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

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

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
19 26-Nov-2021 10:22 6 KB jmyers to previous
18 26-Nov-2021 10:22 6 KB jmyers to previous | to last
17 26-Nov-2021 10:22 6 KB jmyers to previous | to last
16 26-Nov-2021 10:22 6 KB jmyers to previous | to last
15 26-Nov-2021 10:22 6 KB jmyers to previous | to last
14 26-Nov-2021 10:22 6 KB jmyers to previous | to last
13 26-Nov-2021 10:22 7 KB jmyers to previous | to last
12 26-Nov-2021 10:22 7 KB jmyers to previous | to last
11 26-Nov-2021 10:22 7 KB jmyers to previous | to last
10 26-Nov-2021 10:22 7 KB jmyers to previous | to last
9 26-Nov-2021 10:22 7 KB jmyers to previous | to last
8 26-Nov-2021 10:22 7 KB jmyers to previous | to last
7 26-Nov-2021 10:22 6 KB jmyers to previous | to last
6 26-Nov-2021 10:22 7 KB jmyers to previous | to last
5 26-Nov-2021 10:22 9 KB jmyers to previous | to last
4 26-Nov-2021 10:22 9 KB jmyers to previous | to last
3 26-Nov-2021 10:22 4 KB JEscott to previous | to last
2 26-Nov-2021 10:22 4 KB JEscott to previous | to last
1 26-Nov-2021 10:22 4 KB JEscott to last

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

At line 1 removed 2 lines
[{TableOfContents }]
!!!LIFE AND WORK EVENT OE PROCESS FLOW
At line 9 removed one line
!!Steps
At line 45 changed 2 lines
!Step 4: Employees Review Their Elections via WEBOEE.
The employee would then review their elections in [WEBOEE].
!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.
At line 48 removed one line
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.
At line 46 added 2 lines
Step 4: Employees review their elections via WEBOEE.
The employee would then review their elections in WEBOEE.
At line 51 removed one line
At line 50 added one line
For more information on WEBOEE, please see Step 3 in the Mass Open Enrollment Process Flow section.
At line 54 removed one line
For more information on [WEBOEE], please see "Step 3 - Employees Review Their Elections" in [Mass Open Enrollment Process Flow|MASS OE PROCESS FLOW#MASSOPENENROLLMENTPROCESSFLOW]
At line 53 added 4 lines
At line 57 removed one line
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].
At line 59 added 2 lines
Once the employees have submitted their elections, the Benefit Administrator would then review and approve the employee's benefit elections using [IBPOE].
At line 70 added 2 lines
!Step 6: Process Open Enrollment
The Benefit Administrator may process the employees’ elections using either [IBPOE] or [UBPOE].
At line 69 changed one line
If approvals have been defined for Open Enrollment, the approver would have to approve the open enrollment in [IBPOE].
!Step 7: Close Open Enrollment Period
After the elections have been processed, the Benefit Administrator must close the Open Enrollment period via [IBOE].
At line 71 removed 2 lines
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].
At line 74 changed 2 lines
Step 6: Close Open Enrollment Period
After the elections have been processed, the Benefit Administrator must close the Open Enrollment period via [IBOE].
----
![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'}]
At line 77 removed 2 lines
!!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.
At line 80 removed one line
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.
At line 82 removed 4 lines
For further information on how one could set up a workflow to do this, please see the Workflow Starter Kit.
----
![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'}]
At line 84 added 19 lines
Step 5: 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 6: Close Open Enrollment Period
After the elections have been processed, the Benefit Administrator must close the Open Enrollment period via IBOE.
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.
This page (revision-19) was last changed on 26-Nov-2021 10:22 by jmyersTop