Benefits Employee Self Service
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… -
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 … -
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, …
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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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How to hide individual input fields in contacts additional info in Redwood page?We have a requirement to hide the tobacco use and the student status field to be hidden from the employees while creating/editing a contact and it should only be visible…
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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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During the Redwood Benefits open enrollment process, can text be customized on the UI?Summary: During the Redwood Benefits open enrollment process, our Benefits Manager would like to either bold text, make it a different color, and/or use a larger font fo…
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Eliminate the actios to add, edit and delete contacts in Redwood Benefits pagesSummary: With the upgrade 25 B we were able to hide the add button for contacts from the "Before you enroll - Verify people you'd like to cover". But we still need to hi…
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After making a benefit plan Inactive it is still reflecting in Benefits Summary page of AdminSummary: After making a benefit plan Inactive it is still reflecting in Benefits Summary page of Admin. However it is not reflecting on 1.) ESS page and 2.) while enroll…
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Redwood Benefits AI Agent - Chat logSummary: Chat log/Chat history from Benefits AI Agent Content (please ensure you mask any confidential information): Hi Team, Is anyone aware whether we can extract the …
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Autocomplete rules for covered Dependents validation for planSummary: Hi All, We are currently in the implementation phase and have a specific requirement: When an employee elects a Medical Plan option (e.g., "Employee + Family" c…
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How do we Hide the Quick Action for Primary care physicians in the My Activity Center Benefits area?From the Redwood My Activity Center - Benefits section, we would like to hide the Quick Action that appears for the Redwood "Primary Care Physicians" page. I have alread…
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Redwood Benefits AI Agent launched! How many questions is AI Agent rec'g?Summary: Hi! This week we launched Open Enrollment in Redwood and introduced our new Benefits AI Assistant, Benny! How can we report to exec mgmt how many employees are …
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We need to avoid adding or removing contacts when add a new benefitWe need to avoid adding or deleting contacts when adding a new benefit, because this action influences the user's contact, and when we enter as human resources, this act…
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Process- Manage action items not workingSummary: I want to clear all the pending actions for employees including Designate Beneficiary, Document approvals etc, when I tried doing this for one single employee i… -
Error while submittingSummary: Income Protection program has a formula for Grade P people, to start Benefits are 6months and for other grades, Benefits are effective first of next month. It i…