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The following is an overview of the Mass Open Enrollment process.

Step 1: Run UBOE to Generate Mass Open Enrollment Records#

UBOE is used only to create mass open enrollments.

Step 2: Review the Open Enrollment record in IBOE. #

The open enrollment control record generated by UBOE is visible in IBOE. The control record describes the open enrollment period and acts as a header for all of the employees involved. This control record has an “OE Status” field that gives Benefit Administrators control over the election activity. The status can be Open, Suspended, or Closed. Under no circumstance are elections allowed before the Election Open date or after the Election Close date.

Step 3: Employees Review Their Elections via WEBOEE. #

The screen WEBOEE is a scroll view of the employee’s elections.

Step 4: View elections by Employee via VBOEE#

At any time during the Open Enrollment period the Benefit Administrator can view the elections by employee via the VBOEE screen.

Step 5: Process Employee Benefit Elections via IBPOE #

Step 6: Run UBPOE to mass Process the Open Enrollment Elections#