Question: What is the PDA Complete Indicator? Answer: The green checkmark next to an employees name on the calendar indicates that the PDA has been successfully completed by the Benefits Guru
Implementation Coordinators and Benefit Gurus now have quick visibility on their calendar to which PDAs have been successfully completed as there will be a green checkmark on the calendar when a PDA is complete. PDAs are considered 'complete' when all product fields have been filled out with 'Waived' or a dollar amount, the 'Meeting Complete' box on the PDA has been checked, and 'Save' has been clicked. If the employee does not show up for their appointment, the PDA is also considered complete when the Guru marks the 'No Show' box and clicks 'Save'. Both scenarios are considered a 'Complete' PDA.