Many of the dates that you see in Onboard are driven by your policy effective date. This can include dues dates for tasks that need to be completed, or even a timeframe for reaching key milestones when using Onboard.
In this article, we’ll cover:
Understanding the dates on your Dashboard
Your Onboard Dashboard can help you stay aligned on key dates and timelines throughout the onboarding of your new benefits. The Onboarding Timeline provides a snapshot of the full onboarding process and your progress towards reaching your benefit effective date.
The Important Dates section of your Dashboard works with the timeline to highlight key dates to align around during a particular phase.
This may include your effective date for benefits, due dates for tasks that need completed, or an estimated time frame for work that is with the Sun Life team. The information appearing in this section will update as you move through each phase in your timeline.
During Info Gathering you may see your enrollment event dates (if they were provided when completing the Company Profile) or due dates for certain onboarding tasks (providing your prior carrier bill, submitting your employee elections, etc.).
Some phases will show estimated timeframes for work that is with Sun Life.
- Review & Validate:5-6 business days.
- Plan Approval:3-5 business days.
- Contracts & Billing:4-6 business days.
Please note: The estimated time for these phases may increase during the peak enrollment season (Mid-November through the end of January)
To learn more about each of the phases in your onboarding timeline, please see our Track your Sun Life Onboard Progress article.
Task due dates
As you onboard your new benefits with Sun Life, you'll want to pay attention to the due dates that appear on certain tasks. These dates have been set based on your policy effective date and the goal of having benefits effective and available to employees by the policy effective date.
These dates will help you to stay on track and submit the information or documents needed to meet your timeline.
Tip: You'll receive timely email reminders for tasks that are due during your onboarding journey. Learn more about due date reminders and other Emails you can expect during Onboarding.
Frequently asked questions
Here are some commonly asked questions about dates in Sun Life Onboard:
- Why do I see due dates only on certain tasks?
- What happens if I’m not going to meet a date?
- Why am I getting a reminder email for a task I just completed?
| If you have questions or concerns about your timeline or a date in Onboard, please reach out directly to your Implementation Consultant. |
Why do I see due dates only on certain tasks?
On your Dashboard you may notice that not all tasks have a listed due date. While all tasks are important to the onboarding process, some are critical to implementing your benefits with Sun Life. Tasks with due dates should be completed in a timely manner so as to stay on track with your timeline and policy effective date.
What happens if I don't meet a date?
If you are at risk for not meeting your timeline or task due dates, it is important to reach out to your Implementation Consultant to discuss. Your Onboarding Timeline is a quick way to check on your progress towards your policy effective date, and built-in timeline reminders will alert you to needed action. Task due dates and reminder emails will also ensure you are aware of important tasks that impact your overall timeline.
Why am I getting a reminder email for a task I just completed?
If you receive a due date reminder email for a task that you just submitted, it may be that the task is still 'In Review' with your Implementation Consultant. Once your Implementation Consultant as reviewed the task it will be marked as 'Completed' and will no longer show on the reminder emails.