Who Is This For: Benefits Adminstrator
Where Will This Solution Be Located: Benefit Record That Requires A Beneficiary (i.e. Voluntary Life, Basic Life, Critical Illness)
When Does This Solution Apply: When needing to add a beneficiary to a benefit record due to it not being selected as part of enrollment in benefits.
Why It Occurs: Certain benefit records are identified as default enrollments on their benefit type and option on a benefit set. This means that a Team Member is automatically enrolled and doesn't actually have to click through this benefit to receive it. Due to it being a default enrollment, the Team Member is allowed to bipass selecting a beneficiary, if they click on the benefit when enrolling then they would be forced to set the beneficiary.
What Can Be Done To Prevent: Remove the default enrollment and require the plan to be selected as part of enrollment.
- Pluses: This will ensure that beneficiaries are entered in when enrolling
- Deltas: For those that do not enroll before the close date will not be automatically enrolled in the default benefit, this would be something that the benefits administrator would need to ensure they enroll the Team Member after closing
Description: This article guides a benefits adminstrator through the process of adding a beneficiary to a benefit record
Navigate to the Team Member's employment record
Navigate to the Benefits related list and then select the Benefit Admin button
Select the benefit that is missing the beneficiary
Select the percentage allocation for each dependant or add a new beneficiary if it does not exist
Select Save
Select the Active checkbox next to the updated record and then select Save