Contents of the Approve Open Enrollment Elections by Plan Screen
Use the fields and options to configure the Approve Open Enrollment Elections by Plan Screen.
Contents
Field | Description |
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Taxable Entity |
This field displays the taxable entity ID for the group of employees whose benefit plan you are approving. The taxable entity name displays in the field to the right. |
Benefit Plan |
This field displays the benefit plan that you are approving for the taxable entity/group of employees. The benefit plan name displays in the field to the right. |
Approve Employee/Dependent Options
Field | Description |
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All Elections for Benefit Plan |
Select this option to approve all elections for employee and dependent rows for this benefit plan. If you select this option and click the Approve button, Costpoint displays the following message: "Are you sure you want to approve all Employee/Dependent elections for this Benefit Plan?" Click OK to set the Approved field to Yes for all employee rows (in the table window) and dependent rows on the Approve Dependent Elections subtask. The approval takes effect after you save this screen. Click Cancel to return to the main screen without any changes. |
All 'No Coverage' Elections for Benefit Plan |
Select this option to approve all rows where coverage was not elected (that is, the New Coverage Option field is NO CVG). If you select this option and click the Approve button, Costpoint displays the following message: "Are you sure you want to approve all Employee/Dependent 'No Coverage' elections for this Benefit Plan?" Click OK to set the Approved field to Yes for all employee rows in the table window. In all other rows where coverage is elected, Approved is not changed. The approval takes effect after you save this screen. Click Cancel to return to the main screen without any changes. |
Approve |
Click this button to approve all applicable coverage election rows, in accordance with your option selection in this group box. |
Approve Employee Elections
This table window displays all employees who made elections in ESS for this benefit plan during the current open enrollment period. You can change only the Approved field in this table window.
Field | Description |
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Approved |
This field displays Yes or No to indicate whether or not the election was approved by the ESS Administrator. The election can also be approved on the ESS Open Enrollment Benefit Elections screen on an individual-employee basis. You can change this field even if the election is already approved. If you set this field to Yes for all applicable coverage option lines and save the record, the Approved field in the Approve Dependent Elections subtask is also set to Yes for all dependent election lines. |
Dependent Elections |
This field displays Y (Yes) or N (No) to indicate whether or not the employee has issued dependent elections. If this field is Y (Yes), you can use the Approve Dependent Elections subtask to view and/or approve the employee's dependent elections. |
Employee |
This field displays the ID of the employee whose election information you are approving. |
Employee Name |
This field displays the name that is assigned to the employee ID. |
New Coverage Option Effective Date |
This field displays the date on which the newly elected coverage option becomes effective. |
New Coverage Option |
This field displays the new coverage option ID that the employee elected during the open enrollment period in ESS. |
New Coverage Option Description |
This field displays the name of the new coverage option that the employee elected in ESS. |
New Coverage Amount |
This field displays the new coverage amount that the employee elected during the open enrollment period in ESS. |
Current Coverage Option |
This field displays the coverage option ID for the employee for the current plan year. |
Current Coverage Option Description |
This field displays the name of the current coverage option. |
Current Coverage Amount |
This field displays the current coverage amount for the employee for the current plan year. |
Subtask
Subtask | Description |
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Approve Dependent Elections | Click this link to open the Approve Dependent Elections subtask, where you can view and approve dependent ESS benefit elections by plan and by employee. This subtask is enabled if the Dependent Elections field is Y (Yes) for the selected line. |