What is the Benefit Sync Dashboard?

Read this article for the what, where and how on benefit sync tasks.

Benefit Sync Dashboard

What is the benefit sync dashboard?

  • Purpose: notify the benefit processor of all benefit tasks that must be completed with a carrier. The dashboard is a checklist for the processor to keep track of items that have been completed / are incomplete. 

What am I looking at when I first click Benefit Sync?

 

Default viewScreen Shot 2021-08-23 at 1.26.20 PM

Status:

  • ✅  Not Synced
  • ✅  Change Required

Assigned To:

  • Me and My Teams
    • This means you will only see tasks that are assigned to teams you are on.   If you want to see tasks assigned to others (and have access to do so) you can remove this filter. 

 

All other filter types (Event Type, Carrier, Benefit Type, Task Created On, Change Effective, Company Location) are set to “Any” or “anytime” 

Company & Employee are set to ALL that apply to the above ^

Adjusting your benefit sync dashboard

Filters

  • Status
    • Not Synced
    • This is the most common status you will find. These items have not been looked at or synced to the carrier. You will need to take action on these items and then close them out as “complete” when done.
  • Change Required
      • These are items that were previously synced but something changed that needs to be communicated to the carrier. For example, if someone’s new hire enrollment was completed, processed & closed out, but then the window was reopened and the EE elected different coverage, the status would show as “change required”
  • Complete
    • These items are complete. No action needed
  • Pending
    • Pending tasks are tasks that have been started, but aren’t yet finalized. For example, new hire enrollments and QLE enrollments will fall into this category until the window closes.
  • Deleted
    • These are tasks that have been “deleted”. This commonly occurs when a change required tasks appear, and then is cancelled. (ie someone opens a life event ticket, and then cancels it)
  • Assigned To
      • This is who should take action on the outstanding items. Very helpful when you need to see someone else's outstanding notifications.
  • Event Type - this dropdown list all the event types for benefits
  • Carrier - list the carrier options for your company
  • Benefit Type - list the benefit options for your company
  • Task Created on - allows you to choose a specific date or date range for tasks
  • Change effective - allows you to choose the effective date of the change
  • Company location - allows to choose a specific location
  • Company (on the top menu bar)
    • If you have access to more than 1 company, you can filter down to one at a time.  
    • Employee (on the top menu bar)
      • You can filter down to 1 employee at a time.
  • Sorting 
    • A to Z or Z to A
      • Default is A to Z (most outdated to most recent)
    • Ways to sort (you can add one or multiple)
      • Change effective
      • Company Name
      • Team member (will be linked by EE email)
      • Carrier
      • Task created on
  • Two view options (change your option by clicking on the top menu bar)
Table view

Screen Shot 2021-08-23 at 1.27.56 PM


List view

Screen Shot 2021-08-23 at 1.28.07 PM


Operating the dashboard

    • Nothing on the dashboard happens automatically! If you are a benefit processor, you are responsible for taking action outside of GoCo before clicking Sync.
    • Except Pending Auto-Sync items (this is rare - see above)
      • To complete a task, click to change the drop down and select Sync (or just click directly into the box):
        • You can also do the opposite to any completed task that you want re-opened!

      Screen Shot 2021-08-23 at 1.29.49 PM

      • If you need more information...
        • Step 1: Click directly on the task and an expanded bar will open on the right side with details of the change that needs to be synced
          Screen Shot 2021-08-23 at 1.30.40 PM
      • Step 2: If you need further information (ie EE SSN, Address), click on the blue employees name on the right side menu and a nifty pop up will appear with detailed employee information. 
      • This information will include basic EE information, employment data such as salary/title, benefit history, and more.
        Screen Shot 2021-08-23 at 1.31.34 PM
      • Making notes and attaching documents
        • On any task you can make a note or attach a document at the very bottom
        • Screen Shot 2021-08-23 at 1.59.55 PM
      • Note: all actions you take on a task will be time stamped and part of the history.

        Who uses the dashboard and how do we train them?

        • Broker
            • Could be managing some or all lines for a client
        Other behavior
        • Email reminders
          • Task appears on dashboard. The next morning, when the daily GoCo emails go out (per default - can be changed), it tells you to Sync Benefits.
          • If you complete the task (in the normal task manager), you won’t get another email until new tasks are on the dashboard
            • This is true whether or not you actually sync the task on the dashboard
          • If you leave the general task open (in normal task manager), you will get daily emails to complete it until you close it out
            • Again, this is true whether or not you actually sync the task on the dashboard
          • Task appears on dashboard. Depending on your settings, you’ll either get daily/weekly reminders.
        • Transferring of Tasks
            • If at any time, you need to change the benefit processor on a line, any OLD and incomplete tasks will be transferred to the new benefit sync processor.
        • Open Enrollments
          • During an open enrollment, you will see a set of tasks grouped together, versus individual tasks. You will also be able to quickly download a change report straight from the dashboard that you can use when communicating to the carrier.
        • Event Type confusion
          • A task may be labeled “Imported Enrollment” or “Open Enrollment” - this is done on the line under Enrollment Method

        Screen Shot 2021-08-23 at 2.02.12 PM

        • It will still fall into one of the above categories (completed, change required, etc.) but that category doesn’t necessarily relate to it being an imported or open enrollment
          • GoCo didn’t make this change via import, it just takes the label of the line’s enrollment method
          • Ex: Imported Enrollment (Change Required) - this could be that GoCo made an update manually to an enrollment that was originally imported

         

        If you need further assistance, contact your Client Success Manager.