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
This is a toggle field which allows the user to see the election costs on an annual basis.
Month
This toggle field allows the user to see the election costs on a monthly basis.
Period
This toggle field allows the user to see the election costs on a pay period basis.

Submit
This button will submit the employee's benefit elections.
Re-Open
The administrator can re-open the employee’s open enrollment if changes are required. When the Re-Open button is pressed the administrator will be prompted with a dialog that states, “Press OK to re-open all of the plans for the employee’s current open enrollment. Press ‘Cancel' to manually re-open individual plans”. If ‘Cancel’ is selected, the Re-Open Elections button located in the Plans area of the screen will become enabled and the administrator can then manually re-open plans on an individual basis. If only one plan was re-opened when the employee goes into WEBOEE to make a new choice for that plan, the other plans will be displayed as well but will not be editable.
Validate
Extensive validation is done when the administrator presses the Validate button. If any errors are encountered, they will be displayed in the Validation Warnings tab for each of the elections. The system will validate the employee's elections to ensure they are correct and are not missing required information, such as recipients.
Cancel
This button will allow the BE Administrator to cancel the employee's open enrollment.
Process
Once the employee's open enrollment has been submitted, validated and approved, the Process button will be available. By processing the open enrollment,the employee's elections will be processed into the IBEN form as official enrollments.

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.