Benefits Tab - Employee Profile
The “Benefits” tab gives an overview of employee’s elections laid out by benefit type. You can also view or change effective dates for plan types and approve/deny EOIs. The “Benefits” tab is accessible from both the employee and admin account.
To edit a plan's effective date:
- Select the "Employees" tab in the top navigation menu.
- Locate and select the employee's name to open their profile.
- Select the "Benefits" tab from the employee's menu.
- Select the "Edit" icon for the desired plan type.
- Select the desired effective date on the calendar.
- Note: This option is only available for plan types that are eligible for adjustment. Adjustments can be made within 90 days of a plan's effective date.
To Approve/Deny an employee's EOI:
- Select "Pending EOI" from the "Benefits" menu area.
- Hover over the action wheel and select "Approved" or "Denied" from the "Actions" area.
- If Approved:
- Enter the effective date of the approval.
- Edit the message text, if desired. The employee will be notified via email regarding the approval.
- Approving an EOI updates the employee's payroll deductions in BerniePortal, as well as generate an "EOI Approved" election PDF.
- If Denied:
- Edit the message text, if desired. The employee will be notified via email regarding the denial.
- Denying an EOI generates an "EOI Declined" election PDF.
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