to select, the employee ID in this required field. Costpoint validates your entry against the Employee table set up on the Manage Employee Information screen. The employee's name displays in the adjacent, unlabeled field.Use this screen to assign benefit packages and coverage options to employees. You must set up employees on the Manage Employee Deductions screen as well as on this screen. You can update an employee's deductions on the Update Employee Package Deductions screen before initializing this table.
You set up benefit plans and packages in Costpoint Benefits, on the Manage Benefit Plans screen and the Manage Benefit Packages screen. You cannot assign benefit packages or plans to employees until you have set up them up. After you set up benefit packages, you can add to the Employee Benefit Elections table at any time, and enter an unlimited number of records.
Enter, or click to select, the employee ID in this required field. Costpoint validates your entry against the Employee table set up on the Manage Employee Information screen. The employee's name displays in the adjacent, unlabeled field.
Enter, or click to select, the code for the benefit package you want to assign to this employee. Costpoint validates your entry against data entered on the Manage Benefit Packages screen. The description of the benefit package displays in the adjacent field.
The benefit package specified in this data field may not match the Benefit Package field on the Benefit Election Details table on this screen. This may happen when the Benefit Election Detail is for a past or future benefit election at which time the employee had or will have a different benefit package than the Current Benefit Package.
The fields in this group box display information about totals for the premium amount due from this employee for this benefit package.
This non-editable field displays the entire monthly premium amount for the insurance coverage that is part of this benefit plan/coverage option.
This non-editable field displays the employee's portion of the monthly premium amount.
This non-editable field displays the employer's portion of the monthly premium amount.
Click this button to refresh the totals in this group box.
This is the benefit package to which the elected benefit plan and coverage option are assigned. If this is a past benefit election, the Benefit Package may not be the same as the Current Benefit Package specified in the header section.
Enter, or click to select, the code for the benefit plan you want to assign to this employee. You must first set up the benefit plan in the Manage Benefit Plans screen then assign it to the appropriate Benefit Package in the Manage Benefit Packages screen before you can assign it here. Costpoint will verify whether or not the benefit plan is assigned to the specified Benefit Package.
Enter, or click to select, the code for the coverage option this employee selected. You can enter only one coverage option per benefit plan for a given date range. Costpoint checks the code against the Benefit Packages table. This is a required field.
The code for the rate table that applies to this coverage option, if any, displays in this non-editable field. Assign this code, if applicable, to this benefit plan on the Manage Benefit Plans screen.
The start date that was entered on the Coverage Options subtask on the Manage Benefit Plans screen automatically displays in this column after you specify the Coverage Option code. You can change this date. The employee's start date must be within the date range established on the Manage Benefit Plans screen. This is a required field.
The end date that was entered on the Coverage Options subtask of the Manage Benefit Plans screen automatically displays in this column after you specify the Coverage Option code. You can change this date or leave this field blank. The employee's end date must be within the date range established on the Manage Benefit Plans screen and must be later than the Start Date on this screen. This is an optional field.
From the drop-down list, select the action which initiated the benefit enrollment. Valid options are OE-Open Enrollment or LE-Life Event. If you select LE-Life Event, then you must enter the appropriate Life Event code on this screen.
This field will be automatically populated for Deltek Employee Self Service clients allowing their employees to make benefit elections via the Life Event User Flow process in Deltek Employee Self Service (ESS). The field will be populated when life event benefit elections are activated in Costpoint’s Activate Pending ESS Benefit Elections.
This is the Life Event which initiated the benefit. This field is only enabled and required if the Enrollment Method is set to LE-Life Event. Establish Life Event codes on the Manage Live Event Codes screen. You can only enter Life Event codes that are flagged as a Benefit Qualifying Event on the Manage Life Event Codes screen.
Enter, or click to select, the Taxable Entity to which the employee is assigned as of the Benefit Start Date.
This non-editable field displays the deduction code that was assigned to this benefit plan on the Manage Benefit Plans screen.
This non-editable field displays the description of the deduction code that was assigned to this benefit plan on the Manage Benefit Plans screen.
This non-editable field displays the deduction method associated with the deduction code assigned to this benefit plan on the Manage Benefit Plans screen.
This non-editable field displays the monthly amount that the employee must pay for insurance premiums that are calculated on percentages or amounts on the Manage Benefit Plans screen for this coverage option.
This non-editable field displays the monthly amount that the company must pay for insurance premiums that are calculated on percentages or amounts on the Manage Benefit Plans screen for this coverage option.
This non-editable field displays the monthly premium amount for this coverage option for this benefit plan. Costpoint calculates this amount according to the method you selected on the Manage Benefit Plans screen.
Enter the name of the employee's first primary care physician, if this is a medical plan. This field is required if the Require PCP Name and Number option is selected for the benefit plan on the Coverage Options subtask of the Manage Benefit Plans screen.
Enter the primary care physician's identification number. This field is required if the Require PCP Name and Number option is selected for the benefit plan on the Coverage Options subtask of the Manage Benefit Plans screen.
Enter the name of the employee's second primary care physician, if this is a medical plan.
Enter the name of the employee's dentist, if this is a dental plan.
Enter the name of the pharmacy where this employee has prescriptions filled.