Home Screen & Ranked To-Dos
Offers, deadlines, quick actions, announcements and a ranked "for you today" list that opens the exact page for each step.
Employee & HR Experience · Employee Home
Employee Home: Your Benefits, What to Do Today, and Who to Ask
One screen that tells each employee what needs doing, opens the exact page to do it, and keeps family, coverage, documents, help, and bills in one place — inside the HR sign-in they already have.
Employee Home is the employee's benefits desk. The home screen answers one question — "what should I do today?" — with the offers they may act on, the deadlines that matter, and a ranked to-do list that opens the right page in one click. Behind it sit the pages an employee needs all year: About Me for family and beneficiaries, guided enrollment, life events, My Benefits for what they have and what it costs, documents, help through BR Resolve and HR contacts, bills when payroll cannot collect, and cover for a colleague who is away. Athena, the assistant, is one click away on every page.
Offers & deadlinesRanked to-do listFamily entered onceEnroll & e-signAthena on every page
Reimagining the Employee's Benefits Desk
"Most benefits portals are a menu. The employee has to know that a new baby means a life event, that the life event opens a window, that the window needs a birth certificate, and that the life insurance they chose needs a health statement by a date nobody told them. Benefits Reimagined turns that into a list: here is what you can do today, here is what is due, here is the page — and here is Athena if you are not sure. Family details are entered once and reused everywhere, coverage is read from the same records payroll uses, and a bill, a ticket, or an approval sits on the same desk."
TodayOffers, deadlines, a ranked to-do listMy Family & MePeople, beneficiaries, doctors, preferencesEnroll & Life EventsFrom an offer to a signed confirmationMy Benefits, Documents & BillsWhat I have, what I filed, what I oweOn Your PhoneThe same home in the BR Mobile App
1list that ranks what to do today — every item opens the page where it is done, or the assistant if the employee is unsure
6kinds of coverage an employee can choose — health, insurance, savings, spending accounts, credits, and other plans — from one guided flow
10quick actions on the home screen — family, beneficiaries, doctors, HR contact, health statement, offers, recommendations, life events, documents, a ticket
0plans invented here — everything offered comes from what the company configured for that employee
How Employee Home Behaves — the Rules Employees Can Trust
What the employee sees, what they can change, and what stays the same no matter which page they open.
Own desk onlyone personan employee sees and changes their own record; HR helps from its own workspace
Offerswindows, not plansopen enrollment, a life event or a new hire opens a dated window; plans appear once it is opened
Familyone listthe same spouse, child or trust on About Me, in enrollment, on coverage — never entered twice
Enrollmentthe only place coverage changesthe cart is a draft; enrolling writes the record; signing files the confirmation
Life eventsopen a doorreporting a marriage or birth creates an offer limited to what that event allows
My Benefitsread, not editcurrent and next-year coverage, cost per pay, waived plans and carrier links
Billsseparate from coveragepaying a bill keeps coverage paid; it never changes what is enrolled
What each role seespages, sections, buttonsthe company decides which widgets and actions a role can use — the desk adapts
Behaviour as implemented in Benefits Reimagined, September 2026. Names and amounts in the illustrations are examples.
One Employee, Five Stages
Follow Alex — a new parent in open enrollment — from the home screen, through family details and enrollment, to the pages used after the window closes; then see the same desk in a pocket.
"What should I do today?" — answered in one screen.
The home screen is a triage board, not a menu. It opens with a welcome carousel HR writes and targets by group and date. Below it, offer cards show the windows Alex may act on right now — open enrollment, a life event, a new-hire window — each with a plain button: Start, Resume, Fix now when a family member or a document is missing, or Browse and update when changes are allowed at any time. A deadlines strip lists the window's end date and any health statement that is due, next to shortcuts for family, beneficiaries, doctors, HR contacts, bills, approvals and coverage. A small chart counts documents on file and open help requests, dated HR announcements appear only while they apply, and a ranked "for you today" list turns all of it into steps, each opening the exact page.
What the home screen shows
- Offers for open enrollment, life events and new hires — with progress and the next step
- Deadlines: when the window closes and when a health statement is due
- Ten quick actions — family, beneficiaries, doctors, HR contact, health statement, offers, tips, life events, documents, a ticket
- A ranked to-do list and HR announcements targeted to the employee's group
Why it matters
Automatic and default plans the company assigns never appear as something to shop; the employee only sees what they can actually decide.
If nothing is offered today, the screen says so; the employee can still read coverage, file documents, ask for help or pay a bill.
