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Open Enrollment
Open Enrollment

Version management

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The pre-existing Personality application had an extensive Benefits module that included many Professional and Self Service components; however, the module did not fully support the Open Enrollment process. Previous releases gave Benefit Administrators the tools they needed to set up and administer benefit plans, but it lacked the ability to control Open Enrollment periods and guide employees effectively through the election process.
We now have incorporated Open Enrollment into Personality. This white paper will describe the Open Enrollment process and the setup requirements.
Benefits of Using Open Enrollment
The pre-existing application had an extensive Benefits module that included many Professional and Self Service components; however, the module did not fully support the Open Enrollment process. Previous releases gave Benefit Administrators the tools they needed to set up and administer benefit plans, but it lacked the ability to control Open Enrollment periods and guide employees effectively through the election process.
We now have incorporated Open Enrollment and the following will describe the Open Enrollment process and the setup requirements.
!Benefits of Using Open Enrollment
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• To have employees take more ownership in every aspect of updating and managing their own information.
• To improve employee satisfaction by offering more choices and better service.
• To be able to control Open Enrollment periods.
• To improve turnaround time and productivity.
• To reduce paperwork and manual effort.
• To reduce errors and ensure tax compliance.
• To improve efficiency and reduce costs.
• To improve communications and information flow.
Key Features
*To have employees take more ownership in every aspect of updating and managing their own information.
*To improve employee satisfaction by offering more choices and better service.
*To be able to control Open Enrollment periods.
*To improve turnaround time and productivity.
*To reduce paperwork and manual effort.
*To reduce errors and ensure tax compliance.
*To improve efficiency and reduce costs.
*To improve communications and information flow.
!Key Features
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• Handle mass Open Enrollments, ad hoc individual Open Enrollments and life or work event individual Open Enrollments
• Allow employees to make their own elections in accordance with pre-defined rules
• Capture life and work events
• Support all types of benefit plans including flex benefit plans
• Support mutually exclusive plans where a single coverage can be chosen from a set of plans
• Show pre-tax employee, post-tax employee and employer costs
• Show costs by pay period, by month or by year, as requested by employee
• Provide a summary of all costs to employee prior to submitting their elections
• Provide links to external material and web sites
• Communicate actions and events via workflow
• Provide basic audit and exception reports
• Produce employee benefit statements
*Handle mass Open Enrollments, ad hoc individual Open Enrollments and life or work event individual Open Enrollments
*Allow employees to make their own elections in accordance with pre-defined rules
*Capture life and work events
*Support all types of benefit plans including flex benefit plans
*Support mutually exclusive plans where a single coverage can be chosen from a set of plans
*Show pre-tax employee, post-tax employee and employer costs
*Show costs by pay period, by month or by year, as requested by employee
*Provide a summary of all costs to employee prior to submitting their elections
*Provide links to external material and web sites
*Communicate actions and events via workflow
*Provide basic audit and exception reports
*Produce employee benefit statements
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System Requirements
!System Requirements
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• The Open Enrollment process depends heavily upon workflow to function smoothly and effortlessly; as a result the Workflow module must be purchased.
• Currently, Internet Explorer and Firefox version 2.0 are the supported browsers for Self Service.
• In the near future other browsers will be supported.
• All of the reports that have been created or updated for the Open Enrollment facility have been written with Windward Reports. You must be properly licensed to use the Windward Reports.
• PAs are not supported on WEECN when using Benefit Open Enrollment.
• A set of sample workflows will be provided with the official release.
Open Enrollment Business Process
*The Open Enrollment process depends heavily upon workflow to function smoothly and effortlessly; as a result the Workflow module must be purchased.
*Currently, Internet Explorer and Firefox version 2.0 are the supported browsers for Self Service.
*In the near future other browsers will be supported.
*All of the reports that have been created or updated for the Open Enrollment facility have been written with Windward Reports. You must be properly licensed to use the Windward Reports.
*PAs are not supported on WEECN when using Benefit Open Enrollment.
*A set of sample workflows will be provided with the official release.
!Open Enrollment Business Process
This page (revision-7) was last changed on 26-Nov-2021 10:22 by jmyersTop