Submit your Suggestions for Vista Web

Email Reminder for Incomplete Benefit Election Process

Currently we have employees that are not completing all 4 steps to enroll in health and dental insurance.  It would be helpful if the portal would send a reminder email that the process is incomplete.  It would also be helpful if the company could receive a notification that the process is incomplete.

  • Guest
  • Aug 16 2018
  • Shipped
Company The Branch Group, Inc.
Job Title / Role Benefits Mgr
I need it... Yesterday...Come on already
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  • Admin
    Mark Cadman commented
    September 16, 2020 14:26

    Hey Melissa,

    I just wanted to let you know that we shipped this feature a while ago!

    You should see the Portal Settings > Benefits > "Enable Reminder to Users with Open Benefits Windows 5 Days Before Expiration"

    Please let me know if you have any questions.

  • Tammy Crider commented
    November 02, 2018 21:34

    An example would be election of Family or Employee+Spouse coverage, but no dependents are selected.

  • Guest commented
    August 17, 2018 17:03

    Hey Michael!!!!!  Happy Friday!!!! 

    I would like to have the option of setting up a reoccurring notice, like every Friday until the window closes....but that might not be an option.  However, if that's not possible I would like for it to go out 5 days prior to the window closing.

  • Admin
    Michael Smith commented
    August 17, 2018 16:32

    Hi Melissa,


    How frequent should this reminder go out?

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