Advanced Benefits - COOK COUNTY STEP – A …step.cookcountyil.gov/.../Advanced-Benefits_TRAIN.docx · Web viewLearning Objective: In this topic, you will learn how to process life

Advanced BenefitsCreated on 5/17/2018 8:43:00 PM

Training Guide

Table of ContentsAdvanced Benefits...........................................................................................................1

Benefits Processor.......................................................................................................1Process Life Event.................................................................................................................. 2Benefit Elections Through PUI................................................................................................7Add a Manual Life Event.......................................................................................................14Mark Certifications as Received............................................................................................20Reopen Life Events...............................................................................................................29Override Plan Enrollment......................................................................................................34Add Recurring Element Entry and End Date.........................................................................40Enter a Non-Employee Record.............................................................................................46Enter a Dependent in PUI.....................................................................................................54Mark Waiver Certifications as Received................................................................................59View Enrollment Results.......................................................................................................63Make Elections through PUI - New Hire................................................................................70

Reports and Processes.............................................................................................77Submit Benefits Processes and Reports...............................................................................78

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Advanced Benefits

Benefits Processor

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Process Life EventLearning Objective: In this topic, you will learn how to process life events.

You can view information about a person's active life event and process life events.

You can also view the benefit program, plans and options for which a person is eligible and override enrollment.

You can view and add dependents for a benefit.

Upon completion of this topic you will be able to:

Navigate to the Benefits Service Center.

Find a Person Record.

Process an unprocessed life event for the selected person.

Procedure

This topic will cover:

- Processing life events

Estimated time to complete this topic is: 1 minute

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Step Action1. Select the Benefits Service Center task to review and update life events.

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Step Action2. The Benefits Service Center window displays.

A Decision window also displays.

Click the Yes button to change the effective date, if necessary.

3. The Alter Effective Date window displays.

Enter the appropriate information into the Effective Date field.

4. Click the OK button.

5. The Find Person form displays.

Click in the Full Name field.

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Step Action6. Enter the last name of the employee into the Full Name field.

7. Pressing the Tab Key will display a list of values of persons with "Wolfson" as their last name.

Press the [Tab] key.

8. The Find People window displays with persons with the last name of "Wolfson".

Select the appropriate person from the list.


10. The Full Name, Employee Number and Social Security are populated.

Click the Find button.

11. The employee's information is now displayed in the Benefits Service Center form.

You can process a Life Event action if the person has an active life event that needs to be processed.

To process a life event for this person, click the Desktop Activities List of Values (LOV) button.

12. The Desktop Activities list of values displays.

Click the 1 View Person Life Events list item.

13. The Person Life Events window displays.

The Life Events tab displays life events that have already been acted upon. The information includes the status and date that an event occurred. The date the event started and was processed is displayed on the right side.

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Step Action14. Click the Potential Life Events tab.

15. The Potential Life Events tab displays.

This tab shows the potential life events that have been detected and need to be processed.

Select the relevant life event by clicking the appropriate Status field for that life event.

16. The New Hire event is highlighted.

To process the New Hire event, click the Process Event button.

17. The Life Events Evaluation Processing Summary form displays.

Life events are displayed at the top of the form.

Once you are ready to proceed, click the Commit and Proceed button.

18. The Life Event Calculation Processing Summary form is displayed.

The new employee is now active in the enrollment period.

Once you are done reviewing the data, close the form.

Click the Close button.


The New Hire event is updated.


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Step Action20. This topic covered:

- Processing life eventsEnd of Procedure.

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Benefit Elections Through PUILearning Objective: In this topic, you will learn how to make elections through the PUI.

The participant's request determines how you use the Benefits Service Center window.

You can change a person's HR record, process an active life event, and enter enrollment elections among other tasks.


Make elections through the PUI

Procedure


- Making Elections through the PUI

Estimated time to complete this topic is: 3 minutes

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Step Action1. Click the Benefits Service Center link.



Click the Yes button to change the effective date, if necessary. Otherwise, click the No button.

In this example, click the Yes button.


Enter the effective date into the Effective Date field.

In this example, enter the appropriate information into the Effective Date field.

