Contents of the Manage Employee Evidence of Insurability (EOI) Screen

Use the fields and options to configure the Manage Employee Evidence of Insurability (EOI) screen.

Identification

Field	Description
Employee	Enter, or click to select, the ID of the employee that elected coverage.
Employee Name	This field displays the employee's last and first names.
Taxable Entity	This field displays the taxable entity for the employee.
Record Source	This field displays the screen where the record was created which can be the following: Activate Pending Benefit Election Manage Employee Evidence of Insurability (EOI)

Benefit Elections Details

Field	Description
Benefit Package	Enter, or click to select, the employee's benefit package. The benefit plan and coverage option elected by the employee must be assigned to the benefit package.
Benefit Plan	Enter, or click to select, the benefit plan elected by the employee. The System Benefit Type of the benefit plan must be one of the following: Life Insurance AD&D Insurance Long Term Disability Short Term Disability Supplemental Life Insurance Supplemental AD&D Insurance Spouse Life Insurance Spouse AD&D Insurance
Coverage Option	Enter, or click to select, the coverage option for which the EOI is required.
Spouse	If applicable, enter, or click Lookup to select, the spouse for which the coverage was elected. You must set up this person on the Manage Employee Dependents/Beneficiaries screen with a Relationship to Employee value of Husband or Wife.
Start Date	Enter, or click to select, the start date for the coverage option.
End Date	Enter, or click to select, the end date for the coverage option.
Coverage Amount	This field displays the coverage amount for the coverage option.
Coverage Limit	This field displays the monetary coverage limit of the EOI, if applicable.
Enrollment Method	From the drop-down list, select the enrollment for the coverage option. Valid values are: Open Enrollment Life Event
Life Event	Enter, or click to select, the life event used for the enrollment method for the benefit election.
EOI Status	From the drop-down field, select Approved or Denied as the employee's Evidence of Insurability (EOI) status. Valid values in this field are: Not Required: This status indicates that the employee or spouse does not need to provide EOI before coverage can begin. If this status is assigned to the coverage, Costpoint's Process Employee EOI Benefit Elections application will assign the coverage to the employee and/or spouse. Required: This status indicates that the employee or spouse still needs to provide EOI before coverage can begin. If this status is assigned to the coverage, the Process Employee EOI Benefit Elections application will apply the following: The elected coverage will not be assigned to the employee and/or spouse. If the benefit plan setup has a Substitution Rule of Highest coverage amount without requiring an EOI, the coverage option with the highest coverage amount that does not require EOI will be assigned to the employee or spouse. If the benefit plan has a Substitution Rule of Extend the current coverage, the employees and/or spouse’s existing coverage dates will not be altered. If the benefit plan has a Substitution Rule of No coverage, the employees and/or spouse’s existing coverage will be assigned an end date that is one day before the screen coverage start date. Approved: This status indicates that the employee or spouse provided the required EOI and is eligible for the specified coverage. If this status is assigned to the coverage, the Process Employee EOI Benefit Elections application will assign the coverage to the employee and/or spouse. Denied: This status indicates that the employee or spouse was deemed ineligible for the specified coverage. If this status is assigned to the coverage, the Process Employee EOI Benefit Elections application will not assign the coverage to the employee and/or spouse and Costpoint will use the benefit plan's Substitution Rule to determine whether: The employee/spouse will be assigned the highest coverage that does not require EOI. The employee/spouse will have their coverage extended. The employee/spouse will have their existing coverage discontinued. No action will be taken.
EOI Received Date	Enter, or click to select, the date the EOI document was received by the Human Resources department.
EOI Document	If applicable, enter the network location and document name of for the employee's EOI.

Process Status

Field	Description
Coverage substituted due to EOI being denied or required	This check box indicates whether or not the record has been processed through the Process Employee EOI Benefit Elections screen or Activate Pending Benefit Elections screen.
Benefit Election Uploaded	This check box indicates whether or not the employee’s elected coverage option was processed through the Process Employee EOI Benefit Elections screen or the Activate Pending Benefit Elections screen and the election was assigned to the employee and/or spouse. If this check box is selected, it indicates one of the following: The coverage amount elected by the employee required EOI. It was then approved and the election was uploaded to the Manage Employee Benefit Elections table. The spousal coverage amount elected by the employee required EOI. It was then approved and the election was uploaded to the Assign Dependents to Benefit Plans table The coverage amount elected by the employee did not require EOI based on the benefit plan’s EOI rules. As a result, the election was uploaded to the Manage Employee Benefit Elections table. The spousal coverage amount elected by the employee did not require EOI based on the benefit plan’s EOI rules. As a result, the election was uploaded to the Assign Dependents to Benefit Plans table.
Cancelled via Offboarding	If the EOI record is canceled by the Offboard Employees process, this checkbox will be automatically selected. An EOI record will be cancelled if: The employee is selected for termination in the Offboard Employees process. The employee has an EOI record where the Benefit Election Uploaded checkbox is not selected. If this checkbox is selected, the Process Employee EOI Benefit Elections process will not select the EOI record for processing.
Offboard Configuration	When the Offboard Employees process is executed for an employee and the EOI record is canceled, this field will be populated with the Offboard Configuration used during that process. This field is for informational purposes only.
Offboard Date	This field indicates the date on which the employee's termination was processed and the EOI record was cancelled through the Offboard Employees application.
Offboarded by (User)	When the Offboard Employees process is executed for an employee and an EOI request is canceled, this field will be populated with ID of the user that ran the offboarding process. This field is for informational purposes only.

