Benefit Open Enrollment Status Reporting
Purpose
This article outlines how to use the Benefit Open Enrollment Status report. Using this report during your annual Open Enrollment, you can determine who has started or completed their enrollment and who has not throughout the enrollment period.
How to View Open Enrollment Progress
Log in to your Elevated account and navigate from your menu to the Team Tab > Benefits > Reports > Benefit Open Enrollment Status.
Column Headers
- Current Benefit Profile (Effective) - Identifies the Employee's Benefit Profile as of today
- Employee EIN - Identifies which EIN (Company) the Employee is associated with
- Not Started - Employee has not yet started their Open Enrollment
- In Progress - Employee has at least started, but has not yet submitted for approval
- Completed - Employee enrollment has been Submitted and Approved
- Rejected - Employee enrollment has been Rejected and requires modifications by the employee
- Enrollment Status - Shows the status of the employee Enrollment, including (but not limited to)
- Not Started
- New
- Approved
- Submitted
- Rejected
- Modified
Please Note: This report updates every year at the start of your open enrollment period. If an employee completed their Open Enrollment last year, but has not started for their current year, their status will show as Not Started.
Related Articles
Auto-Enrollment Request Reporting
Purpose This document outlines the process of how to view the Auto-Enrollment Request Report within the Green Leaf Elevated System. How to View Auto-Enrollments Log into your Elevated account and navigate from your menu to the Team Tab > Benefits > ...Benefit New Hire Status Reporting
Purpose This article outlines how to use the Benefit New Hire Status report. Using this report, you can determine which New Employees have started or completed their enrollment and which have not. How to View New Hire Enrollment Progress Log in to ...Benefit Change Request Summary Report
Purpose This document outlines the process of how to view change request reports within the Green Leaf Elevated System. How to view Benefit Change Requests Log into your Elevated account and navigate from your menu to the Team Tab > Benefits > ...How to Apply a Benefit Profile Enrollment Override
Purpose The ability for a New/Re-Hire employee to enroll in your company's Benefit Plans is tied directly to their Benefit Profile in the Elevated System. Without a Benefit Profile assigned to their account, the option to enroll or request changes ...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 ...