Benefits Enrollment

Elections on Employee against published plans — self-service and HR assist, not a second people table.

Elections

Who chose which plan, on Employee

Benefits enrollment records elections against published plans. It is not the catalog and not the paycheck editor.

Payroll → Benefits enrollment Route /benefits/enrollment Org flag benefitsEnabled Payroll Manager · HR Admin · Admin · Employee

Elect or assist elect, save, confirm the next run and carrier file will see it.

Employees for self when enabled; HR/payroll for assist. Carriers do not enroll here.

Open window, elect, save, spot-check payroll benefits.

Open enrollment. New hire. Marriage/life event. A missed election before payday.

ⓘ

On Employee

Dependents and medical data stay masked in AI/graph. Plans remain the catalog.

Choose plans for Employee, confirm pay impact.

flowchart TD
  A[Open Enrollment] --> B[Select Employee]
  B --> C[Elect plans]
  C --> D[Save]
  D --> E[Payroll + carrier]

Enrollment writes elections on Employee. Plans are catalog. Carrier files transmit. Payroll calculates.

1. Self vs HR

Know who may edit whose election.

2. Windows

Out-of-window needs a life event path.

3. Mask dependents

Sensitive.