HRMS with Benefits
Core HR, payroll and leave and attendance, in one system.
Manage employee insurance enrollment, flexible benefit choices and claims together in one benefits workspace.
Explore the specification
YouStatusConfirmedPendingActive
StatusReportedDocumentationPending
Status NoticeSent Pending or Status = 'Active' AND any COBRAPayments.Status IN ('Short', 'Late')
StatusSubmittedUnderReview
OpenEnrollmentPlanYear.StatusPublishedActive
YouOpen
| Window Number | Plan Year | Type | Open Date | Close Date |
|---|---|---|---|---|
| EW-95227 | PY-7413 | Initial | 25 Sep | 02 Oct |
| EW-46177 | PY-3432 | OpenEnrollment | 06 Sep | 12 Sep |
| EW-40384 | PY-5409 | QLE | 17 Sep | 24 Sep |
| EW-75791 | PY-2291 | Initial | 11 Sep | 19 Sep |
| EW-82558 | PY-9996 | OpenEnrollment | 11 Sep | 20 Sep |
| EW-38219 | PY-8758 | QLE | 25 Sep | 02 Oct |
PeriodEnd >= today − 60 days
| Feed Number | Carrier | Plan Year | Period Start | Period End |
|---|---|---|---|---|
| CF-59920 | CRR-7706 | PY-1878 | 05 Sep | 06 Sep |
| CF-80565 | CRR-5803 | PY-8440 | 13 Sep | 14 Sep |
| CF-16251 | CRR-1070 | PY-4417 | 14 Sep | 14 Sep |
| CF-52264 | CRR-8751 | PY-2780 | 10 Sep | 11 Sep |
| CF-94099 | CRR-9480 | PY-8498 | 21 Sep | 17 Sep |
| CF-46625 | CRR-8512 | PY-4570 | 09 Sep | 10 Sep |
YouActive
| Employee.Name | Benefit Plan.Plan Type | Status |
|---|---|---|
| Employee. 265 | ELC | Pending |
| Employee. 234 | ELC | Confirmed |
| Employee. 338 | ELC | Waived |
| Employee. 195 | ELC | Terminated |
| Employee. 211 | ELC | Replaced |
| Employee. 757 | ELC | Pending |
StatusDraftPublishedOpenEnrollmentStart >= today − 90 days
| Plan Year Code | Start Date | End Date | Open Enrollment Start | Open Enrollment End |
|---|---|---|---|---|
| PYC-566 | 18 Sep | 22 Sep | 17 Sep | 22 Sep |
| PYC-626 | 20 Sep | 29 Sep | 17 Sep | 25 Sep |
| PYC-694 | 24 Sep | 01 Oct | 17 Sep | 23 Sep |
| PYC-839 | 19 Sep | 27 Sep | 17 Sep | 20 Sep |
| PYC-389 | 11 Sep | 14 Sep | 17 Sep | 19 Sep |
| PYC-877 | 16 Sep | 22 Sep | 17 Sep | 22 Sep |
YouActive = true
| First Name | Last Name | Relationship | DOB | Full Time Student |
|---|---|---|---|---|
| First 543 | Last 790 | Spouse | 13 Sep | ✓ |
| First 335 | Last 805 | DomesticPartner | 07 Sep | ✓ |
| First 796 | Last 703 | Child | 21 Sep | ✓ |
| First 704 | Last 698 | Stepchild | 14 Sep | no |
| First 662 | Last 173 | AdoptedChild | 10 Sep | no |
| First 183 | Last 351 | FosterChild | 05 Sep | ✓ |
Illustrative records generated from the specification. Explore the views to inspect the planned operating model.
Built for your team.
HR and payroll teams who want people data and pay in one place.
- Defined tables
- 22
- Operational views
- 11
- Defined roles
- 6
- Reports
- 8
Defined in the planned system specification.
What’s inside.
Manage employee insurance enrollment, flexible benefit choices and claims together in one benefits workspace.
Core HR
Employee records, org chart and documents
Payroll
Pay runs, deductions and payslips
Leave and attendance
Balances, rosters and time capture
Recruiting
Openings, candidates and offers
Performance
Goals, reviews and calibration
Compliance
Statutory filings and policy acknowledgement
- 01Offer
- 02Documents
- 03Access
- 04First payroll
- 05Review
Built for your team
Claim NumberEmployeeBenefit PlanService Date
Benefits Manager
Owns the benefits function end-to-end. Runs Open Enrollment, manages carrier relationships, audits eligibility, signs off on QLE approvals over a configured threshold, and approves mid-year plan or rate changes (which require a justification note).
EmployeeOpen DateClose DateStatus
Open
Benefits Specialist
The day-to-day operator. Processes enrollments, intakes and approves QLEs (under the configured manager-approval threshold), runs the COBRA admin queue, verifies dependent documentation, and reconciles carrier-feed rejections.
Employee NameBenefit Plan Plan TypeStatus
ELC
Manager
Line manager with scope over direct reports only. Sees only an enrollment-status flag (Enrolled / Waived / Pending) per direct report — never plan name, coverage tier, dependents, beneficiaries, or cost. Used to spot reports who have not enrolled before window close.
First NameLast NameRelationshipDOB
Domestic Partner
Employee
Self-service access. Browses the BenefitPlans catalog (with rates for own coverage tiers), makes own Elections during an open EnrollmentWindow, manages own Dependents and Beneficiaries, files own FSA / HSA Claims, and reads own coverage history.
Payment NumberPeriod StartPeriod EndAmount Due
COBRA Participant
Limited self-service for terminated employees (or qualified beneficiaries) who have elected COBRA continuation. Sees only own COBRA event and own premium-payment ledger.
