BN - Review Benefit Program Enrollments

This user procedure is how to review benefit program for an employee.

Procedure At-A-Glance
Category: Review Employee Enrollments
Audience: Campus Benefit Administrators
Overarching Process: Benefits
Navigation: Benefits > Enroll in Benefits > Assign to Benefit Program
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General Description

Administrators will need to review an employee's benefit program and historical information, they can do so through the Benefits Program Participation page in HRS.  The BN Benefits View security role will provide access to view enrollments.

Process Inputs

  • Empl ID or
  • Employee First and Last Name (not the preferred method)

Process Considerations

  • Remember to Include History when reviewing enrollments
  • Understand benefit eligibility

Procedure Steps

1.  Click Benefits
2.  Click Enroll in Benefits

3.  Click Assign to Benefit Program

4.  In the Assign to Benefit Program search screen:
a.  In the Empl ID field, enter the employee's unique 8-digit employee ID, if known. (e.g. 00367147)  This is the best practice since more than one employee may exist with similar names.

b.  In the Name field, enter all or part of the employee's first and last name, if known. (e.g. ABRAHAM LINCOLN)

c.  In the Last Name field, enter all or part of the employee's last name, if known. (e.g. LINCOLN)

d.  Select Include History so that a checkmark displays.  This allows you to view all future, current, and historical information for the employee.

Assign to Benefit Program Search
5.  If the search criteria you entered in Step 4 was too wide, and multiple records exist, you may see a Search Results area.  Otherwise the Benefit Program Participation page displays. (Skip to Step 6).
a.  In the Search Results area, you can click on any column heading (e.g. Last Name) to sort in ascending or descending order.
b.  Locate the desired Health Benefits record you wish to review, and click on it to select.
6.  The Benefit Program Participation page displays for the employee.
a.  Effective Date = The first date of coverage change.
Benefit Program Participation

Related Policies, Job Aids and Forms

Related Policies

Related Job Aids

 Related Forms
  • N/A

Keywords:Benefits, Enrollment, Enrollments, Benefit Program Participation, Benefit Program, Eligibility, Benefit Eligibility, Classified, Unclassified, Grad, Graduate   Doc ID:17777
Owner:Samantha Q.Group:Human Resource System (HRS)
Created:2011-03-31 19:00 CDTUpdated:2016-08-08 13:47 CDT
Sites:Human Resource System (HRS)
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