Automated Employee Navigator Qualifying Event Follow-Up
Every morning, WebRun opens Employee Navigator, finds employees who have logged a qualifying life event but have not yet updated their benefit elections, and alerts HR in Slack. Draft follow-up emails are queued in Gmail for HR to review and send.
How do I automatically follow up on qualifying life events in Employee Navigator?
WebRun opens Employee Navigator every morning and finds employees who have logged a qualifying life event but have not yet updated their benefit elections. It drafts a follow-up email for each in Gmail for HR review and posts an urgency-ranked Slack alert, so no special enrollment window closes without action.
- No qualifying event window closes without HR taking action
- Follow-up emails are ready to send in one click after HR review
- Urgent deadlines are surfaced first in the daily Slack alert
Built for HR teams · benefits administrators · people operations · mid-size employers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.employeenavigator.comin a real browser with your saved login - no setup, no API keys. -
1
Employee Navigator - find open qualifying life event records
employeenavigator.com
WebRun opens Employee Navigator to find open qualifying life event records. - Open Employee Navigator and navigate to qualifying life event records
- Filter for events where benefit elections have not yet been updated
- Note the employee name, event type, event date, and days remaining in the special enrollment window
Done when Every open qualifying event with a pending election update is listed with its deadline.
-
2
Gmail - draft a follow-up for each affected employee
gmail.com
WebRun opens Gmail to draft a follow-up for each affected employee. - Draft a follow-up email for each affected employee noting their event type and the enrollment deadline
- Leave all drafts unsent, ready for HR to review and approve before sending
Done when A draft follow-up email exists in Gmail for every employee with an open qualifying event.
-
3
Slack - alert HR to review and approve outreach
slack.com
WebRun opens Slack to alert HR to review and approve outreach. - Post a summary to the HR Slack channel listing all open qualifying events with days remaining
- Flag any events where the special enrollment window closes within 48 hours
Done when HR has a prioritized list of open qualifying events and knows drafts are waiting for approval.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email employees without HR approval?
No. Every follow-up email is drafted in Gmail and left unsent. HR reviews and sends each message, so no employee is contacted without explicit approval.
Which qualifying events does it track?
It tracks any qualifying life event recorded in Employee Navigator, including marriage, divorce, birth, adoption, and loss of other coverage. The event types it picks up match what your HR team logs in the system.
What if the employee has already updated their elections?
WebRun reads the current election status in Employee Navigator on each run. Employees who have already made changes are skipped automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.