Employer agreement acceptedAction required
Casey Morgan · employer signer · due Nov 12 · blocks enrollment launch
Signed copy and authority must be reviewed before acceptance.
Plan adoption acceptedEvidence accepted
Robin Ellis · plan administrator · due Nov 12 · blocks enrollment launch
Exact executed plan version and adoption evidence.
Payroll authorization acceptedEvidence accepted
Taylor Brooks · payroll lead · due Nov 12 · blocks payroll and enrollment launch
Required authorization cannot be replaced by an operational exception.
Employer provider setup readyAction required
Sam Patel · provider coordinator · due Nov 12 · blocks enrollment launch and roster submission
Service address is incomplete. Casey Morgan must provide the corrected address evidence.
Payroll test accepted for the correct periodAction required
Taylor Brooks · payroll lead · due Nov 12 · blocks enrollment launch and first payroll
Rejected · effective period mismatch
Employee materials approvedEvidence accepted
Alex Morgan · Shield implementation · due Nov 12 · blocks employee outreach
Use approved package and access instructions.
Employer orientation completeAction required
Casey Morgan · employer contact · due Nov 12 · blocks enrollment launch coordination
Record the orientation or a specific time-limited operational exception.
Shield staff