---
title: Requests, campaigns and enrolments for HR
description: Process employees’ requests, run an enrolment campaign, enrol in bulk and read costs and adoption rates.
url: "http://illizeo.com/en/centre-aide/benefits-requests-campaigns-enrolments/"
updated: "2026-11-11"
category: Addons / Benefits
---

# Requests, campaigns and enrolments for HR

The **Human resources** space of the Benefits module is the day-to-day management tool: you process employees’ requests, run enrolment campaigns, enrol or unenrol employees in bulk and follow costs and enrolment rates. This article covers the **Requests**, **Campaigns**, **Enrollments** and **Reports** tabs. It is for HR and administrators; the **Social protection** tab has its own article.

## Before you start

- The Benefits module must be installed and enabled (see [Getting started with the Benefits module](https://illizeo.com/en/centre-aide/benefits-getting-started/)).
- The HR space opens with the **Benefits administration — access** permission. The Administrator and HR roles hold it.
- Each tab follows its own permission:
  - **Requests**: **Process benefit requests (approve / reject)**, Access level to read, Execute to approve or reject;
  - **Campaigns**: **Enrollment campaigns (create, relaunch, close)**, Access level to read, Execute to create, remind and close;
  - **Enrollments** and **Reports**: **Benefits payroll summary and roster**.
- Only the tabs you are allowed show up; the screen opens on the first one.

## Opening the HR space

Click **Benefits** in the left-hand menu. The header reads **Human resources**. The **Admin** / **Employee** selector, top right, takes you to your own employee view, described in [The employee space](https://illizeo.com/en/centre-aide/benefits-employee-space/). The open tab is kept in the page address, so you can bookmark it.

## Processing requests

The **Requests** tab gathers what employees and HR have submitted: enrolments, waivers, life events, arrivals and departures.

![Requests tab of the HR space: five counters (Pending, Enrollments, Waivers, Life events, Movements), the filters All, Enrollment, Waiver, Life event, Arrival and Departure, then the list of requests with the employee’s name, the type, the summary and the date; pending requests have Reject and Approve buttons, the others an Approved or Rejected badge with their decision date.](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/avantages-07.en_-scaled.png?resize=800%2C627&quality=80&ssl=1)
Counters, type filters and the list of requests.

1. Read the counters: **Pending**, **Enrollments**, **Waivers**, **Life events** and **Movements** (arrivals and departures).
2. Filter if needed with **All**, **Enrollment**, **Waiver**, **Life event**, **Arrival** or **Departure**.
3. Each row gives the employee, their department, the request type, its summary and its submission date.
4. For a pending request, click **Approve** or **Reject**. The message “Request approved” or “Request rejected” confirms; the row gets the **Approved** or **Rejected** badge and the word “decided” followed by the date.

Without the Execute level, you read requests without buttons. An empty list shows “No request”: enrolments, waivers and life events declared by employees land here.

The decision records your answer. The changes it calls for — removing an enrolment after a waiver, adding a child after a birth — are then made in the **Enrollments** tab or in the employee’s profile.

## Running an enrolment campaign

A campaign opens a window during which employees review their choices, for example before the annual renewal of contracts.

![Campaigns tab: the title Enrollment campaigns and the New campaign button; the Active campaign card, Campagne d’adhésion 2027, with its period, the Remind non-responders and Close buttons and four counters (0/42 Responded, 0 New enrollments, 0 Waivers, 0 Pending); below, the Campaign history with the 2026 campaign, its period, a 0% rate and the Closed status.](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/avantages-08.en_-scaled.png?resize=800%2C343&quality=80&ssl=1)
The active campaign at the top, history below.

### Creating a campaign

1. In the **Campaigns** tab, click **New campaign**.
2. Enter the **Title** (required) and, if you wish, the **Start** and **End** dates. The end cannot be before the start.
3. Click **Create**. The message “Campaign created” confirms.

