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

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

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

Page References

Incoming links Outgoing links
AD HOC OE PROCESS FLOW
AD HOC OE PROCESS FLOW

Version management

Difference between version and

At line 1 removed 3 lines
[{TableOfContents }]
!!!AD HOC OE PROCESS FLOW
At line 15 removed one line
For more information on creating the Open Enrollment period, please see Step 2 in [Mass Open Enrollment Process Flow|MASS OE PROCESS FLOW].
At line 24 changed one line
For more information on [WEBOEE], please see Step 3 in [Mass Open Enrollment Process Flow|MASS OE PROCESS FLOW].
!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.
At line 26 changed 2 lines
!Step 3 - Process Open Enrollment
The Benefit Administrator reviews the elections, ensuring the required information has been received.
This screen is a View Only screen and displays a history of Open Enrollments, Events and Uploaded Documents.
At line 29 changed one line
If approvals have been defined for Open Enrollment, the approver would have to approve the open enrollment in [IBPOE].
!Step 4: Review and Approve Elections via IBPOE
At line 31 changed 2 lines
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].
Once the employees have submitted their elections, the Benefit Administrator would then review and approve the employee's benefit elections using [IBPOE].
At line 34 changed 5 lines
!Step 4 - Close Open Enrollment Period
After the elections have been processed the Benefit Administrator must close the Open Enrollment period via [IBOE].
----
![Notes|Edit:Internal.AD+HOC+OE+PROCESS+FLOW]
[{InsertPage page='Internal.AD+HOC+OE+PROCESS+FLOW' default='Click to create a new notes page'}]
[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.
At line 37 added 2 lines
!Step 5: Process Open Enrollment
The Benefit Administrator may process the employees’ elections using either [IBPOE] or [UBPOE].
At line 41 added 2 lines
!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