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Benefits
Discussion List
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Pending actions alert not workingSummary: We are not able to get the new pending actions alert to trigger. It is enabled, but is not sending an e-mail or notification to the employee. Our config screens… -
Redwood -restricting a plan type based on another plan typeSummary: Hi Team, We have created three different Plan Types for Vol life Employee, Vol life Child and Vol life Spouse. They have three different train stops. Now, they … -
Redwood-Restriction on Plan visibility for a Life EventSummary: Hi All, We have requirement,where when a Life Event is triggered only few plan type should be available for enrolling.We are able to acheive that..but employee …
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Benefits Relationship dropdown issue on Benefits Summary page after 25B updateSummary: I am unable to see the assigned benefits relationship for employees in the Benefits Summary page after 25B update. Could you please advise what roles are needed… -
25B Specialist - remove Benefit balance et group privilegeSummary: Dear Team, We have an issue with the Benefits Specialist role . We are trying to remove the Person Benefit Balance and Person Benefit Group actions by role. We … -
Self Assigned Event Rule Pending actions still showing for Employee and Benefits AdminSummary: We turned on the new Self Assigned Event Rule for three of our life events Marriage, Gain or Loss and Dependent Change. The process is working great; however, i…
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How to Hide 'Enroll now' button from Benefits Self Service page ?Summary: How we can hide Enroll now button from benefits self service page? Content (please ensure you mask any confidential information): Version (include the version y…
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How to limit document type categories in Benefit Document RecordsSummary: I am implementing Redwood in the Benefits module and I enabled the Document Records quick action by following the steps below go to configuration menu from home… -
Redwood Benefits: Missing TileSummary: Hi Team, We are having this issue that once we enable Redwood there is one tile that is missing and no longer available in Redwood. Can you please help us? Than… -
Person Benefit Groups page not showing group infoSummary: We have enabled Redwoods for Benefits in non-production. When we access the Person Benefit Groups page the group information is not displaying, we get the messa… -
How to tell which life event a "Proof of qualifying life event" document was loaded against?In the new Redwood Benefits module when reporting a life event you can upload a document against it as proof. It's nice and pretty seamless! But… is there a way though t… -
After Upgrade to 25 B Administrator Functionalities are missingSummary: We are recently upgraded to 25B and after the upgrade some of the functionality like Viewing the Action Items are missing. Navigation Benefits Administration ⇒B…
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Why is it called my contact instead of People to Cover? and Why Trust is Separated?Summary: Before you Enroll in Classic UI: once open, there will be 'People to Cover' and 'Trust'. After enabling Redwood under Quick Actions, the 'People to Cover' secti…
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How to hide 3 dots next to ben eligible option under enrollments in redwoodSummary: Is there a way to hide the 3 dots next to ben eligible spot? -
Is it possible to rename the texts in the "Self-service Grouping" dropdown values?We have tried to see if there is a lookup code where these are defined but unable to locate. Appreciate if you can share details on the options available
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Before you enroll Redwood page: My contacts field not showing up on custom roleSummary: I am enabling “Benefits” for a custom employee role that previously had benefits privileges removed. After adding the supposedly necessary roles and privileges,…
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Life event triggers for ineligible employeeSummary: When we do not want life events for ineligible employees triggered, like Salary Change, New Hire etc. based on Person Changes, is it safe to assume that this ca…
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Configuration Life event without enrollment opportunitiesSummary: Hi Expert, we have an updated rates this June, but we are facing challenging to reflect the new rates to the processed LE. Since there's no way to reflect the n…
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Benefits Completed Checkmarks Reverting to IncompleteWe are working through implementing Benefits for Redwood and I noticed that the completion checkmarks are reverting. For example, to start, all icons are gray hearts: On…
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Custom DFFSummary: Can we create such DFF for Y n N value where Y would based certain assignment info else it would be N. Content (please ensure you mask any confidential informat…
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How to identify Benefit enrollments that are pending approval from table?Which table and field should be referenced to identify enrollments that are pending approval?
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How do benefits administrators know when documents have been uploaded to be approvedSummary: After the benefits activity center is turned on, how does the client know when documents have been uploaded by an employee to be reviewed and approved? Content …
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Redwood - Life Event to drop employee from a PlanSummary: Hi All, We have a Life Event, when proceesed ..it should drop the employee from a Plan.Can you please suggest how to configure this. Thank you Content (please e…
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Redwood - Can we customize the quick action text 'Need Help? Contact Us 'Summary: Hi All, Is it possible the customize the text ''Need Help? Contact Us ' under quick action on Benefits Self Service Page. Thank you Content (please ensure you m…
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Pending Actions not showing as still pending when a new life event is createdSummary: We are testing Redwood changes and asked our functional team to do some life event testing. They did a Gain or Loss to add a spouse and the pending actions so b…
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Significance of Benefits offered conditionallyWe have a field called "Benefits Offered Conditionally" at the contacts page. Please let us know the impact of this field and where do we use this information.
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Benefits - Enrollments Real Time Analysis: Missing Contact Information after 25B PatchSummary: Prior to the 25B patch, participant and dependent details could be fetched successfully. However, after the patch, when worker-related columns are included in t… -
How do you rename a PlanSummary: We have a requirement to change the name of our current plans, effective for open enrollment. Aside from Plan Name and fast formulas, where else do you need to …
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When changing the Plan name for an existing rate configuration, unable add coverage formula fieldSummary: Hi All, We have configured a Plan and Rates. I am trying to use the same Rate Configuration and wanted change the Plan name.I am able to update to Plan.But the …
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Redwood - Hide all the quick action links from Benefits pageSummary: Navigation Me > Benefits I want to hide all these Quick Actions link from this benefits page for employees. Content (please ensure you mask any confidential inf…