Outstanding Benefit Enrollment To Do List - Knowledge Base | BerniePortal

To Do - Outstanding Benefit Enrollment

The To Do list on your admin home screen keeps you up to date on tasks requiring admin attention, usually involving the approval of employee requests and or other actions necessary for admin review.

Use the dropdown menu for each To Do list header to view a list of actionable items requiring your attention. The number of outstanding items show in the blue bubble to the right of each category.
 
To complete an action, just click the dropdown arrow of any To Do category, and then click on an item in the list.


 
Outstanding benefit enrollment: 
  1. Employees who have outstanding benefit elections will appear by clicking the dropdown arrow.
  2. The employee's effective date will also be displayed. 

  3. Selecting an employee's name from this list will open a send reminder module where you have the option to send individual reminders, or a reminder to all employees who fall under the outstanding benefits category.

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