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Version Date Modified Size Author Changes ... Change note
31 26-Nov-2021 10:22 26 KB jmyers to previous SS_EMPTY_FRM_MSG ==> SS_EMPTY_FRM_MSG(System_Preference)
30 26-Nov-2021 10:22 26 KB jmyers to previous | to last
29 26-Nov-2021 10:22 26 KB jmyers to previous | to last
28 26-Nov-2021 10:22 26 KB jmyers to previous | to last
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Page References

Incoming links Outgoing links
MASS OE PROCESS FLOW
MASS OE PROCESS FLOW

Version management

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[{TableOfContents }]
!!!MASS OPEN ENROLLMENT PROCESS FLOW
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!Step 1 - Run UBOE to Generate Mass Open Enrollment Records
!!Step 1: Run UBOE to Generate Mass Open Enrollment Records
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|Description|If supplied, the description of the Event Type will be overwritten in [IBOE].
|Description|If supplied, the description of the Event Type will be overwritten in IBOE.
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|User Comment|This allows a comment to be added to the report.
|User Comment|This allows the user who is running the report to add a comment in the report.
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*[UBOE] is used only to create mass open enrollments.
*Due to the nature of the [UBOE], it cannot be run while a pay is in progress.
*UBOE is used only to create mass open enrollments.
*Due to the nature of the UBOE, it cannot be run while a pay is in progress.
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*Each time [UBOE] is run, a single open enrollment control record is created and can be seen in [IBOE]. This control record gives Benefit Administrators control over the election activity.
*A header record is created for each employee involved in the open enrollment. These header records are linked to the open enrollment control record and can be seen in [VBOEE].
*Each time UBOE is run, a single open enrollment control record is created and can be seen in IBOE. This control record gives Benefit Administrators control over the election activity.
*A header record is created for each employee involved in the open enrollment. These header records are linked to the open enrollment control record and can be seen in VBOEE.
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!Step 2 - Review the Open Enrollment Record in IBOE
The open enrollment control record generated by [UBOE] is visible in [IBOE].
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The control record describes the open enrollment period and acts as a header for all of the employees involved. This control record has an “OE Status” field that gives Benefit Administrators control over the election activity. The status can be Open, Suspended, or Closed. Under no circumstance are elections allowed before the Election Open date or after the Election Close date.
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This screen will display all current and historical open enrollment periods in the system. The Benefit Administrator can use this screen to keep track of the Open Enrollment period. Here they can extend or reduce the Open Enrollment period. The Event Type and Open Enrollment Type values cannot be changed.
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The Event Type, Event Type Description, Open Enrollment Status, Event type URL and Event Type Text values have all defaulted in from [IBET].
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The 'Individual OE For' field indicates which employee is associated to the event and thus spawned an open enrollment period. This is only displayed for ad Hoc and Life/Work Events.
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Under the [Employees|IBOE#EmployeesTab] tab is a list of employees who are participating in the enrollment showing the overall status of their enrollments. The first total indicates how many plans and plan sets the employee is eligible for, the second total, ‘To Be Decided’, indicates how many elections the employee has not made a decision on and the last total, ‘Declined’, indicates how many elections the employee has declined.
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The Employee Open Enrollment Stage can be changed to suspend or close their open enrollment.
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The [Open Enrollment Details|IBOE#OpenEnrollmentDetails] tab indicates the plans and plan election sets involved in the open enrollment period. The Election Required toggle can be checked on or off overriding the setup defined in [IBET].
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If an employee or plan was missed for the open enrollment they can be manually added here in [IBOE].
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If the open enrollment period needs to be removed, the Benefit Administrator can simply delete the open enrollment control record in [IBOE]. This will trigger a cascade delete of the employee election records. If an employee’s election has already been processed, then the new record in [IBEN] must be removed first.
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!Step 3 - Employees Review Their Elections via WEBOEE.
[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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Below is a screen print of [WEBOEE].
!Step 2: Review the Open Enrollment record in IBOE.
The open enrollment control record generated by [UBOE] is visible in [IBOE].
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[MASS OE PROCESS FLOW_01.JPG]
The control record describes the open enrollment period and acts as a header for all of the employees involved. This control record has an “OE Status” field that gives Benefit Administrators control over the election activity. The status can be Open, Suspended, or Closed. Under no circumstance are elections allowed before the Election Open date or after the Election Close date.
