Benefits Employee Self Service
Discussion List
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Bug on Benefits Self-Service Page – Pending Action SectionSummary: We want to edit a pending action on the Benefits Self-Service page, but we believe there is a bug. The panel opens empty, and we can't perform any action. Conte… -
Redwood Benefits AI Agent - need help adding additional documents to ToolSummary: Hi, in working through setting up the Benefits AI Agent, I am having difficulty adding additional documents to the Tool. In the initial set up to test, I was ab… -
Hide the self user's name on the enrollment page in Benefits Self-Service.Summary: We changed the Benefits page to Redwood. On the 'View All Enrollments' page, we noticed that the current user's name appears under each enrollment. Since this i…
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How to access the benefits summary/documents in the review employee resourcesWhile configuring the Review Employee Resources ESS page using VB Studio, I have added the component 'hyperlinks'. My requirement is to make the employee to click on the…
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Can you change the word "Edit" when employee has the option to Enroll in Self Service in RedwoodSummary: I have looked in Visual Builder and I can't seem to find an option to be able to change this word from Edit to Enroll. Is there an option for this? Also is ther…
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How does an employee upload a document when they have a pending action in employee self service?Summary: I am currently testing Redwood Benefits and noticed that when an employee has a pending action, there is no place to upload the document. Is there something I'm…
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Self assigned life event is not getting auto evaluatedSummary: Hi All, We have created a Self assigned life event for employee's.Employees are able to self assign the Life Event.But the Life Event is in unprocessed status.W…
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Redwood Benefits AI Agent - One Topic Area or Multiple - how did you set up?Summary: Hi, in setting up and testing our new Benefits AI Agent for Redwood, I uploaded our benefit documents into multiple topic areas. Medical Dental and Vision Life,…
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Address error in Benefits people to cover contactsWe are getting the following error while clicking any contacts from people to cover screen. This issue is also present in Family and Emergency contact page. Seems to be …
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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… -
Redwood Eligibility override Benefits- Need HelpSummary: I do not see eligibility override option in Benefits service center in redwood page. Please suggest if m missing out anything. When i switch to responsive, i do…
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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 …
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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.
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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… -
Benefits Comparison Plan option is not availableSummary: I'm trying to enable the "Benefit Plan Comparison" option. I followed the instructions at this link Overview of Benefit Plan Comparison and added those privileg… -
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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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…
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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… -
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… -
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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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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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 … -
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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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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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…
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not able to see national identifier section in redwood page for contactSummary: Hi All, We are in 25B and don't see national identifier section to add social security number for contacts in People to Cover and Before you enroll page. Also, …