> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Enrollments

> Admin view of all benefits enrollments with filtering, summary stats, approve or reject actions, and full enrollment detail with cost breakdown and dependents.

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.

## 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.

## Who it's for

Requires permission: `hr.benefits.admin`.

## Before you start

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

## 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.

## Key concepts

| Concept           | Meaning                                                       |
| ----------------- | ------------------------------------------------------------- |
| Enrollment period | A named window during which enrollment elections are accepted |
| Pending           | Enrollment submitted by employee, awaiting admin approval     |
| Active            | Enrollment approved and in effect                             |
| Waived            | Employee elected to waive coverage for one or more plans      |

## 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.

## Related

<Columns cols={2}>
  <Card title="Human Resources" icon="users" href="/hr/overview">
    Human Resources core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>