This page (revision-44) was last changed on 26-Nov-2021 10:22 by Karen Parrott

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
44 26-Nov-2021 10:22 16 KB Karen Parrott to previous
43 26-Nov-2021 10:22 16 KB Karen Parrott to previous | to last
42 26-Nov-2021 10:22 16 KB Karen Parrott to previous | to last
41 26-Nov-2021 10:22 16 KB Ian Howie to previous | to last

Page References

Incoming links Outgoing links
WEBOEE
WEBOEE

Version management

Difference between version and

At line 1 changed one line
[{TableOfContents }]
!!!MY BENEFIT ELECTIONS
At line 3 changed one line
!!!MY BENEFIT ELECTIONS.
The screen WEBOEE is a scroll view of the employee’s elections.
At line 5 changed one line
The screen WEBOEE is a scroll view of the employee’s election options that are available in the Open Enrollment.
The top of the form displays the Employee’s Open Enrollment Record Status and the OE Start and End dates.
At line 7 changed one line
If there are no open enrollments for an employee, a message will be presented indicating there is no information to display. There is a site preference called [SS_EMPTY_FRM_MSG(System_Preference)] which when set to ‘Y’ will display the message defined in ‘<FORM_NAME>_EMPTY’, where FORM_NAME is the name of the form that has no data to display, i.e.: WEBOEE. These messages can be tailored in [IMMS] using translations, the message code for WEBOEE is: WEBOEE_Empty.
An introductory paragraph is shown followed by several numbered paragraphs that step the employee through the election process. The content of these paragraphs may be tailored and may contain HTML tags. These paragraphs are the Election Intro Text found on the Plan Type in [IBPT].
At line 9 added 2 lines
Only plans that are part of the Open Enrollment process will appear.
At line 11 changed one line
At any time during the open enrollment process, the employee can print off their [open enrollment elections summary|WEBOEE_PRT]. The print icon is displayed at the top of the form.
If there are no open enrollments for an employee, a message will be presented indicating there is no information to display. There is a site preference called [SS_EMPTY_FRM_MSG] which when set to ‘Y’ will display the message defined in ‘<FORM_NAME>_EMPTY’, where FORM_NAME is the name of the form that has no data to display, i.e.: WEBOEE. These messages can be tailored in [IMMS] using translations, the message codes are: WEBOEE_Empty.
At line 13 changed one line
The WEBOEE form is a multi-tabbed form which includes multiple steps that walk the employee through the election process.
At any time during the open enrollment process, the employee can print off a summary of the open enrollment elections. The print icon is displayed at the top of the form.
At line 15 removed 3 lines
Only plans that are part of the Open Enrollment process will appear.
At line 23 removed 7 lines
!!Enrollment Information tab
This tab holds the splash screen for general enrollment information. This tab can be customized by editing the file WEBOEE_TEMPLATE.html in the HLAppResources/release/docs/information_pages/ folder on the application sever. To customize this form a basic/general understanding of [HTML] will be required.
\\
[weboee_splash.png]
----
At line 32 removed 3 lines
This tab allows the employee to see what plans are available in their Open Enrollment and see what their enrollment status is with each of the plans.
At line 36 changed 2 lines
;Go To My Person Profile: This button will take the employee to the [WEEPP] form so they may update their personal information.
;Go To My Contacts (Spouse,Dependents, Others): This button will take the employee to the [WEECN] form so they may update their contacts.
;[Go To My Person Profile|ACT_UPDATE_PERSONAL_INFO]: This button will take the employee to the [WEEPP] form so they may update their personal information.
;[Go To My Contacts (Spouse,Dependents, Others)|ACT_UPDATE_CONTACTS]: This button will take the employee to the [WEECN] form so they may update their contacts.
At line 45 removed 4 lines
%%information
Newly added in Personality 5.04+ - Description boxes are now available to be used to further explain general information based on the currently highlighted benefit plan.
These description boxes are controlled by html files found on your application server in the /HLAppResources/release/docs/information_pages/ folder. To edit these boxes you must create an html file for each benefit plan and then link them to the plan via [IBPN - Maintain Benefit Plans|IBPN] and the Benefits Description URL field.
%%
At line 63 removed one line
