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.
For more information on creating the Open Enrollment period, please see Step 2 in Mass Open Enrollment Process Flow.
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.
For more information on WEBOEE, please see Step 3 in Mass Open Enrollment Process Flow.
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
The Open Enrollment Activities By Stage By Role page shows what activities can take place in each stage by each of the roles.
Step 3: Process Open Enrollment The Benefit Administrator reviews the elections, ensuring the required information has been received. If approvals have been defined for Open Enrollment, the approver would have to approve the open enrollment in IBPOE. Once approved the Benefit Administrator would validate the data and then process the elections via IBPOE. For more information on processing the open enrollment, please see Step 5 in the Mass Open Enrollment Process Flow section.
Step 4: Close Open Enrollment Period After the elections have been processed the Benefit Administrator must close the Open Enrollment period via IBOE.
Step 4: Close Open Enrollment Period After the elections have been processed the Benefit Administrator must close the Open Enrollment period via IBOE.
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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