Changing Benefit Workflows for Multiple Employees

Use the Bulk Launch Benefit Workflow form to launch benefit workflows for multiple employees at a time.

To access this form and change benefit workflows for multiple employees:

1. Click (Back Office).
2. From Operations|Action, select Bulk Launch Benefit Workflow. Or, from Work Centers, select Benefit Enrollment Maintenance|Bulk Change Tools|Bulk Launch Benefit Workflow.
3. Select one or more pre-filter options (optional). You can specify Client(s), Employment Type(s), and Employment Status.
4. Click Continue to complete pre-filtering. The main Bulk Launch Benefit Workflow form displays.

Note:  The form is also available in the Benefit Enrollment Maintenance work center under Bulk Change Tools > Bulk Launch Workflows.

5. Select one or more employees from the list by clicking the check box next to their names. The employees must be in the same benefit group.
6. You can narrow the displayed items by filtering or searching for specific items using these column headings:

Column

Description

Client ID

The unique identifier for the client. Click the link to open a multi-select search modal.

Employee ID

The unique identifier for the employee.

Employee Name

The name of the employee.

Hire Date

Date the employee was hired (from - through)

Employer Start Date

The date the employee started with this employer.

Benefit Group

The benefit group the employee is assigned to.

Employment Status

A text string describing an employment status. For example, A for active. This value is defined on the Employee Statuses form.

Employment Type

A text string describing the employment type. For example, FT for full-time. This value is defined on the Employee Types form.

Active Workflow

Displays an existing workflow ID. Search for an ID or select it from the drop-down. If there is no existing workflow, select None.

Enrollment Type

Displays the type of enrollment. Search for an enrollment type or select it from the drop-down. If left blank, it displays all enrollment types. Options are Benefit Enrollment (BE), Anytime Enrollment (AE), Life Event (LE), or OE (Open Enrollment).

7. Click Launch Benefit Enrollment to open the Active Workflows(s) Detected form.

For life events, click Launch Life Event (see Bulk Launch Life Event

8. Click Continue. The Review Workflows form opens.
9. Review the results. You can change Workflow, Effective Date, Start Date, and End Date.
10. Make changes as needed, then click Continue. The Bulk Workflow Results form displays.
11. Click Download Results to download the report as a CSV file (see Downloading Bulk Workflow Results