(Admin) How can I review my company's benefit set-up?
Want to review your company's benefit settings and enrollments? Here's how!
To review your company's benefits we suggest a few things.
1. Review the policies, contributions and eligibility rules.
On the company benefits page you can use the Overview tab to review many things:
Plans: you can see which classes are eligible for which plans, as well as click on each one to review the plan details, documents & rates.
Eligibility: you can see the waiting rules for each class and line.
Contributions: you can see the company contribution by class, line and plan.
Overview: the default screen with a graphic view of employees enrolled and company/employee costs
Members: graphic view of employee's enrollments
Benefit Lines: graphic view of how many employees are enrolled in each line and plan
2. Run a benefit enrollment census
To access reports click on the left side menu. The census is one of the GoCo default reports and includes all benefit enrollments and employee/dependent demographic information. Download a census as of today (or any date you'd like) and review total deductions and employee/dependent enrollments:
A great tip is to try and compare this to a recent invoice of yours to make sure the same amount of people are enrolled and that the total your company is being charged is matched.
3. Create a test employee and test their benefit enrollment window.