This page (revision-12) 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
12 26-Nov-2021 10:22 9 KB jmyers to previous BSS D REASON REQ ==> BSS D REASON REQ(System_Preference)
11 26-Nov-2021 10:22 9 KB jmyers to previous | to last OPEN ENROLLMENT ASSESSMENTS ==> OPEN ENROLLMENT ASSESSMENT QUESTIONS
10 26-Nov-2021 10:22 8 KB jescott to previous | to last
9 26-Nov-2021 10:22 8 KB jescott to previous | to last
8 26-Nov-2021 10:22 8 KB JEscott to previous | to last
7 26-Nov-2021 10:22 7 KB JEscott to previous | to last
6 26-Nov-2021 10:22 7 KB JEscott to previous | to last
5 26-Nov-2021 10:22 7 KB JEscott to previous | to last
4 26-Nov-2021 10:22 7 KB JEscott to previous | to last
3 26-Nov-2021 10:22 5 KB JEscott to previous | to last
2 26-Nov-2021 10:22 3 KB JEscott to previous | to last
1 26-Nov-2021 10:22 3 KB JEscott to last

Page References

Incoming links Outgoing links
IBPOE
IBPOE

Version management

Difference between version and

At line 1 removed 2 lines
[{TableOfContents }]
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;[Year|DRV_VIEW_YEAR]: This is a toggle field which allows the user to see the election costs on an annual basis.
;[Month|DRV_VIEW_MONTH]: This toggle field allows the user to see the election costs on a monthly basis.
;[Period|DRV_VIEW_PERIOD]: This toggle field allows the user to see the election costs on a pay period basis.
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;[Submit|ACT_SUBMIT]:This button will submit the employee's benefit elections.
;[Re-Open|ACT_REOPEN]: The administrator can re-open the employee’s open enrollment if changes are required. When the Re-Open button is pressed the administrator will be prompted with a dialog that states, “Press OK to re-open all of the plans for the employee’s current open enrollment. Press ‘Cancel' to manually re-open individual plans”. If ‘Cancel’ is selected, the Re-Open Elections button located in the Plans area of the screen will become enabled and the administrator can then manually re-open plans on an individual basis. If only one plan was re-opened when the employee goes into [WEBOEE] to make a new choice for that plan, the other plans will be displayed as well but will not be editable.
;[Validate|ACT_VALIDATE]:Extensive validation is done when the administrator presses the Validate button. If any errors are encountered, they will be displayed in the Validation Warnings tab for each of the elections. The system will validate the employee's elections to ensure they are correct and are not missing required information, such as recipients.
;[Cancel|ACT_CANCEL]:This button will allow the BE Administrator to cancel the employee's open enrollment.
;[Process|ACT_PROCESS]: Once the employee's open enrollment has been submitted, validated and approved, the Process button will be available. By processing the open enrollment,the employee's elections will be processed into the [IBEN] form as official enrollments.
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;[Year|DRV_VIEW_YEAR]:
;[Month|DRV_VIEW_MONTH]:
;[Period|DRV_VIEW_PERIOD]:
;[Submit|ACT_SUBMIT]:
;[Re-Open|ACT_REOPEN]:
;[Validate|ACT_VALIDATE]:
;[Cancel|ACT_CANCEL]:
;[Process|ACT_PROCESS]:
At line 39 changed one line
;[Current Coverage|COVERAGE_CODE]:This field will display the coverage the employee is enrolled in. If the employee chooses a different coverage, this is displayed in this field. If the field is blank, this means that the employee is not enrolled in the plan and has not made a decision for the plan during this open enrollment.
;[Current Coverage|COVERAGE_CODE]:The coverage the employee is enrolled in or if the employee chooses a different coverage, this is displayed in this field.
At line 42 changed one line
;[Reason for Decline|REASON_FOR_DECLINE]:If Decline Reasons are required and the employee declines the plan during the Open Enrollment, the decline reason is displayed here. If Decline Reasons are required and are not supplied for a declined plan, the employee will not be able to submit their election. By default the system will require a reason for decline when an employee declines a coverage; however this can be changed by adding the site preference “[BSS D REASON REQ|BSS D REASON REQ(System_Preference)]” to [IMST] with the value of N. If the value is Y then decline reasons are required.
