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] 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(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.
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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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!Step 2: Validate Election Decisions
!Step 2 - Validate Election Decisions
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!Step 1: The Elections Listed Below Require Documentation
!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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!Step 1: Summary of Total Cost
!Step 1 - Summary of Total Cost
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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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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.
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.
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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 the 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 [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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The IBPOE will display whether Open Enrollment status is open, suspended or closed.
[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”. 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.
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”.
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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 the WEBOEE screen as well.
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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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