MANAGE ESS OPEN ENROLLMENT ELECTIONS

After employees have completed their open enrollment benefits elections changes in ESS, you can use this screen to view, change, confirm, or approve these elections for each employee. After you approve elections in this screen or in the Approve ESS Benefit Elections by Plan screen, and uploaded them into Costpoint (using the Activate Pending ESS Benefits Elections screen), you can modify benefits information for employees in the Manage Employee Benefit Elections screen. Administrators can also use this screen to view and edit dependents' elections and Flexible Spending Account (FSA) information.

Review the data in this application when an employee completes the open enrollment process in ESS. An employee’s open enrollment benefit elections must be approved before they can be selected for activation in the Activate Pending Benefit Elections screen.

Location

Employee

Enter, or click to select, the ID of the employee whose open enrollment benefit elections you would like to view/change. You must first run the Update Benefit Option/Election Tables application for the employee before you can enter a new record, and the employee must complete his elections in ESS before you can edit them. The employee name displays in the field to the right.

Benefit Plan Details

This table window displays all current open enrollment benefit elections (except FSA information, which is viewable in the Dependent FSA Election subtask or the Medical FSA Election subtask) for the employee. If you set the Approved field to Yes for a line and save the record, the Approved field in the Edit Dependent Elections subtask is also set to Yes for the selected benefit election. When the employee election is changed, Costpoint confirms that the dependent election matches the employee election. Likewise, if an employee election is deleted, the corresponding dependent election is also deleted.

Benefit Plan

Enter, or click to select, the code for the benefit plan you want assigned to this employee's benefit elections. The benefit plan must already exist in the package that is assigned to the employee on the Manage Employee Benefit Elections screen. This is a required field.

Benefit Plan Name

This field displays the name assigned to the code in the Benefit Plan field.

Coverage Option

Enter, or click to select, the coverage option for this employee's benefit plan. The items available for display from the Coverage Options subtask of the Manage Benefit Plans screen.

Coverage Option Name

This field displays the name of the Coverage Option.

Dependent Required

This check box is selected to indicate that dependents are required for the benefit plan. To change the value in this field, edit the Dependents Required field in the Coverage Options subtask of the Manage Benefit Plans screen.

Dependent Elections

This check box is selected to indicate that dependents were elected to the employee's benefit plan in the Assign Dependents to Benefit Plans screen.

Dependent Eligibility

This field displays the dependent eligibility code. The coverage option applies to this type of dependent.

Start Date

This non-editable field displays the date from the Plan Year Start Date field on the Manage ESS Company Settings screen for the taxable entity that is assigned to the employee.

End Date

This field displays the date from the Plan Year End Date field on the Manage ESS Company Settings screen for the taxable entity that is assigned to the employee. 

Coverage Amount

This field displays the coverage amount for which the employee is eligible. Costpoint calculates this value using the settings for the coverage option from the Coverage Options subtask of the Manage Benefit Plans screen.

Benefit Type Name

This field displays the name of the benefit type.

Employee Premium

This field displays the premium amount that is deducted from the employee's paycheck. Costpoint calculates this value using the settings for the coverage option from the Coverage Options subtask of the Manage Benefit Plans screen.

Primary Care Physician

Enter the primary care physician's name or identifying information in this field.

Primary Care Physician Number

Enter the primary care physician number in this field.

You must fill in the Primary Care Physician and Primary Care Physician Number fields if the Require PCP Name and Number check box is selected on the Enrollment Coverage Rules tab of the Manage Benefit Plans screen.

Saved

This check box is selected if the ESS election is saved in the system.

Confirmed

This check box is selected if the ESS election was confirmed in the system by the ESS Administrator.

Approved

If the benefit plan requires approval (Requires Approval check box is selected for the benefit plan on the Enrollment Coverage Rules tab of the Manage Benefit Plans screen), select or clear this check box to indicate whether or not the ESS election was approved by the ESS Administrator. When you select this check box for the benefit option line and save the record, the Approved check box in the Edit Dependent Elections subtask will be also selected.

If the benefit plan does not require approval (Requires Approval check box is not selected), the Approved check box is disabled and cleared.

Subtasks

• Table Information

  Changes to this screen affect the following tables:

  • HB_EMPL_DEP_BNFIC

  • HB_DEP_ESS_ELEC

  • HB_EMPL_ESS_ELEC