Employee Enrollment Updates process

You can use the Employee Enrollment Updates process to simultaneously evaluate multiple changes to employee or work assignment data that may affect benefits, and then process those changes. You can also delete processed update transaction records.

Employee Enrollment Updates are not the same as benefit plan updates. Employee Enrollment Updates are used to update benefits based on changes in employee information. Benefit plan updates are used to update benefits based on changes in the benefit plan. Employee Enrollment Updates should always be run first.

In most cases, processing the pending records created during the Employee Enrollment Updates process stops the existing enrollment and creates a new one. It is different than the termination process, which only stops existing enrollments and eligibility.

Only the last effective dated change to employee or work assignment data is processed in Employee Enrollment Updates > Create Report. A warning message is displayed when there is a pending change on the Employee Changes tab and an additional change is made to the employee with a different effective date. When this warning is received, manual changes to the employee's benefit may be required.