In this step the employee's are required to review their benefit election options and decide which plans they wish to enroll in.
At line 65 removed 14 lines
The employee makes an election choice by clicking the coverage they want. When one coverage option line is toggled on, all other lines are automatically toggled off.
If the plan participation is optional, an additional “Coverage Declined” line will be shown at the bottom of the list to give the employee the ability to opt out of the plan. On the third tab the employee will be prompted for the reason for the decline for any plans / plan election sets that they have declined here in tab 2.
In all cases where there is a choice, a “Coverage To Be Decided” line will appear at the bottom of the list to give the employee time to think about the coverage they want.
The “Coverage To Be Decided” line will not appear if the plan participation is required and there is only one coverage level to choose from.
New OE created is using the coverage effective date from IBOE and the coverage amount set in Enter Election Changes will be reflected in Review Costs and Submit Elections tab.
\\
__Plan Type__
At line 81 changed one line
Plans of the same type that are mutually exclusive may be grouped in a [Plan Election Set|PLAN_ELECTION_SET]. Only one coverage option may be elected from a [Plan Election Set|PLAN_ELECTION_SET].
The Election Intro Text, if provided in [IBPT], will display above the list of plans within the plan type. If a URL was provided in [IBPT], it too will also be displayed above the table of available plans.
At line 85 changed one line
__Election Intro Text__
Plans of the same type that are mutually exclusive may be grouped in a [Plan Election Set|PLAN_ELECTION_SET]. Only one coverage option may be elected from a [Plan Election Set|PLAN_ELECTION_SET].
At line 87 changed one line
The [Election Intro Text|ELECTION_INTRO_TEXT], if provided in [IBPT], will display here above the list of plans within the plan type. This may be used to provide instructions for the employee or it may be used to provide additional information regarding the plan(s).
If BC codes were configured in [IBPN] to allow data to be entered (Enter Election) these will display above the plan details.
At line 59 added one line
The employee makes an election choice by clicking the coverage they want. When one coverage option line is toggled on, all other lines are automatically toggled off.
At line 61 added one line
If the plan participation is optional, an additional “Coverage Declined” line will be shown at the bottom of the list to give the employee the ability to opt out of the plan. On the third tab the employee will be prompted for the reason for the decline for any plans / plan election sets that they have declined here in tab 2.
At line 91 changed one line
__Plan Type URL__
In all cases where there is a choice, a “Coverage To Be Decided” line will appear at the bottom of the list to give the employee time to think about the coverage they want.
At line 93 changed 5 lines
If a URL was provided in [IBPT], it too will also be displayed here above the table of available plans.
\\
;[Plan|DRV_PLAN_ELECTION_DESCRIPTION]: The description of the plan will be displayed here. If the plans are tied to a [plan election set|PLAN_ELECTION_SET], the name of the [plan election set|PLAN_ELECTION_SET] will display.
The “Coverage To Be Decided” line will not appear if the plan participation is required and there is only one coverage level to choose from.
;[Plan|DRV_PLAN_ELECTION_DESCRIPTION]: The description of the plan will be displayed here.
At line 100 changed one line
;Enter Election: If BC codes were configured in [IBPN] to allow data to be entered using the [OE Enter Elections toggle|ENTER_ELECTION] these will display above the plan details. For example, this could be the employee's Deduction Amount. If there are no BC Codes configured to display, this field will not be visible.
;[Benefit Recipient|DRV_ECT_IDS]: This field will display any recipients that the employee has elected for the plan. Participants may be beneficiaries, children, dependents, or a spouse/others. The list of recipients available to an employee is derived from the relation type defined in [IECT] for each of their contacts and the recipient type defined in [IBPN] for each of the plan’s coverages. Participant changes are effective on the effective date of the coverage and do not impact current payrolls.
At line 102 removed one line
