Wiki: IBPOE

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

submit on behalf of the employee
validate the elections
cancel the employee’s open enrollment
process the elections
and if necessary, re-open the open enrollment if changes are required by the employee.

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: This field will display the coverage the employee is enrolled in. If the employee chooses a different coverage, this is displayed in this field. If the field is blank, this means that the employee is not enrolled in the plan and has not made a decision for the plan during this open enrollment.

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 and the employee declines the plan during the Open Enrollment, the decline reason is displayed here. If Decline Reasons are required and are not supplied for a declined plan, the employee will not be able to submit their election. By default the system will require a reason for decline when an employee declines a coverage; however this can be changed by adding the site preference “BSS D REASON REQ” to IMST with the value of N. If the value is Y then decline reasons are required.

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.