This page (revision-19) was last changed on 26-Nov-2021 10:22 by jmyers

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Page References

Incoming links Outgoing links
LIFE AND WORK EVENT OE PROCESS FLOW
LIFE AND WORK EVENT OE PROCESS FLOW

Version management

Difference between version and

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[{TableOfContents }]
!!!LIFE AND WORK EVENT OE PROCESS FLOW
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!!Steps
!Step 1 - Life or Work Event is Recorded
!Step 1: Life or Work Event is recorded
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'Event Descriptions', not 'Event Types' are listed in alphabetical order for the employee to review and select the event that best describes their situation. If a URL was provided, the link will be available to the employee.
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If no proof of the event is required, the initial status is set to “Submitted”. If proof is requested, the status is set to “Pending Proof”. When the Benefit Administrator has reviewed the information, they may change the status to “Pending Info” or “Processed”. The status of the event will be changed to “Processed” once the Open Enrollment itself has been processed.
The employee can see a history of the events they have recorded via the Life And Work Event History tab.
!Step 2 - Record or Maintain Life / Work Events in IBEV
!Step 2: Record or Maintain Life / Work Events in IBEV
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New life or work events can be created here on behalf of the employee if necessary.
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!Step 3 - Create Open Enrollment Record
!Step 3: Create Open Enrollment Record
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!Step 4: Employees Review Their Elections via WEBOEE.
The employee would then review their elections in [WEBOEE].
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Using this form the employee may review their benefit election options in the Open Enrollment. The employee may make changes to their current enrollments, elect new coverages, update or remove recipients and upload documentation.
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Once the employee has submitted all of the required information they are able to submit their elections.
!Step 4: Employees review their elections via WEBOEE.
The screen [WEBOEE] is a scroll view of the employee’s elections. Using this form the employee may review their benefit election options in the Open Enrollment. The employee may make changes to their current enrollments, elect new coverages, update or remove recipients and upload documentation.
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A workflow trigger may be defined to notify the Benefit Administrator that elections have been submitted and are ready for validating/processing.
For more information on [WEBOEE], please see "Step 3 - Employees Review Their Elections" in [Mass Open Enrollment Process Flow|MASS OE PROCESS FLOW#MASSOPENENROLLMENTPROCESSFLOW]
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Once the employees have submitted their elections, the Benefit Administrator would then review, ensuring the required information has been received and approve the employee's benefit elections using [IBPOE].
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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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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 6: Process Open Enrollment
The Benefit Administrator may process the employees’ elections using either [IBPOE] or [UBPOE].
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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 - Employees Review Their Elections" in [Mass Open Enrollment Process Flow|MASS OE PROCESS FLOW#MASSOPENENROLLMENTPROCESSFLOW].
Step 6: Close Open Enrollment Period
!Step 7: Close Open Enrollment Period
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!!HR Changes Creating Open Enrollments
HR changes entered in the system may trigger a Life or Work event and an Open Enrollment to be automatically created, based on workflow triggers.
For example, a new hire is entered in [IEQH] or someone gets married and the Married Date is entered in [IEPI]. These types of changes will create the event but the Open Enrollment period will only be created if the 'Allow Auto Open Enrollment' toggle is checked ON for their event types in [IBET] and there is a workflow action and UserCalc defined.
For further information on how one could set up a workflow to do this, please see the Workflow Starter Kit.
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![Notes|Edit:Internal.LIFE AND WORK EVENT OE PROCESS FLOW]
[{InsertPage page='Internal.LIFE AND WORK EVENT OE PROCESS FLOW' default='Click to create a new notes page'}]
This page (revision-19) was last changed on 26-Nov-2021 10:22 by jmyersTop