Module Navigation

Managing Enrollment Windows for Employee Portal in Core HR

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.

CHR - Menu - Employee Homepage - Enrollment Windows - 00.png

Enrollment_Window_-_00.png

The 'Enrollment Windows' page will present the following columns:

  • Activation Dates
  • Deactivation Date
  • Events
  • Work Email
  • Package
  • Creation Date
  • Confirmed by Employee

Clicking the CHR - Filter Icon.png filter icon allows you to filter the enrollment windows by package.

CHR - Employee - Employee Homepage - Enrollment Windows - Filters - 00.png

The Actions drop-down menu allows you to:

Enrollment_Window_-_Actions_-_00.png

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.

    CHR - Employee - Employee Homepage - Enrollment Windows - 03.png

  • Enter the activation date, deactivate date, package, and the type of event.

    CHR - Employee - Employee Homepage - Enrollment Windows - Create - 00.png

  • Click Add Record when finished.

Deleting an Enrollment Window

  • Select an enrollment window with the checkbox(es) towards the right of the record.

    CHR - Employee - Employee Homepage - Enrollment Windows - 04.png

  • Use the Actions drop-down menu and click Delete Selected Records.

    CHR - Employee - Employee Homepage - Enrollment Windows - Actions - 02.png

  • Confirm the deletion.

    CHR - Employee - Employee Homepage - Enrollment Windows - Delete - 00.png

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