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[MASS OE PROCESS FLOW_02.JPG]
!Step 3: 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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[MASS OE PROCESS FLOW_03.JPG]
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[MASS OE PROCESS FLOW_04.JPG]
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[MASS OE PROCESS FLOW_05.JPG]
[MASS OE PROCESS FLOW_06.JPG]
[MASS OE PROCESS FLOW_07.JPG]
[MASS OE PROCESS FLOW_08.JPG]
The top of the form displays the Employee’s Open Enrollment Record Status and the OE Start and End dates.
An introductory paragraph is shown followed by several numbered paragraphs that step the employee through the election process. The content of these paragraphs may be tailored and may contain HTML tags. These paragraphs are the Election Intro Text found on the Plan Type in [IBPT].
Only plans that are part of the Open Enrollment process will appear.
If elections related to the open enrollment have already been submitted by the employee, only plans that have been re-opened by the Benefit Administrator can be changed.
If there are no open enrollments for an employee, a message will be presented indicating there is no information to display. There is a function preference called [SS_EMPTY_FRM_MSG(System_Preference)] which when set to ‘Y’ will display the message defined in ‘<FORM_NAME>_EMPTY’, where FORM_NAME is the name of the form that has no data to display, i.e.: [WEBOEE]. These messages can be tailored in [IMMS] using translations, the message codes are: WEBOEE_Empty.
At any time during the open enrollment process, the employee can print off a summary of the open enrollment elections. The print icon is displayed at the top of the form.
!Step 4 - View elections by Employee via VBOEE
!Step 4: View elections by Employee via VBOEE
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!Step 5 - Review and Approve Elections via IBPOE
!Step 5: Review and Approve Elections via IBPOE
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!Step 6 - Process the Open Enrollment Elections
!Step 6: Process the Open Enrollment Elections
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!Step 7 - Close Open Enrollment Period
!Step 7: Close Open Enrollment Period
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\\ \\
----
!!Current Elections
!Step 1 - Update Demographic Profile
The employee is prompted to update their personal and demographic information prior to proceeding with their elections. There are links provided to [WEEPP] and [WEECN] for the employees so that they do not have to leave the enrollment form.
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!Step 2 - Review Open Enrollment Plan List
A list of benefit plans that are a part of the open enrollment that the employee is eligible for is displayed.
The sequence of the plans is based from the sequence defined in [IBPT]. If no sequence was defined, they will be listed in alphabetical order.
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!Step 3 - Record a Qualifying Life or Work Event
The employees will be prompted to enter any qualifying life or work events. A link is provided to [WEBEV] for the employee.
!Step 4 - Choose a Basis for Costs
The employee is prompted to choose how they want to view the costs. The Employer and Employee costs may be displayed annually, monthly, or by pay period. If the employee chooses a different view, such as monthly, a preference will be set for the employee for the current and any future open enrollments.
\\ \\
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!!Enter Election Changes
!Step 1 - Review Plan Options and Make Election Decisions
![Notes|Edit:Internal.MASS+OE+PROCESS+FLOW]
[{InsertPage page='Internal.MASS+OE+PROCESS+FLOW' default='Click to create a new notes page'}]
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;Plan Type:
*Plan details are organized by plan type to make it easier for employees to understand their options, however employees make their elections one plan at a time.
*The Election Intro Text, if provided in [IBPT], will display above the list of plans within the plan type.
*If a URL was provided in [IBPT], it will be displayed here.
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;Plan Details:
*Each plan must be elected separately.
*Plans of the same type that are mutually exclusive may be grouped in a Plan Election Set. Only one coverage option may be elected from a Plan Election Set.
*If BC codes were configured in [IBPN] to allow data to be entered (Enter Election) these will display above the plan details.
*The coverage costs may depend on this data.
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;Coverage Options:
*All coverages that the employee can elect are shown in a list containing Plan Description, Policy #, Coverage Description, Pre-tax indication, Employee Cost (Your Cost) and Employer costs.
*The last column is reserved for the employee’s election choice. One and only one coverage line must have this toggled on.
*The employee’s current enrollment information always appears above the list of election options for the plan.
