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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!Step 1 - Run UBOE to Generate Mass Open Enrollment Records
!Step 1: Run UBOE to Generate Mass Open Enrollment Records
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!Step 2 - Review the Open Enrollment Record in IBOE
!Step 2: Review the Open Enrollment record in IBOE.
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!Step 3 - Employees Review Their Elections via WEBOEE.
!Step 3: Employees Review Their Elections via WEBOEE.
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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(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.
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!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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![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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!Step 1 - Update Demographic Profile
!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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!Step 1 - Review Plan Options and Make Election Decisions
!Step 1: Review Plan Options and Make Election Decisions
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;Estimated Costs Toggle in [IBPN]:
Estimated Costs toggle in [IBPN].
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*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] for a matrix displaying which relation types are allowed per recipient type.
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*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.
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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].
!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..
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].
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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.
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!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.
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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.
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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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!Step 1 - Summary of Total Cost
!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
Totals are displayed for the employee’s pre tax cost, employee’s post tax cost and the employer cost. The Grand
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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.
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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].
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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!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 there are errors the employee will be directed back to tab 2 to correct the validation errors.
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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.
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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.
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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.
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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.
The elections will not be brought through to IBEN at this point. They must first be processed by the Benefit Administrator.
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!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.
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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.
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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|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.
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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).
!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).
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[IBPOE] is a process screen that allows the Benefit Administrator to:
IBPOE is a process screen that allows the Benefit Administrator to
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*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.
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[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”.
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.
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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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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.
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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.
!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