Benefits Configuration
Discussion List
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Pending Actions Alert Contact Name is BlankSummary: We have configured the new Pending Actions Alert. The alert is working great except for some employees or contacts the 'Contact Name' column is blank. The behav… -
Hide TIN Number in Contact Relationship - Redwood BenefitsWe are needing to hide the TIN number in Contact Relationships in Benefits but keep the National Identifier field. The system allows the Social Security numbers in these… -
Need to setup rate start date to after 12 month for new hires in Disability planWe have a requirement wherein the rate and coverage for disability plans should start after 12 months for new hires. We have create the formula for this calculation and … -
We need to remove rejection reason from benefit approvalsWe need to remove rejection reason from benefits approvals and add new one's. From where can we achieve this. -
Absence balance is not getting deducted after Vacation is sold from the Benefits planI have created a Benefits plan for Vacation Sell. When I try to sell the leave (eg. 8hours), it is not getting deducted in the Absence plan. Can Someone share some input… -
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 … -
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… -
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… -
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… -
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 -
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… -
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… -
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… -
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… -
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. -
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 … -
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 … -
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 … -
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… -
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… -
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… -
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…