*If the employee is not yet enrolled in a plan, the Current Coverage will remain blank.
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;Costs:
*The costs are shown in the basis chosen by the employee, by year/month/period.
*Cost sharing rules may vary by plan and/or coverage. Clients may secure either of these columns if they do not wish to show this information.
*To determine the EE and ER costs, the system will first calculate the annual amount using the rate basis defined for the coverage and will then calculate the monthly amount. To determine the period costs, the system will pick up the Frequency from the Coverage and then will look through the Frequency detail for the first Pay Category that has the Pay Category Type of ‘Open Enrollment’. Once it has found a record with this type the system will use the number found in the 'Times Per Year' field in its calculations.
*If the system cannot locate a Frequency detail record with a Pay Category of the type ”Open Enrollment” the system will use a default Times Per Year amount of 1.
*Coverage rates may be stepped by certain criteria. In most cases this criteria can be automatically derived, however, it sometimes must be specified by the employee as part of the additional data.
*All costs are calculated “as of” the coverage effective date, not the current date.
*Costs that are estimates are flagged with a check mark in the 'Est. Costs' column. This is derived from the
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;Estimated Costs Toggle in [IBPN]:
*In order for the EE and ER Costs to display the toggle ‘Allow Value Override’ must be toggled ON for BC0840 and BC1040 in [IBPN]. If B0020 and B0070 are defined with the ‘Hire Date’ rule, the [UBOE] program will use the coverage component rules from the [IBPN] 'coverage' effective record where the Hire Date falls within the coverage effective start and end dates. Therefore, it is suggested to ensure all effective records are updated with the ‘Allow Value Override’ toggle.
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;Election Decision:
*The employee makes an election choice by clicking the coverage they want.
*When one coverage option line is toggled on, all other lines are automatically toggled off.
*If the plan participation is optional, an additional “Coverage Declined” line will be shown at the bottom of the list to give the employee the ability to opt out of the plan. On the third tab the employee will be prompted for the reason for the decline for any plans / plan election sets that they have declined in the second tab.
*In all cases where there is a choice, a “Coverage To Be Decided” line will appear at the bottom of the list to give the employee time to think about the coverage they want.
*The “Coverage To Be Decided” line will not appear if the plan participation is required and there is only one coverage level to choose from.
*Validation must be performed in order for the correct Election Decision to display after election changes are made. Validation may be done manually by pressing the Validate Button in [WEBOEE] and in [IBPOE]. Validation will also be done automatically during the submit process when the Submit button is pressed. If changes are made by the Administrator in [IBPOE], they should press the Validate button to ensure the correct Election Decision is displayed and read by any reports that may be run to capture changes.
*If the chosen coverage has an OE Question Code (ie Assessment Code) associated to it, the OE Questions button will be highlighted. The employee will be required to answer the questions in order for the validation process to pass. If the employee needs to change their answers to the questions, they may press the re-open button and then press the OE Question button to retake the assessment.
*The choice toggle determines the Election Decision for the plan as follows:
||Election Decision||
|To Be Decided|In [WEBOEE], the toggle is on the “To Be Decided” line. In [IBPOE], no coverage is selected.
|Elected, No Change|The toggle is on the line that matches the current enrollment. The recipients, elected coverage and entered election amount match the current enrollment record.
|Elected, With Changes|Toggle is on a coverage that does not match the current enrollment. This includes changes to recipients, coverage, or entered election amount.
|Declined|Toggle is on the “Coverage Declined” line.
|Newly Elected|Toggle is on a coverage that the employee is not currently enrolled in.
;Benefit Recipients:
*Above the list of coverages is an LOV where employees can select the participants they wish to enroll into the coverage.
*Participants may be beneficiaries, children, dependents, or a spouse/others.
*The list of recipients available to an employee is derived from the relation type defined in [IECT] for each of their contacts and the recipient type defined in [IBPN] for each of the plan’s coverages. Please see [Benefit Recipient Matrix|BENEFIT RECIPIENT MATRIX FOR OPEN ENROLLMENT] for a matrix displaying which relation types are allowed per recipient type.
*Participant changes are effective on the effective date of the coverage and do not impact current payrolls.
*Participants must have a Contact role of ‘Dependent’ selected in [IECT] in order to display as eligible benefit recipients.
