Benefit Update Wizard
Click Choose New Plans or click a coverage type link to launch the Benefit Update wizard. For instance, if Medical is a coverage type in the Current Plan or Pending Enrollment sections, click Medical to launch the Benefit Update wizard and display the Medical page. An employee can review the existing benefit coverage, and, if setup allows, make changes. If no changes are allowed or available, a message appears in the Select Primary Plan section: No plans currently available.
Click Exit to close the Benefit Update Wizard and return to the Benefit Enrollment page. If there are unsaved changes, a message appears: You have made changes to the current records. Would you like to save them now? Click OK to return to the Benefit Enrollment wizard where you can save changes. Click Cancel to clear out the changes and return to the Benefit Enrollment page.
Click Save to record benefit requests in HREOTR with an Approval Type of HOLD.
Welcome Message
When you launch the Benefit Update wizard, the page displays a Welcome message. This message can be edited on the Custom Messages page, Benefit Enrollment card.
Eligible Dependents
Click the right arrow button to advance to the Family page to add, update, or delete eligible dependents.
When you delete a dependent in EO and there are no associated Dependent/Beneficiary Assignments records in HRPYBE, the member is removed from the Dependent/Beneficiary page (hr_family table). If there are associated benefit records, the Dependent/Beneficiary and Dependent/Beneficiary Assignments records are retained with an Action code of EOC. Records with EOC Action codes do not display in EO.
Benefit Selection
The next pages display the user's current benefits. There is a section that lists available plans, forms that may be required, eligible dependents, and beneficiaries for each selection. Already-covered dependents and beneficiaries will display a checkmark next to their name.
Eligible Beneficiaries
One or more beneficiaries can be flagged as Primary. Individual percentages must be greater than zero and less than or equal to 100.00 or an error will display. There is no cumulative total so multiple records can be assigned up to 100.00.
Re-Enroll
During an enrollment period, a Re-Enroll button appears next to the current primary plan. When this button is selected, the primary plan is defaulted and associated information and values appear, eligible dependents and beneficiaries default to what is currently selected, the secondary plan assigned to an enrolled primary plan defaults to the current secondary plan enrollment.
Secondary plans will require values to be re-entered such as Deduction Amount, Percent, Coverage Amount.
Primary plans associated with the HRPYPR, Miscellaneous tab will also require values to be re-entered.
Required Plans
Benefit Plan Types that are marked as Required in Open Enrollment on the Employee Online Settings page, Benefits card, appear first in the Benefit Wizard. Employees must select a plan before they click Confirm All to submit their final selections. Elections made during this process are saved to HREOTR (hr_trnsreq table).
Optional Plans
Benefit Plan Types that are not marked as Required in Open Enrollment on the Employee Online Settings page, Benefits card, appear after all required plan types. Employees can skip these elections.
Secondary Plans
If a plan is marked as a Secondary Plan Type on the Employee Online Settings page, Benefits card, it will not appear for selection until a primary plan is selected.