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

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

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
27 26-Nov-2021 10:22 26 KB jmyers to previous | to last
26 26-Nov-2021 10:22 26 KB jmyers to previous | to last
25 26-Nov-2021 10:22 26 KB jmyers to previous | to last
24 26-Nov-2021 10:22 26 KB jmyers to previous | to last
23 26-Nov-2021 10:22 26 KB jmyers to previous | to last
22 26-Nov-2021 10:22 26 KB jmyers to previous | to last
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 5 changed one line
!Step 1 - Run UBOE to Generate Mass Open Enrollment Records
!Step 1: Run UBOE to Generate Mass Open Enrollment Records
At line 28 changed one line
!Step 2 - Review the Open Enrollment Record in IBOE
!Step 2: Review the Open Enrollment record in IBOE.
At line 49 changed one line
!Step 3 - Employees Review Their Elections via WEBOEE.
!Step 3: Employees Review Their Elections via WEBOEE.
At line 77 changed one line
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.
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 line 81 changed one line
!Step 4 - View elections by Employee via VBOEE
!Step 4: View elections by Employee via VBOEE
At line 86 changed one line
!Step 5 - Review and Approve Elections via IBPOE
!Step 5: Review and Approve Elections via IBPOE
At line 99 changed one line
!Step 6 - Process the Open Enrollment Elections
!Step 6: Process the Open Enrollment Elections
At line 102 changed one line
!Step 7 - Close Open Enrollment Period
!Step 7: Close Open Enrollment Period
At line 105 added 6 lines
----
![Notes|Edit:Internal.MASS+OE+PROCESS+FLOW]
[{InsertPage page='Internal.MASS+OE+PROCESS+FLOW' default='Click to create a new notes page'}]
At line 107 changed one line
!Step 1 - Update Demographic Profile
!Step 1: Update Demographic Profile
At line 110 changed one line
!Step 2 - Review Open Enrollment Plan List
!Step 2: Review Open Enrollment Plan List
At line 114 changed one line
!Step 3 - Record a Qualifying Life or Work Event
!Step 3: Record a Qualifying Life or Work Event
At line 117 changed one line
!Step 4 - Choose a Basis for Costs
!Step 4: Choose a Basis for Costs
At line 122 changed one line
!Step 1 - Review Plan Options and Make Election Decisions
!Step 1: Review Plan Options and Make Election Decisions
At line 140 removed one line
At line 149 changed 2 lines
;Estimated Costs Toggle in [IBPN]:
Estimated Costs toggle in [IBPN].
At line 156 changed one line
*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.
*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.
At line 159 changed one line
*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.
*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.
At line 163 changed one line
|To Be Decided|In [WEBOEE], the toggle is on the “To Be Decided” line. In [IBPOE], no coverage is selected.
|To Be Decided|In WEBOEE the toggle is on the “To Be Decided” line. In IBPOE, no coverage is selected.
At line 171 changed one line
*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.
*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.
At line 173 changed one line
*Participants must have a Contact role of ‘Dependent’ selected in [IECT] in order to display as eligible benefit recipients.
*Participants must have a Contact Role of ‘Dependent’ selected in IECT in order to display as eligible benefit recipients.
At line 175 changed 2 lines
!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].
!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.
At line 178 changed one line
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..
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..
At line 182 changed 4 lines
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].
\\ \\
----
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.
At line 187 changed 2 lines
!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].
!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.
At line 190 changed one line
The Required Documents field from [IBPN] will be displayed for each plan/coverage to indicate to the employee what documents need to be uploaded.
The Required Documents field from IBPN will be displayed for each plan/coverage to indicate to the employee what documents need to be uploaded.
At line 192 changed one line
!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
At line 196 changed 2 lines
\\ \\
----
At line 199 changed one line
!Step 1 - Summary of Total Cost
!Step 1: Summary of Total Cost
At line 202 changed one line
Totals are displayed for the employee’s pre-tax cost, employee’s post tax cost and the employer cost. The Grand
Totals are displayed for the employee’s pre tax cost, employee’s post tax cost and the employer cost. The Grand
At line 205 changed one line
Costs will be derived through the same benefit calculation rules that are used in the [Payroll module|MODULE-PR].
Costs will be derived through the same benefit calculation rules that are used in the Payroll module.
At line 209 changed one line
!Step 2 - Summary of Elected Benefit Recipients
!Step 2: Summary of Elected Benefit Recipients
At line 212 changed one line
!Step 3 - Select Reason for Decline for Declined Plans
!Step 3: Select Reason for Decline for Declined Plans
At line 215 changed one line
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].
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.
At line 217 changed one line
!Step 4 - Submit Elections for Approval
!Step 4: Submit Elections for Approval
At line 222 changed one line
If there are errors the employee will be directed back to second tab to correct the validation errors.
If there are errors the employee will be directed back to tab 2 to correct the validation errors.
At line 224 changed one line
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.
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.
At line 226 changed one line
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.
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.
At line 228 changed one line
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 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.
At line 231 changed one line
The elections will not be brought through to [IBEN] at this point. They must first be processed by the Benefit Administrator.
The elections will not be brought through to IBEN at this point. They must first be processed by the Benefit Administrator.
At line 233 changed 2 lines
!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.
!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.
At line 236 changed one line
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.
At line 242 added 2 lines
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.
At line 240 changed one line
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.
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.
At line 242 changed 2 lines
!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).
!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).
At line 245 changed one line
[IBPOE] is a process screen that allows the Benefit Administrator to:
IBPOE is a process screen that allows the Benefit Administrator to
At line 250 changed one line
*and, if necessary, re-open the open enrollment if changes are required by the employee.
*and if necessary, re-open the open enrollment if changes are required by the employee.
At line 252 changed one line
[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.
At line 258 changed one line
[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.
At line 262 changed one line
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”.
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.
At line 264 changed one line
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.
At line 266 removed 2 lines
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.
At line 285 changed 2 lines
!Step 7 - Run [UBPOE] to mass process the Open Enrollment Elections
If preferred, the Benefit Administrator can run [UBPOE] to batch process the elections.
!Step 7: Run [UBPOE] to mass process the Open Enrollment Elections
If preferred, the Benefit Administrator can run UBPOE to batch process the elections.
This page (revision-31) was last changed on 26-Nov-2021 10:22 by jmyersTop