Step 2: Review the Open Enrollment record in IBOE.
The open enrollment control record generated by UBOE is visible in IBOE.
The control record describes the open enrollment period and acts as a header for all of the employees involved. This control record has an “OE Status” field that gives Benefit Administrators control over the election activity. The status can be Open, Suspended, or Closed. Under no circumstance are elections allowed before the Election Open date or after the Election Close date.
This screen will display all current and historical open enrollment periods in the system. The Benefit Administrator would use this screen to keep track of the Open Enrollment period. Here they can extend or reduce the Open Enrollment period. The Event Type and Open Enrollment Type values cannot be changed.
The Event Type, Event Type Description, Open Enrollment Status, Event type URL and Event Type Text values have all defaulted in from IBET.
The Individual OE For field indicates which employee is associated to the event and thus spawned an open enrollment period. This is only displayed for ad Hoc and Life/Work Events.
Under the first tab is a list of employees who are participating in the enrollment showing the overall status of their enrollments. The first total indicates how many plans and plan sets the employee is eligible for, the second total, ‘To Be Decided’, indicates how many elections the employee has not made a decision on and the last total, ‘Declined’, indicates how many elections the employee has declined.
The Employee Open Enrollment Stage can be changed to suspend or close their open enrollment.
The second tab indicates the plans and plan election sets involved in the open enrollment period. The Election Required toggle can be checked on or off overriding the setup defined in IBET.
If an employee or plan were missed for the open enrollment they can be manually added here in IBOE.
If the open enrollment period needs to be removed, the Benefit Administrator can simply delete the open enrollment control record in IBOE. This will do a cascade delete of the employee election records. If an employee’s election has already been processed, then the new record in IBEN must be removed first.
Step 3: Employees Review Their Elections via WEBOEE.
The screen WEBOEE is a scroll view of the employee’s elections. Below is a screen print of the WEBOEE form.
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!Step 2 - Validate Election Decisions
Employees are prompted to press a validate button to ensure their election choices are valid. Extensive validation is done to ensure the elections meet any conditions which were defined in [IBPN].
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For example, the validation ensures the correct number of recipients has been defined, the correct recipient type has been selected, the child/student age is within the restriction provided in [IBPN], etc..
The top of the form displays the Employee’s Open Enrollment Record Status and the OE Start and End dates.
An introductory paragraph is shown followed by several numbered paragraphs that step the employee through the election process. The content of these paragraphs may be tailored and may contain HTML tags. These paragraphs are the Election Intro Text found on the Plan Type in IBPT.
Only plans that are part of the Open Enrollment process will appear.
If elections related to the open enrollment have already been submitted by the employee, only plans that have been re-opened by the Benefit Administrator can be changed.
If there are no open enrollments for an employee, a message will be presented indicating there is no information to display. There is a function preference called SS_EMPTY_FRM_MSG which when set to ‘Y’ will display the message defined in ‘<FORM_NAME>_EMPTY’, where FORM_NAME is the name of the form that has no data to display, i.e.: WEBOEE. These messages can be tailored in IMMS using translations, the message codes are: WEBOEE_Empty.
At any time during the open enrollment process, the employee can print off a summary of the open enrollment elections. The print icon is displayed at the top of the form.
Current Elections
Step 1: Update Demographic Profile
The employee is prompted to update their personal and demographic information prior to proceeding with their elections. There are links provided to WEEPP and WEECN for the employees so that they do not have to leave the enrollment form.
Step 2: Review Open Enrollment Plan List
A list of benefit plans that are a part of the open enrollment that the employee is eligible for is displayed.
The sequence of the plans is based from the sequence defined in IBPT. If no sequence was defined, they will be listed in alphabetical order.
Step 3: Record a qualifying life or work event
The employees will be prompted to enter any qualifying life or work events. A link is provided to WEBEV for the employee.
Step 4: Choose a basis for costs
The employee is prompted to choose how they want to view the costs. The Employer and Employee costs may be displayed annually, monthly, or by pay period. If the employee chooses a different view, such as monthly, a preference will be set for the employee for the current and any future open enrollments.
Enter Election Changes
Step 1: Review plan options and make election decisions
Plan Type
• Plan details are organized by Plan Type to make it easier for employees to understand their options, however employees make their elections one plan at a time.
