Contents of the Approve Open Enrollment Elections by Plan Screen

Use the fields and options to configure the Approve Open Enrollment Elections by Plan Screen.

Contents

Field Description
Taxable Entity

This field displays the taxable entity ID for the group of employees whose benefit plan you are approving. The taxable entity name displays in the field to the right.

Benefit Plan

This field displays the benefit plan that you are approving for the taxable entity/group of employees. The benefit plan name displays in the field to the right.

Approve Employee/Dependent Options

Field Description
All Elections for Benefit Plan

Select this option to approve all elections for employee and dependent rows for this benefit plan. If you select this option and click the Approve button, Costpoint displays the following message: "Are you sure you want to approve all Employee/Dependent elections for this Benefit Plan?" Click OK to set the Approved field to Yes for all employee rows (in the table window) and dependent rows on the Approve Dependent Elections subtask. The approval takes effect after you save this screen. Click Cancel to return to the main screen without any changes.

All 'No Coverage' Elections for Benefit Plan

Select this option to approve all rows where coverage was not elected (that is, the New Coverage Option field is NO CVG). If you select this option and click the Approve button, Costpoint displays the following message: "Are you sure you want to approve all Employee/Dependent 'No Coverage' elections for this Benefit Plan?" Click OK to set the Approved field to Yes for all employee rows in the table window. In all other rows where coverage is elected, Approved is not changed. The approval takes effect after you save this screen. Click Cancel to return to the main screen without any changes.

All EOI Status 'Approved' Elections for Benefit Plan Select this option to mass approve coverage elections that have an EOI status of Approved.
Approve

Click this button to approve all applicable coverage election rows, in accordance with your option selection in this group box.

Approve Employee Elections

This table window displays all employees who made elections in ESS for this benefit plan during the current open enrollment period. You can change only the Approved field in this table window.

Field Description
Approved by HR

This check box is available only when the benefit plan requires approval (Require HR Approval in ESS check box is selected for the benefit plan on the Enrollment Coverage Rules tab of the Manage Benefit Plans screen). Otherwise, this check box is disabled.

If the benefit plan’s Require HR Approval in ESS check box is selected, and your ESS Administrator approved the ESS election, this check box displays as selected. However, you can still change this setting.

When you select this check box for the selected benefit option line and save the record, the application will select the Approved by HR check box in the Approve Dependent Elections subtask for all dependent election lines.

EOI Status

If applicable, this field displays the employee’s Evidence of Insurability (EOI) status. You can change the option in this drop-down field with the following EOI statuses:

  • Not Required
  • Approved
  • Required
  • Denied
EOI Received Date The date the EOI document was received by the Human Resources department. This is only enabled when the selected EOI status is either Approved or Denied.
Dependent Elections

This field displays Y (Yes) or N (No) to indicate whether or not the employee has issued dependent elections. If this field is Y (Yes), you can use the Approve Dependent Elections subtask to view and/or approve the employee's dependent elections.

Employee

This field displays the ID of the employee whose election information you are approving.

Employee Name

This field displays the name that is assigned to the employee ID.

New Coverage Option Effective Date

This field displays the date on which the newly elected coverage option becomes effective.

New Coverage Option

This field displays the new coverage option ID that the employee elected during the open enrollment period in ESS.

New Coverage Option Description

This field displays the name of the new coverage option that the employee elected in ESS.

New Coverage Amount

This field displays the new coverage amount that the employee elected during the open enrollment period in ESS.

Current Coverage Option

This field displays the coverage option ID for the employee for the current plan year.

Current Coverage Option Description

This field displays the name of the current coverage option.

Current Coverage Amount

This field displays the current coverage amount for the employee for the current plan year.

Subtask

Subtask Description
Approve Dependent Elections Click this link to open the Approve Dependent Elections subtask, where you can view and approve dependent ESS benefit elections by plan and by employee. This subtask is enabled if the Dependent Elections field is Y (Yes) for the selected line.