[{TableOfContents }]
!!!USING WORK FLOW WITH OPEN ENROLLMENT
Work flow may be used in accordance with Open Enrollment to help make the process flow more fluidly and less cumbersome for the Benefit Administrator.
The following Workflow triggers have been added:
*WF_BEV on the [P2K_BE_EVENTS] table
*WF_BOEE on the [P2K_BE_OPEN_ENROLLMENT_EES] table
!!Suitable Workflow in Open Enrollment
!Notification of a Life / Work Event
When an employee enters a qualifying life event, an email should be sent to the Benefit Administrator to notify them that the life event must be handled.
;[Step 1 - Define Workflow Action in IMWA|]
The first step is to define the workflow action in [IMWA] that will be triggered when an employee records a life or work event.
;[Action |EVENT_CODE]:Suggest prefixing all Open Enrollment workflow actions with OE.
;[Status|EVENT_STATUS]:The status must be set to “In Production” in order for [IMUC] to recognize the action.
;[Triggered in Product |WORKFLOW PRODUCTS]:This field should be set to WF_BEV since the email will fire when a new life event record is inserted in the [P2K_BE_EVENTS] table.
;[Action Directed To |EVENT_RECIPIENT_TYPE]:Since this is going to a specific person, typically the person in charge of the benefit elections, Specific Employment should be chosen. The specific person code will be later defined in [IMUC].
;[Type |EVENT_MEDIA]:The type can be email or message.
;[Email|MEDIA_NAME]:If Email was specified for Type, the From email address must be specified. If Message was specified the Type, this field must be left blank.
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;[Step 2 – Define User Calc in IMUC|]
The second step requires a user calc to be created to send the email to the Administrator.
;[User Calc|USER_CALC_CODE]:It is suggested to prefix the user calc code with WF_OE to easily identify the workflow user calcs for Open Enrollment.
;[Description|DESCRIPTION]:Should state what the user calc is meant for.
;[Product|PRODUCT_CODE]: This field should be set to WF_BEV since the workflow action will fire when a new life event record is inserted in the [P2K_BE_EVENTS] table.
;[Status|USER_CALC_STATUS]: In order for the action to be processed, the user calc must have a status of “In Production”. User calcs are published in [IMUCA].
;[User Calc Type |USER_CALC_TYPE]:All workflow user calcs must have the type set to ‘Calculation’.
__Lines__
[{Image src='UC_NOTICE_LIFE_EVENT.JPG' width='500' link='attach/UC_NOTICE_LIFE_EVENT.JPG'}]
Line 10 - This line checks to see if an insert into the table has been done.
Line 15 :This line checks to see if the Open Enrollment Type is 02 (Life / Work Event).
Line 20 :This line calls the workflow action defined in the first step.
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!Request Proof for Life or Work Events
When a life or work event is entered that requires proof that the employee has not supplied, an email should be sent to the employee requesting proof.
;[Step 1 - Define Workflow Action in IMWA|]
The first step is to define the workflow action in [IMWA] that will be triggered when a life or work event is recorded that requires proof.
;[Action |EVENT_CODE]:It is suggested to prefix all Open Enrollment workflow actions with OE.
;[Status |EVENT_STATUS]:This field must be “In Production” in order for IMUC to recognize the action.
;[Triggered in Product |WORKFLOW PRODUCTS]:This field should be set to WF_BEV since the email will fire when a new life or work event is created.
;[Action Directed To|EVENT_RECIPIENT_TYPE]: Since this is going to the user who created the life event, Current Identity should be chosen. Current Identity is used to display messages or emails to Self Service users.
;[Type |EVENT_MEDIA]:This field can be set to Email or Message.
;[Message|MEDIA_NAME]:If Email was specified for Type, the From email address must be specified. If Message was specified the field must be left blank
\\
;[Step 2 – Define User Calc in IMUC|]
The second step requires a user calc to be created to send the email to the Administrator.