• The Election Intro Text, if provided in IBPT, will display above the list of plans within the plan type.
• If a URL was provided in IBPT, it will be displayed here.
Plan Details
• Each plan must be elected separately.
• Plans of the same type that are mutually exclusive may be grouped in a Plan Election Set. Only one coverage option may be elected from a Plan Election Set.
• If BC codes were configured in IBPN to allow data to be entered (Enter Election) these will display above the plan details.
• The coverage costs may depend on this data.
Coverage Options
• All coverages that the employee can elect are shown in a list containing Plan Description, Policy #, Coverage Description, Pre-tax indication, Employee Cost (Your Cost) and Employer costs.
• The last column is reserved for the employee’s election choice. One and only one coverage line must have this toggled on.
• The employee’s current enrollment information always appears above the list of election options for the plan.
• If the employee is not yet enrolled in a plan, the Current Coverage will remain blank.
Costs
• The costs are shown in the basis chosen by the employee, by Year / Month / Period.
• Cost sharing rules may vary by plan and/or coverage. Clients may secure either of these columns if they do not wish to show this information.
• To determine the EE and ER costs, the system will first calculate the annual amount using the Rate Basis defined for the coverage and will then calculate the monthly amount. To determine the period costs, the system will pick up the Frequency from the Coverage and then will look through the Frequency detail for the first Pay Category that has the Pay Category Type of ‘Open Enrollment’. Once it has found a record with this type the system will use the number found in the Times Per Year field in its calculations.
• If the system cannot locate a Frequency detail record with a Pay Category of the type ”Open Enrollment” the system will use a default Times Per Year amount of 1.
• Coverage rates may be stepped by certain criteria. In most cases this criteria can be automatically derived; however, it sometimes must be specified by the employee as part of the additional data.
• All costs are calculated “as of” the coverage effective date, not the current date.
• Costs that are estimates are flagged with a check mark in the Est. Costs column. This is derived from the Estimated Costs toggle in IBPN.
• In order for the EE and ER Costs to display the toggle ‘Allow Value Override’ must be toggled ON for BC0840 and BC1040 in IBPN. If B0020 and B0070 are defined with the ‘Hire Date’ rule, the UBOE program will use the coverage component rules from the IBPN 'coverage' effective record where the Hire Date falls within the coverage effective start and end dates. Therefore, it is suggested to ensure all effective records are updated with the ‘Allow Value Override’ toggle.
Election Decision
• The employee makes an election choice by clicking the coverage they want.
• When one coverage option line is toggled on, all other lines are automatically toggled off.
• If the plan participation is optional, an additional “Coverage Declined” line will be shown at the bottom of the list to give the employee the ability to opt out of the plan. On the third tab the employee will be prompted for the reason for the decline for any plans / plan election sets that they have declined in tab 2.
• In all cases where there is a choice, a “Coverage To Be Decided” line will appear at the bottom of the list to give the employee time to think about the coverage they want.
• The “Coverage To Be Decided” line will not appear if the plan participation is required and there is only one coverage level to choose from.
• Validation must be performed in order for the correct Election Decision to display after election changes are made. Validation may be done manually by pressing the Validate Button in WEBOEE and in IBPOE. Validation will also be done automatically during the Submit process when the Submit button is pressed. If changes are made by the Administrator in IBPOE, they should press the Validate button to ensure the correct Election Decision is displayed and read by any reports that may be run to capture changes.
• If the chosen coverage has an OE Question Code (ie Assessment Code) associated to it, the OE Questions button will be highlighted. The employee will be required to answer the questions in order for the validation process to pass. If the employee needs to change their answers to the questions, they may press the re-open button and then press the OE Question button to retake the assessment.
• The choice toggle determines the Election Decision for the plan as follows:
Election Decision
To Be Decided In WEBOEE the toggle is on the “To Be Decided” line. In IBPOE, no coverage is selected.
Elected, No Change The toggle is on the line that matches the current enrollment. The recipients, elected coverage and entered election amount match the current enrollment record.
Elected, With Changes Toggle is on a coverage that does not match the current enrollment. This includes changes to recipients, coverage, or entered election amount.
Declined Toggle is on the “Coverage Declined” line.
