies the employee that their benefits enrollment period has expired and also notifies the benefits admins.  

One disadvantage to this approach is that if the email subject/body is changed, then it requires a change to the process flow.  It may also be a challenge for your team to identify those new hires that are eligible but not already submitted/enrolled.  Specifying a custom group and using that to determine eligibility as Rhonda Reagan suggests is intriguing.

It may be there are better methods built into the system that accomplish this since we have set this up, but this has worked very well for us.  

hhernan2

https://community.infor.com/discussion/comment/73582#Comment_73582

Thank you!

hhernan2

https://community.infor.com/discussion/comment/73681#Comment_73681

Thank you!