Outstanding Benefit Enrollment To Do List - Knowledge Base | BerniePortal

To Do - Outstanding Benefit Enrollment

Use Outstanding benefit enrollment on your Home TO DO list to see employees who still need to complete benefit elections and email them a reminder. Employers, and Feature Admins who can administer Benefits, can send these reminders when Benefits is enabled for the employer. The section appears only when at least one employee is outstanding.

Send an enrollment reminder
  1. Go to Home.
  2. In the TO DO list, select Outstanding benefit enrollment. The badge shows how many employees are outstanding.
  3. Select an employee’s name. Each row shows the employee name and effective date (or Qualifying Event when that applies).
  4. In the Outstanding Benefit Enrollment window, under Who would you like to send a reminder to?, choose Only that employee or All employees that need to complete enrollment.
  5. Enter your text in Message text. The message is free text and required.
  6. Select SEND REMINDER (or CANCEL to close without sending).
Employees receive an email with the subject Reminder about benefit enrollment and your message. For how employees complete enrollment after they open BerniePortal, see How to Enroll in Benefits.

When the list is long

If more than 10 employees are outstanding, use Previous and Next at the bottom of the expanded list to move between pages.

Feature Admin home

Feature Admins who can administer Benefits see the same Outstanding benefit enrollment section on their Feature Admin home TO DO list and use the same reminder window.

Related To Do item

Employees with pending evidence of insurability appear under a different To Do item. See To Do - Pending EOI.

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