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

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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
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!Step 4: Employees Review Their Elections via WEBOEE.
!Step 4: Employees review their elections via WEBOEE.
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For more information on [WEBOEE], please see "Step 3 - Employees Review Their Elections" in [Mass Open Enrollment Process Flow|MASS OE PROCESS FLOW#MASSOPENENROLLMENTPROCESSFLOW]
For more information on WEBOEE, please see Step 3 in the Mass Open Enrollment Process Flow section.
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[Step 3|MASS OE PROCESS FLOW#MASS+OE+PROCESS+FLOW#Step3EmployeesReviewTheirElectionsViaWEBOEE]
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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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!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].
!Step 7: Close Open Enrollment Period
After the elections have been processed, the Benefit Administrator must close the Open Enrollment period via [IBOE].
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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].
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Step 6: Close Open Enrollment Period
After the elections have been processed, the Benefit Administrator must close the Open Enrollment period via [IBOE].
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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'}]
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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.
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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.
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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'}]
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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