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VIEW EMPLOYEE BENEFIT OE ELECTIONS#

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

This screen is a View Only screen and contains two tabs; Open Enrollments and Event History. The Benefit Administrator would use this form to view an employee’s elections. This form indicates the stage of the Open Enrollment and Election. Also listed are the totals as seen in IBOE, the total number of plans/plan sets, total number of elections yet to be decided and total number of elections declined.

Open Enrollments tab#

Open Enrollments

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.

Event Type

The type of event used to generate the open enrollment will be displayed here. This will default in from IBET.

OE Status

The Open Enrollment Status will be displayed here. This field is tied to the lexicon X_BE_OE_STATUS.

EE Election Stage

The stage of the employee's open enrollment will display here. This field is tied to the lexicon X_BE_OE_ELECTION_STAGE.

# Plans

The total number of plans and plan sets in the open enrollment that the employee is eligible for.

To Be Decided

The total number of plans and plan sets in the open enrollment that the employee has not made a decision for.

Declined

The total number of plans in the employee's open enrollment with the decision of 'Declined'.

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

The coverage the employee is enrolled in or if the employee chooses a different coverage, this is displayed in this field.

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 for any plan that is declined and the employee declines the plan during the Open Enrollment, the decline reason is displayed here.

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.

Election Options

Coverage

The Coverage associated to the plan in focus in the table above is displayed here.

Policy #

The policy number from the coverage in IBPN is displayed here.

Pre Tax

If the coverage was defined as Pre-Tax in IBPN the toggle will be checked On here.

Step

This field displays the step the employee is eligible for.

Frequency

This field displays the Frequency associated to the selected coverage.

EE Cost/Yr

The Employee's cost on a yearly basis is displayed here. The cost is based on the amount in component BC-B1040.

ER Cost/Yr

The Employer's cost on a yearly basis is displayed here. The cost is based on the amount in component BC-B0840.

Choice

This toggle will be checked for the coverage the employee has chosen to be elected into.

Benefit Recipients

This field will display any benefit recipients that were elected for a coverage.

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Event History tab#

This tab displays a history of life / work events that have been recorded for the employee. This tab is view only

Event Type

This is the event type that was recorded for the employee.

Description

The description of the life / work event is displayed here.

Event Date

The date the event took place is displayed here.

Proof Required

If the event type was defined to require proof, this will be toggled.

Proof Received

If the employee submitted proof of the event, this will be toggled.

Event Status

This field displays the status of the event. This field is tied to the lexicon X_BE_EVENT_STATUS.

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Uploaded Documents tab#

This tab displays any documents that the employee may have uploaded for any open enrollment they participated in.

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Notes #

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