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Basic One Step Open Enrollment Approval#

The following is an example of a basic Open Enrollment approval process with just one sequence and approver.

Basic OE Approval Process.JPG

OE Approval Required.JPG The where clause above uses a derived column, DRV_APPROVAL_REQUIRED, to capture the plans (if any) within the open enrollment have the Approval Required field in IBPN set to Approval Required.

If one plan within the employee’s open enrollment requires approval, this will call the above approval process.

If no plans in the employee’s open enrollment require approval, then no approval process will be called. However, the enrollment must still be approved in order for it to be processed.