This page (revision-37) was last changed on 26-Nov-2021 10:22 by rforbes

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
37 26-Nov-2021 10:22 20 KB rforbes to previous BSS_EVIDENCE_REQ(System_Preference) ==> BSS EVIDENCE REQ(System_Preference)
36 26-Nov-2021 10:22 20 KB jmyers to previous | to last BSS D REASON REQ ==> BSS D REASON REQ(System_Preference)
35 26-Nov-2021 10:22 20 KB jmyers to previous | to last BSS_EVIDENCE_REQ ==> BSS_EVIDENCE_REQ(System_Preference)
34 26-Nov-2021 10:22 20 KB jmyers to previous | to last
33 26-Nov-2021 10:22 20 KB jmyers to previous | to last
32 26-Nov-2021 10:22 20 KB jmyers to previous | to last
31 26-Nov-2021 10:22 29 KB jmyers to previous | to last
30 26-Nov-2021 10:22 32 KB jmyers to previous | to last
29 26-Nov-2021 10:22 35 KB jmyers to previous | to last
28 26-Nov-2021 10:22 37 KB jmyers to previous | to last
27 26-Nov-2021 10:22 37 KB jmyers to previous | to last
26 26-Nov-2021 10:22 38 KB jmyers to previous | to last
25 26-Nov-2021 10:22 39 KB jmyers to previous | to last
24 26-Nov-2021 10:22 43 KB jmyers to previous | to last
23 26-Nov-2021 10:22 43 KB jmyers to previous | to last
22 26-Nov-2021 10:22 43 KB jmyers to previous | to last
21 26-Nov-2021 10:22 43 KB jmyers to previous | to last