Enter "15-apr-2018".

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Step Action4. Click the OK button.



6. Enter the last name of the employee into the Full Name field.

In this example, enter "wolfson".




Select the appropriate person listed.

In this example, click the Wolfson, Mary Jane cell.


10. The employee's name, employee number and social security number are populated.


11. In the Benefits Summary region, eligible programs are identified.

From the Benefits Service Center window, click the Desktop Activities list.


Click the 3 Enrollment Form list item.

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Step Action13. The Non-Flex Program window displays.

All these elections show that they are not elected and/or not enrolled.

Click the Medical Plan and Option list of values button.

14. The Plans and Options window displays.

Select the appropriate plan and option for the employee.

In this example, click the Medical HMO Plan Employee Only list item.


16. Click the Dental Plan and Option list of valuesbutton.


Select the appropriate plan for the employee.

In this example, click the Dental HMO Plan Employee Only list item.


19. Click the Vision Plan and Option list of values button.



In this example, click the Vision Plan Employee Only list item.

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22. Click the HFSA Plan and Option list of values button.



In this example, click the Healthcare Flexible Spending Account Enrolled list item.


25. Click the Benefit tab.

26. The Benefit tab displays.

Click in the Amount field.

27. Enter the annual election amount for the HFSA into the into the Amount field.

in this example, enter "500".

28. Click the DCFSA Plan and Option list of values button.



In this example, click the Dependent Care Flexible Spending Account Not Enrolled list item.

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31. Save your work.

Click the Save button.

32. Once all plans have been updated, close the Non-Flex Program window.


33. From the Benefits Service Center window, you can now close the life event.

Click the Desktop Activities list.

34. Click the 1 View Person Life Events list item.


Select the appropriate life event.

Click in the Event Status field.

36. Once you select the appropriate life event, you can close the event.

Click the Close Event button.

37. An Open Enrollment Data window displays.

You can change the Close event date or accept the default date.

Click the Continue button.

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Step Action38. The New Hire event status has changed to "Processed".


39. This topic covered:

- Making Elections through the PUIEnd of Procedure.

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Add a Manual Life EventLearning Objective: In this topic, you will learn how to manually add a life event through the Professional User Interface (PUI).

When the system fails to detect a change to a person's record as a potential life event, you can use the Person Life Event window to create that potential life event manually.

After you create a potential life event for a person, you run the Participation batch process to determine eligibility and electable choices based on the life event.


Manually add a life event through the Professional User Interface (PUI).

Procedure


- Processing a manual life event


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In this example, click the Benefits Service Center link.



You can change the effective date, if necessary.

In this example, to change the effective date, click the Yes button.


Click in the Effective Date field.

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Step Action4. Enter the new effective date into the Effective Date field.

In this example, enter "05-mar-2018".


6. The Find Person window displays.



In this example, enter "Harvey".

8. To activate the Find window, click the People list of values (LOV) button.

9. The People LOV displays.

Click the Harvey, Mandy list item.


11. The Full Name, Employee Number and Social Security fields are populated.


12. The Benefits Service Center window displays.

To view employee life events, click the Desktop Activities list.

13. The Desktop Activities list of values (LOV) displays.

Select the first option.

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Step Action14. The Person Life Events window displays.

Prior life events are displayed on the Life Events tab.

Click the Potential Life Events tab.


To manually add a new life event, select a new row.

Click in the Event field.

16. Click the Event LOV button.

17. The Life Event Reason list of values displays.

Select the appropriate life event reason.


19. Enter the date the life event occurred.

Click the Occurred LOV button.

20. A Calendar window displays.

Click the March 5 button.


22. Click the Status LOV button.

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Step Action23. Since this is a new life event, the Status field is auto-populated

To the right of the new life event, click in the Unprocessed field.

24. Click the Unprocessed LOV button.

25. A Calendar window displays.

Click the March 5 button.


27. Save your work.


28. The record is saved.

To continue processing this life event, click the Process Event button.

29. The Life Events Evaluation Processing Summary window displays.

The name of the life event you added is displayed in the Name field.

To finalize adding the manual life event, click the Commit and Proceed button.

