How can I enroll an employee in an insurance plan?

There are times when employees may miss their enrollment deadline in Zenefits as a new hire, during open enrollment, or for a qualifying life event. In the instance that this occurs, either administrators or brokers are able to open or update the employee enrollment window to accommodate any changes that need to be sent to a benefits carrier.

New Hire Enrollment Window = Effective Date + 21 days (this can be changed)

Qualifying Life Event Enrollment Window = Event Date + 27 days

Open Enrollment Window = Determined by Broker or Administrator in the renewals flow

Overview: The "Create Enrollment" function allows brokers, benefits administrators, and/or group administrators to manually create a variety of enrollments for their employee(s). After a user uses the "Create Enrollment" function, the employee will receive an invite to access the employee enrollment flow to elect benefits. When the employee(s) in question complete the insurance enrollment flow, Zenefits will generate a carrier fulfillment task for submission to your benefits carrier(s).

Use Case(s):

An employee misses their enrollment window and you as a broker, benefits administrators, and/or group administrator would like to allow the employee to elect benefits so you can submit an exception request to your benefits carrier(s).
An employee's enrollment window closes but they are still in their eligibility window with your benefits carriers. Note: Zenefits by default sets the employee new hire enrollment window end date as Effective Date + 21 days to ensure enough lead time to submit to your benefits carriers. You can always extend or reopen this window to coincide with the carrier's true deadline(s).

Types of Enrollments:

New Hire
Open Enrollment
Initial Enrollment
Switch Carrier Enrollment
Rehire Enrollment

How to Access:

Navigate to the Benefits Administration app
Click into the Employees tab
Select an employee
Click the "Eligible to Enroll" OR "In Enrollment" button on the employee's "Coverage" tab.

How to Use:

Click "Create Enrollment"
Enrollment Type - The Enrollment Type you select should coincide with the employee and/or group event.
Effective Date - This must align with the event in question. If you select "Open Enrollment" for example, your company must also have a corresponding Company Enrollment with an equivalent effective date.
Enrollment Deadline - This will be the last day the employee is able to access and submit changes via the insurance enrollment flow. The enrollment window deadline is 12pm PST.
Line of Coverage - The employee will be able to make elections only for the lines of coverage you select on this page.
Click the "Submit" button

Overview: The "Change Enrollment" function allows brokers, benefits administrators, and/or group administrators to edit the effective & end date(s) for active enrollments.

Use Case(s):

An employee is unable to complete their new hire enrollment in the default enrollment window (new hire effective date + 21 days) and you as a broker, benefits administrator, and/or group administrator would like to extend their enrollment window to correspond with the carrier(s) enrollment deadline.

How to Access:

Navigate to the Benefits Administration app
Click into the Employees tab
Select an employee
Click the "Eligible to Enroll" OR "In Enrollment" button on the employee's "Coverage" tab.

How to Use:

Click "Change Enrollment"
Check the Line of Coverage you would like to make changes for
Input the new Effective Date
Input the new End Date
Click "Submit"

Overview: The "Cancel Enrollment" function allows brokers, benefits administrators, and/or group administrators to cancel an employee's active enrollment.

How to Access:

Navigate to the Benefits Administration app
Click into the Employees tab
Select an employee
Click the "In Enrollment" button
Select "Cancel Enrollment"

How to Use:

Click "Cancel Enrollment"
Check the line of coverage you would like to cancel for
Click "Submit"

Changing Employee Enrollments

Overview of Changing Employee Enrollments

Create Enrollment(s)

Change Enrollment(s)

Cancel Enrollment(s)

Benefits Administration App