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Self Assigned Life Events to require approval — Cloud Customer Connect
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Self Assigned Life Events to require approval

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edited Sep 18, 2020 3:56PM in Benefits 2 comments

Content

Is there a way to require approval on self assigned life events before they can be processed? 

The requirement is:

Employee selects a self assigned life event for example: Birth of a Child

The life event is triggered for the benefits department to review and request documentation from the employee. 

The employee submits a copy of the birth certificate to benefits department for approval.

Benefits department approved life event and employee can now make elections.

 

Thanks, 

 

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