Open Enrollment - ESS Employee

Open enrollment allows employees to request benefit and deduction elections from the benefit package offered by their company during a fixed period range. Once submitted, the requests can be approved in the Open Enrollment Approval screen and the US Payroll and Human Resources modules are updated. Qualifying events and dependent requests also require approval.

Open Enrollment; standard Treeview path: Employee Self-Service > Payment Administration > Open Enrollment

By clicking the Enroll Now link, employees can enroll in or make changes to different benefit plans and options. The link is displayed for one period at a time. The start and end dates for “General” periods (not qualifying events) are determined by the period dates set up in the Open Enrollment Period Setup screen (standard Treeview path: Employee Self-Service > Manager Self-Service > Open Enrollment Period Setup).

Enrolling

Benefits Enrollment; standard Treeview path: Employee Self-Service > Payment Administration > Open Enrollment – Enroll Now link

This screen displays all benefits and deductions for which the employee is eligible. For a benefit or a deduction to be appear in this screen, the ‘Allow Open Enrollment’ box should be checked in the Benefit/Deduction screen (standard Treeview path: Human Resources > Benefit Administration > Benefit/Deduction Administration > Benefit/Deduction – [Master Setup] button – Open Enrollment tab). Press the [Change] button to edit the values for the election.

Employee Amount

Enter the actual amount the employee pays on deductions.

Employer Amount

Enter the amount the employer contributes towards a deduction, a cash benefit, or a non-cash benefit.

To enter or view notes, press the [Notes] button. To add a note, press the [Add] button and enter the note. When done, press [Save]. To edit the note, press the Edit link.

To submit the changes, press the [Submit] button.

Confirmation Statement; standard Treeview path: Employee Self-Service > Payment Administration > Open Enrollment – Enroll Now link – [Current Comparison] button – [Submit] button

Pressing the [Submit] button displays the above screen. Read through the confirmation statement, check the ‘I have read the above statement box’, and press the [Sign] button to confirm the requested change to the election. Once submitted, the status of the benefit enrollment in the Open Enrollment screen is changed from “Pending” to “Submitted”. The Enroll Now link is changed to a Review Changes link, which employees may click to review any changes made. The request can then be approved in the Open Enrollment Approval screen.

If the request is rejected, the link for the action in the Welcome to Open Enrollment screen is updated to Make More Changes. The employee can click on this link to make further changes and re-submit the election for approval.

Add Dependent

Add Dependent; standard Treeview path: Employee Self-Service > Payment Administration > Open Enrollment – Add Dependents link

The Add Dependents link on the Open Enrollment screen can be used to assign dependents to employee benefit plans.

To add a dependent record, press the Add icon () and enter the dependent’s details, along with an effective date and an optional comment. The First Name, Last Name, Date of Birth, SSN, and Relation fields are all required. Enter the details and press the [Save] button. To delete a dependent record, check the ‘Delete this record’ checkbox and press the [Save] button.

To submit the changes, press the [Submit] button. The Status field in the Open Enrollment screen will change to “Submitted” and the request can then be approved in the Dependent Approval screen. Once approved, the status is changed to “Approved” and the current record can be edited again.