Email Alerts for Benefits

The article details how to set up email alerts for employee benefit eligibility and vendor discrepancies within BambooHR. It explains the purpose of these alerts, which assist HR administrators and employees in managing benefit-related paperwork. The Benefit Eligibility alert is triggered based on specific eligibility requirements and employee hire dates. Users can configure who receives these alerts and when they are sent. The Benefit Vendor Discrepancies alert notifies users of unresolved enrollment errors. Instructions are provided for creating both alerts, including selecting recipients and defining alert frequency. Visual examples of the Benefits Overview table and email notifications are included to illustrate the process effectively.

Jul 8, 2026
Knowledge

Title

Article Text

What are the available email alerts for benefits?

Purpose: To show you how to create an email alert for when your employees become eligible for specific benefits. This alert can help HR admins and employees stay on track with submitting the appropriate paperwork based on eligibility.

Table of Contents

Benefit Eligibility
- Set up the email alert
- Example
  - Benefits Overview table
  - Email notification
Benefit Vendor Discrepancies
- Set up the email alert

Benefit Eligibility

The Benefit Eligibility alert is a one-time alert that the system will send based on the eligibility requirements included in each benefit plan and the specific employee's hire date. The eligibility date will appear in the employee's Benefits Overview table (see example below).

To create this email alert, go to Settings > Email Alerts and click +Add Alert. Under the Benefits category, select Benefit Eligibility.

Set up the email alert

Send this alert to: Choose from the following user options to determine who should receive the email alert. Keep in mind what information the email alert will include for users in each option.
- Full Admin Users: Users who are in the Full Admin access level
- Employee: The benefits-eligible employee (alert only includes their own information)
- Manager: The manager of the employee (direct report) included in the email alert
- Others: A specific employee, or users with a specific department, location, job title, division, or email address (alert includes information regarding all employees)
When do you want to be alerted?: Use the dropdown menu to determine how often this email alert should be sent.
Include employees eligible within the next # of [day/weeks/months]: Use this option to select how soon before the eligibility date you would like the email to be sent. In the example above, the alert will include information about employees who will become eligible for a benefit plan within the next 30 days.
This alert will include: Click Edit to filter which employees will prompt this email alert to be sent once they become eligible for a benefit plan.

Once you save the email alert settings, selected users will receive the email alert when an employee meets the eligibility requirements of a benefit plan.

Only recipients with an active status in BambooHR will receive the email alert. If a recipient has an active status but does not have access to BambooHR, they will still receive the email alert.

Example

Benefits Overview table

Email notification

Benefit Vendor Discrepancies

The Benefit Vendor Discrepancies email alert is only available to customers using BambooHR® Benefits Administration. Click here to learn more about our benefits administration feature.

The Benefit Vendor Discrepancies email alert lets you know when there is at least one error in your enrollment data that still remains unresolved. Once you resolve errors from within the email alert, your carriers will be able to receive accurate enrollment data.

To create this email alert, go to Settings > Email Alerts and click +Add Alert. Under the Benefits category, select Benefit Vendor Discrepancies.

Set up the email alert

Send this alert to: Choose from the following user options to determine who should receive the email alert. Keep in mind what information the email alert will include for users in each option.
- Full Admin Users: Users who are in the Full Admin access level
- Others: A specific employee, or users with a specific department, location, job title, division, or email address (alert includes information regarding all employees)
When do you want to be alerted?: Use the dropdown menu to determine how often the system should send this email alert.