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How do I review my employee's qualifying life event proof document?

If you just received an inbox task to review a qualifying life event (QLE) proof document, follow the instructions below to complete:

  1. Log into your admin account
  2. Click on the inbox task
  3. You'll be able to view the information about the submitted QLE
  • If you believe the document is sufficient, select Approve
  • If you believe the document is insufficient, you can request a different document

To change who has permission to review proof documents, follow the steps below:

  1. Log in to your Zenefits admin account.
  2. Select the Company Profile app from the dashboard. 
  3. Click Administrators. 
  4. Click on the pencil icon next to the admin you'd like to review proof documents.
  5. Ensure the box for Benefits is checked.
  6. After pressing Continue, check the box next to Verify employees'  qualifying life events.
  7. Select your preference, then click Save and Continue.

By default, proof documents will be reviewed through the Zenefits Inbox Task System.If you want to check on the status of a qualifying life event application, connect with your broker contact.

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