EverythingBenefits Workforce Ready Integration - New UI

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  Approving Enrollment Forms

  • Log in and go to Admin > Company Settings > Marketplace > Everything Benefits > Benefits > Benefit Packages 
  • Select the  button to the left of the employee whose enrollment form needs to be reviewed

  • To approve the form, select approve. To “reject” the form select Approve (No Delivery) which means the form will not be sent to the carrier. To review the form, select “Download Forms”

 

View EDI Delivery 

  • Go to Admin > Company Settings > Marketplace > Everything Benefits > EDI Export 
  • Select the button next to the carrier you would like to view
  • View Export History to see the delivery of the files

 

COBRA Qualifying Events (if you are utilizing EverythingBenefits COBRA Admin service)

  • Go to Admin > Company Settings > Marketplace > Everything Benefits > COBRA > COBRA Qualifying Events (ER Approval)
  • You will then see the employees with which an event has been triggered
  • Click the  button to view the Qualifying Event and update the Event Type if necessary
  • Click the  button to approve the Qualifying Event
  • Click the  button to reject the Qualifying Event

 

Approving 401(k) 360 Deductions (if you are utilizing a 401(k) 360 EDI Feed)

  • Log in and go to Admin > Company Settings > Marketplace > Everything Benefits > Payroll > Imported Deductions

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  • Select the mceclip1.png button to the left of the employee whose deduction has a status of “New” and needs to be reviewed
  • To approve the deduction, select ‘Approve’  to approve, or select ‘Mark as Processed’ to clear it from your queue without adding the deduction to the employee
  • If any information looks incorrect or is missing (i.e. effective dates, percentage, or amount), reach out to your 401(k) carrier and ask what the request was for and to please send over an updated request for processing