MY BENEFIT ELECTIONS#
The screen WEBOEE is a scroll view of the employee’s elections.
The top of the form displays the Employee’s Open Enrollment Record Status and the OE Start and End dates.
An introductory paragraph is shown followed by several numbered paragraphs that step the employee through the election process. The content of these paragraphs may be tailored and may contain HTML tags. These paragraphs are the Election Intro Text found on the Plan Type in IBPT.
Only plans that are part of the Open Enrollment process will appear.
If elections related to the open enrollment have already been submitted by the employee, only plans that have been re-opened by the Benefit Administrator can be changed.
If there are no open enrollments for an employee, a message will be presented indicating there is no information to display. There is a site preference called SS_EMPTY_FRM_MSG which when set to ‘Y’ will display the message defined in ‘<FORM_NAME>_EMPTY’, where FORM_NAME is the name of the form that has no data to display, i.e.: WEBOEE. These messages can be tailored in IMMS using translations, the message codes are: WEBOEE_Empty.
At any time during the open enrollment process, the employee can print off a summary of the open enrollment elections. The print icon is displayed at the top of the form.
- My Election Stage
- The stage of the employee's open enrollment will display here.
- Election Opened
- The start date of the open enrollment will display here.
- Election Closed
- The end date of the open enrollment will display here.
Current Elections tab#
- Go To My Person Profile
- This button will take the employee to the WEEPP form so they may update their personal information.
- Go To My Contacts (Spouse,Dependents, Others)
- This button will take the employee to the WEECN form so they may update their contacts.
- Plan Type
- The plan type associated to the plan is displayed here.
- Plan Description
- The description of the plan is displayed here.
- Election Required
- If enrollment in the plan is required this toggle will be checked.
- Current Plan Status
- This field indicates if the employee is currently enrolled in the plan.
- There Has Been A Qualifying Event
- If the employee has had a recent life or work event that has not yet been recorded, they may do so by pressing this button which will take them to the WEBEV form.
- Year
- This is a toggle field which allows the user to see the election costs on an annual basis.
- Month
- This toggle field allows the user to see the election costs on a monthly basis.
- Period
- This toggle field allows the user to see the election costs on a pay period basis.
Enter Election Changes#
This tab displays all of the benefit election options that are available with this Open Enrollment.Plan details are organized by Plan Type to make it easier for employees to understand their options, however employees make their elections one plan at a time.
The Election Intro Text, if provided in IBPT, will display above the list of plans within the plan type.
If a URL was provided in IBPT, it will be displayed here.
Each plan must be elected separately.
Plans of the same type that are mutually exclusive may be grouped in a Plan Election Set. Only one coverage option may be elected from a Plan Election Set.
If BC codes were configured in IBPN to allow data to be entered (Enter Election) these will display above the plan details.
The coverage costs may depend on this data.
- Plan
- The description of the plan will be displayed here.
- Current Coverage
- The employee’s current enrollment information always appears above the list of election options for the plan. If the employee is not yet enrolled in a plan, the Current Coverage will remain blank.
- Benefit Recipient
- This field will display any recipients that the employee has elected for the plan. The field will only display if the coverage elected allows recipients to be elected, this is defined in the IBPN form.
- Plan
- Policy
- Coverage
- Pre Tax
- Est Cost
- Your Cost
- ER Cost
- Basis
- Choice
- Validate
Upload Required Documents tab#
- Plan
- Coverage
- Required Documents
Review Costs and Submit Elections#
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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