People, beneficiaries, doctors — entered once, used everywhere.
About Me is the personal file the benefits engine reads. The Profile tile shows name, job, pay basis and contact details from the HR record. Dependents holds spouse, children and partners with their birth dates, the status flags that matter for coverage — student, disabled, emergency contact — a photo, and the proofs attached to each person. Beneficiaries holds organizations such as a trust or a charity; people who can be named as beneficiaries are simply marked on their dependent record. Doctors and Medicines keeps the preferred physicians and prescriptions used to check a plan's network. Preferences sets language, dates, appearance, and accessibility. The same family forms open as a pop-up from the home screen and from inside enrollment, so nobody has to leave what they were doing.
What About Me keeps
- Family members with relationship, dates, status flags, photo and attached proofs — with verification status
- Organizations that can receive life-insurance proceeds; people marked as beneficiaries on their own record
- Preferred doctors and medicines used to match a plan's network and drug list
- Language, date and number formats, appearance, accessibility and notification preferences
Why it matters
Having a child on file does not guarantee coverage: each plan's own rules — age, student status, residence — are checked at enrollment.
A family member who is currently covered cannot be deleted; change the coverage first. Editing the HR record itself is view-only here in this release.
From an offer to a signed confirmation — and back, for a life event.
Enrollment is the shop and the checkout. Alex opens an offer, accepts the company's terms, and sees the categories that apply: health, insurance, savings, spending accounts, credits and other plans. Each category shows only the plans Alex is eligible for, with the cost per pay. Alex can compare plans side by side, ask IntelliSuggest for a recommendation, add a family member or a beneficiary in a pop-up, and decline a category with a reason. The cart keeps the running total. "Enroll" records the choices; Review and Sign shows the confirmation to read and e-sign, and files it in Documents. If a life-insurance amount needs a short health statement, the deadline appears on the home screen and the form opens from there. A life event works the same way in reverse: report it on the Life Events page with the date and any proof, and — once approved, or right away where the company allows — an offer appears limited to what that event permits.
What the employee can do
- See only eligible plans, with cost per pay, and compare them or ask IntelliSuggest
- Add family and beneficiaries mid-flow; decline a category with a reason
- Enroll, then read and e-sign a confirmation that is filed automatically
- Report a life event with proof, follow its approval, and enroll from the offer it creates
Why it matters
Reporting a life event opens the door; enrolling walks through it. The two steps are separate on purpose, so nothing changes without the employee's choice.
A life event reported near the year boundary can open a matching window for the next plan year as well, where the company has switched that on.
What I have, what I filed, what I owe — and who can help.
People ask "what do I have?" far more often than they enroll. My Benefits reads the coverage records — this period and next — with the cost per pay for the employee and the employer, what was waived, links to each carrier, and a what-if preview of how a marriage or a birth would change the cost. Documents is the employee's own file: proofs for family members and life events, health statements, signed confirmations, and anything uploaded from a phone, with search. Help is three doors — Athena, HR Contacts and BR Resolve, where a ticket can be raised, tracked and turned into a case. Direct Billing shows what is owed when payroll cannot collect — a leave of absence, a mismatch, continuation coverage — with a due date, year-to-date, online payment and receipts. Delegations lets an approver name a stand-in while away, and My Requests shows where a life-event approval stands.
What the after-enrollment pages give
- Coverage and cost per pay, this period and next; waived plans; carrier links; a what-if preview
- A document file shared with verification, life events and the help desk — one upload, seen by all
- Tickets that become cases, with attachments and history, on the same desk HR uses
- Bills with due dates and receipts; delegations with dates and scope; the status of every request
Why it matters
Everything on these pages reads the same records payroll and carriers use, so what the employee sees is what is deducted.
An in-app notification feed and a separate enrolled-benefits summary are on the roadmap; today My Benefits is the coverage page and HR messages arrive in My Inbox.
The same home, in a pocket.
Everything above is also in the BR Mobile App, built natively for iOS and Android. The app signs in the way the employee already signs in for HR — SAP SuccessFactors or any other HR system — and then with a fingerprint or face, and opens on the same home screen: the same offers, the same deadlines, the same ranked list in the same order, with progress carried across. A reminder about a deadline arrives as a push notification that opens the exact step; a birth certificate is photographed straight into the document file and checked in seconds; a cart started at a desk is finished on the bus; a message from HR is read and answered in My Inbox on the phone. Employees on a plant floor, drivers, retirees and people on leave get the same desk as everyone else — in their pocket.