30. Review the data on the Life Event Calculation Processing Summary window.

Review the Program eligibility and enrollment period.

Once you have completed your review, click the Close button.

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Step Action31. Click the Close button.


- Processing a manual life eventEnd of Procedure.

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Mark Certifications as ReceivedLearning Objective: In this topic, you will learn how to mark certifications as received.

You verify that certifications are attached to the Benefits record.

You use the Dependent/Beneficiary Designation window to display dependents and designate them with the certifications received.


Mark certifications as received.

Procedure


- Marking certifications as received


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Enter the last name of the employee into the Full Name field.

In this example, enter "rupert".4. To activate the List of Values (LOV), press the [Tab] key on your keyboard.

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Step Action5. The Find People window displays with persons with the last name of "Rupert".





8. The person's detailed information is displayed on the People form.


9. The Desktop Activities menu displays.



Click on the latest life event that can be processed.

In this example, select the 02-MAR-2018 Birth/Adoption life event.

Click in the Status field.

11. To view the certification(s) that were uploaded, click the Attachments... button on the menu bar.

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Step Action12. The Attachments window displays.

For each certification displayed, click the Open Document button to display that certification.

Click the Open Document... button.

Step Action13. The certification will open in a new browser window.

Click the Open button.

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Step Action14. The certification document displays.

To return to the Oracle applications,click the Java link.

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Step Action15. Click the Close Tab button.

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Step Action16. The Attachments window displays.

Close the Attachments window.


17. Close the Person Life Events window.


18. The second part of this process is to add the received date for each certification.


19. Click the 4 Dependent Designation list item.

20. The Dependent/Beneficiary Designation window displays.

The View Dependents tab displays the plan as well as the covered dependents.

21. Click the Designate Dependents tab.

22. The first plan is selected by default.

Select the designated dependent for each plan.

In this example, select the last dependent listed in the Eligible Dependents column..

Click in the Rupert, John field.

23. Click the Certifications button.

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Step Action24. The Dependent Certifications window displays.

Click in the Date Received field.

25. For each certification received, enter the date the certification was received.

Enter the date into the Date Received field.

26. Click the Save button.

27. Click the Close button.

28. Repeat this process for each plan (and for each dependent as required).

Click in the Dental PPO Plan: Option field.

29. In this example, select the last dependent listed in the Eligible Dependents column..

Click in the Rupert, John field.


31. Click in the Date Received field.

32. Enter the date into the Date Received field.


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Step Action34. A Choose an option window displays.

Since the certification applies to each of the plans, the system is correcting the existing information it already received.

Click the Correction button.


36. Click in the Medical PPO Plan: Option field.

37. Click in the Rupert, John field.


39. Click in the Date Received field.

40. Enter the date into the Date Received field.


42. Click the Correction button.

43. Once finished, click the Close button to close the Dependent Certifications window.


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Step Action44. Close the Dependent/Beneficiary Designation window.



- Marking certifications as receivedEnd of Procedure.

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Reopen Life EventsLearning Objective: In this topic, you will learn how to reopen life events.

You can use the Person Life Events window to re-open the most recently processed life event for a person by changing the life event status from Processed to Started.

After you re-open a person's life event, you can make election changes, dependent designation changes, or changes to the participant's enrollment window. Use this feature when you do not want to back-out and re-process life events or override enrollments.

Re-opening a person's life event does not cause the application to re-evaluate eligibility or electability. However, if the initial processing of the person's life event caused an eligibility loss to one or more COBRA qualified beneficiaries, re-opening the life event forces the application to re-evaluate eligibility for COBRA qualified beneficiaries.


Reopen life events

Procedure


- Reopening life events


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Click the Benefits Service Center link.

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Click the "Yes" button to change the effective date, if necessary.



In this example, enter "01-DEC-2017".




In this example, enter "Waller".6. Pressing the tab key will display a list of values of persons with "Waller" as their

last name.

Press [Tab].

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Step Action7. The People window displays with persons with the last name of "Waller".





10. The employee's information is now displayed in the Benefits Service Center.

To view and reopen a life event for this person,


11. The Desktop Activities List of Values is displayed.

Click the View Person Life Events list item.

