Self Service Toolkit - Refresh Admin Portal Alerts

The System Alerts section of the Admin Portal provides information about employees not enrolled in eligible benefits as well as employees enrolled in benefits for which they are ineligible. These alerts are valuable in finding potential enrollment issues. To process alerts:

  • Navigate to Setup > Setup Properties > System Utilities
  • Select Refresh Alerts on Administration Portal homepage using the following Process Date:
  • Change the date to the first day of the new package
  • Press the Execute Utility button
  • Click Home

The System Alerts section will show all alerts and the Record Count will display to how many employees a particular alert applies.

Clicking the number shown in the Record Count will take you to detailed information about the alert and allows you to edit the affected employees’ benefits directly from there

After editing employees, you may process alerts again to see if any remain.

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