Enter, or click to select, the ID of the employee whose open enrollment benefit elections you would like to view/change. You must first run the Update Benefit Option/Election Tables application for the employee before you can enter a new record, and the employee must complete his elections in ESS before you can edit them. The employee name displays in the field to the right.

This field displays the type of the benefit plan.

Enter, or click to select, the code for the benefit plan you want assigned to this employee's benefit elections. The benefit plan must already exist in the package that is assigned to the employee on the Manage Employee Benefit Elections screen. This is a required field.

This field displays the name assigned to the code in the Benefit Plan field.

Enter, or click to select, the coverage option for this employee's benefit plan. The items available for display from the Coverage Options subtask of the Manage Benefit Plans screen.

This field displays the name of the Coverage Option.

This non-editable field displays the date from the Plan Year Start Date field on the Manage ESS Company Settings screen for the taxable entity that is assigned to the employee.

This field displays the date from the Plan Year End Date field on the Manage ESS Company Settings screen for the taxable entity that is assigned to the employee. 

This field displays the premium amount that is deducted from the employee's paycheck. Costpoint calculates this value using the settings for the coverage option from the Coverage Options subtask of the Manage Benefit Plans screen.

This field displays the coverage amount for which the employee is eligible. Costpoint calculates this value using the settings for the coverage option from the Coverage Options subtask of the Manage Benefit Plans screen.

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

This check box is selected if the ESS election was confirmed in the system by the ESS Administrator.

This check box is selected if the ESS election is saved in the system.

Enter the primary care physician's name or identifying information in this field.

Enter the primary care physician number in this field.

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 Edit Dependent Elections subtask for all dependent election lines.

This check box is selected to indicate that dependents are required for the benefit plan. To change the value in this field, edit the Dependents Required field in the Coverage Options subtask of the Manage Benefit Plans screen.

This check box is selected to indicate that dependents were elected to the employee's benefit plan in the Assign Dependents to Benefit Plans screen.

This field displays the dependent eligibility code. The coverage option applies to this type of dependent.