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
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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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For more information on creating the Open Enrollment period, please see Step 2 in the Mass Open Enrollment Process Flow section.
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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.
This page (revision-10) was last changed on 26-Nov-2021 10:22 by jmyersTop