Definition: Form automation is a feature Zenefits offers which pre-populates carrier forms with employee and group data, for submission to benefits carriers.
Functionality:
Who is responsible for handling my enrollments if my group doesn't utilize EDI?
Am I able to filter tasks in the fulfillment dashboard?
How do I sort tasks?
How can I add notes when completing task in Zenefits?
How do I annotate proof of submission after I've completed a task in the carrier portal or submitted an enrollment manually?
How do I send enrollments directly from Zenefits?
Starting 9 / 6 /2021 Group Tasks will be managed a little differently within Zenefits. The original Group Task will continue to generate once the Open Enrollment window has ended, but will not regenerate if there are individual employee changes. Instead, as new employee-specific changes occur, new member-level tasks specific to each employee will now be created, making it easier to track and manage changes.
What if employees make changes to their enrollment?
If you are working with a Certified Broker Partner, please work with them to make any updates you need to reconcile your EDI file feed. Otherwise, if you are using your own broker, you will need to make these updates or work with your broker to update Zenefits.
Groups who utilize EDI on Zenefits may receive reports from the insurance carriers that require your attention. Below are some common reasons why the insurance carrier may need your help in order to correct or clarify enrollment information and how to resolve the issue:
1. Member/Dependent Dropped or Added
Zenefits does not generate employee waivers on enrollment forms, but we do collect waiver reasons in the enrollment experience. This information can be accessed via a report on the right side of the Benefits Administration app, titled EMPLOYEE BENEFITS WAIVER REPORT
Overview: Users with access to the Benefits Administration app and with fulfillment permissions will be able to access the fulfillment dashboard which contains all open and closed manual fulfillment tasks. The fulfillment dashboard is available within the Benefits Administration app by clicking on the "Fulfillment" tab at the top of the page.
Feature(s):
Overview
Fulfillment Tasks help fulfillment users to quickly view an employee's enrollment information that needs to be submitted to benefits carrier(s). To access the task details, simply click on one of the open/closed tasks in your dashboard. A modal will open on the page, and you will be able to view the related enrollment details for your employee(s).
Task Detail/Activity Feed Fields & Definitions
Event Details
For companies utilizing a Certified Broker Partner (CBP), Zenefits now supports assigning a default user to receive and process enrollments for either employee-level changes (new hires, terminations, and QLEs) or group-level changes (renewing existing plans or adding new lines of coverage). The user can be an admin at the company with fulfillment permissions or an individual/generic inbox at the brokerage.
In order to enable this feature, navigate to the Company tab of the Benefits Administration app, scroll down to Fulfillment Task Responsibilities, click the edit pencil icon in the top right corner, select the user from the applicable dropdown menu, and click Submit. If you do not see the desired user, they first need fulfillment permissions assigned (seen as: Complete tasks and receive notifications related to employee benefits).
Key Features:
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