Use Pending EOI on the home-screen TO DO list to open employees who still need an evidence of insurability (EOI) decision, then approve or deny the pending coverage after the insurance carrier decides.
Who this is for
Employers (including a Global Admin signed in as the employer) can open Pending EOI from TO DO and approve or deny pending EOIs when Benefits is enabled. Benefits Feature Admins who can administrate Benefits see Pending EOI on their dashboard and can approve or deny for employees they administer.
To open a pending EOI from TO DO:
- On the home screen, find the TO DO sidebar.
- Select Pending EOI to expand the list. The badge shows how many employees still need an EOI decision.
- Select the employee’s name.
BerniePortal opens that employee’s benefits view on the Pending EOI tab.
If a row shows Pending approval from carrier., manual approve/deny is not available for that election. To set how long a pending EOI can stay open before BerniePortal automatically denies it, see EOI Windows.
Approve a pending EOI
- On Pending EOI, in the Actions column, hover over the cog icon and select Approved.
- Select an Effective Date.
- Edit the email message text if needed.
- Select the certification checkbox, then select SEND.
Approving an EOI emails the employee, regenerates the employee’s election PDF, and stores benefit election changes for payroll.
Deny a pending EOI
- On Pending EOI, in the Actions column, hover over the cog icon and select Denied.
- Edit the email message text if needed.
- Select the certification checkbox, then select SEND.
Denying an EOI emails the employee and regenerates the employee’s election PDF.
Other ways to reach Pending EOI