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The My Benefits page, at route /hr/my-benefits, is the employee self-service dashboard for benefits management.

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Overview

The dashboard shows summary statistics including employee and employer monthly contribution totals and total covered dependents. An open enrollment banner appears when an active enrollment period exists. A life event banner prompts the user to report qualifying life changes. Active and pending enrollments are grouped by plan type and displayed as EnrollmentSummaryCard components. Quick links lead to /hr/my-benefits/enroll, /hr/my-benefits/dependents, /hr/my-benefits/statement, and benefits guides. A LifeEventRequestDialog can be triggered from the banner.

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Who it’s for

Access follows your organization’s role and module configuration. ## Before you start
  • Your employee record must be linked to your user account.
  • Benefits plans must be configured and you must meet eligibility criteria for enrollments to appear.

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Steps

  1. Go to HR → My Benefits.
  2. Review your current enrollment summary and costs.
  3. If an open enrollment banner is present, select it to enroll or make changes.
  4. To report a life event, use the life event banner or link.
  5. To view or add dependents, navigate to My Dependents.
  6. To download your benefits statement, navigate to Statement.

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Key concepts

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/employee/MyBenefitsDashboardPage.tsx
  • src/cores/hr/benefits/hooks/useBenefitEnrollments.ts
  • src/cores/hr/benefits/hooks/useOpenEnrollmentPeriods.ts