;[User Calc|USER_CALC_CODE]: It is suggested to prefix the user calc code with WF_OE to easily identify the workflow user calcs for Open Enrollment
;[Description|DESCRIPTION]: This field should state what the user calc is meant for
;[Product |PRODUCT_CODE]:This field should be set to WF_BEV
;[Status |USER_CALC_STATUS]: In order for the action to be processed the user calc must be published in IMUCA
;[User Calc Type|USER_CALC_TYPE]: All workflow user calcs must have a type of Calculation
__Lines__
;Line 10 : This field checks to see if an insert into the table has been done
;Line 20 : This field checks to see if the event requires proof
;Line 30: This field calls the workflow action defined in the first step.
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!Notification of a New Open Enrollment Period
When a Benefit Administrator opens up an Open Enrollment period, an email should be sent to the employees involved to inform them of this event and direct them to Self Service to make their elections.
;[Step 1 - Define Workflow Action in IMWA|]
;[Action|EVENT_CODE]:It is suggested to prefix all Open Enrollment workflow actions with OE
;[Status |EVENT_STATUS]:This field must be set to In Production in order for the action to be picked up in IMUC
;[Triggered in Product |WORKFLOW PRODUCTS]:This field should be set to WF_BOEE since the email will fire when a new Open Enrollment Period is created
;[Action Directed To |EVENT_RECIPIENT_TYPE]:Since this action is going to the employees, ‘Employee’ should be chosen.
;[Type |EVENT_MEDIA]:‘Email’ should be selected in this field.
;[Email |MEDIA_NAME]:The From email address must be specified.
\\
;[Step 2 – Define User Calc in IMUC|]
;[User Calc|USER_CALC_CODE]: It is suggested that the user calc code should prefixed with WF_OE to easily identify the workflow user calcs for Open Enrollment.
;[Description |DESCRIPTION]: This field should state what the user calc is meant for.
;[Product|PRODUCT_CODE]:This field should be set to WF_BOEE.
;[Status|USER_CALC_STATUS]: In order for the action to be processed, the user calc must be published in IMUCA.
;[User Calc Type|USER_CALC_TYPE]: All workflow user calcs must have a type of Calculation.
__Lines__
;Line 10 : This line checks to see if an insert into the table has been done, if so proceed with the rest of the user calc if not exit.
;Line 20: This line calls the workflow action defined in the first step.
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!Notification of Submission of Elections
When an employee submits their elections for approval, an email should be sent to the Benefit Administrator to notify them of the activity.
;[Step 1- Define Workflow Action in IMWA|]
;[Action|EVENT_CODE]:It is suggested to prefix all Open Enrollment workflow actions with OE.
;[Status|EVENT_STATUS]:This field must set to In Production in order for the action to be picked up in IMUC.
;[Triggered in Product |WORKFLOW PRODUCTS]:This field should be set to WF_BOEE since the email will fire when a new Open Enrollment Period is created.
;[Action Directed To|EVENT_RECIPIENT_TYPE]:Since this is going to the administrator, Specific Employment should be chosen.
;[Type|EVENT_MEDIA]:‘Email’ should be selected
;[Email|MEDIA_NAME]:The From email address must be specified
\\
;[Step 2: – Define User Calc in IMUC|]
;[User Calc|USER_CALC_CODE]: It is suggested that the user calc code should prefixed with WF_OE to easily identify the workflow user calcs for Open Enrollment.
;[Description |DESCRIPTION]: This field should state what the user calc is meant for.
;[Product |PRODUCT_CODE]: This field should be set to WF_BOEE.
;[Status |USER_CALC_STATUS]: In order for the action to be processed the user calc must be published in IMUCA.
;[User Calc Type|USER_CALC_TYPE]:All workflow user calcs must have a type of Calculation.
__Lines__
;Line 10 : This line checks to see if an update has been done.
;Line 15 :This line sets a variable equal null to the old election stage.
;Line 16 :This line sets a variable equal null to the new election stage.
