Accounts for employees that Accounts for employees that have Employees in have an open enrollment an open enrollment window open Enrollment Open Enrollment - P/C window open and have not and have not yet completed Not Yet Complete yet completed his/her his/her enrollment. enrollment. Lists all employee enrollments Pending that are currently pending. Use this report to review any Pending Enrollments P/C The pend is triggered by pending enrollments that are Awaiting Approval enrollment rules as well as EOI awaiting approval. rules when applicable. Lists all pending employee Use this report to review all enrollments that were pending enrollments that have Approved approved. This report displays been approved. The report will Pending Pending P/C when the enrollment was display when the enrollment was Enrollments approved, by whom it was approved, by whom, and the approved, and the approval approval reason reason. Use this report to review all Lists all pending employee pending enrollments that have enrollments that were Rejected Pending been rejected. This report will Pending P/C rejected with a reject reason, Enrollments display the reject reason, who it who it was rejected by, and was rejected by and the date of date of rejection. the rejection. Life events Employees can log on using their user name and password to process a life event. If you will be adding and processing the life event, please refer to the Impersonating a User section then proceed with the steps listed below: From the employee home page, locate the Life Events section located on the left hand side of the page. Select the applicable life event. If none of the life event options are applicable, click on the “All Other Life Events.” Enter the date of when the life event took place. Enter the new dependent information (if applicable for the life event selected) by clicking on the “Add Dependent” link. Click Save when all information has been entered. Click Continue to proceed to the next page and confirm the information entered is correct.
Enrollment Employees in Open Enrollment - Not Yet Complete P/C Accounts for employees that have an open enrollment window open and have not yet completed his/her enrollment. Accounts for employees that have an open enrollment window open and have not yet completed his/her enrollment. Pending Pending Enrollments Awaiting Approval P/C Lists all employee enrollments that are currently pending. The pend is triggered by enrollment rules as well as EOI rules when applicable. Use this report to review any pending enrollments that are awaiting approval. Pending Approved Pending Enrollments P/C Lists all pending employee enrollments that were approved. This report displays when the enrollment was approved, by whom it was approved, and the approval reason. Use this report to review all pending enrollments that have been approved. The report will display when the enrollment was approved, by whom, and the approval reason Pending Rejected Pending Enrollments P/C Lists all pending employee enrollments that were rejected with a reject reason, who it was rejected by, and date of rejection. Use this report to review all pending enrollments that have been rejected. This report will display the reject reason, who it was rejected by and the date of the rejection. Life events Employees can log on using their user name and password to process a life event. If you will be adding and processing the life event, please refer to the Impersonating a User section then proceed with the steps listed below: From the employee home page, locate the Life Events section located on the left hand side of the page. Select the applicable life event. If none of the life event options are applicable, click on the “All Other Life Events.” Enter the date of when the life event took place. Enter the new dependent information (if applicable for the life event selected) by clicking on the “Add Dependent” link. Click Save when all information has been entered. Click Continue to proceed to the next page and confirm the information entered is correct.
AFA%20Springboard%20HR%20Admin%20User%20Guide%2012.01.16%20Effective%20Date.docx