12. The Person Life Events page displays.

Select an event to reopen.

13. If the application allows you to re-open this life event, the Reopen Event button changes from grayed out to active.

Click the Reopen Event button.

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Step Action14. A Decision window displays.

To reopen the life event, click the OK button.

15. The selected life event is now reopened.

To close the Person Life events page, click the Close button.


- Reopening life eventsEnd of Procedure.

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Override Plan EnrollmentLearning Objective: In this topic, you will learn how to override plan enrollments.

You use the Enrollment Override window to override election information.

You can also override the rate and coverage amounts for a given benefit.

If the participant designates a dependent for the plan, you can override the dependents that are covered by the plan.


Override plan enrollments

Procedure


- Overriding a plan enrollment


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Step Action5. The Find Person form displays.



In this example, enter "abney".

7. Pressing the Tab Key will display a list of values of persons with "Abney" as their last name.


8. The Find People window displays with persons with the last name of "Abney".


In this example, click the Abney, Kevin C list item.




11. The employee's information is now displayed in the Benefits Service Center form.



Scroll down to see more options.

Click the Scrollbar.

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Step Action13. Click the 9 Override Plan Enrollment list item.

14. The Enrollment Override window displays.

The system displays the programs, plans, and options in which the person is currently enrolled.

Select the plan that is to be overwritten.

15. Click the Coverage tab.

16. The Coverage tab displays.

Enter the override date into the Start field.

Click in the Coverage Start Date field.

17. Enter the override date into the Coverage Start Date field.

18. Click in the Original Coverage Start Date field.

19. Enter the override date into the Original Coverage Start Date field.

20. Note: When you override a plan in which a person is enrolled, the new enrollment begins as of the coverage start date you enter. If you do not enter a coverage end date, coverage for the plan ends based on the coverage end date defined for the plan.

21. Save your work.


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Step Action22. Click in the Dental PPO Plan field.

23. Click the Rates button.

24. The Rates window displays.

Click in the Override Thru Date field.

25. Enter the appropriate date into the Override Thru Date field.

26. Click the Amounts tab.

27. The Amounts tab displays.

Click in the Defined: Amount field.

28. Enter the appropriate new monthly amount into the Defined: Amount field.

29. Move to the next field.


30. A Note message appears.

Read the information in the Note and then click the OK button to bypass the Note.

Click the OK button.

31. Click in the Communicated: Amount field.

32. Enter the appropriate new per pay period amount into the Communicated: Amount field.

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Step Action33. Click in the Annual Amount field.

34. Enter the appropriate new annual amount into the Annual Amount field.

35. Save your work.


36. Close the Enrollment Override window.



- Overriding a plan enrollmentEnd of Procedure.

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Add Recurring Element Entry and End DateLearning Objective: In this topic, you will learn how to add a recurring element entry and end date.

Element is an Oracle HRMS term for the components of a compensation and benefits package, such as salary, PTO accrual plan, and health plan. By defining elements, you can structure information relating to employees' compensation and benefits in a highly flexible way.

First, you define elements, then you administer and process them.

You can add recurring and non-recurring elements and add end dates.

For Cook County, only 2 elements currently are used: Life Shield; Supplemental Life


Add a recurring element entry and end date

Procedure


- Adding a recurring element entry and end date


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Step Action1. Click the Enter and Maintain link.

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Step Action2. The People form displays.

A Decision window is displayed.





In this example, enter "rupert".5. To activate the List of Values (LOV), press the [Tab] key on your keyboard.

6. The Find People window displays with persons with the last name of "Rupert".





9. The person's detailed information is displayed on the People form.

To add the element entry and end date, click the Assignment button.

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Step Action10. The Assignment form displays.

The Assignment form contains details regarding the person's employment including: job; position; grade; location.

At the bottom of the page, click the Entries button.

11. The CCG Benefit Elements form displays.

To enter a new element for the person, click the New button.

12. Note: the current bi-weekly period defaults to the current period. In this example, it is "April 15, 2018 to April 28, 2018".

Enter the element name into the Element Name field.

In this example, enter "Legal%".

