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iSolved Benefit Module Quick Reference Guide

Written by Jason Velez

Updated at October 4th, 2021

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Quick Reference Guide  

The table below provides guidance for some of the most common functions within the iSolved Benefits Module. This table is provided for reference only; additional detail should be reviewed in the full text of the Benefit Module User Guide.  

Type of Change
Screen/Wizard
Location in iSolved
Fixing an enrollment error
Employee Benefit Plan Screen
Employee Management> Benefits>Benefit Plans
Adding benefits during Open Enrollment
Employee Benefit Plans Screen OR Benefit Enrollment Wizard

Employee Management> Benefits>Benefit Plans 

OR 

Employee Self-Service>Benefit Enrollment

New Hire enrollment
Benefits Enrollment Wizard
Employee Self-Service> Benefit Enrollment
Terminating benefits due to employee termination
Termination Wizard
Employee Management> Employee Maintenance> General
Changing benefits due to Life Event
Life Event Wizard
Employee Self-Service>Life Events Wizard Employee Self-Service>Life Events Wizard
Adoption/Legal Guardianship Birth
Life Event Wizard
Employee Self- Service>Life Events Wizard
Change to full time student
Life Event Wizard
Employee Self- Service>Life Events Wizard
Child Death
Life Event Wizard
Employee Self- Service>Life Events Wizard
Child No Longer Eligible
Life Event Wizard
Employee Self- Service>Life Events Wizard
Civil Union
Life Event Wizard
Employee Self- Service>Life Events Wizard
Dependent Becomes Eligible
Life Event Wizard
Employee Self- Service>Life Events Wizard
 Divorce/Legal Separation
Life Event Wizard
Employee Self- Service>Life Events Wizard
Gain of Spouse’s Benefit Eligibility Marriage
Life Event Wizard
Employee Self- Service>Life Events Wizard
Rehire
Life Event Wizard
Employee Self- Service>Life Events Wizard
Remove a Dependent – Other
Life Event Wizard
Employee Self- Service>Life Events Wizard
Spouse Death
Life Event Wizard
Employee Self- Service>Life Events Wizard
Employment Category Change***
Employment Category Screen & Life Event Wizard
Employee Management> Employee Maintenance>Employment &
 Employee Self- Service>Life Events Wizard
Normal Hours Change***
Salary Screen & Life Event Wizard
Employee Management>Employee Pay> Salary
&
 Employee Self‑Service>Life Events Wizard
Evaluate employee eligibility
Benefits Evaluation Utility
Client Management>Benefits> Benefits Evaluation Utility
Evaluate dependents aging out in the next 90 days
Benefits Evaluation Utility
Client Management>Benefits> Benefits Evaluation Utility
Evaluate dependents that have stop date on plan but no benefit end reason
Benefits Evaluation Utility
Client Management>Benefits> Benefits Evaluation Utility

*** Life Event must be initiated by HR Administrator 

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