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Design recommendations for an HRSD annual benefit eligibility review process

Kohei Tominaga1
Kilo Sage

Looking for design recommendations for an HRSD annual benefit eligibility review process.

Requirements:
• All eligible employees must review and respond annually
• Most employees will have no changes
• If no changes are reported, we would like to avoid creating an HR case
• If changes are reported, an HR case must be created and processed
• Some changes may result in benefit suspension or termination, so follow-up HR actions must be tracked and completed
• We need to track the end-to-end process and ensure there are no employees who reported a change but never completed the required follow-up process

We considered Surveys/Assessments, Content Publishing To-dos, and creating HR cases for everyone, but each approach seems to have trade-offs.

How have others implemented this in a Fit-to-Standard way within HRSD?

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