Benefits Employee Self Service
Discussion List
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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… -
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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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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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 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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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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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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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 …