Reports and dashboards
Explore what each report measures and the records behind it.
Open Enrollment Funnel
Per PlanYear: count of EnrollmentWindows in NotStarted / Started / Submitted / Confirmed status, percent complete by day, drilled by Department × Location × Manager. The Benefits Manager's daily landing report during the Q4 cycle, with a final completion vs. target number on close.
Plan Participation
Per PlanYear per BenefitPlan: enrolled headcount and percent of eligible population, broken down by CoverageTier (EE / EE+Spouse / EE+Children / Family). Drills into Department and Location. Highlights low-take-up plans and over-concentration risk on one carrier.
Total Benefits Cost
Per PlanYear per PlanType: total employer cost (premium contribution + 401(k) match + FSA / HSA employer fund), total employee cost, per-enrolled-head averages, year-over-year delta. Drills into BenefitPlan and CoverageTier. The Total-Rewards budgeting report.
401(k) Participation & Match Utilization
Per Employee for the active PlanYear: deferral percent (Traditional + Roth), YTD employee contribution, YTD employer match, percent of available match captured, vesting status. Highlights employees leaving match dollars on the table.
COBRA Activity
Per COBRAEvent: QualifyingEvent, EventDate, NoticeSentAt vs. federal 14-day deadline, ElectionDeadline, election status, monthly premium, months remaining, payment status. The compliance ledger for the COBRA admin function.
ACA 1095-C Readiness
Per Employee per month of the prior calendar year: Offer-of-Coverage code (Line 14), Safe-Harbor / Section-4980H code (Line 16), and the resolved Affordability Test result. Flags months with missing or ambiguous codes before the January 1 generation workflow fires.
Dependent Roster
Active Dependents with Relationship, DOB, age, full-time-student flag, disabled-flag, and which active Elections cover each. Flags children approaching age 26 in the next 90 days and full-time-student flag expiring (graduation-season cleanup).
Carrier Feed Reconciliation
Per Carrier per CarrierFeeds period: AddCount / ChangeCount / TermCount sent, acknowledgement status, rejection details. Highlights carriers with stale feeds, persistent reject codes, and any CarrierFeeds row in Generated for more than 24 hours.
One connected workspace
Dependent Rosterlist
Active Dependents with Relationship, DOB, age, full-time-student flag, disabled-flag, and which active Elections cover each. Flags children approaching age 26 in the next 90 days and full-time-student flag expiring (graduation-season cleanup).
| First Name | Last Name | Relationship | DOB | Full Time Student |
|---|---|---|---|---|
| First 543 | Last 790 | Spouse | 13 Sep | ✓ |
| First 335 | Last 805 | DomesticPartner | 07 Sep | ✓ |
| First 796 | Last 703 | Child | 21 Sep | ✓ |
| First 704 | Last 698 | Stepchild | 14 Sep | no |
- FirstName
- First 543
- LastName
- Last 790
- Relationship
- Spouse
- DOB
- 13 Sep
- FullTimeStudent
- ✓
- Disabled
- ✓
ownerEmployee
Go from the big picture to the details behind it. Open any record to see its status, owner and history.
Illustrative records. Connections follow the authored specification.
Controls and automation
System checks
new-hire-eligibility-check — appEventTrigger on Employees.record.created (Core HR feed) → evaluates EligibilityRules, writes EligibilityRecords, spawns the Initial EnrollmentWindows row.
open-enrollment-launch — scheduleTrigger annual on the configured Open-Enrollment open date → emits one OpenEnrollment EnrollmentWindows per eligible Employee and sends the kickoff packet.
enrollment-window-reminder — scheduleTrigger daily at 07:00 → emails Employees at T-14, T-7, and T-1 days from window close.
qualifying-life-event-intake — appEventTrigger on QLEEvents.record.created → opens a 30-day QLE EnrollmentWindows, pre-selects affected BenefitPlans, routes to Benefits Specialist for documentation review.
election-confirms-deduction-feed-to-payroll — appEventTrigger on Elections.record.updated (Status: Confirmed) → posts a BenefitDeductions payload per Election to the Payroll app via integration.
carrier-feed-export — scheduleTrigger weekly on the configured carrier-feed day → builds the outbound EDI 834 file per Carrier, writes a CarrierFeeds row, uploads via SFTP, flips status on 999 ack.
cobra-on-termination — appEventTrigger on Employees.record.updated (Status: Terminated or HoursPerWeek below threshold) → creates COBRAEvents per current Election, generates COBRA-Election BenefitNotices within the federal 14-day deadline.
aca-1095c-generation — scheduleTrigger annual on January 1 → computes per-month 1095-C codes per Employee, emits 1095-C payloads to Payroll's TaxForms table.
dependent-aging-out-alert — scheduleTrigger monthly on the 1st → emits a QLEEvents row of EventType: DependentAgedOut for any covered child within 90 days of the ACA age-26 threshold.
claim-reimbursement-fsa-hsa — appEventTrigger on Claims.record.created → validates against PlanYear balance, posts to the FSA / HSA TPA API, flips Status Approved or Rejected. Integrations: inbound from Core HR (Employees lifecycle: hire, transfer, hours-change, termination; basic Dependents rows extended here with coverage). Outbound to Payroll (BenefitDeductions per pay period and ACA 1095-C coverage data once per year), each insurance Carrier (EDI 834 enrollment files via SFTP and 999 acknowledgements back), the 401(k) recordkeeper (contribution and match files), the FSA / HSA administrator (claim reimbursement), the document store (signed enrollment confirmations, SPDs, COBRA notices, 1095-C copies), and email (enrollment kickoffs, reminders, COBRA notices, claim status).
