The 'Enrollment Windows' page allows an admin to view all enrollment periods assigned to an employee. These periods could be open enrollment or life events that may impact the employee benefits coverage and enrollment.
Expand for Navigation to Employee Enrollment Windows
Expand 'Employees', expand 'Employee Homepage', and click Enrollment Windows. If you are viewing the employee profile, hover over 'Employee Page' and click Enrollment Windows.
The 'Enrollment Windows' page will present the following columns:
- Activation Dates
- Deactivation Date
- Events
- Work Email
- Package
- Creation Date
- Confirmed by Employee
Clicking the filter icon allows you to filter the enrollment windows by package.
The Actions drop-down menu allows you to:
Create/Edit Enrollment Window
- Create a new enrollment window by going to the Actions drop-down menu and clicking Create Enrollment. An existing enrollment window can be edited by clicking the activation date.
- Enter the activation date, deactivate date, package, and the type of event.
- Click Add Record when finished.
Deleting an Enrollment Window
- Select an enrollment window with the checkbox(es) towards the right of the record.
- Use the Actions drop-down menu and click Delete Selected Records.
- Confirm the deletion.