Page References

Incoming links Outgoing links
OPEN ENROLLMENT SET UP
OPEN ENROLLMENT SET UP

Version management

Difference between version and

At line 34 removed one line
At line 36 removed one line
At line 39 changed 2 lines
;[Open Enroll Allowed |OPEN_ENROLLMENT_ALLOWED]:If the benefit plan is to be included in the Open Enrollment process then the Open Enroll Allowed field must be populated with either ‘Always Open’ or ‘OE Periods Only’. Always Open will ensure that the benefit plan is always open to employees to elect into. OE Periods Only ensures that the benefit plan is only open during the OE Period. If the benefit plan is never to be used by the Open Enrollment process then select ‘Never Open’. This field is tied to the lexicon [X_BE_OE_ALLOWED].
;[Approval Required|APPROVAL_REQUIRED]:Approval logic can be enabled at the plan level. Clients can choose No Approval Required, Approval Required (Approval is required for Open Enrollments with new elections, existing elections with changes and declined elections.), or Apr Req for Chgs Only (Approval is only required for changes made to elections). This field is tied to the lexicon [X_BE_APPROVAL].
;[Open Enroll Allowed |OPEN_ENROLLMENT_ALLOWED]:If the benefit plan is to be included in the Open Enrollment process then the Open Enroll Allowed field must be populated with either ‘Always Open’ or ‘OE Periods Only’. 'Always Open' will ensure that the benefit plan is always open to employees to elect into. 'OE Periods Only' ensures that the benefit plan is only open during the OE Period. If the benefit plan is never to be used by the Open Enrollment process then select ‘Never Open’. This field is tied to the lexicon [X_BE_OE_ALLOWED].
;[Approval Required|APPROVAL_REQUIRED]:Approval logic is required for Open Enrollments and can be enabled at the plan level. All employee Open Enrollments must be first approved before they can be processed into enrollments in [IBEN]. The approval is made at the employee Open Enrollment level, not at a benefit election level meaning that the Administrator will not be approving each election change but the employee’s overall participation in the Open Enrollment.\\ \\However, should there be the need to have the approval process be different for certain plans within the Open Enrollment, the Administrator can tailor the approval process using where clauses that take this field into account. For example, the client may decide that a specific plan requires approval for changes only.\\ \\This field is also taken into account by [IBEL] when elections are made outside of the Open Enrollment process.\\ \\Clients can choose:\\No Approval Required - This is used in [IBEL] to indicate an election into the plan does not need approval.\\Approval Required – Approval is required for Open Enrollments with new elections, existing elections with changes and declined election\\Apr Req for Chgs Only – Approval is only required for changes made to elections.
If no plans in the employee’s open enrollment require approval, then no specific approval process will be called. However, since the enrollment must still be approved in order for it to be processed, a generic approval process will display.
At line 69 added 85 lines
Display Sequence
A display sequence is used to determine the order the benefit plans are listed in the WEBOEE form in Self Service.
Grandfathered
This will indicate if the benefit plan has been ‘grandfathered’. Employees who are currently enrolled in a grandfathered plan will have the ability to change coverage within the plan, as long as the plan is set up for Open Enrollment. Employees not enrolled in a grandfathered plan will not see the plan in their election options.
Do Not Split Enrollment When No Change
When toggled, this indicates to UBPOE to not create an effective record in IBEN when the employee does not make any changes to their enrollment of the plan/coverage. If an employee makes a change or if there are rate changes, the system will create a new effective record.
If an employee only makes a change to their elected recipients, regardless of this toggle being toggled on or off, the system will not create a new effective record in IBEN. This is due to the Recipient table (BBR) not being configured in the database to support date effective changes.
Required Documents
Any documents that are required to be uploaded by the employee during the Open Enrollment must be listed here. This field will be visible in the third tab in WEBOEE to indicate to the employee what documents are needed for each plan. If none of the coverages in the plan require documentation, this field should be left blank.
Coverages
Recipient Type
Specify the type of recipient eligible for the coverage. If the coverage is only available to the employee, ‘Not Applicable’ must be selected. The type of recipient defined at the coverage will filter the list of benefit recipients available to the employee for that plan during the election period. The filtration is done by comparing the recipient type lexicon values to the stored values of the relation lexicon in IECT. The system will check for a recipient type at the coverage first, if none are found it will then check the plan type to see if one has been defined at that level. If the system cannot locate a recipient type for either the coverage or plan type, all of the employee’s contacts defined in IECT will be listed for the employee to elect. A matrix of the recipient types vs the relations can be seen further in this chapter.
Display Sequence
This will determine the order the coverages are listed within the plans in WEBOEE.
Waiting Period (Days)
If there is a waiting period before an employee is eligible for the plan, specify the number of days
Minimum Hrs/Week
Used when an employee must work a minimum number of hours per week to qualify for the plan
Max. # Recipients
If the coverage is only available to a specific number of recipients, define the maximum number allowed.
Max. Child Age
If the coverage is open to children and there is an age restriction, state what the maximum child age is. The election process will verify the recipient’s age based on their birth date defined in IECT.
Max. Student Age
If the coverage is open to students and there is an age restriction, state what the maximum student age is. The election process will verify the recipient’s age based on their birth date defined in IECT. This will only be in effect for those recipients who are defined as Students in IECT.
Max. Disabled Age
If the coverage is open to dependents and there is an age restriction in place for disabled members, this field is used to store the maximum age allowed for disabled members. If there is no age restriction the user may enter 999 as the age. The election process will verify the recipient’s age based on their birth date defined in IECT. The disabled recipient must have the Disabled Indicator toggled ON in IECT.
Evidence Required
If evidence is required before an employee can be enrolled into a plan, then this should be toggled ON.
Estimated Costs
If the EE and ER costs are based on estimated earnings the Estimated Costs toggle should be checked ON. With this ON there will be a notation displayed for the coverage’s cost in WEBOEE.
Pre Tax
With this toggle checked ON, this will identify to the employee in WEBOEE if the coverage is Pre Tax or Not.
Exclude from OE
A coverage may be excluded from an Open Enrollment by checking this toggle ON.
Coverage Details
Description
The description of the Coverage is displayed in the WEBOEE. Ensure the description is descriptive of the coverage and is not too long.
OE Questions
This field allows the Benefit Administrator to select an Assessment from IBAS. Assessments may now be linked to a coverage allowing questions to be asked and responded to during on Open Enrollment period. If an employee elects a coverage with an assessment, an assessment event will be scheduled automatically. If there are mandatory answers within the assessment the employee will not be able to submit until the mandatory questions have been answered.
Components
OE Enter Elections
Required if an employee must submit information before electing a coverage, such as a Deduction amount for a Flex Spending account. This will prompt the employee for the necessary information in WEBOEE. If the BC is not visible in IBEN then the BC will not be visible in WEBOEE.
