You can easily track enrollments for your benefits plan directly from your company dashboard. Follow the steps below to access enrollment insights and reports.
Step 1: Access your plan
Log into your Company Dashboard
Navigate to the Benefits tab on the left-hand side
Select the active plan you’d like to review
Step 2: Review enrollment views
Within your plan, you’ll see several views that help you understand enrollment activity:
Overview
Provides a quick snapshot of:
How many employees are enrolled
How many are still eligible
You can export a full list of employees currently enrolled in the plan
Monthly Breakdown
Shows enrollment activity by month
Helps you track who enrolled during specific time periods
Enrollment History
Displays detailed participation status, including:
Enrolled
Waived
No response
Terminated
Viewing enrollment data from previous plan years
If your company has been with Vitable for multiple years and you need to review enrollments outside of your current plan year, there are two options:
Option 1: Individual employee view
Open an employee’s profile
Navigate to their enrollment details to view historical enrollment information
Option 2: Request a historical report
Include the specific plan year(s) you’d like to review
Please note:
Historical report requests are routed to our Engineering team
Turnaround time is typically up to 5 business days to complete