;Line 17: This line checks if the variable for old election stage does not equal the variable for the new election stage.
;Line 20: This line checks if the new election stage equals 10 (Submitted).
;Line 30: This line calls the workflow action defined in IMWA.
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!Notification of Approved/Not Approved Elections
When elections have been approved and have been turned into enrollments or when an election has not been approved, an email is sent to an employee to notify them of the activity. One email should be sent for all the employee elections rather than one email per plan.
Two workflow actions are defined, one for the approved elections and one for the not approved elections.
;[Step 1- Define Workflow Action in IMWA – Action for Approved Elections|]
;[Action |EVENT_CODE]: It is suggested to prefix all Open Enrollment workflow actions with OE.
;[Status|EVENT_STATUS]: This field must be set to In Production in order for the action to be picked up in IMUC.
;[Triggered in Product |WORKFLOW PRODUCTS]: This field should be set to WF_BOEE since the email will fire when the elections have been approved.
;[Action Directed To|EVENT_RECIPIENT_TYPE]: Since this action is going to the employee, ‘Employee’ should be chosen.
;[Type|EVENT_MEDIA]:‘Email’ should be selected in this field.
;[Email|MEDIA_NAME]: The From email address must be specified.
\\
;[Step 2: Define Workflow Action in IMWA – Action for Not Approved Elections|]
;[Action|EVENT_CODE]:It is suggested to prefix all Open Enrollment workflow actions with OE.
;[Status|EVENT_STATUS]: This field must be set to In Production in order for the action to be picked up in IMUC.
;[Triggered in Product |WORKFLOW PRODUCTS]:This field should be set to WF_BOEE since the email will fire when the elections are Not Approved.
;[Action Directed To|EVENT_RECIPIENT_TYPE]: Since this is going to the employee, ‘Employee’ should be chosen.
;[Type|EVENT_MEDIA]: ‘Email’ should be selected in this field.
;[Email|MEDIA_NAME]: The From email address must be specified.
\\
;[Step 3: – Define User Calc in IMUC|]
;[User Calc|USER_CALC_CODE]:It is suggested that the user calc code should prefixed with WF_OE to easily identify the workflow user calcs for Open Enrollment.
;[Description |DESCRIPTION]: This field should state what the user calc is meant for.
;[Product |PRODUCT_CODE]: This field should be set to WF_BOEE.
;[Status |USER_CALC_STATUS]: In order for the action to be processed, the user calc must be published in IMUCA.
;[User Calc Type |USER_CALC_TYPE]: All workflow user calcs must have a type of Calculation.
__Lines__
;Line 10: This line checks to see if an update has been done.
;Line 20: This line sets a variable equal null to the old election stage.
;Line 30: This line sets a variable equal null to the new election stage.
;Line 35: This line checks if the variable for old election stage does not equal the variable for the new election stage.
;Line 40: This line checks if the new election stage equals 50 (Approved).
;Line 50: This line calls the Approved workflow action defined in IMWA.
;Line 60: This line checks if the new election stage equals 92 (Not Approved).
;Line 70: This line calls the Not Approved workflow action defined in IMWA.
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!HR Changes Creating Open Enrollments
Workflow may be used to trigger an open enrollment when an HR change is entered in the system. For example, an event and open enrollment may be automatically created when a new hire is entered in the system or when an employee is hired.
The event must be defined in IBET and the Allow Auto Open Enrollment toggle must be checked ON in IBET, in order for the open enrollment to be generated for the HR change. If the toggle is not checked, then the event will still be created but the Open Enrollment will not be. If proof is required for the event, the event will be created but not the Open Enrollment.
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!Proactive Workflow to Detect Life Events
A proactive workflow is needed to detect significant milestones that affect benefits such as a child turning 18. An email should be sent to the Benefit Administrator to notify them that this event must be handled.
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!Election Reminder
Reminder emails should be sent to employees who have not yet completed their elections, as requested by Benefit Administrators.