13. To activate the List of Values (LOV), press the [Tab] key.

14. The "Legal Shield" element is populated in the Element Name field.

The CC Cost allocation KFF form also displays. In this example, this form can be skipped.

Click the Cancel button.

15. Click the Entry Values button.

16. The Entry Values window displays.

Enter the appropriate amount into the Amount field.

17. Save your work.


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Step Action18. The record has been applied and saved.


19. Change the Effective Date for the "Legal Shield" element by clicking on the calendar icon (also known as the "Alter Effective Date" icon).

Click the Alter Effective Date... button.


Enter the appropriate end date for this element into the Effective Date field.

In this example, enter "31may2018".

21. Press the [Tab]. key on your keyboard to activate the date format for the Effective Date field.


23. Note: By changing the Effective Date, the system displays the period that includes the new Effective Date.

To query the new element you entered, press [Ctrl+F11].24. Click in the Element Name field.

25. Click the Delete button.

26. A Decision window displays.

Click the Yes button.

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Step Action27. A Choose an option window displays.

Set the end date to the effective date by selecting the End Date option.

28. Save your changes.


29. To apply the element effective date changes, press [Ctrl+F11].30. The new element's Effective Dates are updated.


- Adding a recurring element entry and end dateEnd of Procedure.

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Enter a Non-Employee RecordLearning Objective: In this topic, you will learn how to enter a non-employee record in the Professional User Interface (PUI).

Adding outside (non-Cook County) agency employees and dependents is necessary to maintain benefits for those participating agency staff members.


Enter a non-employee record in the Professional User Interface (PUI)

Enter the non-employee's dependents in the PUI

Procedure


- Entering a non-employee record


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Step Action2. The People window displays.




To enter a new non-employee, select the New button.

Click the New button.

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Step Action4. Enter the last name of the person into the Name: Last field.

5. Click in the Name: First field.

6. Enter the first name of the person into the Name: First field.

7. Click the Gender list.

8. The Gender List of Values (LOV) displays.

Click the Female list item.

9. Click the Action list.

10. The Action LOV displays.

Click the Create Employment list item.

11. The Person Types LOV displays.

Select the appropriate person type.


13. Click in the Social Security field.

14. Enter the person's social security number into the Social Security field.

15. Click in the Birth Date field.

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Step Action16. Enter the person's date of birth into the Birth Date field.

17. Save your work.


18. The new person's record has been saved.

To add the person's address, click the Address button.

19. The Address window displays.

Enter the person's address intothe Address: Line 1 field.

20. Click in the City field.

21. Enter the person's city into the City field.

22. Click in the State field.

23. The Cities window displays.

This displays all cities with the name of, "Worth", sorted by state.

Select the appropriate city and state.

In this example, click the Worth IL 60803 cell.


25. Once you have finished entering the person's address information, save your work.


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Step Action26. Click the Close button.

27. If the person has dependents, select the Contact button.

28. The Contact window displays.

Enter the last name of the dependent into the Last field.

29. Click in the First field.

30. Enter the first name of the dependent into the First field.


32. Enter the dependent's Social Security Number into the Social Security field.


34. Enter the dependent's birth date into the Birth Date field.


36. The Gender LOV displays.

Select the appropriate value.

37. Click in the Relationship field.

38. Click the Relationship button.

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Step Action39. The Relationship Types LOV displays.

Select the appropriate type.


41. If there were additional dependents, you could enter them here by pressing the down arrow and enter each subsequent dependent as you did the first dependent.

In this example, the one dependent will suffice.



43. From the People window, click the Assignment button.

44. The Assignment window displays.

To change the person's organization, you must delete the existing organization from the Organization field.

Press the [Backspace] key.

45. Click the Organization button.

46. The Organizations window displays.

Enter the non-employee's organization into the Find field.

In this example, do a blind search by entering "%".

47. Click the Find button.

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Step Action48. The list of available organizations displays.

Select an organization.


50. A Choose an option window displays.

You are correcting the default organization.

Click the Correction button.

51. The CC People Group window displays.

Select whether the person is eligible for Benefits.

Click in the Benefits field.

52. Click the Benefits List of Values button.

53. The Benefits list of values displays.

Click the Yes list item.



