Benefits Tracking in BambooHR

The article provides guidance on tracking and managing employee benefit information in BambooHR. It outlines essential features, including settings for creating and managing benefit plans, utilizing a bulk enrollment feature for multiple employees, and setting up benefit eligibility email alerts. The article emphasizes the importance of configuring benefit plans correctly, including determining eligibility and managing statuses. It also highlights the employee profile section for viewing and updating benefits, as well as the Benefits widget on the home page that offers employees a summary of their enrolled plans. Additional resources, such as a learning course on benefits tracking, are suggested for further understanding.

Oct 22, 2025
Knowledge

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How do I track and manage employees' benefit information in BambooHR?

Purpose: To help you understand how you can track and manage your employees' benefit information in BambooHR.

Table of Contents

Settings
Bulk enrollment feature
Benefit Eligibility email alert
Employee profile
Benefits widget on Home

If you want to learn more about tracking benefit information in BambooHR, you can take our BambooHR® Learning course—Beginner's Guide to Benefits. This course covers the basics of setting up and using Benefits Tracking effectively.

Settings

To get started with Benefits Tracking in BambooHR, you will need to set up the following items in Settings > Benefits.

Create a benefit plan: Plans include all the different benefits you offer to your employees. Click +Create New Plan to add a benefit plan you are offering to your employees. You will need to determine what benefit type the benefit plan is for.
Filter: You can click on the dropdown menu next to "Showing" to filter the benefit plans by plan status, either active or inactive. Selecting All plans will have the table show all benefit plans, both active and inactive.
Benefit types: The Plans table sorts benefit plans by benefit type.
Benefit plans: The system highlights the benefit plans that are available to your employees. You can click on a plan name to view the settings for that plan.
Eligibility: This column shows which employees are eligible for the benefit plan based on the eligibility groups you have added in the setup.
Status: This column shows the number of eligible employees in each of the statuses listed below.
- No one is marked enrolled in this plan. Enroll someone.: Benefit plans that do not have any enrolled employees will show a hyperlink saying "Enroll someone." Clicking Enroll someone will direct you to the bulk enrollment feature, which is where you can enroll multiple employees in the plan at the same time.
- # Enrolled. # Not Enrolled/Waived: This gives a count of how many employees are enrolled or scheduled to be enrolled in the benefit plan. Additionally, this status will show you how many eligible employees still need a status update (Not Enrolled/Waived). Click on the status to bulk edit those employees' statuses for the plan.
- # Enrolled: This will only show if all eligible employees are enrolled in the benefit plan.
- # will be eligible when marked manually: This appears when ineligible employees do not have an eligibility date automatically determined based on the plan setup. Click on the status if you need to mark specific employees as eligible for the plan.
- Inactive: If you select Inactive plans or All plans from the filter, you will be able to view any inactive plans with an end date that has already occurred. If the plan setup includes eligible employees, you can click Reactivate for reactivate the plan with its original settings.
- Plan setup incomplete: If you have saved the plan setup as a draft by clicking Save and Finish Later, the plan will have this status. Click on the status or plan name to complete setting up the plan.
Duplicate a plan: To duplicate a plan and its settings, click on this icon.
Delete or end a benefit plan: To delete or end a benefit plan, hover your cursor over the plan and click on the trash icon.

The additional tabs on the Benefits Management page are for BambooHR® Benefits Administration, which includes many more features and capabilities for tracking benefit information in BambooHR. If you are interested in learning more, click here.

Bulk enrollment feature

The bulk enrollment feature allows you to enroll multiple employees in a benefit plan at one time. Step 2 includes the ability to set default enrollment details that apply to all selected employees. Step 3 gives you the option to customize those details for each employee.

Benefit Eligibility email alert

We recommend setting up the Benefit Eligibility email alert. Selected individuals will receive an email alert about the employees who are eligible for new benefit plans within a selected time frame.

Employee profile

As a Full Admin user or custom access level user with access to the Benefits tab, you can view employees' benefits in the Benefits Overview table and make any necessary updates.

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