Overview: The Benefits Administration app enables brokers, benefits administrators, and group administrators to dynamically manage employee coverage details by allowing you to update and edit employee information in real-time or retroactively. There are a number of options that are available in order to keep employee data accurate and reflective of what is on file with a carrier.
All of these actions should be utilized only when a change was first made with a benefits carrier. Changes made in Zenefits using this methodology will not generate carrier fulfillment tasks or update COBRA Complete, if applicable. Admins and brokers should always update employee enrollment data if changes are made outside of the system to ensure deductions are accurate when pushing into payroll.
Note: For groups using EDI, changes made using these functions will transmit via your EDI file feed to your respective benefits carriers.
Overview: The "Change Event Effective Date" function allows a user to update the effective date for an enrollment.
Overview: The "Add Coverage" function allows a broker, benefits administrator, and/or group administrator to update an employee's active or historical coverage.
Overview: The "Decline Coverage" function allows a broker, benefits administrator, or group administrator to move an employee's coverage to decline status.
Overview: The "Change Dependent Coverage" function allows a broker, benefits administrator, or group administrator to update the coverage status for an employee's dependent(s).
How to Use: