Automated PrismHR Benefits Eligibility Follow Ups
Every morning, WebRun opens PrismHR, finds worksite employees who just crossed the benefits eligibility waiting period, drafts a personal eligibility notice in Gmail for each one, leaves every draft unsent for your benefits admin to review, and adds a Google Calendar reminder before their election window closes.
How do I follow up with employees who just became eligible for benefits?
Every morning, WebRun checks PrismHR for worksite employees who just crossed the benefits eligibility waiting period, drafts a personal notice naming the plans and election deadline for each one in Gmail, and leaves every draft unsent for your benefits admin to review. It adds a Google Calendar reminder before each election window closes, so newly eligible employees never miss their chance to enroll.
- Newly eligible employees get notified as soon as their waiting period ends
- Benefits admins review every notice before it goes out
- Election deadlines get a calendar reminder before the window closes
Built for PEOs · ASOs · benefits administrators · HR outsourcing firms
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.prismhr.comin a real browser with your saved login - no setup, no API keys. -
1
PrismHR - find newly eligible employees
prismhr.com
WebRun opens PrismHR to find newly eligible employees. - Open PrismHR and find employees who crossed the benefits waiting period since yesterday
- Capture the employee, client, plans available, and the election window close date for each
- Skip anyone already notified
Done when Every newly eligible employee is listed with their election window close date.
-
2
Gmail - draft eligibility notices
gmail.com
WebRun opens Gmail to draft eligibility notices. - Draft a personal eligibility notice to each employee naming the plans available and the election deadline
- Point them to their PrismHR enrollment link
- Save every message as a draft and leave it unsent for your benefits admin to review
Done when An eligibility notice draft sits ready in Gmail for every newly eligible employee.
-
3
Google Calendar - set the election deadline reminder
calendar.google.com
WebRun opens Google Calendar to set the election deadline reminder. - Add a reminder for your benefits admin 3 days before each employee's election window closes
- Title the reminder with the employee's name and client
- Attach a note to check PrismHR for whether they enrolled
Done when A follow up reminder is scheduled before every election window closes.
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 newly eligible employees without review?
No. WebRun only drafts each eligibility notice in Gmail and leaves it unsent. Your benefits admin reads it and clicks send, so nothing reaches an employee without approval first.
Does the notice include any health plan details?
No. It only names which plans are available and the election deadline, then points the employee back to PrismHR to review coverage and choose for themselves.
What happens if an employee enrolls before the calendar reminder fires?
The reminder note asks your benefits admin to check PrismHR status, so anyone who already enrolled is simply confirmed and closed out instead of chased again.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.