Newly Elected Toggle is on a coverage that the employee is not currently enrolled in.
Benefit Recipients
• Above the list of coverages is an LOV where employees can select the participants they wish to enroll into the coverage.
• Participants may be beneficiaries, children, dependents, or a spouse/others.
• The list of recipients available to an employee is derived from the relation type defined in IECT for each of their contacts and the recipient type defined in IBPN for each of the plan’s coverages. Please see the Benefit Recipient Matrix later in this document for a matrix displaying which relation types are allowed per recipient type.
• Participant changes are effective on the effective date of the coverage and do not impact current payrolls.
• Participants must have a Contact Role of ‘Dependent’ selected in IECT in order to display as eligible benefit recipients.
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Step 2: Validate Election Decisions
Employees are prompted to press a validate button to ensure their election choices are valid. Extensive validation is done to ensure the elections meet any conditions which were defined in IBPN.
For example, the validation ensures the correct number of recipients has been defined, the correct recipient type has been selected, the child/student age is within the restriction provided in IBPN etc..
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If there are any errors, they will be displayed under each plan that caused an issue during validation. These notes will clearly indicate to the employee what is wrong with their election. The notes indicated are derived from message codes in [IMMS]. For a complete list of messages used in the Open Enrollment facility please see
[Open Enrollment Messages|OPEN_ENROLLMENT_MESSAGES].
\\ \\
----
!!Upload Required Documents
!Step 1 - The Elections Listed Below Require Documentation
This step displays a list of plans and coverages which the employee has elected that have been defined as requiring documentation in [IBPN].
The Required Documents field from [IBPN] will be displayed for each plan/coverage to indicate to the employee what documents need to be uploaded.
!Step 2 - Please Upload the Documentation Described Above for Each of the Elected Plans
If there are any errors, they will be displayed under each plan that caused an issue during validation. These notes will clearly indicate to the employee what is wrong with their election. The notes indicated are derived from message codes in IMMS. For a complete list of messages used in the Open Enrollment facility please see the Open Enrollment Messages section.
Upload Required Documents
Step 1: The Elections Listed Below Require Documentation
This step displays a list of plans and coverages which the employee has elected that have been defined as requiring documentation in IBPN.
The Required Documents field from IBPN will be displayed for each plan/coverage to indicate to the employee what documents need to be uploaded.
Step 2: Please Upload the Documentation Described Above for Each of the Elected Plans
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\\ \\
----
!!Review Costs and Submit Elections
!Step 1 - Summary of Total Cost
Review Costs and Submit Elections
Step 1: Summary of Total Cost
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Totals are displayed for the employee’s pre-tax cost, employee’s post tax cost and the employer cost. The Grand
Total line is controlled by the system message BEPS_00007. This message may be translated to include HTML tags.
Costs will be derived through the same benefit calculation rules that are used in the [Payroll module|MODULE-PR].
Totals are displayed for the employee’s pre tax cost, employee’s post tax cost and the employer cost. The Grand Total line is controlled by the system message BEPS_00007. This message may be translated to include HTML tags.
Costs will be derived through the same benefit calculation rules that are used in the Payroll module.
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!Step 2 - Summary of Elected Benefit Recipients
Step 2: Summary of Elected Benefit Recipients
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!Step 3 - Select Reason for Decline for Declined Plans
Step 3: Select Reason for Decline for Declined Plans
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The employee is prompted to enter a ‘Reason for Decline’ for each of the plans they have declined, unless the site preference “BSS D REASON REQ” was defined with a value on N in IMST.
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The employee is prompted to enter a ‘Reason for Decline’ for each of the plans they have declined, unless the site preference “BSS D REASON REQ” was defined with a value on N in [IMST].
!Step 4 - Submit Elections for Approval
Step 4: Submit Elections for Approval
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If there are errors the employee will be directed back to second tab to correct the validation errors.
If the employee accepts the conditions, the election stage will change to 'Submitted' and it will be up to the Benefit Administrator to review the employee’s choices. The employee will not be able to make any further changes to their elections, unless the Benefit Administrator intervenes.
Once the employee has clicked 'OK' to the confirmation dialog and successfully submits their benefit elections, a message will appear stating the employee has successfully submitted their elections.
