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The Enrollments page (/hr/benefits/enrollments) provides administrators with a tabular list of all benefit enrollments, summary stat cards, period and status filters, and inline approve or reject actions on pending enrollments.

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Overview

The page shows four summary cards: total enrollments, pending approval count, active count, and total monthly cost (employee + employer contributions combined). Filters include an enrollment period selector (defaults to the current open period) and status tabs (All, Pending, Active, Terminated). A data table displays each enrollment with employee name and number, plan name and type, coverage level, effective date, monthly cost split, and status badge. The row action menu provides View Details, and for pending enrollments Approve (turns status to active) and Reject (requires a reason). A plan_id URL query parameter can filter to a specific plan.

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Who it’s for

Requires permission: hr.benefits.admin.

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Before you start

  • You need the hr.benefits.admin permission.
  • At least one enrollment period must exist to filter by period.

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Steps

  1. Navigate to HR → Benefits → Enrollments or go to /hr/benefits/enrollments.
  2. Select an enrollment period from the dropdown (current period is pre-selected).
  3. Use the status tabs to filter: All, Pending, Active, Terminated.
  4. Click View Details on any row to open the full enrollment record.
  5. For pending enrollments, click Approve or Reject from the action menu.

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Key concepts

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Viewing an enrollment

The Enrollment Details page is accessible at two routes:
  • Admin view: /hr/benefits/enrollments/:id — requires hr.benefits.admin
  • Employee view: /hr/my-benefits/enrollments/:id — no explicit permission gate
Both routes display plan information, cost breakdown, covered dependents, and enrollment status. The admin view adds approve and reject actions for pending enrollments. The admin enrollment detail page shows full enrollment information: employee name, plan name and type, coverage level, effective date, employee and employer monthly contributions, enrollment status, and a list of covered dependents with verification status. Pending enrollments display an Approve button and a Reject button (which opens a rejection reason dialog). The admin view is wrapped in RequirePermission for hr.benefits.admin. The employee enrollment detail page (/hr/my-benefits/enrollments/:id) shows the same plan card, cost card, and dependents list but without admin actions. A breadcrumb is set to the plan name. Both views use the same useBenefitEnrollmentDetail hook and the shared EnrollmentPlanCard, EnrollmentCostCard, and EnrollmentDependentsList components. Before you start: the enrollment record must exist in your organization. For the admin view, you need the hr.benefits.admin permission.
  1. Navigate to the enrollment list (/hr/benefits/enrollments or /hr/my-benefits) and click an enrollment row.
  2. Review the plan card, cost breakdown, and covered dependents.
  3. (Admin only) If status is Pending, use Approve or Reject to act on the enrollment.
  4. When rejecting, enter a reason in the dialog and confirm.

Human Resources

Human Resources core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr/benefits-routes.tsx
  • src/cores/hr/benefits/pages/admin/EnrollmentsListPage.tsx
  • src/cores/hr/benefits/pages/admin/EnrollmentDetailPage.tsx
  • src/cores/hr/benefits/pages/employee/MyEnrollmentDetailPage.tsx
  • src/cores/hr/benefits/hooks/useBenefitEnrollments.ts