KPI ribbon

The KPI ribbon provides a view of pending and compliance-sensitive benefits activities, enabling administrators to quickly identify items that require attention and drill into detailed records for timely action.

  • EOI - Pending

    Evidence of Insurability (EOI) records where the EOI status is Pending. This includes employees who have elected coverage that requires EOI, but whose required medical or insurance documentation has not yet been approved. Clicking this widget drills back to the application page displaying filtered EOI records.

  • Adjustment Review - One Time Deductions

    Displays the count of pending one-time deduction adjustments. Clicking this widget opens the application list page.

  • COBRA Participants - Enrolled

    Displays resources enrolled in COBRA events with an enrollment status of Enrolled. This includes all historical enrollments. Clicking this widget opens the COBRA participant list.

  • Life Events (Pending Approval)

    Life event records where the documentation status is Pending Approval. Clicking this widget opens a filtered list of life event records.