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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Plan Details
;Plan Details:
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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.
||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
!Step 2: Validate Election Decisions
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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 the Open Enrollment Messages section.
Upload Required Documents
Step 1: The Elections Listed Below Require Documentation
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
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Step 2: Please Upload the Documentation Described Above for Each of the Elected Plans
!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.
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.
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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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Step 4: Submit Elections for Approval
!Step 4: Submit Elections for Approval
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Step 5: View elections by Employee via VBOEE
!Step 5: View elections by Employee via VBOEE
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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.
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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Step 6: Process Employee Benefit Elections
!Step 6: Process Employee Benefit Elections
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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,
||Employee Open Enroll Stage||Election Decision||EE Actions||BEN Actions\\ \\Open Enrollment||BEN Actions\\ \\Election Options||APR Actions
|Open|To Be Decided|Elected,
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Step 7: Run UBPOE to mass Process the Open Enrollment Elections
!Step 7: Run UBPOE to mass Process the Open Enrollment Elections
This page (revision-31) was last changed on 26-Nov-2021 10:22 by jmyersTop