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BN - Self Service Benefits Enrollment for New Hires (eBenefits)
The purpose of this guide is to assist you with the HRS Benefits Self Service enrollment process. It is intended to be used by New Hires (including grads).
- It is recommended that you complete your full enrollment process in one sitting so be sure to allot plenty of time. Before beginning your online benefits enrollments, make sure you have the following information readily available:
- Login and password information for accessing your MyUW System Portal and associated Self Service module.
- Research your available benefits options and make your enrollment decisions prior to beginning your enrollments. We estimate it will take one hour to complete this process. Take your time and be sure to thoroughly read each screen you are presented with before moving to the next.
- Dependent(s): dates of birth, marital status, social security numbers, their tax status
- If your dependents have other coverage or are covered by Medicare, you will need the name of the insurance company and the subscriber ID number
Upon logging into your My UW System Portal (my.wisconsin.edu) and locate the Benefit Information section. If you have an opportunity as a New Hire to enroll through Self Service, you will see a message informing you that you can access your benefit Event. Clicking on the provided link will take you into HRS.
Upon logging into HRS, you will see some basic information about your event. To begin the process of enrolling in benefits, click the Select button.
The Enrollment Summary screen will appear. To begin making choices, click Edit next to the plan you wish to enroll in.
Benefit Plan options that you are eligible to enroll in will be listed for you. For more information on the plan, click the name of the Benefit Plan. The hyperlink will open a new window to that Benefit Plan's website. To choose a plan, click the radio button next to that option.
After making a selection, scroll down to begin adding your dependents. This option becomes available once you click on a plan selection. Click the Add/Review Dependents button to begin. The following screen will present a summary of dependents that are associated with your record. To add a new dependent, click the Add a dependent link to begin.
In the next window, you are required to enter all of the relevant information for your dependent (i.e. First Name, Last Name, Gender, Date of Birth, SSN, Relationship to Employee, Marital Status). NOTE: Enter dependent names in CAPITAL letters.
Once you have entered the information, scroll down and click the Save button. You will be returned to the summary screen. To continue, click the Return to Dependent Summary link at the bottom of the page. You can then repeat the process if you wish to add additional dependents.
NOTE: Enter all of your dependents during this initial process, regardless of which plans you will be enrolling them in as it will make the process more efficient. Be sure to click Save after adding each dependent.
Once you have entered all of your dependents and saved, click the Return to Event Selection link. That will bring you back to the plan selection screen. The plan option that you had previously selected will still be chosen. Scroll down to the bottom of the page. At the bottom of the page you can click the checkbox of each dependent that you wish to enroll in the plan you are choosing. Once you have done so, click Continue.
You will be brought to the Election Summary screen. This screen will provide information regarding your plan choices, including: the Benefit Plan and coverage level; your estimated monthly costs; the dependents you have chosen to be covered under this plan; and a notes section that will list important information such as the date that your coverage becomes effective.
If you accept this information, you may click the OK button to confirm this choice. When you click OK,
the HRS system stores your choices. Even though you haven't officially
enrolled in any plans yet, if you were to time out from the system, log
out, or navigate away from the page your choices would be saved until you go back in to submit and finalize your enrollments.
If you would like to return to the Enrollment Summary screen, you can click the Cancel button. You will be able to review the Benefit Plan you initially chose, along with the Before or After Tax costs.
You may continue to make benefit selections by clicking the Edit button
next to the plans you choose to enroll in. Dependents will already be
listed, as you have previously entered them into the system.
NOTE: You cannot enroll in a Tax Sheltered Annuity 403(b) Program (TSA) or Wisconsin Deferred Compensation (WDC) plan through Self Service. You must complete a Salary Reduction Agreement form for any TSA plan, or enroll on line for WDC plans. More information and enrollment forms for all Benefit Plans can be accessed at the UW Service Center website. Flexible Spending Accounts and Health Savings Accounts are also not available via Self Service. To enroll for these plans, visit the TASC website. You can always submit paper enrollment forms for these plans as well.
Once you have completed all of your enrollment selections, scroll to the bottom of the screen to view a brief summary of the total costs of your benefits elections, before and after tax. Again, to make any changes scroll up and click Edit next to the plan you wish to update, cancel, or enroll in.
If you accept the costs and plan selections, and are ready to submit your choices, click the Submit button. You will be shown a second submit confirmation screen with information regarding the submission process. On this page, you can click Cancel if you are not ready to submit your choices and want to return to the Enrollment Summary page to review your selections. Clicking cancel does not remove any data entered, it simply ends the submission process.
Once you have verified that all information is correct, click Submit a second time to send your enrollment choices to the HRS database. You will receive a Submit Confirmation screen, which will ask you to click OK. To verify that the enrollments have gone through as expected, your status will change to Submitted on the initial Benefits Enrollment page.
Once you have submitted your elections, you can review them by accessing the Benefit Information screen using the MyUW System Portal. Please be sure to verify that all premium deductions appear as expected on your upcoming payroll checks and notify your institution Benefit Administrator of any concerns or issues.
- eBenefits Quick Start Guide (PDF)
- Frequently Asked Questions for Employees
- UW Service Center eBenefits Website