Definition: Form automation is a feature Zenefits offers which pre-populates carrier forms with employee and group data, for submission to benefits carriers.
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?
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 support/generate employee waivers at this time.
Overview: Users with to the Benefits Administration and fulfillment permissions are 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.
Task details provide fulfillment users to quickly view an employee's enrollment information that needs to be submitted to benefits carrier(s). To access task details, simply click on one of the open/closed tasks in your dashboard. Once you do, a modal will populate on the page, and you will be able to view the related enrollment details for your employee(s).
Task Detail/Activity Feed Fields & Definitions