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
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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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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.
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!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.
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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
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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].
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!Step 4 - Close Open Enrollment Period
[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.
The [Open Enrollment Activities By Stage By Role|OE ACTIVITIES BY STAGE BY ROLE] page shows what activities can take place in each stage by each of the roles.
!Step 5: Process Open Enrollment
The Benefit Administrator may process the employees’ elections using either [IBPOE] or [UBPOE].
!Step 6: Close Open Enrollment Period
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Ad Hoc Event Enrollment Process Flow
Ad-Hoc events occur when a Benefit Administrator has to create an Open Enrollment period for specific employees for reasons other than a life/work event and mass open enrollment.
Step 1: Create Open Enrollment Record
The Benefit Administrator decides that an employee requires an Open Enrollment period be created to make corrections to their existing elections.
The Benefit Administrator would create the Open Enrollment record via the IBOE screen.
The administrator can add additional plans to the employee’s open enrollment by pressing the green plus sign beneath the Enrollment Plans tab in IBOE.
A workflow trigger may be defined to send the employee an email indicating the open enrollment has been created.
For more information on creating the Open Enrollment period, please see Step 2 in the Mass Open Enrollment Process Flow section.
Step 2: Employees Review Their Elections via WEBOEE.
The employee reviews their elections in WEBOEE.
Once the employee has submitted all of the required information, they are able to submit their elections.
Once submitted, a workflow trigger may be defined to send the Benefit Administrator an email notifying them that the elections have been submitted and are ready for validating/processing.
For more information on WEBOEE, please see Step 3 in the Mass Open Enrollment Process Flow section.
Step 3: Process Open Enrollment
The Benefit Administrator reviews the elections, ensuring the required information has been received.
If approvals have been defined for Open Enrollment, the approver would have to approve the open enrollment in 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 the Mass Open Enrollment Process Flow section.
Step 4: 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