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)
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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21 26-Nov-2021 10:22 26 KB jmyers to previous | to last

Page References

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

Version management

Difference between version and

At line 52 changed 4 lines
Below is a screen print of the WEBOEE form.
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.
Below is a screen print of [WEBOEE].
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Only plans that are part of the Open Enrollment process will appear.
[MASS OE PROCESS FLOW_01.JPG]
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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.
[MASS OE PROCESS FLOW_02.JPG]
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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.
[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]
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[MASS OE PROCESS FLOW_06.JPG]
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[MASS OE PROCESS FLOW_07.JPG]
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[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].
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Only plans that are part of the Open Enrollment process will appear.
At line 75 added one line
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.
At line 77 added 3 lines
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.
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Current Elections
Step 1: Update Demographic Profile
\\ \\
----
!!Current Elections
!Step 1: Update Demographic Profile
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Step 2: Review Open Enrollment Plan List
!Step 2: Review Open Enrollment Plan List
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Step 3: Record a qualifying life or work event
!Step 3: Record a qualifying life or work event
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Step 4: Choose a basis for costs
!Step 4: Choose a basis for costs
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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.
\\ \\
----
!!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.
At line 122 changed 9 lines
• 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.
*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.
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• 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:
*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:
This page (revision-31) was last changed on 26-Nov-2021 10:22 by jmyersTop