APPROVALS IN OPEN ENROLLMENT#

• Approvals in the Benefit Open Enrollment facility are done at the Open Enrollment level, not at a plan level. Therefore, the Benefit Administrator will be approving an employee’s Open Enrollment in IBPOE; he/she will not be approving each individual plan election.

• The approval processes for Benefit Open Enrollment must be defined in IDAP with an approval type of Open Enrollment EEs. The function the processes are tied to is IBPOE.

• The process can consist of a single or multi-stepped sequence.

• Approval processes for different events can be handled via where clauses. The where clause would filter the open enrollments based on event type.

• All Open Enrollments must be approved before they can be processed into enrollments.

• If no approval process is defined or the employee’s Open Enrollment is not filtered to a specific Open Enrollment approval process a system generated generic approval process will be used.

The following pages provide sample approval processes that may be defined for open enrollment.

• Basic One Step Approval For Open Enrollment
• Multi Step Approval For Open Enrollment

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Notes #

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