How can I open benefit windows for my employees?

If your employees have benefits such as private medical insurance, it is likely that these benefits come with 'enrolment windows'. This means that your employees have a certain number of days to either opt in or out, or to add any dependants should they wish to do so.

If these windows close, then an employee is unable to make any changes to their benefit until the window is opened again. However, at your discretion and depending on the underwriting type, these can now be opened for an employee from within the admin portal.

In this article we will look to detail what changes can be made to your employees' benefits from within the admin portal.

Getting to the employee benefit page

To make any of the changes listed in this article, first head to the Admin Portal, then to People and find the related employee. Click on the employee and on the right hand side of the page you should see a list of their benefits showing listed under Benefits.

Click into the benefit and this will open the employee benefit page. From here, you can make any of the changes listed below!

Allowing Cover Changes

Employees may wish to change their cover in some way, including adding dependants or changing their level of cover. For this we also have windows that close, and at the touch of a button you can open this for a month.