When an employee submits a benefit window request, it would be nice to be able to set up a notification email to the benefits team.
Tara Durham
| Company | Allied Power |
| Job Title / Role | HR Manager |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2024 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
Submitted Case Number:30478890
Subject:Benefits Admin do not receive email when employee requests Open Window due to Qualifying Event.
Hi Melissa,
This does sounds like a configuration issue or a bug. Can you submit a support case for this?
Thanks!
Hey Mark - KB says:
Reviewing Benefit Requests
After a user has submitted a Qualifying event, the Benefits Admin will be notified via email that a request has been submitted and can review and approve the request from the Benefits Dashboard. Only a Benefits Admin can review and approve Qualifying Event requests.
Is this not the case or is it not working as intended? Like Tara, we would like the ability to approve the window in advance of employee elections.
Since the benefit requests are not saved to Vista until they are approved and benefit admins will have the ability to reject any unapproved benefit windows, do you think that workflow could work for you?
No, I do not because employee must provide proof of the qualifying event before they can elect.
Hi Tara,
Do you currently have the "Automatically approve Qualifying Event Benefit Window Requests" portal setting enabled? If you do, your Benefits team will get an email when the employee submits their benefit elections which can be approved or rejected.
Thanks!