Wiki: OPEN ENROLLMENT ASSESSMENT QUESTIONS

Open Enrollment Questions#

Open Enrollments may now be configured to ask questions within the WEBOEE screen. Questions may be asked using the Assessment logic.

Questions are defined in IBAS, a new assessment screen strictly for benefit open enrollments. Questions may be single answer, multiple choices, text, user field, or short answer.

The open enrollment assessment must have a type of ‘Benefit Open Enrollment’. Only assessments of this type are visible in the IBAS, and only these types of assessments are picked up for benefit processing.

Once an assessment is created the Assessment Code may be selected in IBPN in the Coverage Details tab. Only one Assessment Code may be tied to a Coverage, however each Coverage within a plan may have a different Assessment Code.

In WEBOEE when an employee elects a coverage with an associated Assessment, a link/button will appear below the recipients lov allowing the employee to click on the button to open the assessment screen. The employee will be navigated through the questions, once the questions are answered the Complete button will appear in the assessment screen, once pressed the screen will close and the employee may carry on with their benefit elections. If the assessment has mandatory questions, the employee will not be able to submit the Open Enrollment until the questions have been answered. A validation message has been added to notify the employees of any mandatory unanswered questions.

When an employee elects a Coverage with an associated Assessment, an Assessment Event is created. The status of the event will be set to ‘Planned, Conf’. The status will remain as ‘Planned, Conf’ until the employee’s Open Enrollment has been submitted. The Employee may go back to the assessment using the Assessment button to make changes to their responses, as long as they have not submitted their Open Enrollment. Once submitted, the assessment event status will change to ‘Completed’ and will no longer be accessible for changes by the employee.

The questions and responses may be seen in IBPOE in the OE Questions tab. The Administrator cannot change the employee’s answers here. If the Administrator needs to take the assessment on behalf of the employee, the Administrator must use the WABPOE screen as Assessments cannot be taken within the Professional side of ePersonality.

Once an Open Enrollment is processed, the assessment and its responses will be tied to the employee’s enrollment detail record in IBEN. This is so the Administrator can report off of the responses.

The VBOEE screen has also been enhanced with the OE Questions tab to show the questions and responses affiliated to an elected coverage.