What carries to the phone
- The same list, the same order, the same progress — start on one screen, finish on the other
- Sign-in through the HR system, then fingerprint or face; no separate app password
- Documents by camera, e-signature, bills, tickets and My Inbox, all in the app
- ID cards, plan summaries, deadlines and contacts available even without a signal
Why it matters
A life event reported on day 2 from a phone is a coverage date without a correction; on day 28 from a desk it often is not.
The app shows what the platform is configured to show, so a change HR makes to a screen or an announcement reaches the phone without an app update.
Core Capabilities of Employee Home
The pages an employee uses in a year, each doing one job, all reading and writing the same records.
About Me: Family, Beneficiaries, Doctors
Family members with proofs and status, organizations that can be paid, preferred doctors and medicines, and personal preferences — reused across the desk.
Guided Enrollment & E-Signature
Eligible plans with cost per pay, comparison, IntelliSuggest, family pop-ups, waivers, a cart, a signed confirmation and health statements where needed.
Life Events
Report the event with proof, follow approval, and enroll from an offer limited to what the event permits.
My Benefits, Documents & Help
Coverage and cost this period and next, a personal document file, Athena, HR contacts and BR Resolve tickets and cases.
Direct Billing, Delegations & Requests
Pay premiums when payroll cannot collect, name a stand-in approver while away, and see where every request stands.
A Typical Benefits Portal vs. Employee Home
Most portals are a menu with a login of their own. Here is what changes when the desk tells the employee what to do and opens the page to do it.
| Moment | Typical benefits portal | Benefits Reimagined Employee Home |
|---|---|---|
| "What should I do today?" | Read the menu, guess, or email HR. | A ranked list of offers, deadlines and to-dos, each opening the exact page. |
| Signing in | A separate portal and password. | Opens from the HR sign-in — SAP SuccessFactors or any HR system. |
| A new baby | Find the life-event form; find the dependent form; find the upload page. | One to-do: add the child, attach the certificate, use the offer that appears. |
| Family details | Re-typed in every enrollment. | Entered once on About Me, offered in enrollment, shown on coverage. |
| A health statement for life insurance | A letter from the carrier, weeks later. | A deadline on the home screen and the form one click away. |
| "What do I have?" | A PDF from last November. | My Benefits: coverage and cost per pay, this period and next, with carrier links. |
| Premiums during a leave | A paper invoice from a third party. | Direct Billing: amount due, due date, pay online, receipt — coverage stays paid. |
| Getting help | A phone number. | Athena, HR Contacts and BR Resolve — an answer, a person, or a ticket that becomes a case. |
Athena on every page
Ask Anything, Then Go Straight There
Athena sits on every Employee Home page. It answers benefits questions in plain words, quotes the company's own plan documents, and — this is the difference — opens the right screen: the family form, the life-event page, the document upload, the health statement, the ticket form. It reads the employee's own coverage and to-dos so its answers are about them, not about benefits in general. It never enrolls anyone; the employee always makes the choice on the enrollment page.
- "Why is my medical premium higher than last year?" — the employee's own coverage, this period and next, with the reason for the change
- "We had a baby — what do I do?" — a three-step answer with buttons: add the child, upload the certificate, open the offer
- "What is this health statement?" — the plan document explained, and the deadline from the home screen
- "Who do I call about my dental claim?" — the carrier link from My Benefits and the HR contact for the employee's location
- Never enrolls — Athena explains and opens pages; choices are made only on the enrollment page
We just had a baby. What do I need to do for benefits?
Athena · from your coverage and to-dosCongratulations. Three things: add Maya as a dependent on About Me, attach her birth certificate, and report the birth as a life event with the date. Once HR approves it, an offer will appear on your home screen that lets you add her to your medical plan — you have 31 days from the birth date. Your life insurance and 401(k) are not affected.
Sources: Your plan's life-event rules · Birth
Add Maya nowReport the life event
Will my premium change?
AthenaYes. Moving from Employee + Spouse to Family on your PPO plan is about $46 more per pay at this year's rates; the exact amount will show in the cart when you open the offer. Your dental plan already covers the whole family at no extra cost.
Show my current coverageOpen the offer when it appears
Ask about your coverage, a deadline, a form…
What Employee Home Changes
A list instead of a menu
Offers, deadlines and to-dos ranked for today, each opening the page where the step is done.
Family entered once
The same people on About Me, in enrollment and on coverage — never re-typed.
Enrollment is the only place coverage changes
A draft cart, a recorded election, a signed confirmation — nothing changes by accident.
