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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. Using this form the employee may review their benefit election options in the Open Enrollment. The employee may make changes to their current enrollments, elect new coverages, update or remove recipients and upload documentation.

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.

This screen is a View Only screen and displays a history of Open Enrollments, Events and Uploaded Documents.

Step 5: Review and Approve Elections via IBPOE#

Once the employees have submitted their elections, the Benefit Administrator would then review and approve the employee's benefit elections using IBPOE.

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
• approve the employee's open enrollment
• process the employee's open enrollment (create enrollment records in IBEN)
• and if necessary, re-open the open enrollment if changes are required by the employee.

The Open Enrollment Activities By Stage By Role page shows what activities can take place in each stage by each of the roles.

Step 6: Process the Open Enrollment Elections#

The Benefit Administrator may process the employees’ elections using either IBPOE or UBPOE.

Step 7: Close Open Enrollment Period#

After the elections have been processed, the Benefit Administrator must close the Open Enrollment period via IBOE.

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Notes #

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