Benefit Enrollment Status - Mobile and Web New Hire Enrollments

The Benefit Enrollment Status - Mobile and Web New Hire Enrollments report is a variation of the Benefit Enrollment Status report, and it uses the Benefit Enrollment Status topic. This variation displays details on new hire enrollments, including enrollment status, open and close dates, as well as workflow status and approval date. Benefits administrators can use this report to monitor if new hires are completing their enrollments on time.

Fields

Fields included in the report template

Field Name	Group by	Sort Order	Totals
Enrollment Status	Yes	Ascending
Name Number		A to Z
Hire Date
Enrollment Name
Enrollment Open
Enrollment Close
Workflow Status
Date WF Approved

Custom Fields

Workflow Status

The Workflow Status field displays the workflow status of employee enrollment. It uses the following expression:

CASE
    WHEN BenEmployeeEnrollmentStatus.ShortName = 'PENDING' THEN 'PENDING SUBMISSION'
    WHEN (BenEmployeeEnrollmentStatus.ShortName = 'COMPLETED'
          AND BenEmployeeEnrollment.EnrollmentSubmittedDate IS NOT NULL) THEN 'APPROVED'
    ELSE 'NOT APPROVED'
END

Filters

The template includes the following filters: