To Do - Pending EOI
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.
Pending EOI:
- When employees elect benefits that require EOI approval, the task for approval/denial appears as an action in Pending EOI area of the To Do list.
- Once an EOI decision is made by the insurance carrierClick the dropdown menu and select the employee whose benefit coverage amount needs approval/denial.
- You’ll be taken to the employee’s Plans area where the pending benefit amount can be approved or denied.
- If approved, select the date of approval, and edit the approval message if desired.
- If denied, edit the denial message, if desired.
- Approving/denying an EOI in BerniePortal updates payroll deductions as well as generates a new Election PDF.
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