Enable Benefits Pending Actions Alert

You can now use the standard alerts functionality to send automatic notifications to benefits participants for their outstanding pending actions.

Screen capture of Benefits Pending Actions Alert email.

Benefits Pending Actions Alert

This enhancement reduces the need for Benefits administrators to send manual communications and thereby saves time.

Here's the demo of these capabilities:

Steps to Enable

How do I enable pending actions alert within the Benefits Summary page?

Tips And Considerations

  • Copy existing resource alert to preserve the original content.
  • Alerts can be sent for:
    • All employees.
    • Specific days before the action is due.
    • By program, plan, and life event.
  • Additional filters can be added to streamline when your alerts are sent.
  • Here are some example communication methods that you can use in the alert:
      • Use the following to send alert to work email or person email:
        • ${AlertUtils.person(personId).WorkEmail}
        • ${AlertUtils.person(personId).HomeEmail}
      • Use the following to alert your benefits representative. If more than one representative is present, it will pick any one of them:
        • Using email: PersonId: ${AlertUtils.benRep(emps.PersonId).WorkEmail}
        • Using email: AssignmentId: ${AlertUtils.benRep(assignments[0].AssignmentId).WorkEmail}
        • Using username: PersonId: ${AlertUtils.benRep(emps.PersonId).UserName}
      • Use the following to alert your benefits representative. If more than one representative is present, it will return all with the limit configured by the profile, default is 25.
        • Using email: PersonId: ${AlertUtils.toString(AlertUtils.benRepList(emps.PersonId).WorkEmail)}
        • Using email: AssignmentId: ${AlertUtils.toString(AlertUtils.benRepList(assignments[0].AssignmentId).WorkEmail)}
        • Using username: PersonId: ${AlertUtils.toString(AlertUtils.benRepList(emps.PersonId).UserName)}

Key Resources

Benefits Alerts