Employee benefits

Employee benefits automation templates

12 ready-made workflows for Employee benefits. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Employee Navigator, Slack and Google Sheets.

Employee benefits
All categories
Automated Employee Navigator Qualifying Event Follow-Up
WebRun monitors Employee Navigator for qualifying life events and alerts HR when an employee has not yet updated their benefits after a life change.
Employee NavigatorSlackGmail
Automated Employee Navigator Open Enrollment Reminders
WebRun checks Employee Navigator each morning during open enrollment, finds employees who have not yet completed their elections, and queues a reminder for your review before it goes out.
Employee NavigatorGmailSlack
Automated Employee Navigator New Hire Eligibility Tracking
WebRun monitors Employee Navigator for new hires approaching their benefits eligibility window and alerts HR before the deadline passes.
Employee NavigatorSlackGoogle Sheets
Automated Employee Navigator Missing Beneficiary Chaser
WebRun identifies employees in Employee Navigator who have life insurance or other benefits without a beneficiary on file and queues reminder drafts for HR to send.
Employee NavigatorGmailAirtable
Automated Employee Navigator Group Onboarding Kickoff
WebRun detects when a new employer group is added to Employee Navigator and kicks off a structured onboarding checklist to ensure all plan details, carriers, and employee data are configured correctly.
Employee NavigatorGoogle SheetsSlack
Automated Employee Navigator EOI Pending Follow-Up
WebRun reviews Employee Navigator for employees with pending Evidence of Insurability applications and queues follow-up reminders for HR to send before coverage decisions expire.
Employee NavigatorGmailSlack
Automated Employee Navigator Enrollment Completion Digest
WebRun pulls enrollment completion rates from Employee Navigator each morning and posts a concise status digest to your HR team in Slack.
Employee NavigatorSlack
Automated Employee Navigator Dependent Verification Chaser
WebRun reviews Employee Navigator for dependents whose verification documents are still outstanding and queues reminder drafts for HR to send.
Employee NavigatorGmailGoogle Sheets
Automated Employee Navigator COBRA Deadline Tracking
WebRun checks Employee Navigator for qualifying events that trigger COBRA and alerts HR to the approaching notice deadlines before a compliance penalty can occur.
Employee NavigatorSlackGoogle Sheets
Automated Employee Navigator Carrier Feed Discrepancy Report
WebRun reviews Employee Navigator for mismatches between your enrollment data and carrier feeds, and builds a prioritized worklist for your benefits team.
Employee NavigatorGoogle SheetsSlack
Automated Employee Navigator Broker Book of Business Report
WebRun compiles a weekly book-of-business report from Employee Navigator, summarizing group counts, enrollment totals, and renewal dates so brokers can prioritize their attention.
Employee NavigatorGoogle SheetsTelegram
Automated Employee Navigator ACA Compliance Tracking
WebRun pulls ACA tracking data from Employee Navigator each week and delivers a report to HR so variable-hour employees are never inadvertently missed for coverage eligibility.
Employee NavigatorGoogle SheetsSlack

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