ACTIVATE PENDING ESS BENEFIT ELECTIONS
Use this application to populate the appropriate Benefit tables in Deltek Costpoint with new employee election information made in ESS during the benefits open enrollment period or through the Life Events/New Hires module in ESS. You must establish an open enrollment period for the taxable entity in the Manage ESS Company Settings screen to activate open enrollment benefits elections. Costpoint updates the tables in the following Costpoint screens, which are targeted for newly elected data, when you execute this screen: Manage Employee Benefit Elections, Assign Beneficiaries to Benefit Plans, Assign Dependents to Benefit Plans, Manage Employee Dependent Care FSA Elections, and Manage Employee Medical Care FSA Elections in Costpoint Employee.
You cannot post the confirmed employee open enrollment benefit elections data into Costpoint until you close the open enrollment period on the Manage ESS Company Settings screen. You can print the Employee Missing Elections Report during open enrollment to identify which employees have not made elections. If you print the Employee Benefit Elections Report after open enrollment, it includes all confirmed employee elections. You can upload confirmed elections only at the end of the open enrollment period.
Run this process after approving Life Event or Open Enrollment benefits elections and before the effective date of the benefit elections.
Location
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Selection Ranges
Taxable Entity
Options
Select a range of taxable entities. Valid options are:
-
All — Select this option to upload benefits elections for employees of all taxable entities.
-
One — Select this option to upload benefits elections for one taxable entity. Enter the taxable entity ID in the Start field.
Start
Enter, or click 
to select, the ID of the taxable entity whose new employee benefit elections are uploaded from ESS into Costpoint. Only records in which employees made changes in ESS and are assigned to this taxable entity are uploaded.
Through Life Event Date
Options
This field always displays One.
Start
Enter, or click 
to select, the date on which the life event is valid.
Options
Type
Open Enrollment Elections
Select this option to activate open enrollment records from the ESS election staging tables.
Elections Based on Life Events
Select this option to activate life event enrollment records from the ESS election staging tables.
Missing Open Enrollment Election
From the drop-down list, select how Costpoint handles employees' current elections if they did not make elections during the open enrollment period. Valid options are:
-
End Employee's Current Elections — Select this option to set the end date of the employee's current election to the day before the start date of the new plan year (that is, the Plan Year Start Date from the Manage ESS Company Settings screen). This option is the default when you enter this screen.
-
Extend Employee's Current Elections — Select this option to set the end date of the employee's current election to the end date of the new plan year (that is, the Plan Year End Date from the Manage ESS Company Settings screen).
-
Not Applicable — This option automatically becomes selected if you select the Based On Life Events option.
Preview
Click 
to preview the employee benefit elections or employee missing elections information that will display on the report, depending on the status of the open enrollment period.
Print
Click 
to print the employee benefit elections or employee missing elections information. If the open enrollment period is active on the Manage ESS Company Settings screen, you can print only the Employee Missing Elections Report. However, after the open enrollment period is closed and you have successfully printed the Employee Benefit Elections Report, you can process all confirmed employee benefit elections.
Update Benefit Elections
Click 
and select Update Benefit Elections to upload and process the employee benefit elections information from ESS online into Costpoint. This option is enabled after you have successfully printed the Employee Benefit Elections Report.
Print/Process Benefit Elections Report
Click and select Print/Process Benefit Election Report to upload, process, and print the employee benefit elections information. If the open enrollment period is active on the ESS Company Settings screen, selecting this button will print only the Employee Missing Elections Report, and no data will be uploaded.