This page (revision-46) was last changed on 07-Jul-2022 14:44 by Karen Parrott

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

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Version Date Modified Size Author Changes ... Change note
46 07-Jul-2022 14:44 25 KB Karen Parrott to previous
45 26-Nov-2021 10:22 24 KB kparrott to previous | to last
44 26-Nov-2021 10:22 24 KB kparrott to previous | to last
43 26-Nov-2021 10:22 24 KB kparrott to previous | to last
42 26-Nov-2021 10:22 24 KB kparrott to previous | to last
41 26-Nov-2021 10:22 23 KB kparrott to previous | to last

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IBPN
IBPN

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At line 17 changed 7 lines
;[Policy #|POLICY_NUMBER]:This field supplies the insurance policy number assigned by the insurance carrier. Policy_Number is an optional 30-character alphanumeric field you may manually enter.
;[Calc #|CALCULATION_SEQUENCE]:This field determines the order in which the plan will be processed by the benefit calculation. Calculation_Sequence is an optional 5-digit numeric field that will default from the Plan Type ([IBPT]) form but may be overridden by you.
;[Established|ESTABLISHED_DATE]:This is the date the plan was first established at the organization. Established_Date is an optional date field you may manually enter.
;[Plan|PLAN_CODE]:
;[Description|DESCRIPTION]:
;[Plan Established|ESTABLISHED_DATE]:This is the date the plan was first established at the organization. Established_Date is an optional date field you may manually enter.
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;[Calc Seq #|CALCULATION_SEQUENCE]:This field determines the order in which the plan will be processed by the benefit calculation. Calculation_Sequence is an optional 5-digit numeric field that will default from the Plan Type ([IBPT]) form but may be overridden by you.
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;[Policy #|POLICY_NUMBER]:This field supplies the insurance policy number assigned by the insurance carrier. Policy_Number is an optional 30-character alphanumeric field you may manually enter.
;[Calendar|CALENDAR_CODE]:This field provides the user-defined calendar code, which uniquely identifies the calendar by which the plan must be remitted. Calendar_Code is a 16-character alphanumeric mandatory field you must manually enter or use the LOV(F9).
;[Participation|PARTICIPATION_RULE]:This field indicates whether participation in a benefit plan or coverage is mandatory or optional. The participation rule on the plan definition is used as a default entry to the benefit schedule. Only the participation rule from the benefit schedule is enforced. Participation_Rule is an optional fixed lexicon ([X_PARTICIPATION_RULE]) that you may use to look up the value.
;[Access_Code|PLAN_ACCESS_CODE]:Plan Access is a security feature providing the ability to control access to different types of benefits information. Plan_Access_Code is an optional fixed lexicon ([X_SECURITY_ACCESS]) that you may use to look up the value.
;[Not Scheduled|NOT_SCHEDULED]:If the ‘Not Scheduled’ toggle is ON, then this plan may be added to the Benefit Election form ([IBEL]) without being placed on the Benefit Schedule ([IBSC]). If the toggle is OFF, the plan must be on the schedule to allow employee to elect it. Not_Scheduled is an optional toggle field.
;[Track Decline|TRACK_DECLINE]:If the ‘Track Decline’ toggle is ON, a form is created in the enrollment file when an employee declines coverage under a plan. If the toggle is OFF declined benefits are not tracked. Track_Decline is an optional toggle field.
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;[Election Document|??]:
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;[Last Remittance|LAST_REMIT_DATE]:This field holds the date this plan was last remitted to the insurance carrier (or reconciled for internal plans). Each time the remittance process is run, this date is updated by the system to reflect the latest date processed. When a user runs remittances for a specific time period, the system checks that there are no missing remittance periods since the last run.
__Elections__
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;:%%warning It is recommended that this field be initialized to the end of the remittance period prior to the commencement of parallel testing for testing purposes, and to the remittance period prior to the live date for production purposes.%%
;[Plan Election Set|PLAN_ELECTION_SET]: This field stores the plan election set the plan is tied to. This field is only to be used for Open Enrollments. The plans within the Plan Election Set must be part of the same plan type. Since Plan Election Sets are used when plans are mutually exclusive of one another, they can only be implemented if the client already restricts the employees to only enroll into one plan. This field is tied to the lexicon [X_PLAN_ELECTION_SET].
;[Open Enroll Allowed|OPEN_ENROLLMENT_ALLOWED]:If the benefit plan is to be included in the Open Enrollment process then the Open Enroll Allowed field must be populated with either ‘Always Open’ or ‘OE Periods Only’. Always Open will ensure that the benefit plan is always open to employees to elect into. OE Periods Only ensures that the benefit plan is only open during the OE Period. If the benefit plan is never to be used by the Open Enrollment process then select ‘Never Open’. This field is tied to the lexicon [X_BE_OE_ALLOWED].
