About the Dashboard

 The Dashboard lets you see a snapshot of your total active employees and their enrollment progress. In this article, you’ll learn how to:

Access by clicking Dashboard. 

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View your total active employees and employees' enrollment progress 

The Dashboard includes four circles, one for Total Active Employees, and three for Enrollment Progress:

Total Active Employees: The number of employees with a status of “active.” This includes all active employees, whether or not they are eligible for benefits.

  • Not Started: The number of employees who have available products, but have not yet taken action on these products. An employee listed here has at least one available product in a status of “Open,” and no available products in a status of “Selected.” Please note:
    • An employee will be listed here if they have at least one pre-selected, automatically enrolled product in the status of "Selected.” Once one of their other available products is moved from an “Open” to a “Selected” status, they will be moved to the In Progress circle.
    • An employee will be listed here if they have one available “Open” product (for example, products that the employee had available to them, but did not elect to enroll in or waive), even if all of their other products have moved to “Closed.”
  • In Progress: The number of employees who have added products to their shopping cart, meaning they have selected to either enroll in or waive at least one of their available products, but still need to check out. An employee listed here has at least one available product in a status of "Selected." Please note:
    • An employee will be listed here if they have both "Selected" and "Confirmed" products available to them.
    • An employee will be listed here if you are running a passive enrollment, and products are selected for the employee before they go into the shopping experience.
  • Checkout: The number of employees who have clicked Submit Enrollment and checked out of shopping. This means their products are ready to be processed. An employee listed here has no “Selected” products, and either:
    • Checked out of shopping completely with all of their available products, changing the status of all of their products to “Confirmed,” OR
    • Checked out of shopping with one or more products, changing the status to “Confirmed,” with one or more available products still in a status of “Open” (presumably, these would be products that they did not select. For example, if they had two medical plans available to them, and they selected and checked out with one, then the other would still be in a status of “Open” unless it was explicitly waived).  

Please note that:

  • The Enrollment Progress circles are based on an employee's available products and their statuses (for more information, read an overview article on product statuses in Maxwell). The Enrollment Progress circles are not based on an employee’s enrollment dates. Therefore, for example, an employee will be counted in the “Not Started” circle if they have an “Open” product, even if their open enrollment period has ended.
  • An employee will never overlap Enrollment Progress circles. If an employee is in an open enrollment (this includes any time they have products available to them for shopping, including an annual enrollment, new hire enrollment, or QLE), they will only be listed in one of the three circles.
  • The number of employees in the Enrollment Progress circles may not necessarily match up to the number of employees in the Total Active Employees circle, as this circle includes all active employees, not just those offered benefits and/or in an enrollment period.

View a full list of employees directly from the Dashboard

 To view a full list of these employees, hover over any circle and click View Full List.

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You will be taken to the Employees page, and from there will view a full list of the employees in the circle that you clicked from. You can also click into the widgets highlighted below to view the full list of employees for that status or enrollment progress.

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 Compose an email to employees directly from the Dashboard

To compose an email to employees directly from the Dashboard, hover over any circle and click Compose Email.  You'll be taken to the Compose Mail page and the Recipients field will be populated with the list of those in the circle that you clicked from.

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After you send the email, it will display in your Email Log under Send Communications, like any other emails you send via Maxwell Health. 

 After you send the email, it will display in your Email Log under Send Communications, like any other emails you send via Maxwell Health.  

Dashboard FAQs 

Why are some of my employees in the “Not Started” circle on the Dashboard? I know they’ve checked out of shopping. 

Employees still displaying in the “Not Started” circle after checkout likely have a product that’s “Open” and still available to them—which is fine! It’s because it's probably during their open enrollment period, so even though the employees have completed shopping, they still have products available to them. For example, an employee may enroll in a medical HMO, and ignore the medical PPO—but the medical PPO is still technically open and available to them. It may also be because the product is available outside of the open enrollment period. For example, a product like concierge services or telemedicine may allow an employee to enroll in it at any point in time.

I processed all the elections for my employees, but there are still some that are showing in the “Checkout” circle on the Dashboard. What does that mean?

This likely means that your employees in the “Checkout” circle have enrolled in a product that requires EOI. These products need to be processed individually (not in bulk) based on the approval or denial from the carrier. Once the coverage is approved or denied by the carrier, process the products individually, and employees will no longer appear in the “Checkout” circle. Read instructions for processing additional volume for a product pending EOI.

Note: If you are a Standard Administrator, the Dashboard will only show information on employees you have permissions to view.

 

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