This is version 1 2 3 4 5 . It is not the current version, and thus it cannot be edited.

Back to current versionRestore this version

SAMPLE APPROVAL PROCESS#

The following is an example of a basic Open Enrollment approval process with just one sequence and approver.

OPEN ENROLLMENT SAMPLE APPROVAL PROCESS_01.JPG

OPEN ENROLLMENT SAMPLE APPROVAL PROCESS_02.JPG

The where clause above uses a derived column, DRV_APPROVAL_REQUIRED, to capture the plans (if any) within the open enrollment have the IBPN Approval Required lexicon set to Approval Required.

If one plan within the employee’s open enrollment requires approval, this will call the above approval process. If no plans in the employee’s open enrollment require approval, then no specific approval process will be called.

However, since the enrollment must still be approved in order for it to be processed, a generic approval process will display.

---

Multi-Step Approval Process#

The following is an example of a more complex Open Enrollment approval process that involves multiple steps.

The first step is defined for situations where approvals are required for coverages that require evidence to be submitted. This step involves a where clause to check if any coverage within the employee’s open enrollment have the Evidence Required toggle checked ON.

The second step is defined for situations where approvals are required for changes made to an enrollment. This step involves a where clause to filter open enrollments that include the “Elected, With Changes” elected decisions.

The third step is the final approval and involves a where clause to filter the open enrollments for any plans that require approval.

Step 1: Approval for Evidence#

OPEN ENROLLMENT SAMPLE APPROVAL PROCESS_03.JPG

OPEN ENROLLMENT SAMPLE APPROVAL PROCESS_04.JPG

The first line in the where clause above uses a derived column, DRV_APPROVAL_REQUIRED, to capture the plans (if any) within the open enrollment have the IBPN Approval Required lexicon set to 'Approval Required'.

The second line in the above where clause uses the derived column, DRV_EVIDENCE_REQUIRED, to capture the coverages (if any) within the Open Enrollment have the IBPN Evidence Required toggle checked ON.

If one plan within the employee’s open enrollment meets the criteria of the where clause above, then the system will prompt the specified user with this approval step.

If no plans in the employee’s open enrollment meet the criteria outlined above, then the approval process will call the next step.

Step 2: Approval with Changes Only#

OPEN ENROLLMENT SAMPLE APPROVAL PROCESS_05.JPG

OPEN ENROLLMENT SAMPLE APPROVAL PROCESS_06.JPG

The first line in the where clause above uses a derived column, DRV_APPROVAL_REQUIRED, to capture if plans (if any) within the open enrollment have the Approval Required lexicon in IBPN set to Approval Required.

The second line in the above where clause uses the derived column, DRV_ELECTED_WITH_CHANGES, to capture the benefit elections (if any) in the employee’s open enrollment have the “Elected, With Changes” election decision.

This would mean that the employee has selected different plans and/or coverages in the open enrollment than what they are currently enrolled in.

If one election within the employee’s open enrollment meets the criteria of the where clause above, then the system will prompt the specified user with this approval step.

If no elections in the employee’s open enrollment meet the criteria outlined above, then the approval process will call the next step.

Step 3: Final Approval#

OPEN ENROLLMENT SAMPLE APPROVAL PROCESS_07.JPG

OPEN ENROLLMENT SAMPLE APPROVAL PROCESS_08.JPG

The where clause above uses a derived column, DRV_APPROVAL_REQUIRED, to capture plans (if any) within the open enrollment have the IBPN Approval Required lexicon set to 'Approval Required'.

If one plan within the employee’s open enrollment requires approval, this will call the above approval process.

This is the final approval step, once the specified user has approved this step the EE Open Enroll Stage will become approved and the Benefit Administrator can then process the employee’s open enrollment.

---

Notes #

Click to create a new notes page