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To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Benefits
Discussion List
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Redwood Ben Self-Service Employee Resources - share ideas of using pageSummary: Hi, we are preparing to roll out Redwood for Benefits and want to utilize the Employee Resources page (quick actions) on the Benefits Self-Service page. Can oth… -
25C OTBI Report on Enrollment QuestionnaireSummary: The new Redwood enrollment pages will provide an opportunity for an Employer to place a questionnaire to survey their employees at the end of the Redwood Self-S… -
25B - Redwood Self-Service Benefits Landing page personalizationSummary: Quick video on some places to personalize the benefits landing page for 25 B. Content (please ensure you mask any confidential information): Change the color on…
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Coverage Amount Formula to pick up element entry valuesSummary: The coverage amount for the Life Insurance needs to be Total Cost of Employment so I have written a formula to pick up the values of the Element Entry values ba…
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Redwood’s plan option labels are confusing while making an electionSummary: When employees are selecting their benefits, each plan includes an “option name,” which in our case is labeled Enrolled. That’s been a bit confusing—since it sh…
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VBS REdwood customization - How to turn on the toggle button on Redwood UI pagesSummary: How to turn ON the toggle button by default Content (please ensure you mask any confidential information): How to turn ON the toggle button by default We are tr…
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Redwood - Benefits Relationship LOV blank for terminated workersSummary: Unable to view the benefits relationship for terminated workers under the Redwood Benefits Summary Page. Users can see LOV results for active workers. All roles… -
Benefits Alert - Email BCC optionSummary: Our system currently sends new hire benefits enrollment alerts to both the new employee's work email and the benefits administrator's email inbox. We'd like to …
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Benefits plan should appear on employee summary page but not in employee enrolments page.Hi Team, Our customer requesting that benefits plan should appear on employee summary page but not in employee enrolments self-service page). we have turn off option 'Vi…
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Configuration of Life Event Eligibility is not workingI have created a Simple eligibility profile with having gender as the criteria and attached it in the Life event configuration > Eligibility. assuming only one particula…
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Unable to Delete the Benefit Relationship after Rehire in RedwoodSummary:For one of our client ,We rehired a terminated employee and tried to cancel the Work Relationship . But to do that we first need to delete the Benefit Relationsh…
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Unable to view W2 and W2c documents in Document RecordsSummary: Hi, We are unable to view W2 and W2c documents in Document Records, even though they are marked as active. Are there any additional configurations or setups req…
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Employee switching pension plans in same program and auto enrollment is not workingSummary: Due to a status change employee is eligible for health, HSA, dental, life insurance, EAP and should switch to a new pension plan. Old pension plan enrollment is…
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Remove ability for self service to add Evidence of Insurability - BenefitsWe have a 3rd party that handles our EOI documents so the business is asking that while we still require these documents overall, we remove the ability for self-service …
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Divorce should only trigger when employee has spouseSummary: Divorce life event should only trigger when employee has spouse. How to configure this? -
Redwood - Swap the order of the Decline and Accept buttons in Benefits AuthorizationLooking to swap the order of the Decline and Accept buttons so that Accept is first in the Benefits Authorization. I can't find a way in VBS, but wanted to put it out th…
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AI Agent Studio not showing in AI Apps Administration and ToolsSummary: AI Agent Studio not showing in AI Apps Administration Tools Content (please ensure you mask any confidential information): Version (include the version you are …
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Upload Benefits enrollment data to applicationSummary: Need an HSDL uploader to upload Individual Benefits enrollment data Content (please ensure you mask any confidential information): We currently have a few plans…
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Is it possible to require the DOB and Gender in People to Cover in Redwood?Summary: In Redwood Benefits, we use “People to Cover” to add contacts and we are looking to make date of birth and gender required when adding a new contact. Content (p… -
Enabling text by guided journey under Enrollment flow-My ContactWe tried to create a guided journey and added the code at the add contacts Journey code section (please refer the screenshot). The text has to be displayed in under the …
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Pending action is not clearing after completing the required taskSummary: We had a new hire Life event open for an employee, we added a Child as dependent for Medical PPO plan. The 2 pending actions are showing Add a Birth Certificate…
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Processing future dated life events automaticallySummary: Ability to process future dated life events automatically through scheduled process Content (please ensure you mask any confidential information): Hi everyone, …
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How can I configure automatic drop enrollment method for plans medical, dental and vision.Summary: How can I configure automatic drop enrollment method for plans medical, dental and vision. Where plan actions are- Enroll/ No Change/ Drop
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Redwood : How to check/review the audit log and trace files for benefitsSummary: Hi Team, When trying to evaluate a life event, we are getting below error. Please let know, where can we check audit log or trace files. Content (please ensure …
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How to setup pending actions to trigger for newly added dependents and not on exsiting dependents?Summary: I'm currently processing a birth life event and have noticed that dependent action items are being triggered for both the newborn and existing dependents. Could…
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Benefits Plan & option defaultingCan we default the Dental-Care plan options based on the selections made in the Health-Care plan. For example, if 'Employee + Spouse' is selected under Health-Care, the …
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Conversion life event - How to prevent triggering dependent action items?Summary: I have a quick question regarding processing a Conversion life event. When loading employee enrollments and dependents, how can we prevent pending actions from …
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Error on primary vs contingent beneficiarySummary: I am not able to close a life event because of error message that you can't have a contingent beneficiary without a primary. When I look at the elections using …
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We have need to hide the Provided credits section from the current enrollment pageHello The ask is to hide the Provided Credits which appear on top of the enrollment page. Screenshot attached. Navigation : Me ⇒ My BEenfits⇒ View all enrollments. Tried…
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Benefits Rates ProrationSummary: The customer needs benefits premium proration. The employees are on semi monthly or monthly payroll. So if the employee is hired mid of payroll period or termin…
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Can we display the "Child Name"/"Contact Name" in Document Of RecordSummary: Hi, I come across a requirement where we want Child Name to be fetched and displayed in Document of Record from Person Contact information and so that he/she ca…
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System throws an error when evaluating life eventsWe have a requirement where , for a plan coverage amount is calculated based on the hours worked in the previous year. Employees who have worked less than 702 hours shou…
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Redwood -Benefit administrator unable to enrollments or life events after enabling redwoodSummary: Hi All, We have enabled Redwood for Benefits, We are using standard role.All the necessary profiles are set. Benefits Admin is able to search for employees in B…
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Can anyone provide the date condition used in person selection formula or any other formula.Actually, the termination life event didn’t trigger for the past two months, and now we need to add this event for all affected employees—approximately 300 in total, eac…