On the Employees list, grey sticker labels flag follow-up work for an employer or employee. Enrollment statuses such as Enrolled or Onboarding are covered in Understanding the Employee List.
Who this is for
Employers (including a Global Admin signed in as the employer) and Feature Admins see these badges on the Employees list.
To view badges:
- Select Employees in the top navigation menu.
- In the status column, look for grey sticker labels such as I-9, EOI, HSA, or Parking / Transit.
I-9
- Appears when the employee has completed their I-9 and the employer still needs to finish employer certification.
- Select the I-9 badge to open that employee's I-9 certification flow.
EOI
- Appears next to Enrolled when the employee has one or more benefit elections waiting on Evidence of Insurability (EOI) approval.
- Select the EOI badge to open the pending EOI review for that employee.
- For approve or deny steps, see Benefits Tab - Employee Profile or To Do - Pending EOI.
HSA
- When an employee's HSA contribution is unlocked for changes, the status column shows HSA instead of the usual enrollment status.
- The HSA label is not a link. On the employee row, open the Actions cog and select Edit HSA election.
- The employee can also update their HSA while it is unlocked.
Parking / Transit
- When an employee's Parking / Transit contribution is unlocked for changes, the status column shows Parking / Transit instead of the usual enrollment status.
- The Parking / Transit label is not a link. On the employee row, open the Actions cog and select Edit Parking / Transit elections.
- The employee can also update Parking / Transit while it is unlocked.