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Contents of the Manage Employee Evidence of Insurability (EOI) Screen

Use the fields and options to configure the Manage Employee Evidence of Insurability (EOI) screen.

Identification

Field	Description
Employee	Enter, or click to select, the ID of the employee that elected coverage.
Employee Name	This field displays the employee's last and first names.
Taxable Entity	This field displays the taxable entity for the employee.
Record Source	This field displays the screen where the record was created which can be the following: Activate Pending Benefit Election Manage Employee Evidence of Insurability (EOI)

Benefit Elections Details

Field	Description
Benefit Package	Enter, or click to select, the employee's benefit package. The benefit plan and coverage option elected by the employee must be assigned to the benefit package.
Benefit Plan	Enter, or click to select, the benefit plan elected by the employee. The System Benefit Type of the benefit plan must be one of the following: Life Insurance AD&D Insurance Long Term Disability Short Term Disability Supplemental Life Insurance Supplemental AD&D Insurance Spouse Life Insurance Spouse AD&D Insurance
Coverage Option	Enter, or click to select, the coverage option for which the EOI is required.
Spouse	If applicable, enter, or click Lookup to select, the spouse for which the coverage was elected. You must set up this person on the Manage Employee Dependents/Beneficiaries screen with a Relationship to Employee value of Husband or Wife.
Start Date	Enter, or click to select, the start date for the coverage option.
End Date	Enter, or click to select, the end date for the coverage option.
Coverage Amount	This field displays the coverage amount for the coverage option.
Coverage Limit	This field displays the monetary coverage limit of the EOI, if applicable.
Enrollment Method	From the drop-down list, select the enrollment for the coverage option. Valid values are: Open Enrollment Life Event
Life Event	Enter, or click to select, the life event used for the enrollment method for the benefit election.
EOI Status	From the drop-down field, select Approved or Denied as the employee's Evidence of Insurability (EOI) status. Valid values in this field are: Not Required: This status indicates that the employee or spouse does not need to provide EOI before coverage can begin. If this status is assigned to the coverage, Costpoint's Process Employee EOI Benefit Elections application will assign the coverage to the employee and/or spouse. Required: This status indicates that the employee or spouse still needs to provide EOI before coverage can begin. If this status is assigned to the coverage, the Process Employee EOI Benefit Elections application will apply the following: The elected coverage will not be assigned to the employee and/or spouse. If the benefit plan setup has a Substitution Rule of Highest coverage amount without requiring an EOI, the coverage option with the highest coverage amount that does not require EOI will be assigned to the employee or spouse. If the benefit plan has a Substitution Rule of Extend the current coverage, the employees and/or spouse’s existing coverage dates will not be altered. If the benefit plan has a Substitution Rule of No coverage, the employees and/or spouse’s existing coverage will be assigned an end date that is one day before the screen coverage start date. Approved: This status indicates that the employee or spouse provided the required EOI and is eligible for the specified coverage. If this status is assigned to the coverage, the Process Employee EOI Benefit Elections application will assign the coverage to the employee and/or spouse. Denied: This status indicates that the employee or spouse was deemed ineligible for the specified coverage. If this status is assigned to the coverage, the Process Employee EOI Benefit Elections application will not assign the coverage to the employee and/or spouse and Costpoint will use the benefit plan's Substitution Rule to determine whether: The employee/spouse will be assigned the highest coverage that does not require EOI. The employee/spouse will have their coverage extended. The employee/spouse will have their existing coverage discontinued. No action will be taken.
EOI Received Date	Enter, or click to select, the date the EOI document was received by the Human Resources department.
EOI Document	If applicable, enter the network location and document name of for the employee's EOI.

Process Status

Field	Description
Coverage substituted due to EOI being denied or required	This check box indicates whether or not the record has been processed through the Process Employee EOI Benefit Elections screen or Activate Pending Benefit Elections screen.
Benefit Election Uploaded	This check box indicates whether or not the employee’s elected coverage option was processed through the Process Employee EOI Benefit Elections screen or the Activate Pending Benefit Elections screen and the election was assigned to the employee and/or spouse. If this check box is selected, it indicates one of the following: The coverage amount elected by the employee required EOI. It was then approved and the election was uploaded to the Manage Employee Benefit Elections table. The spousal coverage amount elected by the employee required EOI. It was then approved and the election was uploaded to the Assign Dependents to Benefit Plans table The coverage amount elected by the employee did not require EOI based on the benefit plan’s EOI rules. As a result, the election was uploaded to the Manage Employee Benefit Elections table. The spousal coverage amount elected by the employee did not require EOI based on the benefit plan’s EOI rules. As a result, the election was uploaded to the Assign Dependents to Benefit Plans table.
Cancelled via Offboarding	If the EOI record is canceled by the Offboard Employees process, this checkbox will be automatically selected. An EOI record will be cancelled if: The employee is selected for termination in the Offboard Employees process. The employee has an EOI record where the Benefit Election Uploaded checkbox is not selected. If this checkbox is selected, the Process Employee EOI Benefit Elections process will not select the EOI record for processing.
Offboard Configuration	When the Offboard Employees process is executed for an employee and the EOI record is canceled, this field will be populated with the Offboard Configuration used during that process. This field is for informational purposes only.
Offboard Date	This field indicates the date on which the employee's termination was processed and the EOI record was cancelled through the Offboard Employees application.
Offboarded by (User)	When the Offboard Employees process is executed for an employee and an EOI request is canceled, this field will be populated with ID of the user that ran the offboarding process. This field is for informational purposes only.