Create monthly benefit period task for regional operations team
Create monthly benefit period task for regional operations team
Your benefit period setup tasks aren't created reliably each year, leaving payroll and operations without a queued work item. Ensure teams receive the task and prepare the period by June 1.
Overview
Stop relying on manual reminders and missed setups: this flow guarantees program coordinators receive a clear work item on June 1 for benefit period prep. It turns a recurring calendar date into an assigned task so payroll and ops can start the window same day.