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 HR Work 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 template

Request board

Enrollment requests

Requested3

Henrietta Mosswood — life event changeOB-26-3126Henrietta Mosswood

Silas Oyelaran-Beck — new hire enrollmentOB-26-3127Silas Oyelaran-Beck

Beatrix Ashdown-Reyes — plan changeOB-26-3128Beatrix Ashdown-Reyes

Forms sent4

Hildegarde Pomfret — new hire enrollmentOB-26-3122Hildegarde Pomfret

Barnaby Rothgar — new hire enrollmentOB-26-3123Barnaby Rothgar

Thea Lockhart-Obi — termination and cobra noticeOB-26-3124Thea Lockhart-Obi

Cormac Valdivia — plan changeOB-26-3125Cormac Valdivia

Signed3

Jasper Merriweather-Kwan — new hire enrollmentOB-26-3119Jasper Merriweather-Kwan

Ottoline Pemberwick — life event changeOB-26-3120Ottoline Pemberwick

Leopold Cranmoor — waiver of coverageOB-26-3121Leopold Cranmoor

Submitted to carrier3

Delphine Haverstock — new hire enrollmentOB-26-3116Delphine Haverstock

Ambrose Quillington — plan changeOB-26-3117Ambrose Quillington

Wilhelmina Cray — new hire enrollmentOB-26-3118Wilhelmina Cray

Done5

Tobias Winterhalter — new hire enrollmentOB-26-3111Tobias Winterhalter

Marisol Greaves — termination and cobra noticeOB-26-3112Marisol Greaves

Evander Plunkett — plan changeOB-26-3113Evander Plunkett

Calista Moorehouse — life event changeOB-26-3114Calista Moorehouse

Percival Okafor-Lund — new hire enrollmentOB-26-3115Percival Okafor-Lund

Paid10

Rowan Tilleybrook — new hire enrollmentOB-26-3101Rowan Tilleybrook

Anneliese Quarrington — plan changeOB-26-3102Anneliese Quarrington

Matteo Brightwater — new hire enrollmentOB-26-3103Matteo Brightwater

Odessa Kilgallen — life event changeOB-26-3104Odessa Kilgallen

Casimir Hartwell-Nunez — termination and cobra noticeOB-26-3105Casimir Hartwell-Nunez

5 more

Tables

Enrollment requests

28 sample rows · 20 columns

Every 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	Plan change	Evergreen Saver HDHP
Silas Oyelaran-Beck — new hire enrollment	OB-26-3127	Silas Oyelaran-Beck	silas.oyelaran@greywetheraccountinggroup.com	Greywether Accounting Group	New hire enrollment	Summit 401(k) Match Plan
Cormac Valdivia — plan change	OB-26-3125	Cormac Valdivia	cormac.valdivia@longmeadowearlylearning.org	Longmeadow Early Learning Center	Plan change	Evergreen Choice Medical PPO
Henrietta Mosswood — life event change	OB-26-3126	Henrietta Mosswood	henrietta.mosswood@fennimoredaughtersbakery.com	Fennimore and Daughters Bakery	Life event change	Evergreen Family HMO
Thea Lockhart-Obi — termination and cobra notice	OB-26-3124	Thea Lockhart-Obi	thea.lockhart@sundialsolarinstallers.net	Sundial Solar Installers	Termination and COBRA notice	—
Barnaby Rothgar — new hire enrollment	OB-26-3123	Barnaby Rothgar	barnaby.rothgar@birchwaterdentalpartners.com	Birchwater Dental Partners	New hire enrollment	Clearview Vision Basic
Hildegarde Pomfret — new hire enrollment	OB-26-3122	Hildegarde Pomfret	hildegarde.pomfret@tamarackridgemachining.net	Tamarack Ridge Machining	New hire enrollment	Evergreen Saver HDHP
Leopold Cranmoor — waiver of coverage	OB-26-3121	Leopold Cranmoor	leopold.cranmoor@pineconefreightcoop.com	Pinecone Freight Cooperative	Waiver of coverage	—
Ottoline Pemberwick — life event change	OB-26-3120	Ottoline Pemberwick	ottoline.pemberwick@elmsworthlandscapecrew.net	Elmsworth Landscape Crew	Life event change	Northcrest Dental Plus
Jasper Merriweather-Kwan — new hire enrollment	OB-26-3119	Jasper Merriweather-Kwan	jasper.merriweather@callowaystreetvetclinic.com	Calloway Street Veterinary Clinic	New hire enrollment	Evergreen Family HMO
Wilhelmina Cray — new hire enrollment	OB-26-3118	Wilhelmina Cray	wilhelmina.cray@harborlightbrewingtaproom.com	Harborlight Brewing Taproom	New hire enrollment	Evergreen Choice Medical PPO
Ambrose Quillington — plan change	OB-26-3117	Ambrose Quillington	ambrose.quillington@greywetheraccountinggroup.com	Greywether Accounting Group	Plan change	Beacon Basic Life 50K

16 more rows

Client employers

10 sample rows · 12 columns

The employers who pay Orchardine Bend to run their benefits paperwork: who to call and what they owe.

