Benefits Tips
Discussion List
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Benefits would like to have any benefits group automatically end with Termination dateHi Team, When an employee terminates employment, currently the ben group does not end date. If that employee is hired back, we have to manually end date any benefits gro… -
How to make different look and feel of Benefits summary page based of different BUOn the Benefit summary screen, using Redwood , the Canada business unit is asking for some of the customization that is available for the US business unit, but it's not …
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Voluntary Employee Life terming with Open EnrollmentSummary: I set up Open Enrollment and Voluntary Life to Default current same enrollment and rates. We have options from 10K - 500K in 10K increments, we have age bands. …
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Voluntary insurance Plan issue on birth life eventSummary: Hi Team, I need your help with an issue. We have a requirement that any enrollment above $200k requires proof of good health ($200k being the guaranteed amount)…
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Automatic Enrollment & Current enrollment prevents changeSummary For Aromatic enrollment and for the plans where Current enrollment prevents change, employees has no choice to change the options or coverage. Plans FYI only. Hi… -
How do I get plan documents to display under View DetailsSummary: I added plan documents under the Plan Additional Configuration for HDHP and went to click View Details under the Medical section and I'm not seeing a link or a …
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Switching from PPO to HDHP or vice versa and receiving a spending account errorWhile configuring for OE, I noticed an issue when a user tries to switch from PPO to HDHP, for example. When enrolling in HDHP, I also change my Spending Account from HR…
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View benefit enrollment without ability to make changesSummary: We have a requirement to only have a view benefit enrollment without ability to make changes for HR. Is this something we can achieve with adjusting custom role… -
added Manually life event is not appearing in the Life Events dashboardWe have a Transfer life event that was added manually; however, it is not appearing in the summary section of the Life Events dashboard. Additionally, some other manuall…
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How do you back out two open enrollment eventsSummary: I ran the Evaluate Scheduled Event Participation and I thought I ran for each program but it pulled in both so I have one OE event in Detected with an error log…
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Benefits: Can document upload in benefit program be made mandatory only to specific employees?Summary: Hello, Our client has a benefit program in which there are document uploads configured. Usually, each year during the open period, there is automatic renewal. T…
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restricting user to enter only one Primary care physician during enrollmentSummary: We have added a new HMO plan this year which let's user enter PCP details during enrollment through action item, current functionality lets the user enter multi…
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HSA Contribution amount to be valiated based on opted medical planSummary: Hi Experts, We have requirment to allow the HSA contribution (Individual or Family option) based on the two medical plans A & B (Employee Only , Employee + One,… -
New Hire Life Event (renamed to Newly Eligible) not triggeringSummary: Hi All, The New Hire life event (we renamed to Newly Eligible as per client request) not triggering when we hire employee or convert pending worker (Both Quick …
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Is it possible to change the wordings in the self-report a life event pageI need to change the wordings for the statement 'My spouse or domestic partner' to 'My Spouse'. Is it feasible. Any inputs?
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How to Change the Context in Fast FormulaSummary: I have Benefits FF for Age Depemendent Drop which was working fine but now it failed for some scenario because of dependent Full Name we are using. But now i wa…
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Can we Handle Loans in HCM BenefitsSummary We have a requirement to implement ability for employees to request Car loan, Marriage loan.Content We have a requirement to implement ability for employees to r…
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Facing Error: You need to enter a date of birth that's before the start date of the person record.Summary: Hello, we're performing data migration of contacts for benefits. We have faced the following error: 'You need to enter a date of birth that's before the start d…
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Post Enrollment Self Service Employee - Complete Pending actions required/Optional set upSummary: Hi Expert, We would like to ask how we can set up the Complete pending actions Optional/Required under in Post Enrollment. Is there any navigation to set up on …
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Default Enrollment formula not working as expectedWe are in process of Benefits for US. One of requirment is, for the loss of eligibility life event we want to default the enrollemnt option from "Family" to "Employee + …
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Not triggering notification when recipient mail expression is set in Alert composerThere is a requirement to set the alert notification for the Alert type:'Open enrollment reminder'. While using the below expression, the mail is not getting triggered. …
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Is it possible to change the HSA amounts without opening a Life event?Summary: Hi Experts, we have a requirement to configure the Benefits setups to allow the changes in HSA amounts throughout the year without opening a Life event. can you…
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How can I exclude Nonworkers from getting a benefits relationship?Summary: Currently, when i add a contingent worker it does not trigger a benefits relationship. However, when I add a nonworker it does trigger a benefits relationship. …
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Is it possible to add different annual contribution limit in the HSA calculatorIs it possible to add different annual contribution limit for age
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Configure 2 New Hire Life Events that trigger differently dependent on jobWe have 2 sets of employees that need different coverage start dates as new hires. I'm trying to separate these by job type. Example: If job code starts with XYZ, they s…
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Contact relation loadSummary: If a wife and husband are both working in the same organization and have each other listed as contacts, how will such data be converted/loaded into HCM Cloud? C…
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Fast Formula for Person Change Causes Life Event not workingSummary: Fast Formula for Person Change Causes Life Event not working Content (required): I created a FastFormula to automatically detect events in the Benefits module f… -
Open life event getting processed and closedSummary: Hi Team, We have an Open Enrollment scheduled from 10/20/2025 to 11/07/2025. However, while adding the event open, it throws an error stating "Processed and Clo…
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Proof of Good Health certification for the Voluntary Employee Insurance Plan under the Marriage LESummary: Hi Team, Hope you are all doing good. We have a scenario where Prior to the life event, employee had voluntary coverage for $250k (this has already been approve…
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Benefits not pulling through OTBI reportSummary: We are not passing Benefits values through Payroll. This is the set up And it is pulling values for the employee in the front end as well (Benefits Service Cent…