This page (revision-10) was last changed on 26-Nov-2021 10:22 by jmyers

This page was created on 26-Nov-2021 10:22 by JEscott

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Version Date Modified Size Author Changes ... Change note
10 26-Nov-2021 10:22 2 KB jmyers to previous
9 26-Nov-2021 10:22 4 KB jmyers to previous | to last
8 26-Nov-2021 10:22 3 KB jmyers to previous | to last
7 26-Nov-2021 10:22 4 KB jmyers to previous | to last
6 26-Nov-2021 10:22 4 KB jmyers to previous | to last
5 26-Nov-2021 10:22 5 KB jmyers to previous | to last
4 26-Nov-2021 10:22 4 KB jmyers to previous | to last
3 26-Nov-2021 10:22 2 KB JEscott to previous | to last
2 26-Nov-2021 10:22 2 KB JEscott to previous | to last AD HOC OPEN ENROLLMENT PROCESS FLOW ==> AD HOC OE PROCESS FLOW
1 26-Nov-2021 10:22 2 KB JEscott to last

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AD HOC OE PROCESS FLOW
AD HOC OE PROCESS FLOW

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[{TableOfContents }]
!!!AD HOC OE PROCESS FLOW
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For more information on creating the Open Enrollment period, please see Step 2 in [Mass Open Enrollment Process Flow|MASS OE PROCESS FLOW].
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!Step 3: View elections by Employee via VBOEE
At any time during the Open Enrollment period the Benefit Administrator can view the elections by employee via the [VBOEE] screen.
For more information on [WEBOEE], please see Step 3 in [Mass Open Enrollment Process Flow|MASS OE PROCESS FLOW].
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This screen is a View Only screen and displays a history of Open Enrollments, Events and Uploaded Documents.
!Step 3 - Process Open Enrollment
The Benefit Administrator reviews the elections, ensuring the required information has been received.
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!Step 4: Review and Approve Elections via IBPOE
If approvals have been defined for Open Enrollment, the approver would have to approve the open enrollment in [IBPOE].
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Once the employees have submitted their elections, the Benefit Administrator would then review and approve the employee's benefit elections using [IBPOE].
Once approved the Benefit Administrator would validate the data and then process the elections via IBPOE.
For more information on processing the open enrollment, please see Step 5 in [Mass Open Enrollment Process Flow|MASS OE PROCESS FLOW].
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[IBPOE] is a process screen that allows the Benefit Administrator to
* submit on behalf of the employee
* validate the elections
* cancel the employee’s open enrollment
* approve the employee's open enrollment
* process the elections (create enrollment records in [IBEN])
* and if necessary, re-open the open enrollment if changes are required by the employee.
!Step 4 - Close Open Enrollment Period
After the elections have been processed the Benefit Administrator must close the Open Enrollment period via [IBOE].
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![Notes|Edit:Internal.AD+HOC+OE+PROCESS+FLOW]
[{InsertPage page='Internal.AD+HOC+OE+PROCESS+FLOW' default='Click to create a new notes page'}]
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!Step 5: Process Open Enrollment
The Benefit Administrator may process the employees’ elections using either [IBPOE] or [UBPOE].
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!Step 6: Close Open Enrollment Period
After the elections have been processed the Benefit Administrator must close the Open Enrollment period via [IBOE].
This page (revision-10) was last changed on 26-Nov-2021 10:22 by jmyersTop