Benefit Enrollment and Tracking

For many small businesses, benefit enrollment involves collecting completed benefit enrollment forms and working with their benefits broker to complete the enrollment period.  With today's remote workforce, completing this has become a big headache.

With HUB HR, employers can now create employee tasks to collect benefit plan selection and benefit enrollment forms. This guide walks you through the process of:

  1. Creating of a workflow to create the enrollment period
  2. Employee making their benefit selections and completing their enrollment process
  3. Admin reviewing enrollment selections and accessing enrollment forms which can now be sent to their benefit broker.

Admin creating their enrollment period

Employee completing their individual enrollment task

Admin reviewing enrollment selections

Please note this guide focuses on healthcare, but can be applied to any benefit type.

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  • 12-Oct-2017