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Update Enrollment Window for New Hires

If you were to hire a new employee around the same time as they would enroll in benefits during annual enrollment, you may want to adjust the annual enrollment to allow the new employee to complete their new hire benefits. This is typically due to different requirements during a new hire enrollment event compared to an annual enrollment event. For example, a new hire will be able to enroll in voluntary life benefits without needing to provide evidence of insurability, while an employee who previously waived the benefit would need to provide EOI to enroll in the benefit. If a new hire were to enroll in the annual enrollment first, they would need to provide EOI.

We offer a video training for this topic on Arcoro Learning.

Update Enrollment Event

To allow the new employee to use the "New Hire" event, we can modify the "Open Enrollment" event to the appropriate event, which will only affect the selected employee.

  1. Search for the test employee.

    CHR - Employee Search - 00.png

  2. Hover over "Employee Homepage" and click Enrollment Windows.

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

  3. You should see the existing "Open Enrollment" event for the employee.

    CHR - Benefit Management - Open Enrollment - New Hire - 00.png

  4. Click the date range for the event.

    CHR - Benefit Management - Open Enrollment - New Hire - 02.png

  5. Use the dropdown menu for "Event" to "New Hire". Click Save Record when finished.

    CHR - Benefit Management - Open Enrollment - New Hire - 01.png

  6. After updating the enrollment window, check the employee's homepage to make sure the event shows "New Hire". Hover over Employee Homepage and click View Homepage.

    CHR - Employee Menu - Employee Homepage - View Homepage - 00.png

  7. The Change Events tile will show the "New Hire" event from the drop-down menu for the new hire to begin.

    CHR - Benefit Management - Open Enrollment - New Hire - 03.png

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