BN - Reprocessing the Open Enrollment (OE) Event

GENERAL DESCRIPTION:

This document describes the steps a Benefit Administrator will use to reprocess OE events during the Annual Benefit Enrollment (ABE) period.

PROCESS CONSIDERATIONS:

  • The 2018 Annual Benefit Enrollment period will be October 2 - October 27, 2017
  • Open Enrollment (OE) Events are created around the weekend prior to Open Enrollment begin date October 2, 2017.  Provided the institution Benefit Administrators have monitored and completed their MSC Event Evaluation and New Hire Hold reports, these Events will automatically be available to the employee as of the first day of the Annual Benefit Enrollment period.
  • The submission of elections by the employee is considered proof of a Self Service election in lieu of an application provided the person who hits the Submit button is the employee.  The Benefit Administrators should NOT use the OE Event to make elections or change elections on behalf of an employee.  Benefit Administrators should reprocess the OE Event back to Assign Benefit Program and counsel the employee that they will need to start over with their ABE elections.  If the employee provides paper applications after submitting elections via the OE Event, Benefit Administrators must use an ADM Event to complete the entries.
  • Open Enrollment Events will automatically finalize each night during the Annual Benefit Enrollment period for all employees who have hit the Submit button.
  • When the Annual Benefit Enrollment period ends, a process is run to automatically Finalize and Close all remaining open OE Events.


    PROCEDURE STEPS:

    1.  Navigate to: Benefits > Manage Automated Enrollment > Events > On-Demand Event Maintenance.

    2.  Enter the employee's Empl ID and click Search.

    3.  Click the Event Status Update button.

     
    9.2 Event Status Update Replace

    4.  Find the OE Event in the table. Change the Process Indicator pull down value to Assign Benefit Program and the Event Status to Open.  Reprocessing the Event back to Assign Program will reset the OE Event, clearing any and all elections made against it.  The Benefit Administrator must counsel the employee that all elections must be entered again. 

    9.2 Reprocess Button Replace

    5.  Scroll to the bottom of the screen and click OK.

    6.  On the On-Demand Event Maintenance screen, click the Reprocess button. 

    9.2 Reprocess replace

    7.  Once you receive the success message for reprocessing this Event, the employee can access the OE Event.

     https://kb.wisc.edu/images/group61/shared/9.2_Warning_Sign.png    WARNING:  Using an ADM Event after an OE Event has been finalized can potentially cause issues with elections made via the OE Event.  Below is an example of how an ADM Event changing the employee's coverage from single to family can affect the results of the OE Event:

     Order Prepared
     Event  Status  Date Prepared
     BN Program
     Coverage Level
     Coverage Begin Date
     1  OE18  Finalized / Enrolled
     10/02/2017  U02  Dean Single
     1/1/2018
     2  ADM  Finalized / Enrolled
     10/18/2017  U02  Dean Family (birth)
     10/4/2017

    In this example, the employee's OE Event was prepared with the current coverage level of Single Dean Health Plan.  The OE Event will prepare options for an employee based on the level of coverage in place at the time the OE Event was scheduled/prepared and NOT the date of the Event.  The employee has a child on 10/4/2017 and decides to change to Dean Family coverage as of the date of birth.  The Benefits Administrator enters an ADM Event and changes the coverage level to Dean Family.  The employee does not make any changes during the OE period.  When the OE Event finalizes, it reverts the employee back to Dean Single coverage.  To avoid this issue, the OE Event must be set back to Assign Benefit Program and the employee will have to manually re-enter their elections.

    Below is an illustration of how an MSC Event can affect the results of the OE Event:

     Order Prepared
     Event Status Date Prepared
     BN Program
     Coverage Level
     Coverage Begin Date
     1  OE18  < > Finalized/Enrolled
     10/02/2017  G01 (Grad)
     No WRS
     1/1/2018
     2  MSC  Finalized Enrolled
     10/18/2017  U02 (AS/FA/LI)
     WRS  10/4/2017

    In the example above, an Open Enrollment Event was created on 10/02/2017. At that time the employee was assigned to a Grad Benefit Program which was not eligible for the WRS and options prepared for that employee based on the Grad Benefit Program.  On 10/18/2017, the employee received an Academic Staff position and a Job row was added to change the Continuity Code to 03 (Ongoing) and the employee became eligible for the WRS as of 10/4/2017.  The MSC Event is finalized and the employee is assigned to the U02 Benefit Program on 10/4/2017. 

    The employee (or the Benefit Administrator) uses the OE Event to change from Dean to Quartz single coverage as of January 1, 2018.  The Event is finalized and the employee is incorrectly put BACK into the G01 Grad Benefit Program effective January 1st and the employee will charged Grad rates for health insurance.  To avoid this issue, the OE Event must be reprocessed back to Assign Benefit Program to pick up the eligibility change from Grad to Academic Staff OR the Benefit Administrator must add an ADM Event effective 1/1/2018 and enroll the employee in Quartz single coverage.


    ADDITIONAL RESOURCES:

    Related KBs:

    Related Links:

     



      Keywords:Benefits elections On-Demand reprocess event reprocessing assign program Re-Enter It's Your Choice eBenefits eBN support troubleshooting training OE ABE Annual Benefit Enrollment   Doc ID:21160
      Owner:Samantha Q.Group:Human Resource System (HRS)
      Created:2011-11-04 10:09 CDTUpdated:2017-09-01 10:53 CDT
      Sites:Human Resource System (HRS)
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