Benefit Enrollment Approval Process

Purpose

This document outlines the process of how to approve a Benefit Enrollment within the Green Leaf Elevated System.

Please be aware that this guide is not all encompassing and that the benefit enrollment process is customized per client. If you have any questions regarding a specific field within the Benefit Plan Change Request screen and its purpose, please reach out to your HR Consultant or the hrtechsupport@greenleafbizsolutions.com email for more information.

How to Approve a Benefit Enrollment

On your Home Page, you should receive a To-Do Item notification in your inbox notifying you that an employee has submitted a Benefit Plan Change Request (Either via Open Enrollment, New Hire Enrollment, or Life Change Event). This notification will also be able to be readily seen on your Notification Bell icon as soon as you log in, for ease of access.

If you click on your Bell Icon in the upper right corner, you can view the Benefit Enrollment Summary, or also use the Reject/Approve buttons to process the enrollment.

As Of/Effective Dates

After you click the Approve button, you will have a final opportunity to review the employee’s elections as well as enter the Effective Date. If your company utilizes waiting period rules for your plans, then the Coverage Period Effective Date will overwrite whatever you enter in the “As Of Date” if the date entered is before the waiting period ends.

Example: If an employee is eligible based on Waiting Period Rules as of 10/1/2023, but you put 9/1/2023 in the "As Of Date" field, the system will automatically update to 10/1/2023 after approval.

If the date entered is after the Waiting Period Rules, then the system will accept as the "As Of Date".

Example: if an employee is eligible based on waiting period rules as of 10/1/2023, but you put 11/1/2023 in the "As Of Date" field, the system will accept that date, and use 11/1/2023 as the Coverage Period Effective Date.

Once complete, select Approve again to finalize the enrollment.

Rejecting a Request

If for some reason the employee’s elections are incorrect, you will need to Reject the request and provide a reason for the rejection.

The employee will then be notified of the rejection (including the reason), and they will have an opportunity from their to-do items to review/update their elections. Once this process is complete, it will be sent back to the assigned approver for it to be finished.

At this point, the Benefit Enrollment process is officially Complete. The employee will now receive an email letting them know their request was approved and their benefits will go into effect on the date which was specified.

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