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
Employee Open Enrollment Stage
Total Plans
To Be Decided
Declined

Enrollment Plans tab#

Plan Election Set
Plan
Election Required