Made modifications to all the accompanying pages, records etc but I cannot view them because none in test environment is set for Open Enrollment since I am unfamiliar with the entire process. Can anyone out there tell me how I can enable Open Enrollment? I have read all about the Snapshots, OE Definition and everything is set up (I think). All I need to do know is with what I have set up, how I enable Open Enrollment. I would like to do it for the dates of 11/01/2001 thru 12/31/2001 which I have set up. In order to see the Open Enrollment event on eBenefits, you need to run Open Enrollment to open the event. If it sounded like you never had Open Enrollment on Benefits Administration. Here are the steps you need to do to prepare for OE: 1) Set up Pay Calendars for 2002 2) Set up new Bas Group ID for OE and assign to employee who is eligible for OE (you need to do this step only if not all employees in the company is eligible for OE) 3) Set up Open Enrollment Definition in Define Automated Benefits. 4) Set up a Schedule ID for OE in Define Automated Benefits. You have indicated your OE is from 11/01/2001 - 12/31/2001. So when you set up the Open Enrollment Definition, set up the Enrollment Begin Date as 11/1/2001 and End Date as 11/18/2001. Note that, Employee will not able to see the OE event in eBenefits after 11/18/2001. Before you run OE, I suggest you run the Event Maintenance and clean all the open events as many as possible. In our system, OE is a low priority event; therefore BenAdmin will process any EM events before processing OE events. That's why you need to close all the EM events before running Open Enrollment. When you run OE, it is the same as you run Event Maintenance. The difference is at the Run Control; you need to specify the Schedule ID as the one you set up for OE. Finally, you need to grant security at the employee's level so that they can see the OE event on the web. You need to grant some of the components on the W3B_MENU menu in the Permission List. In its simplest form, you need to have the following identified: OE Event Class identified in your Event Rules. This tells the system what to with the Plan Type when Open Enrollment is run. Group ID. Unless you are going to run your entire population, you need to identify a Bas_Group_ID that gets attached to the employee on their Job record; and, is included in your Open Enrollment definition. If you want to run everyone, you can leave this blank. Open Enrollment Definition - This is the dates and the benefit programs to be included for your Open Enrollment. Schedule ID - Identify the Schedule or 'BUS' that will have all of the Open Enrollment participants. This is where you include your Bas Group ID and more importantly, the Open Enrollment definition. That is it from a definition standpoint! Run BenAdmin for the Open Enrollment schedule that you identified. If you do not pick up anyone, click on the Schedule New Participants in the Run Control. The above will put everyone in a prepared status which will get picked up by the Self Service. 1.) Make sure your installation table is set to use benefits administration. 2.) Make sure your employees are all set to a benefits system of benefits administration. 3.) Define your eligibility rules & event rules. 4.) Set up your schedule and open enrollment definition. 5.) Submit OE through Administer Automated Benefits-Process-Run Control, entering the schedule id you created.

BenAdmin - Open Enrollment

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8/8/2019 BenAdmin - Open Enrollment

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In order to see the Open Enrollment event on eBenefits, you need to run Open Enrollment to open the

event. If it sounded like you never had Open Enrollment on Benefits Administration. Here are the steps you

need to do to prepare for OE:

1) Set up Pay Calendars for 20022) Set up new Bas Group ID for OE and assign to employee who is eligible for OE (you need to do this step

only if not all employees in the company is eligible for OE)3) Set up Open Enrollment Definition in Define Automated Benefits.

4) Set up a Schedule ID for OE in Define Automated Benefits.

You have indicated your OE is from 11/01/2001 - 12/31/2001. So when you set

up the Open Enrollment Definition, set up the Enrollment Begin Date as 11/1/2001 and End Date as

11/18/2001. Note that, Employee will not able to see the OE event in eBenefits after 11/18/2001.

Before you run OE, I suggest you run the Event Maintenance and clean all the open events as many aspossible. In our system, OE is a low priority event; therefore BenAdmin will process any EM events before

processing OE events. That's why you need to close all the EM events before running Open Enrollment.

When you run OE, it is the same as you run Event Maintenance. The difference is at the Run Control; you

need to specify the Schedule ID as the one you set up for OE.

Finally, you need to grant security at the employee's level so that they can see the OE event on the web.

You need to grant some of the components on the W3B_MENU menu in the Permission List.

In its simplest form, you need to have the following identified:

OE Event Class identified in your Event Rules. This tells the system what to with the Plan Type when Open

Enrollment is run.

Group ID. Unless you are going to run your entire population, you need to identify a Bas_Group_ID that

gets attached to the employee on their Job record; and, is included in your Open Enrollment definition. If

you want to run everyone, you can leave this blank.

Open Enrollment Definition - This is the dates and the benefit programs to be included for your Open

Enrollment.

Schedule ID - Identify the Schedule or 'BUS' that will have all of the Open Enrollment participants. This iswhere you include your Bas Group ID and more importantly, the Open Enrollment definition.

That is it from a definition standpoint! Run BenAdmin for the Open Enrollment schedule that you

identified. If you do not pick up anyone, click on the Schedule New Participants in the Run Control.

The above will put everyone in a prepared status which will get picked up by the Self Service.

1.) Make sure your installation table is set to use benefits administration.

2.) Make sure your employees are all set to a benefits system of benefits administration.3.) Define your eligibility rules & event rules.

4.) Set up your schedule and open enrollment definition.

5.) Submit OE through Administer Automated Benefits-Process-Run Control, entering the schedule id you

created.