56. Click in the Assignment Category field.

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Step Action57. Click the Assignment Category button.

58. The Assignment Categories list of values displays.

The default value is Fulltime-Regular.

To select Fulltime-Regular, click the OK button.

59. Save your work.


60. Close the Assignment window


61. Close the People window.



- Entering a non-employee recordEnd of Procedure.

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Enter a Dependent in PUILearning Objective: In this topic, you will learn how to enter a dependent in the Professional User Interface (PUI).

You use the Contacts form to enter new contacts (e.g. Dependents) and associate them with the employee.


Enter a dependent in the Professional User Interface (PUI).

Procedure


- Entering a dependent in the Professional User Interface (PUI)


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Step Action2. The People form displays.

A Decision window is displayed.


3. The Find Person form is displayed.



In this example, enter "boop".

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Step Action5. Pressing the Tab Key will display a list of values of persons with "Boop" as their

last name.

Press [Tab].6. The Full Name, Employee Number and Social Security are populated.


7. The person's detailed information is displayed.

Click the Contact button.

8. The Contact form displays.

Basic information about the contact is listed in the top section.

Relationship information is listed in the bottom section.

9. To add a new dependent, click the New button.

10. Enter the last name of the dependent into the Last field.

11. Press [Tab].12. Enter the first name of the dependent into the First field.


14. Enter the dependent's Social Security Number into the Social Security field.


16. Enter the dependent's birth date into the Birth Date field.


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Step Action18. Click the Male list item.

19. Click in the Relationship field.

20. Click the Relationship List of Values (LOV) button.

21. The Relationship Types LOV is displayed.

Click the Adopted Child list item.


23. Click the Start Reason LOV button.

24. The Relationship Start Reasons LOV is displayed.

Select the "Birth/Adoption" option.


25. Verify your data entry.

Save your work.


26. The record has been saved.

Close the Contact form.


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Step Action27. This topic covered:

- Entering a dependent in the Professional User Interface (PUI)End of Procedure.

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Mark Waiver Certifications as ReceivedLearning Objective: In this topic, you will learn how to mark waiver certifications as received.

You verify that waiver certifications are attached to the Benefits record and mark them as received.


Mark waiver certifications as received.

Procedure


- Marking waiver certifications as received



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Enter the appropriate date into the Effective Date field.



Enter all or a portion of the last name of the employee into the Full Name field.

6. To activate the List of Values (LOV), press the [Tab] key on your keyboard.

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Step Action7. The Find People window displays with persons with a last name that starts with

"Hatz".





10. The employee's information is now displayed in the Benefits Service Center.


11. The Desktop Activities menu displays.

Click the 6 Person Enrollment Action Items list item.

12. The Person Enrollment Action Items window displays.

In the Action Items region there is an item listed. Select the item.


14. In the Certifications region, there are three items listed that state, "Proof of Other Coverage". The first plan is displayed.

Note: The check box for "Enrollment Suspended" is checked. Once certifications are processed, this will be updated.

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Step Action15. Select the Received button for the "Medical - Waiver Plan" requiring the

appropriate certification.

Note: Waiver certification is not required for Dental and Vision plans.

For the "Medical - Waiver Plan", click the Received option.

16. Once you have verified that the required waiver certifications have been received, save your work.


17. The record has been saved.



- Marking waiver certifications as receivedEnd of Procedure.

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View Enrollment ResultsLearning Objective: In this topic, you will learn how to view an employee's benefit enrollment results. You use the View Enrollment Results form to display a person's enrollment information. This is a read-only form. You can display enrollment information after an enrollment result is created by one of these means: an electable choice is saved on an enrollment form, a default enrollment is processed, or the close enrollment process has completed. Enrollment information is date effectively displayed so that you can also view historical information. Upon completion of this topic you will be able to: View employee enrollment elections.View employee's dependent enrollment elections.View benefit plan rates.

Procedure


- Viewing enrollment results


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Step Action2. The Benefits Service Center window is displayed.

Click the "Yes" button to change the effective date, if necessary.


3. The Alter Effective Date window is displayed.



5. The Find Person window is displayed.


In this example, enter "Waller".6. Pressing the tab key will display a list of values of persons with "Waller" as their

last name.

