The employee space: enrolling, dependents and benefits statement

The employee space of the Benefits module is your personal window: it shows the benefits you are enrolled in, those offered to you, the value of your package, your dependents and your certificates. You can enrol in a benefit, unenrol, request a waiver from a mandatory benefit and report a change in your life. This article is for all employees; HR will find in it what their teams see.

Before you start #

• The Benefits module must be installed in your workspace and enabled in its settings (see Getting started with the Benefits module).
• To open the employee space, you need the Benefits module access (employee space) permission at Access level. The delivered roles give it to all employees.
• You only see and change your own situation: your enrolments, your dependents, your declarations.
• Enrolling and unenrolling yourself is only possible if your company has left self-service open. Otherwise a message tells you that self-service enrolment is disabled and asks you to contact your HR team, who enrol you.

Opening your space #

Click Benefits in the left-hand menu. The header reads Employee space. If you manage benefits, the screen opens on the HR side: click Employee, top right, to switch to your own view.

From top to bottom, the screen shows:

• Your benefits package: the number of benefits you are enrolled in and the monthly amount covered by the employer;
• Individual benefits statement: the total value of your package, in detail;
• Dependents: your declared partner and children;
• the A change in your life? (marriage, birth, moving…) banner;
• Your benefits, then Available for you: the benefit cards;
• Your certificates: the documents HR have made visible to employees;
• the Coverage simulator, when your health plan offers per-coverage pricing.

When your company’s health plan is due for renewal, a banner reminds you of the date and invites you to review your coverage level. Click Got it to close it.

Reading your benefit cards #

Each card shows the benefit’s name, its provider and its description. Under Your benefits are those you are enrolled in; under Available for you, those that are active in the catalogue and that you have not joined yet, marked Available.

A benefit marked Mandatory · included applies automatically: you cannot unenrol, but you can request a waiver.

Enrolling in a benefit #

1. Under Available for you, click Enroll on the benefit you want.
2. The Enroll in … dialog opens. Under Who do you want to cover?, tick the relatives to include. You are covered in every case.
3. Check the Coverage: it follows from what you tick (Myself only, Myself + partner, Myself + children or Whole family), with the number of people covered.
4. Click Confirm enrollment. The message “Enrollment saved” confirms; the card moves to Your benefits.

The relatives offered are those declared on your profile. If you have declared none, the dialog says so and you enrol for yourself only. When the benefit has a per-coverage price grid, the contribution applied is that of the chosen coverage: covering the whole family does not cost the price of a single person.

Unenrolling or requesting a waiver #

Optional benefit #

1. On the card, under Your benefits, click Unenroll.
2. The message “Unenrollment saved” confirms. The card goes back to Available for you.

Mandatory benefit #

1. On the card marked Mandatory · included, click Request a waiver.
2. The message “Waiver request submitted” confirms. The request reaches HR, in the Requests tab of their space (see Requests, campaigns and enrolments for HR).

Until HR have processed your request, your enrolment stays in place.

Managing your dependents #

The Dependents card lists your partner and children, with their relationship and age. They are the family members recorded on your profile: adding one here also adds them to your profile.

1. Click Add a dependent.
2. In the Add a dependent dialog, enter the First name and Last name (required), choose the Relationship (Partner or Child) and, if you wish, the Date of birth.
3. Click Add. The message “Dependent added” confirms.

To remove a dependent, click the bin icon at the end of their row. The message “Dependent removed” confirms.

Declaring a life event #

A marriage, a birth, a move or a divorce can change your coverage needs. Let HR know:

1. Click Declare an event.
2. In the Declare a life event dialog, choose Marriage / civil union, Birth, Moving or Divorce.
3. Enter the Event date if you know it.
4. Click Submit. The message “Event declared — being processed” confirms.

Your declaration becomes a “Life event” request in the HR space. You may be asked for supporting documents afterwards. If your company has disabled these declarations, a message tells you to contact your HR team.

Viewing your individual benefits statement #

1. In the Individual benefits statement card, click View my statement.
2. The statement shows the Total value of your package per month, the Employer share / year and Your share / year, then a line-by-line table: Benefit, Coverage, Employer / year, You / year and the Total.
3. To keep it, click Print / save as PDF. To go back, click Back.

The statement is an indicative document based on your situation on the day; it is not contractually binding. With no enrolment, it shows “No enrollment”.

Finding your certificates #

The Your certificates section gathers the documents and links HR have added to the benefits you are enrolled in, with “Employees” visibility: terms and conditions, insurance certificate, link to the provider’s portal… Click the icon at the end of the row to download the file or open the link. With no document, the section shows “No certificate available yet.”

Simulating your health coverage #

When your company’s health plan has different prices by coverage, the Coverage simulator appears at the bottom of the screen. Choose a coverage: it shows the Total contribution, the employer share and Your remaining cost, per month and per year. The Level comparator sets the coverages side by side. If no grid is set, the screen shows Simulator unavailable.

Good to know #

• Only active benefits appear in your space; a draft benefit stays invisible.
• Your dependents are those on your profile: changing them here or from your profile is the same thing.
• A waiver or a life event is a request: HR process it.
• The amounts in the statement and package come from your company’s catalogue, in its currency.

Frequently asked questions #

Why is there no “Unenroll” link on some benefits? #

These benefits are mandatory (Mandatory · included). You can only request a waiver; HR decide.

I clicked “Enroll” and a message says self-service is disabled. #

Your company has chosen to have HR manage enrolments. Contact them: they will enrol you from their space.

My partner does not appear in the enrolment dialog. #

Only relatives declared on your profile can be covered. Add them with Add a dependent, then try again.

Is the statement an official document? #

No. It is indicative and not contractually binding; it reflects your situation on the date you open it.