RECORD LIFE OR WORK EVENTS#

IBEV provides a listing of all life and work events for all of the employees.

New life or work events can be created here on behalf of the employee if necessary.

If the Benefit Administrator is waiting for proof of the event, they may come in here to change the status of the event from ‘Submitted’ to ‘Pending Proof’. Once proof has been received, they would check the Proof Received toggle and then change the status to ‘Processed’. This status has no bearing on the open enrollment status or the elections.

If proof is not required for the event, and if the Allow Auto Open Enrollment toggle in IBET is checked ON, then an Open Enrollment period is automatically created for the employee.

If proof is not required and the Allow Auto Open Enroll is not checked ON, then an OE period will not be automatically created.

If proof is required for the event, when the event is created in WEBEV / IBEV a message will be displayed stating proof is required. The event will still be recorded; however the Open Enrollment period will not be created even if Allow Auto Open Enroll is checked ON.

It is up to the Benefit Administrator to check the Proof Received toggle in IBEV once the proof has been received. Once this has been checked ON, the Create Open Enrollment button will be available to create the OE period for the employee.

If an employee records an event that took place in the past beyond the event’s number of days open, then a warning message is displayed to the employee. The event will still be recorded, however the OE period will not be. It is up to the discretion of the Benefit Administrator to manually create the OE period.

Workflow actions may be defined to notify the Benefit Administrator when events are recorded and when proof is submitted. A workflow action may also be defined to notify employees when an Open Enrollment period is created.

Submitted Events tab#

This tab allows the Benefit Administrator to record a life or work event for an employee.

Event Type

The type of event that is to be recorded for the employee is selected here.

Person

This field will allow the user to select from an LOV which employee the event is for.

Event Date

This is a date field used to record the date the event took place. This date will be used as the Start Date of the Open Enrollment. The Close Date of the period is determined by adding the number of days open defined in IBET to the event date.

Proof Required

If the event type is defined in IBET to require proof the event took place, this toggle will be checked ON.

Proof Received

If proof of the event has been uploaded, the user must check this toggle ON. If proof is required the Create Open Enrollment button will only become available once this toggle is checked ON.

Event Status

This field indicates what the status of the event is. Once the event and any required proof has been reviewed and the Open Enrollment period created the event should be marked as Processed. This field is tied to the lexicon X_BE_EVENT_STATUS.

Description

This field will display the event type's description. This information will default in once the Event Type has been selected.

Proof of Event

If documentation has been uploaded for the event,it will be displayed here. The Benefit Administrator may also upload documentation here as well.

Create Open Enrollment

This button will create the open enrollment period for the employee. If the Allow Auto Open Enroll toggle was checked ON in IBET for the event type being recorded, this button will not be available as the Open Enrollment will automatically be created once the record has been saved.

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Processed Events#

Once Events have been processed they will be visible in this tab. This is a VIEW only tab

Event Type

The type of event that is to be recorded for the employee is selected here.

Person

This field will allow the user to select from an LOV which employee the event is for.

Event Date

This is a date field used to record the date the event took place.

Proof Required

If the event type is defined in IBET to require proof the event took place, this toggle will be checked ON.

Proof Received

If proof of the event has been uploaded, the user must check this toggle ON. If proof is required the Create Open Enrollment button will only become available once this toggle is checked ON.

Event Status

This field indicates what the status of the event is. Once the event and any required proof has been reviewed and the Open Enrollment period created the event should be marked as Processed. This field is tied to the lexicon X_BE_EVENT_STATUS.

Description

This field will display the event type's description. This information will default in once the Event Type has been selected.

Proof of Event

If documentation has been uploaded for the event,it will be displayed here.

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Notes #

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