Understand how BenSelect calculates effective dates for an employee.
Configuring a case for employee self service
Describes how to use the Global report - Enrollment Confirmation Email Report
Describes how to ensure the system doesn't collect PCP information
How to add presentations to customize the enrollment experience.
Description of basic terms regarding effective dates within the BenSelect system.
How to create a deliverable and attach it to a report.
dealing with payroll calendars in multi-year cases.
This article provides information on Special Enrollments and how to set them up
This document provides best practice steps to update an employee’s contact information.
This article provides information on how an effective date can be corrected on an enrolled coverage.
This article describes steps to add a new dependent to existing benefit coverage via Life Event.
This article provides information regarding the effects of editing.
Multiple employee applications are in Agent Pending - enrollers aren't able to PIN sign the enrollment to get the applications out of Agent Pending.
This article explains the custom range option for riders for applicable engines
This article covers using and setting up multi-case reporting
This article answers some questions on implementing the multi plan year option in new case builds.
This article covers the processes available to lock coverages.
This article covers how to set up a link in a text bank.
This article provides access to the LFG EOI Bridge Setup document.
This article provides access to The Standard EOI Bridge Setup document.
This article provides access to the UNUM EOI Bridge Setup document.
EOI form for use with the Prudential EOI Bridge
This article links to instructions for setting up a virtual path to a customized Enrollment site login page for an Employer group.
This article describes why a new hire would be unable to add dependents.
Article describes how to add a logo for each location on the case and enable location information
Article describes how to set up and use BenRecommend.
Article describes what the “inactive” employment status is used for.
This article provides a high-level overview of the Selerix HR Experience, available in "BETA" form.
This article discusses how to remove the View Existing Coverage box from the enrollment screen.
Article discusses the Click to Accept Signature Mode and its Functionality.
This article describes how to allow employees to change their beneficiaries outside of open enrollment without enabling life event processing.
This article discusses whether it is possible to change the ordering of a plan’s tiers.
This article provides the basics of adding a Selerix-built carrier product to your case. Contact Selerix Support for carrier-specific Rules of the Road.
This article discusses the Decision Support Tool.
This article discusses why an employee’s enrollment status may not be getting reset to Not Begun.
This article discusses the difference between “Group Domicile Address” and “Employee Home Address” and how each affects the functionality of a case.
This article discusses whether the Life Events are customizable.
This article explains how to update coverage rates after case wrap-up is complete.
This article discusses best practices to handle open enrollment carrier changes.
This article discusses the process of removing a product with active coverage from the case.
This article discusses qualifying life events vs. system events.
This article discusses changes pending.
This article describes when it is recommended to build a dummy engine plan and when to build a membership engine plan.
Describes why a confirmation form signed during OE might show old effective dates for coverage that should have enrolled with a new effective date.
This article describes how the stacking of policies works in Benselect.
This article discusses items to be verified and tested post case migration.
This article describes how to change the tier name of a plan.
Discusses why a confirmation form signed during OE might show old effective dates for coverage that should have enrolled with a new effective date.
This article discusses about payroll calendars in the Benselect system.
This article discusses how deduction dates are assigned to coverages.
This article discusses how effective dates get set when coverage flags are not Set on Life Events