Contents of the Manage Life Event Elections Screen
Use the fields and options to configure the Manage Life Event Elections Screen.
Identification
Field | Description |
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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.
Field | Description |
---|---|
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 |
Note: 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:
Note: 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. Note: 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
Subtask | Description |
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Dependent FSA Election | Click this link to open the Dependent FSA Election subtask to view and change annual dependent care FSA elections made in the Life Events/New Hires module in ESS. |
Medical FSA Election | Click this link to open the Medical FSA Election subtask to view and change annual medical care FSA elections made in the Life Events/New Hires module in ESS. |
HSA Election | Click this link view/change HSA elections made through ESS Life Events. |
Edit Dependent Elections | Click this link to open the Edit Dependent Elections subtask, where you can view and change dependent ESS elections for dependents that are assigned to the employee. |