Processing Employee Elections

Open Enrollment

Processing Employee Elections

When employee elections are open, the benefits administrator should review these elections on a regular basis to ensure elections are processed correctly.

There may be instances when employees make elections and errors are detected in processing.

To view those employees with processing errors:

1.  Select Benefits Admin > Open Enrollment Setup > Employee Elections. The Employee Elections page appears.

2.  From the Session drop-down list, select the applicable session. All eligible employees for the session appear.

3.  From the Find By filter, select Employee Status is Processed with Errors. Select Search. The Employee Status grid on the Employee Elections page appears with those employees with processing errors.

4.  Select the Employee to review by selecting the Name link to view employee election details. Carefully review employee elections.

5.  Based on the status for the deduction/benefit plan, required actions may include changes to the following:

·  Deduction/benefit groups (for example, add an option to a deduction/benefit plan within the open enrollment configuration)

·  Employees (for example, change and/or select a benefit option)

6.  Make the applicable changes.

7.  Select Save.

Viewing Employees with Pending Evidence of Insurability

The Employees with Pending Evidence of Insurability page provides a list of employees requesting benefits greater than the Guaranteed Issue amount.

To view an employee with Pending Evidence of Insurability:

1.  From the Employee Elections page, Reports section, select the Employees with Pending Evidence of Insurability link. The Employees with Pending Evidence of Insurability page appears.

2.  Use the Find By feature to filter enrollment by Last Name, First Name, Employee Number, Benefit Calculation Rule, Session, Effective Date, Plan Type, and Plan. Use the Plus icon to use more than one filter.

Note:
An operator and criterion displays based on the selected UltiPro field. For example, if you select Employment Status, valid operators include is or is not and valid criteria includes Active, Leave of Absence, On Strike, Released/Laid off, Suspended, and Terminated.

3.  Use the double-down arrow to expand the grid to include the Effective Date and Option fields.

4.  From the Actions drop-down list, select Export to Excel (*.xls) or Export to CSV.

5.  Select OK. The Employees with Pending Evidence of Insurability report view appears.

Important!
Approved benefit amounts cannot be updated on the employee's record until the session's pending effective date.

Approving Employees with Pending Evidence of Insurability

After the enrollment period, employees forward Benefits Administrators paperwork for evidence of insurability prepared by their healthcare provider.

To approve employees with a Desired Benefit Amount more than the Guaranteed Issue Amount:

1.  After the session's pending effective date, select Benefits Admin > My Team > My Employee

2.  Select Pay > Deductions.

3.  Select the deduction/benefit plan link.

4.  Select the Change Reason.

5.  Enter the Desired Amount.

6.  Select Save.

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