Contents
1 Overview
2 Maintain Benefits Enrollments
- Overview of Benefits Service Center
- Overview of the My Dashboard Page
- How You Configure the My Dashboard Page
- Row Limit on Benefits Dashboard Counts
- Apply Row Limit on Benefits Dashboard Counts
- Overview of the Benefits Summary Page
- Life Event Statuses
- How Benefits Relationships Impacts Benefits Processing
- How can I ensure that a worker's benefits relationship is accurate?
- The Assign and Update Benefits Relationships Process
- When do I run the Assign and Update Benefits Relationships process?
- How You Get the Latest Benefits Relationship Information for a Worker
- How Action Items Are Processed
- Manage Action Items Process
- Impact of Action Items and Suspensions on Manage Action Items Process
- Review and Resolve Participant Action Items
- Benefits Relationships and Action Items
- Impact of Action Items and Suspensions on Close Enrollment Process
- Impact of Action Items and Suspensions on Participation Evaluation Processes
- Examples of Original Coverage Start Date in Benefits
- Why can't I see or edit a benefit participant's contacts?
- Configure Contacts Page Security for Participants and Administrators
- FSA and HSA Calculators in Benefits
- Estimate Savings and Spending Using FSA and HSA Calculators
- FAQs for Enrollments
- How can a participant make elections offline
- How can I unprocess a life event that was processed in error?
- What are the different dates that I see when I enter a life event?
- How can I diagnose any issues with a person's benefits enrollments?
- What happens to existing benefits if workers transfer to another legal entity?
- How can I diagnose any issues with a participant's benefits information?
- How can I diagnose participant eligibility issues?
- How can I diagnose any issues with the US Affordable Care Act (ACA) setup?
- How can I upload certifications received and close related action items for multiple participants?
- Why can't I see the absence plan balance for the time-off sale enrollments in Benefits?
- How can I display future-dated contacts on the people to cover page?
- How can I configure future-dated contacts to appear on the People to Cover page?
- Can I make changes to a future-dated contact?
- Can I enroll a future-dated contact in an offering?
- How can I display additional values on Benefits Service Centre and Self-Service Benefits pages?
3 Manage Benefits Processing and Uploads
- Reports and Analytics
- Process Parameters
- Person Number Entry in Benefits Batch Processes
- How You Purge Benefits Staging Data
- Advanced Logs for Purge Processes
- Spreadsheet Loaders
- Manage Person Benefit Groups in the Integrated Workbook
- Manage Person Benefit Balances in the Integrated Workbook
- Manage Person Habits in the Integrated Workbook
- Upload Bill Payments Using the Integrated Workbook
- Overview of Managing Benefit Enrollments in the Integrated Workbook
- Benefit Enrollment Integrated Workbook Columns
- Options to Reevaluate Eligibility of Designees for Enrollment
- Guidelines to Test Benefits Formulas
- FAQs for Evaluation and Reporting
- Can I upload benefit group assignments for multiple persons at one time?
- Can I upload benefit balances for multiple persons at one time?
- Can I upload student and disability status for multiple persons at one time?
- Can I upload enrollment data in a batch?
- What benefits processes can I schedule on the Schedule Processes page?
- How can I view more details on the results of a benefits process?
4 Manage Document Uploads
- Upload Supporting Documents
- Review and Approve Documents
- How You Resolve Participant Queries on Document Approvals
- How can I change the validity period for documents?
- How You Manage Missing Certifications
- Enable Participants to Declare Missing Certifications
5 Enroll in Benefits
- Overview of the Benefits Work Area
- How You Enroll in Benefits
- Examples of Entering Contact Start Date for Benefits Designation Purposes
- Considerations for Using the Change Beneficiaries Page
- How You Can Update Beneficiary Designations
- Enable Participants to Update Beneficiary Designations Anytime
- FAQs for Self Service Elections
- How can I quickly get to the benefits enrollment pages?
- How can I view my past and future benefits enrollments?
- What happens if I don't resolve action items by their due date?
- How can I designate beneficiaries?
- How can I designate dependents?
- Why is my flex credit usage unchanged for some benefit offerings?
- How can I delete a benefits document that I added?
- What's the purpose of the relationship start date on the self service benefits contacts page?
- How can I integrate the People to Cover quick action as a task in a checklist?
6 Prepare for Open Enrollment
- Overview of Benefits Open Enrollment
- Prepare Program and Plan Configuration for Open Enrollment
- Options to Configure Open Enrollment Period
- Reinstatement Rules
- Options to Configure Open Enrollment Rates
- Restart Coverage for Flexible Spending Accounts
- Configure Enrollment Display
- Identify and Resolve In-Progress Life Events Before Open Enrollment
- FAQs for Open Enrollment Preparations
7 Manage Open Enrollment
- Overview of Benefits Open Enrollment
- Process Trial Open Enrollment
- Manage Open Enrollment Period
- Scheduled Event Participation Process Options
- Monitor Processes and Resolve Errors
- Life Events That Occur During Open Enrollment Period
- Examples of Processing Life Events That Occur During Open Enrollment
- How Participants and Administrators Enter Enrollments
- Set Up and Process an Open Enrollment Period
- How You Manage an Open Enrollment Window
- Extend Open Enrollment Window
- How You Manage Tasks After the Open Enrollment Closes
- Remove Incorrect Person Data in Non-Production Environments
8 Billing
- Overview of Billing in Benefits
- Guidelines to Use Benefits Billing Processes
- Apply Credits to Participants
- Refund Excess Credits to Participants
- FAQs for Billing
- How do benefit coverage payments settle open charges in the record payment page?
- What happens if the benefits participant overpays or makes a partial payment?
- How can I make adjustments to a benefit participant's due amount?
- How can I change the billing address of a benefits participant?
- What's the difference between the hold billing option and the stop billing option?
- Why are some charges missing in benefit coverage bills?
- How can I bill participants if they were enrolled late in a benefits billing cycle?
- How can I determine a benefits participant's due amount?
- Why can't I edit any of the benefit charges for a billing period?
9 Integrated Workbooks for Loading Data
- Overview of Managing Benefits Objects in Integrated Workbooks
- Manage Person Benefit Groups in the Integrated Workbook
- Manage Person Benefit Balances in the Integrated Workbook
- Manage Person Habits in the Integrated Workbook
- Overview of Managing Benefit Enrollments in the Integrated Workbook
- Benefit Enrollment Integrated Workbook Columns
- Upload Enrollment Workbook Data to Interim Tables
- Upload Benefit Enrollments Batch to Database Tables
- Manage Benefit Enrollment Certifications in the Integrated Workbook
- FAQs for Integrated Workbooks
10 Benefits Setup Maintenance
11 Court Orders
- Overview of Benefit Court Order Administration
- FAQs for Court Orders
12 Benefit Plan Comparison
- Overview of Plan Comparison
- Compare Benefits Plans
- FAQ for Benefit Plan Comparison