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Filter employees to receive window initialization

We need the ability to filter out employees that have recently signed up for benefits (new hire or other qualifying event) during the company-wide open enrollment.

  • Elizabeth Lopez
  • Oct 1 2019
Company Joseph J. Albanese, Inc.
Job Title / Role Business Application Specialist
I need it... Yesterday...Come on already
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  • Mary Rosenthal commented
    March 18, 2020 19:38

    We have an Employee groups for this purpose - one that cumulates all eligible ees into one group. For Open Enrollment in the Benefit Dashboard filter by Benefit Group and do a Batch action to Initialize the window.

  • Vaughn Naber commented
    February 24, 2020 15:38

    We only offer benefits to Non-union people.  It would be GREAT if we could filter by non union and even automate this process a bit!

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