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Benefits
Discussion List
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Need help to fetch benefit balances in Rate periodization fast formula.Summary: Could anyone please let me know how to fetch benefit balances in Rate periodization fast formula. Content (please ensure you mask any confidential information):… -
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. -
Absence balance is not getting deducted after Vacation is sold from the Benefits planI have created a Benefits plan for Vacation Sell. When I try to sell the leave (eg. 8hours), it is not getting deducted in the Absence plan. Can Someone share some input… -
Enrollment opportunity not available in Ben Admin Redwood PageSummary: Enrollment opportunity is not available for a benefit which is "Not in Program" on Evaluating Unrestricted Life event. We are also seeing an error message on th… -
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… -
Primary Care Physicians are not getting carried over with subsequent life eventsSummary: We require employees to assign PCPs on our HMO plans. When they assign a PCP, say during New Hire and have a subsequent life event, they are being forced to rea… -
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… -
Pending actions alert not workingSummary: We are not able to get the new pending actions alert to trigger. It is enabled, but is not sending an e-mail or notification to the employee. Our config screens… -
Redwood -restricting a plan type based on another plan typeSummary: Hi Team, We have created three different Plan Types for Vol life Employee, Vol life Child and Vol life Spouse. They have three different train stops. Now, they … -
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 … -
Benefits Relationship dropdown issue on Benefits Summary page after 25B updateSummary: I am unable to see the assigned benefits relationship for employees in the Benefits Summary page after 25B update. Could you please advise what roles are needed… -
25B Specialist - remove Benefit balance et group privilegeSummary: Dear Team, We have an issue with the Benefits Specialist role . We are trying to remove the Person Benefit Balance and Person Benefit Group actions by role. We … -
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… -
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… -
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… -
Person Benefit Groups page not showing group infoSummary: We have enabled Redwoods for Benefits in non-production. When we access the Person Benefit Groups page the group information is not displaying, we get the messa… -
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… -
After Upgrade to 25 B Administrator Functionalities are missingSummary: We are recently upgraded to 25B and after the upgrade some of the functionality like Viewing the Action Items are missing. Navigation Benefits Administration ⇒B… -
Why is it called my contact instead of People to Cover? and Why Trust is Separated?Summary: Before you Enroll in Classic UI: once open, there will be 'People to Cover' and 'Trust'. After enabling Redwood under Quick Actions, the 'People to Cover' secti… -
How to hide 3 dots next to ben eligible option under enrollments in redwoodSummary: Is there a way to hide the 3 dots next to ben eligible spot? -
Is it possible to rename the texts in the "Self-service Grouping" dropdown values?We have tried to see if there is a lookup code where these are defined but unable to locate. Appreciate if you can share details on the options available -
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,… -
Life event triggers for ineligible employeeSummary: When we do not want life events for ineligible employees triggered, like Salary Change, New Hire etc. based on Person Changes, is it safe to assume that this ca… -
Configuration Life event without enrollment opportunitiesSummary: Hi Expert, we have an updated rates this June, but we are facing challenging to reflect the new rates to the processed LE. Since there's no way to reflect the n… -
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… -
Custom DFFSummary: Can we create such DFF for Y n N value where Y would based certain assignment info else it would be N. Content (please ensure you mask any confidential informat… -
How to identify Benefit enrollments that are pending approval from table?Which table and field should be referenced to identify enrollments that are pending approval? -
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 - Life Event to drop employee from a PlanSummary: Hi All, We have a Life Event, when proceesed ..it should drop the employee from a Plan.Can you please suggest how to configure this. Thank you Content (please e… -
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…