If approval processes were defined in [IDAP] and if Approval logic was initiated in [IBPN] for the plan, the elections will be sent through an approval process. Upon approval, the election will be ready to be processed.
If there are errors the employee will be directed back to tab 2 to correct the validation errors.
If the employee accepts the conditions, the election stage will change to Submitted and it will be up to the Benefit Administrator to review the employee’s choices. The employee will not be able to make any further changes to their elections, unless the Benefit Administrator intervenes.
Once the employee has clicked OK to the confirmation dialog and successfully submits their benefit elections, a message will appear stating the employee has successfully submitted their elections.
If approval processes were defined in IDAP and if Approval logic was initiated in IBPN for the plan the elections will be sent through an approval process. Upon approval, the election will be ready to be processed.
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The elections will not be brought through to [IBEN] at this point. They must first be processed by the Benefit Administrator.
!Step 5 - View Elections by Employee via VBOEE
At any time during the Open Enrollment period, the Benefit Administrator can view the elections by employee via [VBOEE]. This screen is a View Only screen and contains three tabs; Open Enrollments, Event History and Uploaded Documents.
The Benefit Administrator would use this form to view an employee’s elections. This form indicates the stage of the Open Enrollment and Election. Also listed are the totals as seen in [IBOE], the total number of plans/plan sets, total number of elections yet to be decided and total number of elections declined.
The elections will not be brought through to IBEN at this point. They must first be processed by the Benefit Administrator.
Step 5: View elections by Employee via VBOEE
At any time during the Open Enrollment period the Benefit Administrator can view the elections by employee via the VBOEE screen.
This screen is a View Only screen and contains three tabs; Open Enrollments, Event History and Uploaded Documents. The Benefit Administrator would use this form to view an employee’s elections. This form indicates the stage of the Open Enrollment and Election. Also listed are the totals as seen in IBOE, the total number of plans/plan sets, total number of elections yet to be decided and total number of elections declined.
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If there are Questions (assessments) associated to the elected coverage, the questions and the employee’s responses will be visible in the OE Questions tab. The elected coverage must be in focus for the questions and answers to be shown.
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If there are Questions (assessments) associated to the elected coverage, the questions and the employee’s responses will be visible in the [OE Questions|VBOEE#OEQuestions] tab. The elected coverage must be in focus for the questions and answers to be shown.
Step 6: Process Employee Benefit Elections
Once the employees have submitted their elections, the Benefit Administrator would then validate and process the employees’ elections via IBPOE or WABPOE. The Benefit Administrator can process the elections as they are submitted or can wait and process them all at once via the UBPOE (next step).
IBPOE is a process screen that allows the Benefit Administrator to
• submit on behalf of the employee
• validate the elections
• cancel the employee’s open enrollment
• process the elections
• and if necessary, re-open the open enrollment if changes are required by the employee.
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!Step 6 - Process Employee Benefit Elections
Once the employees have submitted their elections, the Benefit Administrator would then validate and process the employees’ elections via [IBPOE] or [WABPOE]. The Benefit Administrator can process the elections as they are submitted or can wait and process them all at once via [UBPOE] (next step).
[IBPOE] is a process screen that allows the Benefit Administrator to:
*submit on behalf of the employee
*validate the elections
*cancel the employee’s open enrollment
*process the elections
*and, if necessary, re-open the open enrollment if changes are required by the employee.
[WABPOE] is a self service version of the [IBPOE] screen. The [WABPOE] has the same functionality as the [IBPOE], as well as the ability for the administrator to take the assessment on behalf of the employee.
WABPOE is a self service version of the IBPOE screen. The WABPOE has the same functionality as the IBPOE, as well as the ability for the administrator to take the assessment on behalf of the employee.
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[IBPOE] will display whether Open Enrollment status is open, suspended or closed.
The IBPOE will display whether Open Enrollment status is open, suspended or closed.
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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. By re-opening the employee’s Open Enrollment, any assessments that were completed will be re-opened as well.
There is also a ‘Re-Open OE Questions’ button which allows the Benefit Administrator to re-open the assessment for an employee, if they have already completed the questions. A similar button is available in [WEBOEE] as well.
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. By re-opening the employee’s Open Enrollment, any assessments that were completed will be re-opened as well.
