MANAGE OPEN ENROLLMENTS#
The open enrollment control record generated by UBOE is visible in IBOE.
This screen will display all current and historical open enrollment periods in the system. The Benefit Administrator would use this screen to keep track of the Open Enrollment period. Here they can extend or reduce the Open Enrollment period. The Event Type and Open Enrollment Type values cannot be changed.
Open Enrollment Periods
- Election Opened
- This date indicates the start of the open enrollment period. Employees will not be able to access the Open Enrollment prior to this date.
- Election Closed
- This date indicates the last day of the open enrollment period. Employees will not be able to make changes to their elections after this date.
- Entity
- This field is populated with the Entity the open enrollment was created for.
- Event Type
- The type of event used to generate the open enrollment will be displayed here. This will default in from IBET.
- Description
- The description of the event will display here, it will default in from IBET for the Event selected. If the description was overridden in UBOE, the overridden description will display instead.
- OE Status
- The Open Enrollment Status will be displayed here. This field is tied to the lexicon X_BE_OE_STATUS.
- Coverage Effective
- The date to be used as the Coverage Effective date will be displayed here.
- Coverage Expiry
- An expiry date may be populated here for the Coverage date.
- Eligibility Effective
- The Eligibility Start date may be overridden here or it may be left blank for the benefit components to calculate.
- Eligibility Expiry
- The Eligibility End date may be overridden here or it may be left blank for the benefit components to calculate.
- Premium Effective
- The Premium Start date may be overridden here or it may be left blank for the benefit components to calculate.
- Premium Expiry
- The Premium End date may be overridden here or it may be left blank for the benefit components to calculate.
- Open Enroll Type
- The type of Open Enrollment is displayed here. This field is tied to the lexicon X_BE_OE_TYPE.
- Individual OE for
- This field indicates which employee is associated to the event and thus spawned an open enrollment period. This is only displayed for ad Hoc and Life/Work Events.
- Open Enrollment URL
- This field is populated with the URL for the Event from IBET.
- Open Enrollment Text
- If text was provided in the Event Type Text field in IBET, it will default in here.
Open Enrollment Details#
Employments tab#
- Person
Enrollment Plans tab#
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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