Introduction
This document provides information on how to use the enrollment management tool found in Employee Admin Tools > Employee Administration > Enrollment Management.
Customers utilizing the online enrollment tool for their employees to elect benefits will use this to manage and approve/reject employee elections. Employee data can be found here for those that have started but not finished, those that have submitted their benefit elections, those needing EOI, and much more.
Enrollment Management
Eligible to Enroll Tab:
· Filter Options: Allows you to select the Legal Company, Enrollment Period and Enrollment Status to filter the results.
o Make your selections and select 'Filter' to see those that are eligible for the selected enrollment, their status for that enrollment, the days they have left and the date/time they completed the enrollment, if applicable.
o The top-right includes a count of transactions (or employees) in the list.
o This is informational only, there is no functionality to this page.
Enrollments – In Progress Tab:
· Filter Options: Allows you to select the Enrollment Period and Benefit Plan type to filter the results.
o Make your selections and select 'Filter' to see those that have started but have not yet submitted their enrollment.
o The top-right includes a count of transactions (or employees) in the list.
o Reset allows you to reset the enrollment status for all or you can select individually.
§ Reset will reset their enrollment status to remove all options selected and have the enrollment appear clean/new, as if they had not started it previously.
§ This is often used for the employee accounts that may have been used for testing or previewing the enrollment for setup accuracy, the reset will wipe away all selections made during the preview
o In the drop-down, select if you want to Process All Transactions or only to Process Selected Transactions, then select Process to refresh the enrollment.
Enrollments – Pending Approval Tab:
· Filter Options: Allows you to select the Enrollment Period and Benefit Plan type to filter the results.
o Make your selections and select 'Filter' to see those that have submitted their enrollment and are awaiting approval or rejection.
o The top-right includes a count of transactions (or employees) in the list.
o Approve/Reject at the top allows you to select all or you may select approve/reject individually.
o Click on a row to see more details about that coverage
o In the drop-down, select to Approve all Transactions, Reject All Transactions or Process Selected Transactions, then select Process.
Managed Enrollment Tab:
· This tab will only populate if you are configured to have a Managed Enrollment and all elections for this enrollment have been approved or rejected.
· The Managed Enrollment option allows administrators to make enrollment selections for those that do not complete their own enrollment, this tab will show those that have not completed the enrollment & will have plan selections based on the rules configured in the Managed Enrollment section of the Enrollment setup.
· Filter Options: Allows you to select the following:
o Enrollment Period
o Benefit Plan Type
o Benefit Plan
o Coverage Code
o If you want: Do not display current waivers of coverage.
o If you want: Only display records with missing data.
o Make your selections and select 'Filter' to see those that have not submitted their enrollment and will have plan selections based on the Managed Enrollment configuration on the Enrollment setup.
o The top-right includes a count of transactions (or employees) in the list.
o Approve/Reject at the top allows you to select all or you may select approve/reject individually.
o Click on a row to see more details about that coverage.
o In the drop-down, select to Process All Transactions or Process Selected Transactions, then select Process.
o If needed, make different selections in the dropdown for the New Benefit Plan & New Coverage code if wanting something other than what the system would assign based on the configuration.
Pending EOI Requests Tab:
· Filter Options: Allows you to select the Enrollment Period, Benefit Plan Type & Benefit Plan Name to filter the results.
o Make your selections and select 'Filter' to see those that have submitted their enrollment but have plans that are pending due to the configuration of the benefit plan with respect to guarantee issue amounts and may require Evidence of Insurability (EOI).
o The top-right includes a count of transactions (or employees) in the list.
o If needed, make different selections in the drop-down for the Requested Amount, Status, & Approved/Rejected Date.
Note: Use this tab to approve or reject the election based on completed EOI.
o In the drop-down, select to Process All Transactions or Process Selected Transactions, then select Process.
Enrollment Reports Tab:
Select the Enrollment Period, Enrollment Report & Output Type to generate reports to assist you in managing the enrollment. Reports available:
· Approval Status: To view the status of the enrollments that are not due to a life event enrollment and the 'approver.'
· Approval Status – Life Events: To view the status of the enrollments that were processed due to a life event and the 'approver.'
· Benefit Enrollment E-Signature Acknowledgements: To view the enrollment status, # of days left to enroll and signature date/time for all eligible employees.
· Election Summary by Employee: To view a summary of all elections per employee.
· Election Summary by Plan: To view a summary of all elections per plan.
· Enrollment Status: To view the status of the enrollments that are not due to a life event.
· Enrollment Status – Life Events: To view the status of the enrollments that were processed due to a life event.
· Managed Enrollment: To view a list of employees that will have a managed enrollment based on the configuration of the benefit enrollment.
