MANAGE ESS LIFE EVENT BENEFIT ELECTIONS

After employees have completed benefits elections through a life event user-flow 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 and upload them into Costpoint (using the Activate Pending ESS Benefit Elections screen), you can modify benefits information for employees on 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 a Life Event user flow in ESS, where the user flow included benefit elections. An employee's benefit elections must be approved before they can be selected for activation in the Activate Pending Benefit Elections screen.

Location

Identification

Employee

This field displays the ID of the employee that made benefits elections through a life event user flow in ESS. 

Life Event

This field displays the life event code assigned to the employee record.

Benefit Package

This field displays the benefit package that is used to determine an employee's enrollment options in the life event's user-flow in ESS.

Life Event Date

This field displays the date of the life event.

Table Window

This table window displays all current benefit elections (except FSA information, which is viewable in the ESS FSA Elections subtask) for the employee. When 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. If 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 has been assigned to the employee on the Manage Employee Benefit Elections screen.

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 Lookup result load 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. You can change the value in this field in the Dependent Required field on the Coverage Options subtask of the Manage Benefit Plans screen.

Dependent Elections

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

Dependent Eligibility

If the dependents selected by the employee do not match the option selected in the Dependent Eligibility field on the Manage Benefit Plans screen, an error or a warning may display, depending on the Enrollment Rules Edit Method on the Configure Benefit Settings screen.

If the Dependent Required field displays Yes, this field displays the dependent eligibility code selected on the Manage Benefit Plans screen. This field does not display unless you are licensed for ESS 7.15 or greater.

Selected dependents must have the same benefit plan as the employee. Valid values are:

• One — This option is selected for one dependent of any type.

• Spouse — This option is for a spouse.

• Children — This option is for any qualified children or step-children.

• Family — This option is for a spouse and at least one child.

• Group — This option is for two or more of any type of dependent.

• Any — This option is for anything else. Costpoint checks to make sure that one or more dependents of any type have been selected.

If you change the eligibility code for an existing record, you may be required to change the dependents for that coverage option in ESS and on the Assign Dependents to Benefit Plans screen.

Start Date

This field defaults with the date from the Life Event Date. Enter, or click to select, another date if the start date is not the same as the Life Event Date.

End Date

This field defaults with the date from the Current 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 in this screen or by the employee in ESS.

Approved

If the benefit plan requires approval (that is, the Requires Approval check box is selected for the benefit plan on the Manage Benefit Plans screen), this field displays Yes or No to indicate whether or not the ESS election was approved by the ESS Administrator. You can change this value. However, if the benefit plan does not require approval (that is, the Requires Approval check box is not selected for the benefit plan), this field displays N/A (Not Applicable), and cannot be changed to Yes or No. If you set this field to Yes for the selected benefit option line and save the record, the Approved field in the Edit Dependent Elections subtask is also set to Yes for all dependent election lines.

Subtasks

• Table Information

  Changes to this screen affect the following tables:

  • HB_EMPL_DEP_BNFIC

  • HB_DEP_LE_ELEC