This page (revision-11) 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
11 26-Nov-2021 10:22 5 KB jmyers to previous
10 26-Nov-2021 10:22 5 KB jmyers to previous | to last
9 26-Nov-2021 10:22 5 KB jmyers to previous | to last
8 26-Nov-2021 10:22 8 KB jmyers to previous | to last
7 26-Nov-2021 10:22 7 KB jmyers to previous | to last
6 26-Nov-2021 10:22 8 KB jmyers to previous | to last
5 26-Nov-2021 10:22 3 KB JEscott to previous | to last
4 26-Nov-2021 10:22 2 KB JEscott to previous | to last
3 26-Nov-2021 10:22 2 KB JEscott to previous | to last AD HOC OPEN ENROLLMENT PROCESS FLOW ==> AD HOC OE PROCESS FLOW
2 26-Nov-2021 10:22 2 KB JEscott to previous | to last AD HOC OPEN ENROLLMENT PROCESS FLOW ==> AD HOC OE PROCESS FLOW
1 26-Nov-2021 10:22 2 KB JEscott to last

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OPEN ENROLLMENT PROCESS FLOW
OPEN ENROLLMENT PROCESS FLOW

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The Open Enrollment (OE) business process requires proper setup and configuration of benefits plans, rules and rates. Much of this will already be in place if you are already using the Benefits module; however, there are new forms and new fields in existing forms to support this process. The setup requirements are discussed in the next section.
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On a periodic or ad hoc basis, Benefit Administrators will initiate Open Enrollment for selected employees and plans for a specified period of time. For Mass enrollments this will be done through a process called UBOE. Open Enrollments for ad hoc purposes are manually created in the IBOE form. For life or work events, the Open Enrollments are created in the IBEV form, or they may be triggered by workflow when HR changes are entered in ePersonality. At the time the Open Enrollment is initiated, employees who are involved will be notified by email through workflow and will be instructed to make their election choices. In Self Service the form, WEBOEE, is available for employees to view their elections. Before the employee begins, they are instructed to make sure their demographic and dependent information is up-to-date.
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At the time the Open Enrollment is initiated, employees who are involved will be notified by email through workflow and will be instructed to make their election choices. In Self Service the form, WEBOEE, is available for employees to view their elections. Before the employee begins, they are instructed to make sure their demographic and dependent information is up-to-date.
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• If an employee declines an election they are already enrolled in and the Track Decline toggle is ON for the plan in IBPN, the IBEN enrollment record will be updated with a status of Decline.
• If an employee declines an election they are already enrolled in and the Track Decline toggle is OFF for the plan in IBPN, the IBEN enrollment record will be updated with a status of Decline.
• If an employee declines an election they are not currently enrolled in and the Track Decline toggle is ON for the plan in IBPN, an enrollment record will be created in IBEN with a status of Decline.
• If an employee declines an election they are not currently enrolled in and the Track Decline toggle is OFF for the plan in IBPN, an enrollment record will not be created in IBEN.
• If an employee declines an entire plan election set, the decline is not tracked due to the complicated nature of plan election sets.
*If an employee declines an election they are already enrolled in and the Track Decline toggle is ON for the plan in IBPN, the IBEN enrollment record will be updated with a status of Decline.
*If an employee declines an election they are already enrolled in and the Track Decline toggle is OFF for the plan in IBPN, the IBEN enrollment record will be updated with a status of Decline.
*If an employee declines an election they are not currently enrolled in and the Track Decline toggle is ON for the plan in IBPN, an enrollment record will be created in IBEN with a status of Decline.
*If an employee declines an election they are not currently enrolled in and the Track Decline toggle is OFF for the plan in IBPN, an enrollment record will not be created in IBEN.
*If an employee declines an entire plan election set, the decline is not tracked due to the complicated nature of plan election sets.
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The following diagram gives a high level view of the Open Enrollment process.
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The following diagram gives a high level view of the Open Enrollment process.
This page (revision-11) was last changed on 26-Nov-2021 10:22 by jmyersTop