Life events open a door, narrowly
Report it with proof; enroll from an offer limited to what the event permits.
Coverage, documents, bills and help on one desk
Read from the same records payroll and carriers use, with a ticket or a bill a click away.
The HR sign-in they already have — on any screen
SAP SuccessFactors or any HR system; the same home on the desktop and in the BR Mobile App.
The Employee's Desk, Seen From HR
Every step an employee takes on Employee Home is visible to HR on the same records: who was offered, who started, who enrolled, who signed, who is waiting on a proof or a health statement, who has a bill outstanding. During open enrollment that becomes a live picture of where people are, and Athena reads it to say who is stuck and why. The follow-up is a person's decision — a reminder sent from Communication Hub with a link straight to the step — and the words on the employee's screens are HR's to maintain in Content Management.
- One set of records — the employee's screen, HR's workspace, payroll and the carrier file all read the same coverage rows
- Progress by stage — not started · cart · enrolled · signed · health statement due · life events open · bills outstanding
- Reasons, not just counts — how many are waiting on a family proof, a signature, or a statement — and whether they have opened the app
- What each role sees — pages, sections and buttons on the desk are switched on per role, so the same screens serve employees, managers and HR
- What is not claimed — no in-app notification feed and no separate enrolled-benefits summary in this release — both on the roadmap
Bring One Employee's Story. Watch the Desk Tell Them What to Do.
We will set up Employee Home on your own portal, walk a new hire, a new parent and someone on leave through their own home screens, and show HR the same picture from the other side — with your plans, your rules and your HR system.
Offers & deadlinesRanked to-do listFamily entered onceEnroll & e-signAthena on every pageDesktop & mobile
Employee Home FAQs
It is the employee's own benefits desk inside Benefits Reimagined. One home screen shows what needs doing today — an open enrollment window, a life event, a deadline, a missing document — and the pages behind it let the employee keep family details current, choose coverage, report a life event, see what they already have and what it costs, keep documents, ask for help, pay a bill when payroll cannot take it, and cover for a colleague who is away.
No. On SAP SuccessFactors, Employee Home opens from the employee's existing HR sign-in. On Workday, UKG, ADP, Dayforce, Paycom, or any other HR system, the same pages open with that system's own sign-in. On a phone, the BR Mobile App uses the same sign-in and shows the same home.
Six things: a welcome carousel HR writes; the offers the employee may act on today; deadlines and quick actions; a small chart of their documents and their help requests; HR announcements; and a ranked "for you today" list of to-dos, each one opening the exact screen where it is done.
An offer is a window, not a plan. It says: because it is open enrollment, or because you reported a life event, or because you are newly hired, you may make choices until this date. The plans themselves appear only after the employee opens the offer and starts enrolling. If nothing is offered, there is nothing to enroll in today, and the home screen says so plainly.
Open an offer, accept the terms, pick from the categories that apply — health, insurance, savings, spending accounts and the rest — compare plans or ask IntelliSuggest for a recommendation, add family members or beneficiaries without leaving the page, decline what is not wanted, review the running cost, enroll, and sign. The signed confirmation is filed in the employee's documents automatically.
They pick the event — marriage, birth, a new hire date and so on — enter the date, attach any proof, and submit. When HR approves it (or right away, where the company allows), a new offer appears on the home screen covering only the changes that event permits. Reporting the event opens the door; enrolling still has to happen.
In one place, About Me, and they are reused everywhere. The same spouse or child added on About Me is the one offered during enrollment, checked for eligibility, and shown on the coverage afterwards. A family member who is currently covered cannot be deleted by mistake; coverage has to be changed first.
During a leave of absence, after a payroll mismatch, or on continuation coverage, the operations team raises a bill and the employee pays it on the Direct Billing page — amount due, due date, year-to-date, payment method and receipts. Paying a bill never changes what the employee is enrolled in; it simply keeps the coverage paid.
Three ways. Athena, the assistant, answers benefits questions and can open the right screen. HR Contacts lists who to call about enrollment, with the company's own self-service notes. And BR Resolve lets the employee raise a ticket, attach a document, and follow it to a case — the same desk HR works from.
Inside Employee Home, an in-app notification feed and a separate "enrolled benefits" summary are planned; today, My Benefits is where coverage is read, and HR messages arrive in My Inbox, the companion message center. Editing the employee's own HR record from About Me is view-only in this release; changes are made in the HR system and flow through.
One Screen. One List. One Assistant.
The employee's benefits desk — inside the HR sign-in they already have, on the desktop and on the phone.