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Contents of the Manage Open Enrollment Elections Screen

Use the fields and options to configure the Manage Open Enrollment Elections Screen.

Contents

Field Description
Employee

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.

Benefit Plan Details

This table window displays all current open enrollment benefit elections (except FSA information, which is viewable in the Dependent FSA Election subtask or the Medical FSA Election subtask) for the employee. If you set the Approved field to Yes for a line and save the record, the Approved field in the Edit Dependent Elections subtask is also set to Yes for the selected benefit election. When the employee election is changed, Costpoint confirms that the dependent election matches the employee election. Likewise, if an employee election is deleted, the corresponding dependent election is also deleted.

Field Description
Benefit Type Name

This field displays the type of the benefit plan.

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.

Benefit Plan Name

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

Coverage Option

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.

Coverage Option Name

This field displays the name of the Coverage Option.

Start Date

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.

End Date

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. 

Employee Premium

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.

Coverage Amount

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.

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
Confirmed

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

Saved

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

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.
Primary Care Physician

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

Primary Care Physician Number

Enter the primary care physician number in this field.

Note: You must fill in the Primary Care Physician and Primary Care Physician Number fields if the Require PCP Name and Number check box is selected on the Enrollment Coverage Rules tab of the Manage Benefit Plans screen.
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 Edit Dependent Elections subtask for all dependent election lines.

Dependent Required

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.

Dependent Elections

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.

Dependent Eligibility

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

Subtasks

Subtask Description
Dependent FSA Election Click this link to open the Dependent FSA Election subtask to view and change annual open enrollment dependent care FSA elections made in ESS.
Medical FSA Election Click this link to open the Medical FSA Election subtask to view and change annual open enrollment medical care FSA elections made in ESS.
HSA Election Click this link view/change HSA elections made through ESS Open Enrollment.
Edit Dependent Election Select this link to open the Edit Dependent Elections subtask, where you can view and change dependent open enrollment ESS elections for dependents that are assigned to the employee.