IBPOE
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PROCESS EMPLOYEE BENEFIT OE ELECTIONS#

Once the employees have submitted their elections, the Benefit Administrator would then validate and process the employees’ elections via IBPOE. The Benefit Administrator can process the elections as they are submitted or can wait and process them all at once via the UBPOE (next step). IBPOE is a process screen that allows the Benefit Administrator to

If Approval logic is defined for the open enrollments, here is where the Benefit Administrator would be required to make the approval.

Open Enrollment

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.
Open Enroll Status
The Open Enrollment Status will be displayed here. This field is tied to the lexicon X_BE_OE_STATUS.
EE Open Enroll Stage
The stage of the employee's open enrollment will display here. This field is tied to the lexicon X_BE_OE_ELECTION_STAGE.
Total Plans
The total number of plans and plan sets in the open enrollment that the employee is eligible for.
Total To Be Decided
The total number of plans and plan sets in the open enrollment that the employee has not made a decision for.
Total Declined
The total number of plans in the employee's open enrollment with the decision of 'Declined'.

View Costs By

Year
Month
Period
Submit
Re-Open
Validate
Cancel
Process

Plans

Plan / Plan Set
This field will display the plan code or plan election set that the employee is eligible for during the Open Enrollment.
Current Coverage
The coverage the employee is enrolled in or if the employee chooses a different coverage, this is displayed in this field.
Election Stage
This field displays the stage of the employee's election. This field is tied to the lexicon X_BE_OE_ELECTION_STAGE.
Election Decision
This field tracks the employee's decision on the election of the coverage. The field is tied to the lexicon X_BE_OE_ELECTION_DECISION.
Reason for Decline
If Decline Reasons are required for any plan that is declined and the employee declines the plan during the Open Enrollment, the decline reason is displayed here.
Evidence Status
If Evidence of Insurance is required to be submitted, the status of the employee submitting the evidence is displayed here. The field is tied to the lexicon X_EVIDENCE_STATUS.