Benefits Configuration
Discussion List
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Select benefits plan option based on another plan option during employee self-service enrollmentSummary: We have a client requirement to select benefits plan option based on another plan option as selected during employee self-service enrollment. For example - If a… -
Primary Care Physicians are not getting carried over with subsequent life eventsSummary: We require employees to assign PCPs on our HMO plans. When they assign a PCP, say during New Hire and have a subsequent life event, they are being forced to rea… -
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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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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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… -
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?
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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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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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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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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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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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We are not getting the error message (BEN-990677) when enrolling into HSA planSummary: When Employee is enrolling in the HSA plan and entering the Amount greater than IRS limit system allowing to process the election, it is not throwing the Error …
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Salary Change life event getting evaluated instead of Status Change life eventHello Good-Morning Everyone, I hope this message finds you all well !! We are encountering an issue when transferring an employee from a Full Time/Part Time (Benefits-el…
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Benefits survey questions not populatingI've followed the instructions here, and am not completely new to questionnaires. I've attached the questionnaire under the self-service config as well as ensured that t…
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Relationship drop down on people to cover page not displaying all relationsSummary: On the People to cover page from Ben specialist or ESS page the relationship drop down has only few relations listed. We were trying to add the Guardianship Chi…
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How to prevent duplicate element/payroll entries when the benefit options are changedFor plans like HSA, the employee contributes one-time lump sum amount to employee upon initial eligibility/enrollment. We need to ensure that this lump sum is paid exact…
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Can you remove certain Life Events from drop down list under "Add a Life Event"Hello - when a benefit admin adds a "potential life event" under Benefit Enrollment, there are many options that we no longer use or never have used. Are we able to remo…
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How to stop benefits plans from being reactivated after coverage droppedWe have employees who go on maternity leave and do not wish to continue their benefits. For this reason, when an employee goes on maternity leave, we process the "Drop T…
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Can you change the color and imagine on Self Service page in Benefits RedwoodSummary: Is there a way to change the color and image on the Self Service Benefits when you click on Enroll like how you can on the first page. I have the banner on the …
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Rehire within 30 days using Default Enrollment Formula - Not Designating DependentsHi, Hope you're doing well. We have a requirement to reinstate/default the employee into the previously enrolled plans, when the employee is Rehired within 30 days of Te…
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i am not able to see benefit relationship for pending workers, how do they meet this criteria?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…