Ad-Hoc events occur when a Benefit Administrator must create an Open Enrollment period for specific employees for reasons other than a life/work event and mass open enrollment. For example, corrections are needed to an employee's current enrollment.
The Benefit Administrator would create the Open Enrollment record via the IBOE screen for the event that has an open enrollment type of 'AD HOC'.
The administrator may add additional plans to the employee’s open enrollment by pressing the green plus sign beneath the Enrollment Plans tab in IBOE.
A workflow trigger may be defined to send the employee an email indicating the open enrollment has been created.
Once the employee has submitted all of the required information, they are able to submit their elections.
Once submitted, a workflow trigger may be defined to send the Benefit Administrator an email notifying them that the elections have been submitted and are ready for validating/processing.
This screen is a View Only screen and displays a history of Open Enrollments, Events and Uploaded Documents.
Once the employees have submitted their elections, the Benefit Administrator would then review and approve the employee's benefit elections using IBPOE.
IBPOE is a process screen that allows the Benefit Administrator to
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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