;[Reason for Decline|REASON_FOR_DECLINE]:If Decline Reasons are required for any plan that is declined and the employee declines the plan during the Open Enrollment, the decline reason is displayed here.
At line 44 removed 53 lines
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;[Re-Open Election|ACT_REOPEN]: This will allow the Benefit Administrator to re-open individual election options for the employee.
;[Cancel Election|ACT_CANCEL]: This will remove the option from the Open Enrollment for this employee.
;[Decline Election|ACT_DECLINE]: The Benefit Administrator may decline an election option on behalf of the employee. Once declined, the button will change to 'Un Decline Election' which will change the election status to 'To Be Decided'.
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;[Benefit Recipients|DRV_ECT_IDS]: This will display any recipients the employee may have elected for the plan in focus. The Administrator may also elect recipients on behalf of the employee.
;Enter Election:If BC codes were configured in [IBPN] to allow data to be entered using the [Enter Election|ENTER_ELECTION] toggle these will display for the plan in focus. For example, this could be the employee's Deduction Amount. If there are no BC Codes configured to display, this field will not be visible.
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!!Election Options tab
This tab will display the election options for the plan/plan election set highlighted above.
;[Plan |PLAN_CODE]: The benefit plan code is displayed here.
;[Coverage|DRV_CHOICE_TEXT]:The description of the coverage is displayed here.
;[Policy #|POLICY_NUMBER]:The coverage's policy number is displayed.
;[Pre Tax|PRE_TAX]:If the coverage has the Pre Tax toggle on in IBPN, this will be checked here as well. This indicates to the employee that the benefit costs are calculated pre-tax.
;[EE Cost|DRV_EE_COST]:The employee's cost will be displayed here. This is derived from the Benefit Component [B1040|BC-B1040].
;[ER Cost|DRV_ER_COST]:The employer's cost will be displayed here. This is derived from the Benefit Component [B0680|BC-B0680].
;[Choice|CHOSEN_COVERAGE]:This toggle allows the employee to elect a coverage. One and only one coverage line must have this toggled on.
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!!Validation Warnings tab
;[Please Note|NOTE_TEXT]:This will display any validation errors for the highlighted benefit election option.
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!!Uploaded Documents tab
Three media fields have been provided to allow the employee to upload documents if required. The three provided media are Birth Certificate, Marriage License and Health Questionnaire.
The prompts for these can be translated to meet your business needs and additional media may be added to the form if necessary.
;Birth Certificate: This field enables the employee to upload a Birth Certificate.
;Marriage License: This field enables the employee to upload a Marriage License.
;Health Questionnaire: This field enables the employee to upload a Health Questionnaire.
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!!OE Questions
If the employee elected a Coverage that has an [Assessment|ASSESSMENT_CODE] affiliated to it in [IBPN], then the questions and answers will be visible in this tab. This is a view only tab.
For more information on asking questions in an Open Enrollment, please see the page [Asking Questions in Open Enrollment|OPEN ENROLLMENT ASSESSMENTS|OPEN ENROLLMENT ASSESSMENT QUESTIONS]. \\
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;[OE Question Code|ASSESSMENT_CODE]: This field will display the user-defined code assigned to the assessment in [IBAS].
!Questions
;[#|QUESTION_SEQUENCE]:This field displays the sequence number of the question as it is defined in [IBAS].
;[Question|QUESTION_TEXT]: This field displays the text of the question being asked.
;[Mandatory|MANDATORY]:This indicates if the question was defined as mandatory. If a question is required to be answered, the employee will not be able to complete the Assessment.
!Responses
;[Response|RESPONSE_TEXT]:This field displays the employee's response to the question asked.
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![Notes|Edit:Internal.IBPOE]
[{InsertPage page='Internal.IBPOE' default='Click to create a new notes page'}]
This page (revision-12) was last changed on 26-Nov-2021 10:22 by jmyersTop