Enrolling in eBenefits

This chapter provides an overview of the enrollment process and the pages used in the process.

Understanding the Enrollment Process

Use the eBenefits enrollment pages to:

Communicate to employees their benefit choices.
Communicate additional information that is necessary to process the benefits enrollment through the Benefits Certification.
Notify human resources employees’ benefit elections.

Communicate benefit choices

The enrollment process begins when the system creates an enrollment event and notifies the employee of the event. You can link to the Benefits Enrollment page from the Benefits page. From the Benefits Enrollment page, you can then access the Enrollment Summary page, where employees review eligible benefit elections, as well as link to all plan-type pages where elections can be made.

Information about an individual’s current coverage comes from the base benefit tables. The system will not use the event date when pulling current coverage. It uses the deduction begin date on the BAS_PARTIC_PLAN rows. This date has been adjusted for grace and waiting periods. Using this date gives a more accurate current election and more closely matches what the background process will consider current.

Information about new coverage comes from the employee’s election or the default coverage. If the BAS_PARTIC_PLAN row has an election, either entered by the employee or pre-entered by the system, the system uses that entry as the basis for formatting the new coverage. If there is no entry, the system goes to the BAS_PARTIC_OPTN rows to find the default value. If there is no election and no default, the system displays the phrase “No Coverage.”

The plan-types (medical, vision, savings, and so on) display in the top row of the Coverage and Election Summary section. There is one multiline entry for every plan type in the event. The plan types list in order based on the display plan sequence value in the benefit program definition. The name of the plan type comes from the long name in the Translate table.

For all plan-types, the system always shows the plans available and if there is the option of waiving coverage. However, the setup tables can be modified so that the system suppresses the plan types if the employees have no choice available.

Note. Calculation amounts that display on the benefit enrollment pages are only estimated amounts.

Communicate additional information

The benefits administrator can decide if a benefit plan has certain criteria an employee needs to meet prior to enrolling. If so, a Benefits Certification appears when the employee clicks the EDIT button. The Benefits Certification contains a series of statements or questions presented to the employee. The Administrator assigns a value for each certificate ID defined. and decisions are made regarding the participant's benefits based on the resulting scores. When you view the Enrollment Summary section of the Benefits Enrollment page, you can select a benefit plan in which to enroll.

See Setting Up Benefit Certifications.

Notify Human Resources of elections

After any plan-type election has been made, the employee is returned to the Enrollment Summary page to continue the selection process, and the process is repeated for each available benefit. After completing all elections, employees submit their choices and a notification is sent to the Human Resources administrator.

Pages Used to Enroll in Benefits

Page Name	Object Name	Navigation	Usage
Benefits Enrollment	W3EB_ENR_SELECT	Self Service, Benefits Click the Benefits Enrollment link on the Benefits page.	This page provides enrollment information to the employee and displays information about an enrollment event. The enrollment process is initiated when eligibility and event rules have been processed to produce a list of valid benefit choices.
Open Benefits Event	W3EB_ENR_INFO	Click the Information button on the Benefits Enrollment page.	This page provides enrollment information to the employee. After your initial enrollment, the only time you may change your benefit choices is during open enrollment or a qualified family status change. This page provides you with additional information about your enrollment.
Benefits Enrollment Summary	W3EB_ENR_SUMMARY	Click the Select button on the Benefits Enrollment page.	Use the Benefits Event Summary page to review benefit plan elections. The Enrollment Summary displays which benefit options are open for edits. All of your benefit changes are effective as of the date of the benefit change event. Your enrollment is not complete until you submit your choices to the Benefits Department.
Benefits Enrollment - Medical	W3EB_ENR_1X_ELECT	Click the (Medical) Edit button on the Benefit Enrollment Summary page.	Employees use this page to review or elect health (medical) plan-type benefits.
Benefits Enrollment - Medical (summary)	W3EB_ENR_1X_SMRY	Click theOverview of All Plans button on the Benefits Enrollment - Medical page.	Use the condensed Summary page to view all plans, coverage levels, and costs condensed into a single grid.
Benefits Enrollment - Life Benefits Enrollment - Supplemental Life Benefits Enrollment - Dependent Life	W3EB_ENR_2X_ELECT	Click the (Life) Edit button on the Benefit Enrollment Summary page. Click the (Supplemental Life) Edit button on the Benefit Enrollment Summary page. Click (Dependent Life) Editbutton on the Benefit Enrollment Summary page.	Employees use the Life Insurance Enrollment page to enroll in life insurance benefits. Employees use the Supplemental Life Insurance Plan Enrollment page to enroll in supplemental life insurance benefits. The Benefits Enrollment - Dependent Life page is used to enroll dependents in life insurance plans.
Benefits Enrollment - Long Term Disability Life Benefits Enrollment - Retirement Plan	W3EB_ENR_357X_ELCT	Click the Long-Term Disability (Edit) button on the Benefit Enrollment Summary page. Click the Edit button on any retirement line of the Benefit Enrollment Summary page.	Employees use the Long Term Disability Plan Enrollment page to enroll in disability benefits. Employees use the Retirement Plan Enrollment page to enroll in retirement plan benefits.
Benefits Enrollment - Savings Plans	W3EB_ENR_4X	Click the (401(k)) Edit button on the Benefit Enrollment Summary page.	Employees use the Savings Plan Enrollment page to enroll in savings plan benefits.
Benefits Enrollment - Leave Plans	W3EB_ENR_357X_ELECT	Click the (Sick) Edit button on the Benefit Enrollment Summary page.	Employees use the Leave Plan Enrollment page to enroll in leave plan benefits.
Flex Spending Accounts	W3EB_ENR_6X_ELECT	Click the Edit button on any FSA line of the Benefit Enrollment Summary page.	Employees use the FSA Enrollment page to enroll in FSA plan benefits.
Flex Spending Health - U.S. Worksheet	W3EB_ENR_6X_WKSHT	Click the Worksheet link on the Flex Spending Accounts page.	Employees use the Worksheet page to estimate per-pay-period contributions.
Benefits Enrollment – Health Savings Account (HSA) Plans	W3EB_ENR_SELECT	Click the Select button on the Benefits Enrollment page. Click Health Savings Account.	Employees use the Health Savings Account page to enroll in HSA plan benefits Note. An employee must be enrolled in the Employer’s HDHP Cross Plan before they can enroll in HSA Plans.
Benefits Enrollment - Pension Plan	W3EB_ENR_8X_ELECT	Click the Edit button on any Pension line of the Benefit Enrollment Summary page.	Employees use the Pension Plan Enrollment page to enroll in pension plan benefits.
Benefits Enrollment - Vacation Buy/Sell	W3EB_ENR_9X_ELECT	Click the Edit button on any Vacation line of the Benefit Enrollment Summary page.	Employees use Vacation Enrollment pages to enroll in vacation plan benefits.
Submit Benefit Choices	W3EB_ENR_SUBMIT	Click the Submit button on of the Benefit Enrollment Summary page.	Employees use the Submit Benefit Choices page to submit their benefit choices to the system.
Submit Confirmation	W3EB_ENR_CONFIRM	Click the Submit button on Submit Benefit Choices page.	Employees use the Submit Confirmation page to confirm that their benefit choices have been submitted to the system. See Also Setting Up the Dependent Relationship Table