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Original Enrollment Date - can you report on org enrollment date of the Plan and not just the option — Cloud Customer Connect
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Original Enrollment Date - can you report on org enrollment date of the Plan and not just the option

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edited Jan 29, 2021 2:05PM in Benefits 1 comment

Summary

Original Enrollment Date - can you report on org enrollment date of the Plan and not just the option

Content

Is there a way to report on the original enrollment date of the plan and not just the option?  For example if the employee originally enrolled in the Plan, Great Medical; Option Single on 01/01/2020.  The original enrollment date is 01/01/2020.  On 3/1/2020 she changes to Plan, Great Medical; Option Employee + Spouse.  The orignal enrollment date changes to 03/01/2020 because the option changed.  Is there anywhere the system records the orignal enrollment date in the Plan Great Medical.  Or is there a simple way to capture this in reporting?

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