Benefits Batch Status Definitions

This topic provides definitions for the options that display in the Status field of the Benefits Batch. These options can be manually selected or applied automatically when you select a Workflow link in the Benefits Batch Action Center.

Note: Some options may not be available depending on your configuration.

Pending - A Pending status indicates that the batch is in progress and not yet ready to present to a client. Manually select this status when a new batch is added.
Prep For Presentation - Used to indicate that you are preparing OBPs to present to the client. This status is typically set when the Prep For Presentation workflow link is clicked but may also be manually selected from the Status drop down list.
Client Review - Used to indicate that you are in the process of reviewing OBPs with the client. Also triggers the Client Benefit Workbook Review email template. This status is typically set when the Client Review workflow link is clicked but may also be manually selected from the Status drop down list.

Note: The Client Benefit Workbook Review email template sends an email to the Renewal Client Contact listed on the Benefits Batch with the Benefits Renewal Workbook attached for them to review. The email is triggered when the value in the Benefits Batch Status field equals Client Review. If you do not have this option, you can manually create a Benefits Renewal Workbook by clicking the Benefit Renewal or Docusign Benefit Renewal link under Reports in the Action Center. Also see Benefits Renewal Merge.
Update Client Selection - Used to indicate that you are in the process of updating the client's selected benefits for the year. This status is typically set when the Update Selections workflow link is clicked but may also be manually selected from the Status drop down list.
Sent For Approval - Used to indicate that you have sent the client's benefit renewal selections that you have updated in ClientSpace back to them for approval. This status is typically set when the Send For Approval workflow link is clicked but may also be manually selected from the Status drop down list.
Approved - Indicates that you have received approval from the client on their benefit renewal selections. This status is typically set when the Approved workflow link is clicked but may also be manually selected from the Status drop down list.
Prism Setup - Indicates that you are in the process of setting up the selections in the PrismHR application. This status is typically set when the Prism Setup workflow link is clicked but may also be manually selected from the Status drop down list.
Enrollment - Indicates that the client is in the Open Enrollment period. This period may be identified in the Open Enrollment Start and Open Enrollment End fields on the Benefits Batch. This status is typically set when the Start Enrollment workflow link is clicked but may also be manually selected from the Status drop down list.
Pending Activation - Indicates that the benefits are ready to be activated. This status is typically set when the Pending Activation workflow link is clicked but may also be manually selected from the Status drop down list.
Active - Indicates that the offered plans in the batch are finalized and active as of the Benefits Batch Effective Date.
Expired - Indicates that the offered plans in the batch are expired. The expiration date, if entered, may show in the Benefits Batch Expiration Date field.
Cancelled - Indicates that the benefits batch has been cancelled.