3 Ways to Research an Employee’s History

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There are many ways to review an employee’s changes, election history, and many other changes within an employees record.  Here are just a few of them:

  1. History File:  To determine what has occurred in an employee’s record, visit their History File where the footprints of the employee’s walkthrough is stored and you can view what other users have completed for that particular employee.
  2. Journal:  The Journal Entry will tell you why something occurred in an employee’s record.  When a change takes place, each user should enter a Journal entry to further describe the reason for the change.  You can even upload a document in the Journal entries, such as, a qualifying event change form or an email with the requested change.
  3. Enrollment History Report:  This report is located under the employee’s Benefit Plan Information, where you can view each election, whether it is in effect or has been terminated, how the election was made, when it was made, and who processed this change.

 

To learn more about researching an employee’s history, you may visit the Training Guide located on your Administration Dashboard or contact your Account Representative.

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