;[Approval Required|APPROVAL_REQUIRED]:Approval logic can be enabled at the plan level. Clients can choose No Approval Required, Approval Required (Approval is required for Open Enrollments with new elections, existing elections with changes and declined elections.), or Apr Req for Chgs Only (Approval is only required for changes made to elections). This field is tied to the lexicon [X_BE_APPROVAL].
;[Display Sequence|DISPLAY_SEQUENCE]:A display sequence is used to determine the order the benefit plans are listed in the [WEBOEE] form in Self Service.
;[Grandfathered|GRANDFATHERED]:This will indicate if the benefit plan has been ‘grandfathered’. This field is currently only supported in Open Enrollments, it is not currently respected in [IBEL]. For Open Enrollments, this will restrict new employees from being elected into the plan. Any grandfathered plans will not be included in the Open Enrollment process.
;[Required Documents|ELECTION_INTRO_TEXT]:Any documents that are required to be uploaded by the employee during the Open Enrollment must be listed here. This field will be visible in the third tab in [WEBOEE] to indicate to the employee what documents are needed for each plan. If none of the coverages in the plan require documentation, this field should be left blank.
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;:Last_Remit_Date is an optional date field will be updated by the system, however you may alter this field.
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__Remittances__
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;[Carrier|??]:
;[Remit As Of Day|REMIT_ASOF_DAY]:This field specifies the day of the remittance period on which remittances are assessed. Remit_Asof_Day is a 5-digit numeric optional field defaulting from the remittance report or you may manually override.
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;[Participation|PARTICIPATION_RULE]:This field indicates whether participation in a benefit plan or coverage is mandatory or optional. The participation rule on the plan definition is used as a default entry to the benefit schedule. Only the participation rule from the benefit schedule is enforced. Participation_Rule is an optional fixed lexicon ([X_PARTICIPATION_RULE]) that you may use to look up the value.
;[Last Remittance|LAST_REMIT_DATE]:This field holds the date this plan was last remitted to the insurance carrier (or reconciled for internal plans). Each time the remittance process is run, this date is updated by the system to reflect the latest date processed. When a user runs remittances for a specific time period, the system checks that there are no missing remittance periods since the last run.
At line 40 changed one line
;[Calendar|CALENDAR_CODE]:This field provides the user-defined calendar code, which uniquely identifies the calendar by which the plan must be remitted. Calendar_Code is a 16-character alphanumeric mandatory field you must manually enter or use the LOV(F9).
;:%%warning It is recommended that this field be initialized to the end of the remittance period prior to the commencement of parallel testing for testing purposes, and to the remittance period prior to the live date for production purposes.%%
At line 42 changed one line
;[Not Scheduled|NOT_SCHEDULED]:If the ‘Not Scheduled’ toggle is ON, then this plan may be added to the Benefit Election form ([IBEL]) without being placed on the Benefit Schedule ([IBSC]). If the toggle is OFF, the plan must be on the schedule to allow employee to elect it. Not_Scheduled is an optional toggle field.
;:Last_Remit_Date is an optional date field will be updated by the system, however you may alter this field.
At line 44 removed one line
;[Remit As Of Day|REMIT_ASOF_DAY]:This field specifies the day of the remittance period on which remittances are assessed. Remit_Asof_Day is a 5-digit numeric optional field defaulting from the remittance report or you may manually override.
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;[Access_Code|PLAN_ACCESS_CODE]:Plan Access is a security feature providing the ability to control access to different types of benefits information.
;:%%information This feature is not currently available. Planned for a future release.
;:Plan_Access_Code is an optional fixed lexicon ([X_SECURITY_ACCESS]) that you may use to look up the value.
;[Approval Required|APPROVAL_REQUIRED]:If the ‘Approval Required’ toggle is ON, employer authorization is required before an employee can enroll in the specified plan. If the toggle is OFF authorization is not required.
;:Approvals are set up through the IDAR form. Approval_Required is an optional toggle field.
;[Track Decline|TRACK_DECLINE]:If the ‘Track Decline’ toggle is ON, a form is created in the enrollment file when an employee declines coverage under a plan. If the toggle is OFF declined benefits are not tracked. Track_Decline is an optional toggle field.
This page (revision-46) was last changed on 07-Jul-2022 14:44 by Karen ParrottTop