Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Manage Life Event Elections Screen

Use the fields and options to configure the Manage Life Event Elections Screen.

Identification

Field Description
Employee

This field displays the ID of the employee that made benefits elections through a life event user flow in ESS. 

Employee Name This field displays the last name and first name of the employee.
Life Event

This field displays the life event code assigned to the employee record.

Benefit Package

This field displays the benefit package that is used to determine an employee's enrollment options in the life event's user-flow in ESS.

Benefit Package Description This field displays the description of the benefit package.
Life Event Date

This field displays the date of the life event.

Benefit Plan Details

This table window displays all current benefit elections (except FSA information, which is viewable in the ESS FSA Elections subtask) for the employee. When 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. If 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 assigned to 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 has been assigned to the employee on the Manage Employee Benefit Elections screen.

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 Lookup result load 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 field defaults with the date from the Life Event Date. Enter, or click to select, another date if the start date is not the same as the Life Event Date.

End Date

This field defaults with the date from the Current 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
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.

Confirmed

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

Saved

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

Dependent Required

This check box is selected to indicate that dependents are required for the benefit plan. You can change the value in this field in the Dependent Required field on the Coverage Options subtask of the Manage Benefit Plans screen.

Dependent Elections

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

Dependent Eligibility
Note: If the dependents selected by the employee do not match the option selected in the Dependent Eligibility field on the Manage Benefit Plans screen, an error or a warning may display, depending on the Enrollment Rules Edit Method on the Configure Benefit Settings screen.

If the Dependent Required field displays Yes, this field displays the dependent eligibility code selected on the Manage Benefit Plans screen. This field does not display unless you are licensed for ESS 7.15 or greater.

Selected dependents must have the same benefit plan as the employee. Valid values are:

  • One: This option is selected for one dependent of any type.
  • Spouse: This option is for a spouse.
  • Children: This option is for any qualified children or step-children.
  • Family: This option is for a spouse and at least one child.
  • Group: This option is for two or more of any type of dependent.
  • Any: This option is for anything else. Costpoint checks to make sure that one or more dependents of any type have been selected.
Note: If you change the eligibility code for an existing record, you may be required to change the dependents for that coverage option in ESS and on the Assign Dependents to Benefit Plans screen.

Subtasks

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