There is also a ‘Re-Open OE Questions’ button which allows the Benefit Administrator to re-open the assessment for an employee, if they have already completed the questions. A similar button is available in the WEBOEE screen as well.
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||Employee Open Enroll Stage||Election Decision||EE Actions||BEN Actions\\ \\Open Enrollment||BEN Actions\\ \\Election Options||APR Actions
|Open|To Be Decided\\ \\Elected,With Changes\\ \\Elected, No Change\\ \\Declined|Leave and Return\\ \\Make Decisions, Leave and Return\\ \\Make Decisions and Submit For Approval|Submit OE\\ \\Validate\\ \\Cancel OE\\ \\Close OE (IBOE)|Make Corrections\\ \\Decline Elections\\ \\Cancel Elections|View Only
|Suspended|Elected, With Changes\\ \\Elected, No Change\\ \\Declined|View Only|Re-Open OE\\ \\Cancel OE\\ \\Close OE (IBOE)|View Only|View Only
|Submitted|Elected, With Changes\\ \\Elected, No Change\\ \\Declined|View Only|Re-Open OE\\ \\Make corrections\\ \\Validate\\ \\Approve and Route\\ \\Approve (Final)\\ \\Do Not Approve\\ \\Cancel OE\\ \\Close OE (IBOE)|Make Corrections\\ \\Decline Elections\\ \\Cancel Elections|Re-Open OE \\ \\Make Corrections\\ \\Approve and Route\\ \\Approve (Final)\\ \\Do not approve
|Approved|Elected, With Changes\\ \\Elected, No Change\\ \\Declined|View Only|Re-Open OE\\ \\Process OE\\ \\Cancel OE\\ \\Close OE (IBOE)|View Only|View Only
|Not Approved|Elected, With Changes\\ \\Elected, No Change \\ \\Declined|View Only|Re-Open OE\\ \\Close OE (IBOE)|View Only|View Only
|Cancelled|Elected, With Changes\\ \\Elected, No Change\\ \\Declined|View Only|Re-Open OE\\ \\Close OE (IBOE)|View Only|View Only
Employee Open Enroll Stage Election Decision EE Actions BEN Actions
Open Enrollment BEN Actions
Election Options APR Actions
Open • To Be Decided
• Elected,
• With Changes
• Elected,
• No Change
• Declined • Leave and Return
• Make Decisions,
• Leave and Return
• Make Decisions and
• Submit For Approval • Submit OE
• Validate
• Cancel OE
• Close OE (IBOE)
• • Make Corrections
• Decline Elections
• Cancel Elections • View Only
Suspended • Elected, With Changes
• Elected, No Change
• Declined • View Only • Re-Open OE
• Cancel OE
• Close OE (IBOE) • View Only • View Only
Submitted • Elected, With Changes
• Elected, No Change
• Declined • View Only • Re-Open OE
• Make corrections
• Validate
• Approve and Route
• Approve (final)
• Do Not Approve
• Cancel OE
• Close OE (IBOE) • Make Corrections
• Decline Elections
• Cancel Elections • Re-Open OE
• Make Corrections
• Approve and Route
• Approve (final)
• Do not approve
Approved • Elected, With Changes
• Elected. No Change
• Declined • View Only • Re-Open OE
• Process OE
• Cancel OE
• Close OE (IBOE) View Only View Only
Not Approved • Elected, With Changes
• Elected, No Change
• Declined • View Only • Re-Open OE
• Close OE (IBOE) • View Only • View Only
Cancelled • Elected, With Changes
• Elected, No Change
• Declined • View Only • Re-Open OE
• Close OE (IBOE) • View Only • View Only
Step 7: Run UBPOE to mass Process the Open Enrollment Elections
If preferred, the Benefit Administrator can r
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!Step 7 - Run [UBPOE] to mass process the Open Enrollment Elections
If preferred, the Benefit Administrator can run [UBPOE] to batch process the elections.
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![Notes|Edit:Internal.MASS OE PROCESS FLOW]
[{InsertPage page='Internal.MASS OE PROCESS FLOW' default='Click to create a new notes page'}]
![Notes|Edit:Internal.UBOE]
[{InsertPage page='Internal.UBOE' default='Click to create a new notes page'}]
This page (revision-31) was last changed on 26-Nov-2021 10:22 by jmyersTop