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Pending Actions - EOI & Affidavit forms
Summary:
Looking for advice on how other companies make the process smoother for employees to see and review any of their pending actions, such as marriage certificate, affidavit, EOI on Life Insurance, and other necessary documentation after they completed their enrollment ?
We currently have a flow (training) that walks the employee through their enrollment screens. We instruct them to go to the "Pending Action" tab to review this list. They are also shown these pending actions on their confirmation screens once they selected and submitted their benefit plans. We then provide instructions for the employee to fill out any necessary forms such as EOI on certain plans and then email/fax/mail to our benefits department for final approval.
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