This page (revision-31) 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
31 26-Nov-2021 10:22 26 KB jmyers to previous SS_EMPTY_FRM_MSG ==> SS_EMPTY_FRM_MSG(System_Preference)
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Page References

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

Version management

Difference between version and

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[{TableOfContents }]
!!!MASS OPEN ENROLLMENT PROCESS FLOW
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\\ \\
----
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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 the user who is running the report to add a comment in the report.
|User Comment|This allows a comment to be added to 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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\\
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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 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.
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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 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.
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The Employee Open Enrollment Stage can be changed to suspend or close their open enrollment.
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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.
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If an employee or plan were 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 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.
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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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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.
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![Notes|Edit:Internal.UBOE]
[{InsertPage page='Internal.UBOE' default='Click to create a new notes page'}]
![Notes|Edit:Internal.MASS OE PROCESS FLOW]
[{InsertPage page='Internal.MASS OE PROCESS FLOW' default='Click to create a new notes page'}]
This page (revision-31) was last changed on 26-Nov-2021 10:22 by jmyersTop