BN - Review Health Benefits Enrollments

This user procedure is how to review Health enrollments for an employee.

Procedure At-A-Glance
Category: Review Employee Enrollments
Audience: Institution Benefit Administrators
Overarching Process: Benefits
Navigation: Benefits > Enroll in Benefits > Health Benefits
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General Description

Administrators will need to review an employee's health benefits elections and historical information, they can do so through the Health Benefit Elections page in HRS.  For each Plan Type, the Health Benefit Elections page allows you to determine whether an employee has Coverage elected, waived or terminated; Coverage Begin Date, Deduction Begin Date, Election Date, and Dependents, if any.  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 the different Plan Types and Plans.  Refer to 48687.
  • Understand the Coverage Codes.  Refer to 19156.
  • Understand enrollment policy rules for insurance plans.
  • Understand benefit eligibility

Procedure Steps

1.  Click Benefits

2.  Click Enroll in Benefits

3.  Click Health Benefits

4.  In the Health Benefits 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.

e.  Click Search to display results for your search criteria.
Health Benefits 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 Health Benefit Elections 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 Health Benefit Elections page displays for the employee.  Note:  The Benefit Program displayed in the Health Benefit Elections page is the program as of the Deduction Begin Date.  Any subsequent changes to Benefit Program will not display unless enrollment changes occur.  Please use BN - Review Benefit Program Enrollments to view possible Benefit Program changes.
a.  A list of Plan Types are available in BN - Plan Types, Benefit Plans, and Payroll Deductions Job Aid.

b.  Coverage Begin Date = The first date of coverage change.

c.  Deduction Begin Date = The date when deductions should take from payroll.

d.  Coverage Election = Elect, Waive, or Terminate.

e.  Election Date = The date when the enrollment change was processed.

f.  A list of Enrollment Codes and Enrollment Reasons are available in BN - Enrollment Code and Enrollment Reason Job Aid.

g.  App Received = Paper or Electronic received date of application.

h.  A list of Benefit Plans are available in BN - Plan Types, Benefit Plans, and Payroll Deductions Job Aid.

i.  A list of Coverage Codes are available in BN - Benefits Coverage Code Job Aid.

j.  The Dependent/Beneficiaries section is a list of dependents covered.  To make any updates to dependents please refer to BN - Add/Update Dependents .
Health Benefit Elections

Related Policies, Job Aids and Forms

Related Policies

Related Job Aids

Related Forms

Keywords:enrollment, plan type, election, coverage, deduction, benefit plan, benefit code, dependents, state group health, SGH, vision service plan, VSP, dental, EPIC Benefits+, Dental Wisconsin, Imputed Income, training   Doc ID:18183
Owner:Samantha Q.Group:Human Resource System (HRS)
Created:2011-04-18 19:00 CDTUpdated:2016-08-08 13:47 CDT
Sites:Human Resource System (HRS)
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