Client employer	Line of business	HR contact	Email	Phone	Employer ID	Staff on payroll
Birchwater Dental Partners	Health care	Marguerite Delacroix-Boyne	marguerite.delacroix@birchwaterdentalpartners.com	(541) 555-0121	84-2290613	24
Calloway Street Veterinary Clinic	Health care	Ignatius Thorncastle	ignatius.thorncastle@callowaystreetvetclinic.com	(541) 555-0124	71-5531862	22
Elmsworth Landscape Crew	Landscaping	Dashiell Pickersgill	dashiell.pickersgill@elmsworthlandscapecrew.net	(541) 555-0130	77-2054316	31
Fennimore and Daughters Bakery	Food service	Philomena Fennimore	philomena.fennimore@fennimoredaughtersbakery.com	(541) 555-0123	39-1180947	18
Greywether Accounting Group	Professional services	Lucian Vandermeer	lucian.vandermeer@greywetheraccountinggroup.com	(541) 555-0126	63-4417205	15
Harborlight Brewing Taproom	Hospitality	Cosima Winterbourne	cosima.winterbourne@harborlightbrewingtaproom.com	(541) 555-0129	18-6672049	20
Longmeadow Early Learning Center	Education	Temperance Adeyemi-Roark	temperance.adeyemi@longmeadowearlylearning.org	(541) 555-0127	45-8826190	28
Pinecone Freight Cooperative	Logistics	Anselm Tolliver-Pike	anselm.tolliver@pineconefreightcoop.com	(541) 555-0128	92-3305561	46
Sundial Solar Installers	Construction	Rosalind Kettleborough	rosalind.kettleborough@sundialsolarinstallers.net	(541) 555-0125	26-9908374	35
Tamarack Ridge Machining	Manufacturing	Benedikt Aldous	benedikt.aldous@tamarackridgemachining.net	(541) 555-0122	52-7745018	41

Plans offered

8 sample rows · 4 columns

The 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	Life	$6.40
Beacon Short-Term Disability	Beacon Life	Disability	$18.25
Clearview Vision Basic	Clearview Eye Benefits	Vision	$9.80
Evergreen Choice Medical PPO	Evergreen Mutual	Medical	$212
Evergreen Family HMO	Evergreen Mutual	Medical	$265
Evergreen Saver HDHP	Evergreen Mutual	Medical	$148
Northcrest Dental Plus	Northcrest Dental	Dental	$31.50
Summit 401(k) Match Plan	Summit Retirement	Retirement	$0

Forms and booking

Become a client

Form

Become a clientThe page on the company site where an employer asks Orchardine Bend to take over its benefits paperwork.

What is your company called? *

What does your company do? *Health careManufacturingFood serviceConstructionProfessional servicesEducationLogisticsHospitality

Who handles benefits at your company?

Where should we send the service proposal?

What number reaches that person?

About how many people work for you?

Ask for a proposal

Log an enrollment

Form

Log an enrollmentWhat the specialist fills in when a client's HR contact calls or emails a new request.

Who is it for, and what is it? *

What is the request number? *

What is the employee's full name? *

Which client sent it? *

What kind of request is it? *New hire enrollmentPlan changeLife event changeTermination and COBRA noticeWaiver of coverage

Which plan did the employee choose?

When should coverage begin?

What service fee applies?

Save the request

Dashboards

Requests at a glance

Enrollment requests

Requests by stage

Paid10
Done5
Submitted to carrier3
Signed3
Forms sent4
Requested3

Service fees by request type

New hire enrollment$540
Plan change$150
Life event change$300
Termination and COBRA notice$165
Waiver of coverage$30

Requests by week

Jul 19, 20262
Jul 26, 20262
Aug 2, 20262
Aug 9, 20262
Aug 16, 20262
Aug 30, 20261
Sep 6, 20261
Sep 13, 20263

Also included

Benefit election formDocumentThe form an employee signs to confirm what they chose and when it starts.
Request boardStage rules
Signed and ready to fileNotificationTells the specialist the moment an employee's signed form is back so it goes to the carrier the same day.
Signatures still missingDigest

Staffing agencyVineholt Springs Staffing4 tables · 5 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentBoards

Forklift operator at Brightwater Packaging: Marisol Okafor-Hale	Forklift operator	1st
Picker and packer at Harrowgate Metalworks: Tobias Linthicum	Picker and packer	2nd
Assembler at Stillwater Beverage Company: Anneliese Quarles	Assembler	3rd
Machine operator at Ostrander Cold Storage: Radomir Vanterpool-Reyes	Machine operator	1st

Zelda Desrosiers	FJ-201	Client support
Ambrose Tavakoli-Reed	FJ-202	Compliance
Lisbeth Ngata-Foxe	FJ-203	Criminal records
Kasimir Oduya	FJ-204	Criminal records

SCR-26-101	Briseida Imanishi	Basic ID check
SCR-26-102	Tavish Ullmann	Driver and DOT
SCR-26-103	Yannick Zimmerman	Enhanced
SCR-26-104	Cyrus Ironmonger	Standard

Aurelia Brandt-Kimathi	Teller	—
Rhys Pendleton-Osei	Personal Banker	—
Tobiah Ellsworth-Nakamura	Loan Processor	—
Marlowe Castellanos-Hurd	Fraud Analyst	—

OB-26-201	Annelise Brokaw	Milking parlor lead
OB-26-202	Dashiell Imanov	Tile setter
OB-26-203	Philippa Ndlovu	Veterinary technician
OB-26-204	Rutger Castellanos	CNC machinist

Imogen Valdivia-Sutter	Imogen	Warehouse associate
Bartholomew Okonkwo-Fell	Bartholomew	Dispatcher
Soledad Brzezinski-Hart	Soledad	Yard supervisor
Caspian Lindqvist-Amoah	Caspian	Forklift operator

Request board

Tables

Enrollment requests

Client employers

Plans offered

Forms and booking

Become a client

Log an enrollment

Dashboards

Requests at a glance

Also included

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