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Definition & Set Up #

The Benefit Self Service module requires proper setup and configuration of benefits plans, rules and rates. Much of this will already be in place if you are already using the Benefits module; however, there are new forms and new fields in existing forms to support new benefit processes.

• Define Benefit Plan Types (IBPT)
• Maintain Lexicons (IMLN)
• Maintain Client Site Information (IMST)
• Define US/CDN Pay Categories (IPPGU) / (IPPGC)
• Define Processing Frequencies (IPPF)
• Define Benefit Plans/Coverages (IBPN)
• Benefit Plan Profile (RBPN)
• Define Benefit Schedules (IBSC)
• Benefit Schedule Report (RBSC)
• Define Groups (IDGR)
• Define Event Types (IBET)
• Open Enrollment Event Type Report (RBET)
• Maintain Forms (IMFD)
• Define Approval Processes (IDAP)
• Define Workflow Actions (IMWA)
• Maintain Where Clauses (IMWC)
• Define User Calculations (IMUC)
• Define Media Codes (IMEC)
• Define Note Types (IMNT)

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Employee Information #

Current employee information should be reviewed at the beginning of an Open Enrollment to ensure the employee's personal information is kept up to date.

• Define Employee Contacts (IECT)
• My Contacts (WEECN)
• My Personal Profile (WEEPP)
• My Current Benefits (WEBEN)

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Dependents / Beneficiaries #

Employee dependents/recipients may be updated using Benefit Self Service.

• My Dependents (WEBDP)
• Define Benefit Recipients (IBRA)
• Define Benefit Recipients by Plan (IBRP)
• Maintain Benefit Enrollments (IBEN)

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Life or Work Events #

Various Life / Work events may affect which benefit plans/coverages an employee may be eligible for. These events may be recorded in the application and may be defined to spawn Open Enrollemnts.

• Record Life or Work Events (IBEV)
• My Life and Work Events (WEBEV)

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Open Enrollment #

An Open Enrollment period may be generated for one employee or for a group of employees. The Open Enrollment period may be for one benefit plan or it may be generated for many.

• Create Benefit Open Enrollments (UBOE)
• Manage Open Enrollments (IBOE)
• Benefit Election Exception Report (RBOE)

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Benefit Elections #

With the Open Enrollment period open to the employees, the employees may review and submit their options through the Self Service application. The Benefit Administrator may also review and manage the benefit elections.

• View Employee Benefit OE Elections (VBOEE)
• Process Employee Benefit OE Elections (IBPOE)
• My Benefit Elections (WEBOEE)

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Process Enrollments#

When the elections have all been submitted the Benefit Administrator may process the elections to the IBEN form so the new elections may be processed during the payroll cycle.

• Process Benefit Open Enrollments (UBPOE)
• Process Employee Benefit Elections (IBPOE)

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Benefit Statements #

A review of the employee's benefit enrollments may done through various benefit statements.

• Employee Benefits Statement (RBBS)
• Employee Salary and Benefit Statements (RBES)