![New campaign dialog: Title field, Start and End date fields, the note Target defaults to the active headcount, and the Cancel and Create buttons.](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/avantages-09.en_.png?resize=448%2C306&quality=80&ssl=1)
A title is enough; the target is the active headcount.

The campaign’s target is the active headcount when it is created.

### Following, reminding, closing

- The **Active** card shows the period, a progress bar and four counters: **Responded** (out of the target), **New enrollments**, **Waivers** and **Pending**.
- **Remind non-responders**: the message “Reminder sent” confirms the action.
- **Close**: the campaign moves to the **Campaign history**, with its period, its response **Rate** and the **Closed** status. The message “Campaign closed” confirms.

These two buttons only appear at the Execute level of the campaigns permission.

## Enrolling and unenrolling in bulk

The **Enrollments** tab manages enrolments benefit by benefit, for one employee or several at once.

1. In the **Benefit** list, top right, choose the benefit. Only active benefits are listed.
2. Find employees with the **Search an employee, site, contract…** field: it searches the name, site, contract and department.
3. The **Status** column shows **Enrolled** or **Not enrolled**. For one employee, click **Enroll** or **Unenroll** at the end of their row.
4. For several, tick them: a bar shows how many are **selected** and offers **Enroll**, **Unenroll** and **Cancel**.
5. The message “Enrollments saved” or “Unenrollments saved” confirms.

![Enrollments tab: the line Manage enrollments in bulk per benefit, the Benefit list set to Chèques repas / Lunch-Check, the search Zurich, then a table of six employees at the Zurich — Oerlikon site with their department, contract and status, two Enrolled with an Unenroll button and four Not enrolled with an Enroll button.](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/avantages-10.en_-scaled.png?resize=800%2C349&quality=80&ssl=1)
A search by site, then enrolment row by row or in bulk.

The list shows twelve employees; **Show more** adds twenty-five per click. An enrolment made here does not say who is covered: in the benefit’s detail, its coverage shows as “Not specified”. To cover relatives, employees enrol themselves from their space. If no benefit is active, the screen says so and invites you to activate one from **Settings › Benefits › Catalogue**.

Enrolment by a manager remains possible even when employee self-service is switched off: that is precisely what allows central management.

## Reading the reports

The **Reports** tab gives three views of the active offering.

![Reports tab: the Employer cost by category card with a bar and a monthly amount for Health & protection, Food, Mobility, Well-being and Savings; the Adoption rate by benefit card with the percentage of each of the nine active benefits; the Budget simulation card with the Employer rate slider at 60% and the Estimated adoption rate slider at 80%, the Reset link, and on the right the Current cost, Scenario cost, Monthly impact and Annual projection.](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/avantages-11.en_-scaled.png?resize=800%2C397&quality=80&ssl=1)
Costs by category, adoption rates and simulation.

- **Employer cost by category**: for each category, the employer share per head multiplied by the number of enrolled employees, per month.
- **Adoption rate by benefit**: enrolled employees over eligible employees, as a percentage.
- **Budget simulation**: move the **Employer rate** and **Estimated adoption rate** sliders; the screen recalculates the **Current cost**, **Scenario cost**, **Monthly impact** and **Annual projection**. **Reset** goes back to 60% and 80%. Benefits without an employer rate are left out of the projection and listed under the result.

The simulation changes nothing: it helps you prepare a negotiation or a budget.

## Good to know

- Only active benefits count in enrolments and reports.
- The employer cost relies on the prices entered in the catalogue; a benefit without a price counts as zero.
- The **Admin** / **Employee** selector shows your own view: what you do there concerns your own benefits.
- A decision on a request does not send a message to the employee; let them know if needed.

## Frequently asked questions

### I cannot see the Approve and Reject buttons.

Your role holds the requests permission at Access level only. You need the Execute level to decide.

### A benefit is missing from the Enrollments tab list.

It is still a draft. Activate it in **Settings › Benefits › Catalogue**.

### Can I run two campaigns at the same time?

The screen highlights a single active campaign. Close the previous one before starting a new one to keep tracking readable.

### *Similaire*