Using the Dashboard

The PrismHRDashboard provides quick access to company information and relevant features. The information shown in the Chart and List sections of the Perspective panel reflects the client selected.

To view onboarding tasks within Benefits Enrollment, in the Chart section of the Perspective panel, select Benefit Enrollments by Status from the list.

Displaying Tasks and Their Status

The chart in the Perspective panel displays enrollment tasks and their statuses. You can use the type list to filter the type of enrollment to view in the Dashboard (All Types, Benefit Enrollment Only, Open Enrollment Only, Life Event Only, Anytime Enrollment Only). When you select an enrollment type, the system displays the number of employee enrollments available.

Status	Description
In Progress	The employee has either not started, or has started but not yet completed the enrollment.
Waiting for Approval	The employee has submitted the enrollment, and the enrollment is awaiting approval.
Ready to Review	The employee's enrollment is approved, and in the posting queue. At this point, the enrollment might be included or not yet included in a batch.
Ready to Post	The employee's enrollment is in a batch, has passed review, and is ready to post.
Post/Review Failure	The employee's enrollment is in a batch, but has either not passed review or failed to post.
OE Eligible	Employees included in this status are eligible for open enrollment. OE eligibility is determined as follows: • Benefits Enrollment Enabled must be selected in the Global Configuration form. • If the client restricts eligible benefit plans (by Department, Benefit Group, Division, or Location) using the Eligible Benefits Determinant in Client Details, the system checks list of Eligible Benefits at the restriction level to see if the benefit plans are active and the employee is OE eligible. If no list of Eligible Benefits is entered at the restriction level, the system excludes the employee's benefit group and the employee is not OE eligible. • If the client lists the employee's status as eligible in the Benefits Enrollment Eligibility Criteria panel in the Client Details form, the employee is OE eligible. If the client has not listed eligible statuses in this panel, the system excludes terminated employees from being OE eligible. Employees who are not terminated are OE eligible. • If the client lists the employee's type as eligible in the Benefits Enrollment Eligibility Criteria panel in the Client Details form, the employee is OE eligible. If the client has not listed eligible types in this panel, the employee's type must have Eligible For On-line Benefit Enrollment selected at the system-level in Employee Types for the employee to be OE eligible.

Displaying Benefit Enrollments by Type

The List section displays the individual benefit enrollment records for the type selected. You can further filter benefit enrollment records that display in the list by clicking a status in the pie chart. The list updates, and the colored dot that displays next to each item matches the color in the pie chart section.

The table displays the following columns.

Column	Description
Employee Name	The employee's name.
Employee ID	The employee's ID.
Start Date	The start date for the enrollment workflow.
End Date	The end date for the enrollment workflow.
Effective Date	The enrollment effective date.
Workflow	The name of the enrollment workflow.
Status	The status for the enrollment.
Actions	An action to perform for a specific enrollment record. The following options are available: • Archive: Archives the enrollment record. The system displays an informative message and prompts you to confirm Yes or No. If you click Yes, the system archives the record and displays a confirmation message when complete. Click OK to close.Click OK to close. • Extend: Changes the enrollment End Date and extends the enrollment period for the employee. The system displays a dialog box where you can enter the new end date and click Extend to save. • Proxy: Performs a proxy enrollment in the Proxy Login form. • View Web Enrollment: Displays the enrollment record in the Web Enrollment Configuration form.