Review Benefit Elections
After a user has submitted their benefit elections, the Benefits Admin can review, reject, and approve these elections on the Benefit Requests page.
- Wait until the effective date for that new benefit to update Payroll, or
- When you run HR Update Benefit to PR, restrict the update by either employee or benefit code and by effective date.
See How Benefit Elections are Moved into Vista, for additional information.
The Benefits Requests page opens. You can filter this page by PRCo, PR Group, Earn Code, Craft, PR Dept, Benefit Group, and Window Type, or search for employees by name. Requests with attachments show a blue paperclip on the far right of the grid line.
Select the Review button for the
employee whose request you want to review.
This opens a pop-up window where you cab see the current plan on file, the requested plan, the dependents or beneficiaries added and any attachments added.
To export the list of benefit requests currently pending approval to an Excel
file (.xlsx), select Export All Pending Requests To Excel
at the top of the grid.
The exported file includes all benefit requests currently pending approval, regardless of grid filters.
To reject an election request, on the far left of
the grid, select the checkbox for that line, and then select Reject at the top of the
grid. Repeat this step for each election request that you want to reject (you
cannot reject multiple election requests at a time).
Important: Reject requests before approving new elections.
When you reject an election:
It re-opens the window for the user and removes all submitted elections from the Benefits Requests page.
On the Benefit Elections page, only the rejected election is deselected. The user can cancel and modify any other requests and re-submit. This re-submits all of the user's benefit elections.
To approve an election request or multiple
election requests, on the far left of the grid, select the checkbox for each of
those lines, and then select Approve at the top of the grid.
This opens the Approve Benefits Requests pop-up window.
The effective date will populate with the effective date entered when the window was requested. If the effective date defaults to today’s date, that means the elections selected have different effective dates.
If a benefit code has an eligibility period, and the employee's date of hire plus the eligibility period falls after the effective date, the effective date for that benefit code will be changed to the date that the employee becomes eligible.
- To push the elections to HR Resources in Vista, select Approve.