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Use owner or admin access in your company’s employer view. Benefits Admin must be available. These steps apply to active benefits your company manages; Redii-managed products use their own enrollment screens. Eligibility records whether someone qualifies. Enrollment records whether they are enrolled. Changing one does not automatically complete the other or enroll someone with an external provider.

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Find the right people

  1. Open Benefits, then the benefit.
  2. Select People and choose the Country contract.
  3. Search for the person or use the status filters.
  4. Check the employee, work details, Eligibility, and Enrollment before making a change.
If no active contracts are available, check the benefit and country offering status. Suspended memberships have restricted actions.

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Record an eligibility exception

  1. Open the person’s action menu and choose Override or Manage override.
  2. Select the intended Eligibility value.
  3. Enter a Reason explaining the approved exception.
  4. Select Save override, then check the row.
The override takes precedence over that contract’s country rule. To return to the rule, open Manage override, select Use contract rule, enter the Reason for clearing override, and select Clear override. Use your company’s policy and authorization for the decision. An override should record a real exception, not hide missing or incorrect employment information.

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Record enrollment

For an eligible person, choose Mark enrolled from their action menu. Choose Unenroll to record that they are no longer enrolled. These actions update the record, so verify the person and contract before selecting them. If Mark enrolled opens an eligibility override, check whether an exception is justified. Saving an eligible override is a separate step; you must then mark the person enrolled. For Enrolled but ineligible, check the underlying facts. The available actions include Override eligible and Unenroll. Do not choose either simply to clear the warning. Contact support if the correct status or permitted action is unclear.