PEO
Orchardine Bend Employer Services · PEO · Eugene, OR
Ines Tennant is the account manager at Orchardine Bend Employer Services, a professional employer organization in Eugene, and she uses this to track every benefits enrollment from the client's request through the employee's signature and the carrier filing to done and paid.
Staffing and HRWork ordersDocuments and e-sign4 tables · 6 views · 2 forms · 1 dimension set · 1 dashboard · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agent
Use this templateRequest board
Enrollment requestsHenrietta Mosswood — life event change
Silas Oyelaran-Beck — new hire enrollment
Beatrix Ashdown-Reyes — plan change
Hildegarde Pomfret — new hire enrollment
Barnaby Rothgar — new hire enrollment
Thea Lockhart-Obi — termination and cobra notice
Cormac Valdivia — plan change
Jasper Merriweather-Kwan — new hire enrollment
Ottoline Pemberwick — life event change
Leopold Cranmoor — waiver of coverage
Delphine Haverstock — new hire enrollment
Ambrose Quillington — plan change
Wilhelmina Cray — new hire enrollment
Tobias Winterhalter — new hire enrollment
Marisol Greaves — termination and cobra notice
Evander Plunkett — plan change
Calista Moorehouse — life event change
Percival Okafor-Lund — new hire enrollment
Rowan Tilleybrook — new hire enrollment
Anneliese Quarrington — plan change
Matteo Brightwater — new hire enrollment
Odessa Kilgallen — life event change
Casimir Hartwell-Nunez — termination and cobra notice
Tables
Enrollment requests
28 sample rows · 20 columnsEvery benefits request a client sends: the forms, the employee's signature, the carrier filing and the service fee.
| Enrollment | Request number | Employee | Employee email | Client employer | Request type | Elected plan |
|---|---|---|---|---|---|---|
| Beatrix Ashdown-Reyes — plan change | OB-26-3128 | Beatrix Ashdown-Reyes | beatrix.ashdown-reyes@harborlightbrewingtaproom.com | Harborlight Brewing Taproom | Evergreen Saver HDHP | |
| Silas Oyelaran-Beck — new hire enrollment | OB-26-3127 | Silas Oyelaran-Beck | silas.oyelaran@greywetheraccountinggroup.com | Greywether Accounting Group | Summit 401(k) Match Plan | |
| Cormac Valdivia — plan change | OB-26-3125 | Cormac Valdivia | cormac.valdivia@longmeadowearlylearning.org | Longmeadow Early Learning Center | Evergreen Choice Medical PPO | |
| Henrietta Mosswood — life event change | OB-26-3126 | Henrietta Mosswood | henrietta.mosswood@fennimoredaughtersbakery.com | Fennimore and Daughters Bakery | Evergreen Family HMO | |
| Thea Lockhart-Obi — termination and cobra notice | OB-26-3124 | Thea Lockhart-Obi | thea.lockhart@sundialsolarinstallers.net | Sundial Solar Installers | — | |
| Barnaby Rothgar — new hire enrollment | OB-26-3123 | Barnaby Rothgar | barnaby.rothgar@birchwaterdentalpartners.com | Birchwater Dental Partners | Clearview Vision Basic | |
| Hildegarde Pomfret — new hire enrollment | OB-26-3122 | Hildegarde Pomfret | hildegarde.pomfret@tamarackridgemachining.net | Tamarack Ridge Machining | Evergreen Saver HDHP | |
| Leopold Cranmoor — waiver of coverage | OB-26-3121 | Leopold Cranmoor | leopold.cranmoor@pineconefreightcoop.com | Pinecone Freight Cooperative | — | |
| Ottoline Pemberwick — life event change | OB-26-3120 | Ottoline Pemberwick | ottoline.pemberwick@elmsworthlandscapecrew.net | Elmsworth Landscape Crew | Northcrest Dental Plus | |
| Jasper Merriweather-Kwan — new hire enrollment | OB-26-3119 | Jasper Merriweather-Kwan | jasper.merriweather@callowaystreetvetclinic.com | Calloway Street Veterinary Clinic | Evergreen Family HMO | |
| Wilhelmina Cray — new hire enrollment | OB-26-3118 | Wilhelmina Cray | wilhelmina.cray@harborlightbrewingtaproom.com | Harborlight Brewing Taproom | Evergreen Choice Medical PPO | |
| Ambrose Quillington — plan change | OB-26-3117 | Ambrose Quillington | ambrose.quillington@greywetheraccountinggroup.com | Greywether Accounting Group | Beacon Basic Life 50K |
Client employers
10 sample rows · 12 columnsThe employers who pay Orchardine Bend to run their benefits paperwork: who to call and what they owe.
| Client employer | Line of business | HR contact | Phone | Employer ID | Staff on payroll | |
|---|---|---|---|---|---|---|
| Birchwater Dental Partners | Marguerite Delacroix-Boyne | marguerite.delacroix@birchwaterdentalpartners.com | (541) 555-0121 | 84-2290613 | 24 | |
| Calloway Street Veterinary Clinic | Ignatius Thorncastle | ignatius.thorncastle@callowaystreetvetclinic.com | (541) 555-0124 | 71-5531862 | 22 | |
| Elmsworth Landscape Crew | Dashiell Pickersgill | dashiell.pickersgill@elmsworthlandscapecrew.net | (541) 555-0130 | 77-2054316 | 31 | |
| Fennimore and Daughters Bakery | Philomena Fennimore | philomena.fennimore@fennimoredaughtersbakery.com | (541) 555-0123 | 39-1180947 | 18 | |
| Greywether Accounting Group | Lucian Vandermeer | lucian.vandermeer@greywetheraccountinggroup.com | (541) 555-0126 | 63-4417205 | 15 | |
| Harborlight Brewing Taproom | Cosima Winterbourne | cosima.winterbourne@harborlightbrewingtaproom.com | (541) 555-0129 | 18-6672049 | 20 | |
| Longmeadow Early Learning Center | Temperance Adeyemi-Roark | temperance.adeyemi@longmeadowearlylearning.org | (541) 555-0127 | 45-8826190 | 28 | |
| Pinecone Freight Cooperative | Anselm Tolliver-Pike | anselm.tolliver@pineconefreightcoop.com | (541) 555-0128 | 92-3305561 | 46 | |
| Sundial Solar Installers | Rosalind Kettleborough | rosalind.kettleborough@sundialsolarinstallers.net | (541) 555-0125 | 26-9908374 | 35 | |
| Tamarack Ridge Machining | Benedikt Aldous | benedikt.aldous@tamarackridgemachining.net | (541) 555-0122 | 52-7745018 | 41 |
Plans offered
8 sample rows · 4 columnsThe carrier plans employees can pick from, with what each costs an employee a month.
| Plan | Carrier | Coverage | Employee monthly cost |
|---|---|---|---|
| Beacon Basic Life 50K | Beacon Life | $6.40 | |
| Beacon Short-Term Disability | Beacon Life | $18.25 | |
| Clearview Vision Basic | Clearview Eye Benefits | $9.80 | |
| Evergreen Choice Medical PPO | Evergreen Mutual | $212 | |
| Evergreen Family HMO | Evergreen Mutual | $265 | |
| Evergreen Saver HDHP | Evergreen Mutual | $148 | |
| Northcrest Dental Plus | Northcrest Dental | $31.50 | |
| Summit 401(k) Match Plan | Summit Retirement | $0 |
Also included
- Benefit election formThe form an employee signs to confirm what they chose and when it starts.
- Request board
- Signed and ready to fileTells the specialist the moment an employee's signed form is back so it goes to the carrier the same day.
- Signatures still missing
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