This page (revision-6) was last changed on 26-Nov-2021 10:22 by JEscott

This page was created on 26-Nov-2021 10:22 by JEscott

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Page References

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MULTI STEP OE APPROVAL
MULTI STEP OE APPROVAL

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Difference between version and

At line 1 removed 2 lines
[{TableOfContents }]
!!!MULTI STEP APPROVAL PROCESS FOR OPEN ENROLLMENT
At line 11 changed 44 lines
[{Image src='OE EVIDENCE APPOVAL.JPG' width='575' link='attach/OE EVIDENCE APPOVAL.JPG'}]
[{Image src='OE EVID REQ WC.JPG' width='500' link='attach/OE EVID REQ WC.JPG'}]
The first line in the where clause above uses a derived column, DRV_APPROVAL_REQUIRED, to capture the plans (if any) within the open enrollment have the Approval Required lexicon in [IBPN] set to Approval Required.
The second line in the above where clause uses the derived column, DRV_EVIDENCE_REQUIRED, to capture the coverages (if any) within the Open Enrollment have the Evidence Required toggle checked ON in [IBPN].
If one plan within the employee’s open enrollment meets the criteria of the where clause above, then the system will prompt the specified user with this approval step.
If no plans in the employee’s open enrollment meet the criteria outlined above, then the approval process will call the next step.
!Step 2: Approval with Changes Only
[{Image src='OE CHANGES ONLY APPROVAL.JPG' width='575' link='attach/OE CHANGES ONLY APPROVAL.JPG'}]
[{Image src='OE APR CHGS WC.JPG' width='500' link='attach/OE APR CHGS WC.JPG'}]
The first line in the where clause above uses a derived column, DRV_APPROVAL_REQUIRED, to capture if plans (if any) within the open enrollment have the Approval Required lexicon in [IBPN] set to Approval Required.
The second line in the above where clause uses the derived column, DRV_ELECTED_WITH_CHANGES, to capture the benefit elections (if any) in the employee’s open enrollment have the “Elected, With Changes” election decision. This would mean that the employee has selected different plans and/or coverages in the open enrollment than what they are currently enrolled in.
If one election within the employee’s open enrollment meets the criteria of the where clause above, then the system will prompt the specified user with this approval step.
If no elections in the employee’s open enrollment meet the criteria outlined above, then the approval process will call the next step.
!Step 3: Final Approval
[{Image src='OE FINAL APPROVAL.JPG' width='575' link='attach/OE FINAL APPROVAL.JPG'}]
[{Image src='OE APPROVAL REQ WC.JPG' width='500' link='attach/OE APPROVAL REQ WC.JPG'}]
The where clause above uses a derived column, DRV_APPROVAL_REQUIRED, to capture plans (if any) within the open enrollment have the Approval Required lexicon in [IBPN] set to Approval Required.
If one plan within the employee’s open enrollment requires approval, this will call the above approval process.
This is the final approval step, once the specified user has approved this step the EE Open Enroll Stage will become approved and the Benefit Administrator can then process the employee’s open enrollment.
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![Notes|Edit:Internal.MULTI+STEP+OE+APPROVAL]
[{InsertPage page='Internal.MULTI+STEP+OE+APPROVAL' default='Click to create a new notes page'}]
[{Image src='OE EVIDENCE APPOVAL.JPG' width='550' link='attach/OE EVIDENCE APPOVAL.JPG'}]
This page (revision-6) was last changed on 26-Nov-2021 10:22 by JEscottTop