;[Benefit Recipient|DRV_ECT_IDS]: This field will display any recipients that the employee has elected for the plan. Participants may be beneficiaries, children, dependents, or a spouse/others. The list of recipients available to an employee is derived from the __[RELATION]__ Type defined in [IECT] for each of their contacts and the recipient type defined in [IBPN] for each of the plan’s coverages. Participant changes are effective on the effective date of the coverage and do not impact current payrolls.
At line 104 removed 3 lines
;[OE Questions|ACT_TAKE_ASSESSMENT]: This is an action button which will display when an employee elects a coverage which has an assessment associated to it. The button, when pressed, will present a window where the employee is directed to answer questions pertaining to the selected plan/coverage. Once the assessment (OE Questions) has been taken the [status|ASSESSMENT_EVENT_STATUS] will change to Completed and the button will become greyed out. See the page [Open Enrollment Questions|OPEN ENROLLMENT ASSESSMENTS|OPEN ENROLLMENT ASSESSMENT QUESTIONS] for more information.
;[Re-Open Questions|ACT_REOPEN_ASSESSMENT]: This is an action button which will reset the status of the assessment (OE Questions) to allow the employee to change their responses to the questions. Once depressed, the [OE Questions|ACT_TAKE_ASSESSMENT] button will be available.
\\
At line 112 changed 2 lines
;[Your Cost|DRV_EE_COST]: The employee's cost will be displayed here. This is derived from the Benefit Component [B1040 |BC-B1040]. The [Allow Value Override toggle|ALLOW_VALUE_OVERRIDE] must be checked ON for [B1040 |BC-B1040] in order for this cost to show.
;[ER Cost|DRV_ER_COST]: The employer's cost will be displayed here. This is derived from the Benefit Component [B0680|BC-B0680].The [Allow Value Override toggle|ALLOW_VALUE_OVERRIDE] must be checked ON for [B0680 |BC-B0680] in order for this cost to show.
;[Your Cost|DRV_EE_COST]: The employee's cost will be displayed here. This is derived from the Benefit Component [B1040 |BC-B1040].
;[ER Cost|DRV_ER_COST]: The employer's cost will be displayed here. This is derived from the Benefit Component [B0680|BC-B0680].
At line 117 changed 2 lines
\\
__Corrections are needed to this coverage selection__
!Corrections are needed to this coverage selection
;[Please Note|NOTE_TEXT]: This field will display any validation errors for the above benefit elections. If there are no validation errors, this field will not be visible.
At line 120 removed 2 lines
;[Please Note|NOTE_TEXT]: This will display any validation errors for the above benefit elections. If there are no validation errors, this field will not be visible.
At line 141 changed one line
The prompts for these can be translated to meet your business needs and additional media may be added to the form if necessary.
As stated earlier, the prompts for these can be translated to meet your business needs and additional media may be added to the form if necessary.
At line 153 changed 2 lines
;[Plan|DRV_PLAN_CODE]:The plan code of the elected plan will display here.
;[Coverage|DESCRIPTION]:The description of the coverage is displayed.
;[Plan|DRV_PLAN_CODE]:The plan code that requires documentation will be displayed here.
;[Coverage|DESCRIPTION]:The description of the coverage is displayed here.
At line 163 removed 2 lines
;Grand Total: A grand total cost will display for the sum of the Your Cost column and also for the sum of the ER Cost column. The wording 'Grand Total' is derived from the system message BEPS_00007, the wording of the message may be changed using translations.
At line 167 changed one line
A summary of the plans the employee has declined will display. The employee is prompted to enter a ‘Reason for Decline’ for each of the plans they have declined, unless the site preference “[BSS D REASON REQ|BSS D REASON REQ(System_Preference)]” was defined with a value of N in [IMST].
A summary of the plans the employee has declined will display. The employee is prompted to enter a ‘Reason for Decline’ for each of the plans they have declined, unless the site preference “[BSS D REASON REQ]” was defined with a value on N in [IMST].
At line 188 removed 7 lines
;[Submit All Of My Elections For Approval|ACT_SUBMIT]: This button will submit the employee's benefit elections. When pressed, the elections will under go validation to ensure the elections are valid. Once submitted the employee will not be able to make changes to their elections, unless the Benefit Administrator re-opens the employee's open enrollment.
----
![Notes|Edit:Internal.WEBOEE]
[{InsertPage page='Internal.WEBOEE' default='Click to create a new notes page'}]
This page (revision-44) was last changed on 26-Nov-2021 10:22 by Karen ParrottTop