In Maxwell, eligible products have a "Shopping Status." This tells us where the product is in the shopping experience. The "Shopping Status" of an eligible product can be changed by an Administrator or will change automatically as an employee selects and confirms those products through the shopping experience.
There are four main statuses on eligible products that give you insight into what is happening in the enrollment of an employee (See below for more information on each status):
Products that each employee is eligible for can be found on the "Eligible Products" tab of the employee's profile. In the status tracker at the top of the Eligible Products tab, you can see an overall count of products within the four main statuses. You can also drill down further by interacting with the status tracker to filter out statuses and only show what is important or relevant to you:
- "Open": This means that the employee will be able to shop for this product if the current date is within the indicated "Available to Shop" dates.
- If at any point you need to "open" a specific product for a specific employee, you simply need to set the status to "Open" and indicate "Available to Shop" dates.
- "Selected": This means that the employee has selected this product, but has not confirmed their benefits. Note at this point, the employee could have selected to enroll or selected to waive. Some products may be auto-selected, either because they require 100% participation or due to a passive enrollment scenario. In those cases, employees may have all or some selected products, without having logged in.
- This status means that employees have "checked out" of the shopping experience with this product.
- A "confirmed" status always has an "intent" connected to it: "enroll" or "waive."
- If a product is "confirmed to enroll", that means the employee enrolled in the product.
- If a product is "confirmed to waive", that means the employee either actively waived the product by clicking waive or I don't want medical insurance, or ignored it and chose not to enroll in it.
- Exception: a product will remain in the status of "open" if the employee enrolled in another product under the same benefit type and simply ignored the other product. Example: if the employee enrolls in the medical HMO but ignores the medical PPO, the medical HMO will be "confirmed to enroll" and the medical PPO will be "open."
- Exception: any product that the employee ignores when shopping during a life event will remain "open."
- Once employees have confirmed all elections, enrollment information can be sent to the respective carriers. Note: If you are running a passive enrollment, employees are not required to log in and confirm their selections. In this case, you would want to send both "selected" products and "confirmed" products to the carriers.
- If this is for a new hire or life event, these elections are ready to be processed which will put them in a status of "Closed" and they will live on the "Enrolled" tab.
- "Closed": When products are "Closed" this means they are not available for the employee to select/shop for, even if the current date is within the "Available to Shop" dates indicated. Furthermore, after any "Selected" or "Confirmed" products are processed, their status of the eligible product will be set to "Closed." Those products will then live on the "Enrolled" tab.
- "Ineligible": This means this product is not available to employees anymore, because we are past the end date of the product. For example, if the 2016 plan ends on 12/31/2016, as of 01/01/2017, those products will be "Ineligible" because they are no longer available to any employees. Ineligible products also appear to be greyed out.