The "Alerts" section of the Admin Portal provides information about employees not enrolled in eligible benefits, as well as employees enrolled in benefits for which they are ineligible. These alerts are valuable in finding potential enrollment issues.
- Expand 'Setup' and click Setup Properties from the menu.
- Hover over 'General' and click System Utilities.
- Select "Refresh Alerts on Administration Portal homepage using the following Process Date:"
- Change the date to the first day of the new package.
- Click Execute Utility when ready. Navigate to the "Alerts" section of Core HR.
- The "Alerts" section will show all alerts, and the Record Count will display how many employees a particular alert applies.
- Clicking the number shown in the Record Count will take you to detailed information about the alert.
- Clicking the employee's name takes you to their employee profile to edit/update the affected employee’s benefits directly from there.
- After editing employees, you may process alerts again to see if any remain.