This field is not to be used to allow employee’s to override a system calculated amount. Its intent is to only allow employees elect a dollar amount of their choosing.
At line 124 removed 13 lines
Step 6: IBPN – Define Benefit Plans/Coverages
New fields have been added to IBPN to accommodate the Open Enrollment process. These new fields are listed below:
Plan Details
Description
The description of the benefit plan should be descriptive of the plan as this will be displayed to the employees.
Plan Election Set
Specify a plan set code if the benefit plan is part of a Plan Election Set. The plans within the Plan Election Set must be part of the same plan type. Since Plan Election Sets are used when plans are mutually exclusive of one another, they can only be implemented if the client already restricts the employees to only enroll into one plan. If employees are currently enrolled in multiple plans that are to be included in the same plan election set, the enrollments for these plans must be first declined before the plans can be tied to a plan election set, otherwise there will be errors when the OE period is generated.
Open Enroll Allowed
If the benefit plan is to be included in the Open Enrollment process then the Open Enroll Allowed field must be populated with either ‘Always Open’ or ‘OE Periods Only’. Always Open will ensure that the benefit plan is always open to employees to elect into. OE Periods Only ensures that the benefit plan is only open during the OE Period. If the benefit plan is never to be used by the Open Enrollment process then select ‘Never Open’.
Approval Required
Approval logic is required for Open Enrollments. All employee Open Enrollments must be first approved before they can be processed into enrollments in IBEN. The approval is made at the employee Open Enrollment level, not at a benefit election level meaning that the Administrator will not be approving each election change but the employee’s overall participation in the Open Enrollment.
However, should there be the need to have the approval process be different for certain plans within in the Open Enrollment the Administrator can tailor the approval process using where clauses that take this field into account. For example, the client may decide that a specific plan requires approval for changes only.
This field is also taken into account by IBEL when elections are made outside of the Open Enrollment process.
At line 138 removed 4 lines
Clients can choose:
• No Approval Required - This is used in IBEL to indicate an election into the plan does not need approval.
• Approval Required – Approval is required for Open Enrollments with new elections, existing elections with changes and declined elections.
• Apr Req for Chgs Only – Approval is only required for changes made to elections.
At line 143 removed 48 lines
If no plans in the employee’s open enrollment require approval, then no specific approval process will be called. However, since the enrollment must still be approved in order for it to be processed, a generic approval process will display.
Display Sequence
A display sequence is used to determine the order the benefit plans are listed in the WEBOEE form in Self Service.
Grandfathered
This will indicate if the benefit plan has been ‘grandfathered’. Employees who are currently enrolled in a grandfathered plan will have the ability to change coverage within the plan, as long as the plan is set up for Open Enrollment. Employees not enrolled in a grandfathered plan will not see the plan in their election options.
Do Not Split Enrollment When No Change
When toggled, this indicates to UBPOE to not create an effective record in IBEN when the employee does not make any changes to their enrollment of the plan/coverage. If an employee makes a change or if there are rate changes, the system will create a new effective record.
If an employee only makes a change to their elected recipients, regardless of this toggle being toggled on or off, the system will not create a new effective record in IBEN. This is due to the Recipient table (BBR) not being configured in the database to support date effective changes.
Required Documents
Any documents that are required to be uploaded by the employee during the Open Enrollment must be listed here. This field will be visible in the third tab in WEBOEE to indicate to the employee what documents are needed for each plan. If none of the coverages in the plan require documentation, this field should be left blank.
Coverages
Recipient Type
Specify the type of recipient eligible for the coverage. If the coverage is only available to the employee, ‘Not Applicable’ must be selected. The type of recipient defined at the coverage will filter the list of benefit recipients available to the employee for that plan during the election period. The filtration is done by comparing the recipient type lexicon values to the stored values of the relation lexicon in IECT. The system will check for a recipient type at the coverage first, if none are found it will then check the plan type to see if one has been defined at that level. If the system cannot locate a recipient type for either the coverage or plan type, all of the employee’s contacts defined in IECT will be listed for the employee to elect. A matrix of the recipient types vs the relations can be seen further in this chapter.
Display Sequence
This will determine the order the coverages are listed within the plans in WEBOEE.
Waiting Period (Days)
If there is a waiting period before an employee is eligible for the plan, specify the number of days
Minimum Hrs/Week
Used when an employee must work a minimum number of hours per week to qualify for the plan
Max. # Recipients
If the coverage is only available to a specific number of recipients, define the maximum number allowed.
Max. Child Age
If the coverage is open to children and there is an age restriction, state what the maximum child age is. The election process will verify the recipient’s age based on their birth date defined in IECT.
Max. Student Age
If the coverage is open to students and there is an age restriction, state what the maximum student age is. The election process will verify the recipient’s age based on their birth date defined in IECT. This will only be in effect for those recipients who are defined as Students in IECT.
Max. Disabled Age
If the coverage is open to dependents and there is an age restriction in place for disabled members, this field is used to store the maximum age allowed for disabled members. If there is no age restriction the user may enter 999 as the age. The election process will verify the recipient’s age based on their birth date defined in IECT. The disabled recipient must have the Disabled Indicator toggled ON in IECT.
Evidence Required
If evidence is required before an employee can be enrolled into a plan, then this should be toggled ON.
Estimated Costs
If the EE and ER costs are based on estimated earnings the Estimated Costs toggle should be checked ON. With this ON there will be a notation displayed for the coverage’s cost in WEBOEE.
Pre Tax
With this toggle checked ON, this will identify to the employee in WEBOEE if the coverage is Pre Tax or Not.
Exclude from OE
A coverage may be excluded from an Open Enrollment by checking this toggle ON.
Coverage Details
Description
The description of the Coverage is displayed in the WEBOEE. Ensure the description is descriptive of the coverage and is not too long.
OE Questions
This field allows the Benefit Administrator to select an Assessment from IBAS. Assessments may now be linked to a coverage allowing questions to be asked and responded to during on Open Enrollment period. If an employee elects a coverage with an assessment, an assessment event will be scheduled automatically. If there are mandatory answers within the assessment the employee will not be able to submit until the mandatory questions have been answered.
Components
OE Enter Elections
Required if an employee must submit information before electing a coverage, such as a Deduction amount for a Flex Spending account. This will prompt the employee for the necessary information in WEBOEE. If the BC is not visible in IBEN then the BC will not be visible in WEBOEE.
This field is not to be used to allow employee’s to override a system calculated amount. Its intent is to only allow employees elect a dollar amount of their choosing.
This page (revision-37) was last changed on 26-Nov-2021 10:22 by rforbesTop