Press [Tab].7. The People window is displayed with persons with the last name of "Waller".

Click the Waller, Marvaneen P list item.




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Step Action10. The person's detailed information is displayed.

To view the enrollment results for this person, click the Desktop Activities List of Values button.

11. The Desktop Activities List of Values is displayed.

Click the Enrollment Results list item.

12. The View Enrollment Results window displays.

In the Program section, select a program to view the enrollment information for that program.

Click in the Program field.

13. Select a Plan and Option from the General tab. Doing so will allow a view of the information related to that plan, including life event, enrollment level, plan type and enrollment method.

In this example, you can see the information for the Medical PPO Plan Employee + Spouse by default.

Click the Override tab.

14. The Override tab displays.

The Override tab allows you to see any information related to an override that has been made for that particular plan.

Click the Coverage tab.

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Step Action15. The Coverage tab displays.

The Coverage tab allows you to view the coverage start and end dates for a particular plan.

Click the Benefit tab.


The Benefit tab allows you to view the coverage amount and benefit type for a particular plan.

You may need to scroll down to find a plan that has coverage and benefit type information.


17. Click in the Basic Term Life field.

18. The Basic Term Life Coverage and Benefit Type are displayed.

Click in the Basic Term Life - Imputed Income field.

19. No coverage exists for this particular plan.

Click the Action Items button.

20. The Person Enrollment Action Items window displays.

Use the Action Items window to view any action items that are outstanding for a particular plan.

In this example, no records were found.


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Step Action21. Click the Close button to close the Person Enrollment Action Items window.

22. Click the Designee button.

23. The Dependent/Beneficiary Designation window displays.

Use the Dependent/Beneficiary Designation window to view any dependent designations.


24. Click the Rates button.

25. The Rates window displays.

The General tab displays the Life Event, Activity Type and rate Start and End Dates.

Click the Types tab.

26. The Types window displays.

Use the Types tab to view the Tax Type and Calculation Method.

Click in the Name field.

27. Click the Amounts tab.

28. The Amounts tab displays.

Use the Amounts tab to view the Defined, Communicated and Annual calculated amounts.


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Step Action29. On the View Enrollment Results form, you can select another plan to view the

enrollment information.

Click in the Dental PPO Plan Employee + 1 field.

30. For this example, we will end the review and close the View Enrollment Results form.



- Viewing enrollment resultsEnd of Procedure.

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Make Elections through PUI - New HireLearning Objective: In this topic, you will learn how to make elections through the PUI.

The participant's request determines how you use the Benefits Service Center window.

You can change a person's HR record, process an active life event, and enter enrollment elections among other tasks.


Make elections through the PUI

Procedure


- Making Elections through the PUI - New Hire


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In this example, enter "15-apr-2018".

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In this example, enter "wolfson".





In this example, click the Wolfson, Mary Jane cell.


10. The employee's name, employee number and social security number are populated.


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Step Action11. The employee's information is now displayed in the Benefits Service Center

form.

You can process a Life Event action if the person has an active life event that needs to be processed.

To process a life event for this person, click the Desktop Activities List of Values (LOV) button.





The Life Events tab displays life events that have already been acted upon. The information includes the status and date that an event occurred. The date the event started and was processed is displayed on the right side.

14. Click the Potential Life Events tab.


This tab shows the potential life events that have been detected and need to be processed.

Select the relevant life event by clicking the appropriate Status field for that life event.

16. The New Hire event is highlighted.

To process the New Hire event, click the Process Event button.

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Step Action17. The Life Events Evaluation Processing Summary form displays.

Life events are displayed at the top of the form.

Once you are ready to proceed, click the Commit and Proceed button.

18. The Life Event Calculation Processing Summary form is displayed.

The new employee is now active in the enrollment period.

Once you are done reviewing the data, close the form.



The New Hire event status is updated to, "Processed". The Processed date is updated.


20. In the Benefits Summary region, eligible programs are identified.

From the Benefits Service Center window, click the Desktop Activities list.


Click the 3 Enrollment Form list item.

