Change or Enroll Employees in Benefits

The tables on this page list the tasks for this business process, grouped by role. Some roles may be listed more than once if their tasks are performed at different points in the process. Follow the task numbers in order, unless the Task Description column provides instructions to go to a different task number. Click links in the Task Description column to view detailed diagrams for those tasks or to go to the online help for those pages.

Benefits Administrator

Task Number	Task Description
1	Perform external activity:. Stop and complete Manage Benefits. Go to task number 3.
2	Perform external activity:. Stop and complete Maintain Personnel Records.
3	Review personnel administration information, and employee personal information for benefits eligibility. Review HR/Job/Payroll Data Maintain Certifications Employee Data Summary (NLD)
4	Identify dependent/beneficiary name, address, detailed personal info and specify employee relationship. Update Dependent/Beneficiary Dependent Information Assign FEGLI Beneficiaries Dependent/Beneficiary Data (NLD)
5	Decide if need to?. In parallel: Go to task number 6, Go to task number 7, Go to task number 8.
6	Determine which of the employee's dependents or beneficiaries will receive the employee's final check in the event that the employee dies. Assign Final Check Beneficiary Go to task number 8.
7	Identify dependent/beneficiary who have court orders or riders affecting benefits coverage. Update Dependent/Beneficiary
8	Identify dependent/beneficiary comments, the date the comments were recorded, and the author. Record Dep/Ben Comments
9	Review all dependent/beneficiary information that exists for an employee. Review Dep/Ben Summary Review ABBRs Update ABBRs Benefits Personal Data Dependent/Beneficiary Summary (NLD)
10	Identify effective date and specific benefit program. Assign to Benefit Program
11	Enroll employee in benefits plans. Simple Plans Health Benefits Life and AD/D Benefits Assign FEGLI Beneficiaries (USF) Disability Benefits Savings Plans Savings Management Spending Accounts Simple Benefits TSP Agency Basic (USF) TSP Investment Allocations (USF) Leave Plans Leave Plans - CAN/INTL Retirement Plans USA-Pension Plans CAN-Pension Plans Vacation Benefits Benefit Program (NLD) Health Benefits (NLD) Pension Plans (NLD)
12	Manually change an employee's primary job indicator, the included for eligibility flag, and the include for deductions flag. Maintain Flags
13	Action?. In parallel: Go to task number 14, Go to task number 15, Go to task number 16.
14	Review calculation information for all the selected employee's benefit plans. Benefits Summary (w/PI Dedns) Benefits Deduction Summary (NLD) Go to task number 17.
15	Review deduction details for all an employee's benefits plans. Benefits Summary (w/Pay Dedns) Benefits Summary (NLD) Go to task number 17.
16	Override deduction frequency and arrears amounts for individual employees. Set Max Arrears/Frequency Ovrd
17	Identify potential employee data error conditions related to benefits. Base Benefit Consistency Audit Court Ordered Coverage Audit
18	Submit enrollments for USF?. In parallel: Go to task number 19, Go to task number 23.
19	Identify enrollment information by plan type and provider identification and create the carrier interface reports. Refresh Benefit Snapshot Create HIPAA EDI 834 File Create Health File Create Life/ADD File Create Disability File Create Savings File Review Snapshot Information Review Interface Run History Snapshot Premium Report
20	Distribute benefits enrollment information to benefits providers. Transmit Enrollments to eBenX
21	Provide enrollments to eBenX (Supplier) EIP: Supplier-Carrier Interface.
22	Create Benefits Reports. HIPAA Benefit Contribution Register CAN-Contribution Register PI Benefit Deductions Register Savings Plan Allocation Health Plan Participants Life Insurance Participants Savings Investment Distribution Go to task number 24.
23	Identify enrollment information by plan type and provider identification and create the carrier interface reports. FEHB Carrier Interface (USF) FEHB Clearinghouse Interface Review FEHB Interface History (USF) FEHB Reconciliation Report (USF)

Employee

Task Number	Task Description
24	Review Current Benefit Enrollment. End of activity.