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

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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)
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Proof Required
If employees are required to submit proof that the event took place, this toggle should be turned ON. For example, some carriers require a birth certificate or a marriage license.
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Event Type Text
This field allows for more information to be posted on the actual event type. This will also respect basic HTML tags. Again, this will be carried over to IBOE.
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Plans Affected
Plan Election Set
If there are Plan Election Sets that are to be included in the event, users can specify the Plan Election Set instead of listing each plan individually. This will group the plans within the plan set together.
Plan
Plans that are not part of a Plan Election Set but should be included in the enrollment should be listed individually.
Description
This is the benefit plan description which will default in once the plan has been selected.
Election Required
This is used to force the employee to elect a coverage from a plan. This toggle will default as checked ON if the plan’s participation rule is ‘Required’. For Plan Election Sets, if one plan in the set has ‘Required’ defined as the participation rule, then the toggle will be checked ON. This can be used to override the Participation rule for Open Enrollments by selecting or unselecting the toggle.
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In order for the employees’ election choices to be automatically saved when entered in [WEBOEE] the Auto Commit preference must be added to the [WEBOEE] screen in [IMFD]. The value for the preference must be Y.
In order for the employees’ election choices to be automatically saved when entered in [WEBOEE] the Auto Commit preference must be added to [WEBOEE] in [IMFD]. The value for the preference must be Y.
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Step 10: IMFD – Maintain Form Definitions
In order for the employees’ election choices to be automatically saved when entered in WEBOEE the Auto Commit preference must be added to the WEBOEE screen. The value for the preference must be Y.
Headers and Footers can be used to tailor the WEBOEE screen. If headers and/or footers are to be used, the preferences Header and/or Footer should be added to the screens in IMFD.
If birth certificate, marriage license or health questionnaire do not meet your business needs, the form item name prompts for these documents may be translated to something else. These media are used in WEBOEE, IBPOE and in VBOEE.
Additional media may be added to the WEBOEE form if documents other than birth certificate, marriage license, or health questionnaire are required. Media codes must first be defined in IMEC for P2K_HR_IDENTITIES. These new media codes would need to be added to the form definition for WEBOEE, IBPOE and VBOEE. The three existing media codes in WEBOEE can be used as an example.
Step 11: IMRO – Define Roles
In order for employees to make use of Open Enrollment execution rights for the Open Enrollment, forms and reports must be given to the appropriate execution type roles.
Since there are two My Benefit Elections forms, WEBEL and WEBOEE, ensure that execution rights are granted to only one of the forms. To make use of Open Enrollment, employees must have access to WEBOEE.
Access to the following new forms and reports should be granted to the appropriate users: IBET, IBOE, IBPOE, VBOEE, IBEV, RBET, RBOE, UBOE, UBPOE.
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