22. The Non-Flex Program form displays.

To make elections, select a plan.

Click the Medical Plan and Option list of values button.

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Step Action23. The Plans and Options window displays.

Select the appropriate plan and option for the employee.


25. Click the Dental Plan and Option list of valuesbutton.




28. Click the Vision Plan and Option list of values button.




31. Click the HFSA Plan and Option list of values button.

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Step Action32. The Plans and Options window displays.



34. Click the Benefit tab.


Click in the Amount field.

36. Enter the annual election amount into the into the Amount field.

37. Click the DCFSA Plan and Option list of values button.




40. Save your work.


41. Once all plans have been updated, close the Non-Flex Program window.


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Step Action42. From the Benefits Service Center window, you can now close the life event.


43. Click the 1 View Person Life Events list item.


Select the appropriate life event.

Click in the Event Status field.

45. Once you select the appropriate life event, you can close the event.

Click the Close Event button.

46. An Open Enrollment Data window displays.

You can change the Close event date or accept the default date.

Click the Continue button.

47. The New Hire event status has changed to "Processed".



- Making Elections through the PUI - New HireEnd of Procedure.

Reports and Processes

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Submit Benefits Processes and ReportsLearning Objective: In this topic, you will learn how to submit a request.

Standard Request’ submission satisfies a related set of business needs:

Use a standard interface to run programs and reports Control access to different reports and programs View report output online Automatically run programs, reports, or request sets at specific time intervals

Upon completion of this topic, you will be able to:

Submit a Request

Procedure


- Submitting Benefits processes and reports


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Step Action1. Click the Submit Processes and Reports link.

Step Action2. The Submit a New Request window is displayed.

Check the Single Request option to submit single requests, or choose to submit a predefined group of requests by checking Request Set.

Click the OK button to accept the default Single Request option.

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Step Action3. The Submit Request window displays.

You can either enter in all or a portion of the report name. Or, you can use the List of Values to find a specific report.

Note: the responsibility you are using determines therequest group and the requests that will appear in the list.

In this example, use the List of Values.

Click the Name LOV button.

4. The Reports window displays with the list of available reports.

Select the Name of the report that you want to run from the list of available requests.

in this example, click the Life Events Summary Report (XML) list item.


6. The Parameters window displays.

A Parameters window automatically appears when a report that requires parameter values is selected. The prompts in the Parameters window are specific to the report selected.

Enter the values in the required parameter (yellow) fields and in any other specific fields to narrow the report output closer to what will meet your search needs..Click in the Reporting Period Start Date field.

7. Enter the appropriate date into the Reporting Period Start Date field.

In this example, enter "01-mar-2018".

8. Click in the Reporting Period End Date field.

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Step Action9. Enter the appropriate date into the Reporting Period End Date field.

In this example, enter "24-apr-2018".

10. Click the Life Event LOV button.

11. The Life Event list of values displays.

Click the Birth/Adoption list item.


13. Scroll down to see more parameters.


14. Once you have selected the appropriate parameters, click the OK button.

15. The Parameters window closes, and the parameter values are displayed in the Parameters field.

Click the Submit button to submit the request.

16. A Decision box displays, providing options to submit another request.

In this example, click the No button.

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Step Action17. Since all reports, programs, and requests are run as concurrent requests in

Oracle Applications, you can navigate to the Requests window to view the progress of all of your concurrent requests.

Navigate to the Request window through View > Requests, and you will see a Find Requests window.

Click the View menu.

18. Click the Requests menu.

19. Select the Find button to find all of your requests from the last 7 days.


20. The Requests window displays a phase and status for each request listed.

Click the Refresh Data button.

21. Once the request status changes to Completed - Normal, you can view the output.

To view the report, click the View Output button.

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Step Action22. An Internet Explorer window displays.

You can save the report or open it.

In this example, click the Open button.

23. The Life Events Summary Report displays.


- Submitting Benefits processes and reportsEnd of Procedure.

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Documents

Advanced Benefits - COOK COUNTY STEP – A …step.cookcountyil.gov/.../Advanced-Benefits_TRAIN.docx · Web viewLearning Objective: In this topic, you will learn how to process life