Selerix - User contributions [en]

BenSelect:Admin:EDI:Control numbers

2013-10-02T15:26:33Z

Ruthie: Created page with "The EDI screen controls the group numbers, plan codes, and other codes used to represent benefits in reports and data extracts. You can set up several different types of EDI..."

The EDI screen controls the group numbers, plan codes, and other codes used to represent benefits in reports and data extracts.

You can set up several different types of EDI numbers. Once assigned to a payer, product, or user, these numbers may appear in various types of reports. To set one of the four types of EDI numbers, click the corresponding tab below.

*Control (Account) Numbers
*Group Numbers
*Deduction Codes
*Agent IDs

BenSelect:Admin:PayGroup:Overview

2013-10-02T15:26:11Z

Ruthie: Created page with "=Pay Groups Screen= Use the Pay Groups screen to set up specific pay groups, which identify groupings of employees who share the same payroll frequency, deduction frequency, ..."

=Pay Groups Screen=

Use the Pay Groups screen to set up specific pay groups, which identify groupings of employees who share the same payroll frequency, deduction frequency, and pay calendar.

==Pay Groups – Elements==

The following table lists the element name and provides a description.

;Location :Select the location for the pay group.
;Pay Group :Enter a name that describes the pay group (e.g., 26/24).
;Payroll Frequency :Select the total number of paychecks per year.
;Deduction Frequency :Select how often payroll deductions occur.
;Payment Type :Select the type of payment allowed for the pay group.
;First deduction :Select when the first deduction for the employee occurs. Options include:
*Following pay period – The first pay period that follows the end of enrollment.
*Same pay period as effective date – The same pay period in which the effective date falls.
;Payroll Company :Select a department to be defined as the Payroll Company.
;JobClass :Select the name of the location-specific eligibility class.
;Payroll Calendar :Use the list of payroll dates to select when deductions occur for this pay group.

Delete all pay dates :Click this button to delete all pay dates and start over.
Same for all locations :Select this option if all settings on this screen apply to all locations within the case.

BenSelect:Admin:Eligibility:Overview

2013-10-02T15:25:51Z

Ruthie: Created page with "=Eligibility Screen= The Eligibility screen lets you set up job classes, benefit types, and eligibility for each location. Eligibility for benefit enrollment is determined by..."

=Eligibility Screen=
The Eligibility screen lets you set up job classes, benefit types, and eligibility for each location.
Eligibility for benefit enrollment is determined by the employee's job class. Job classes are unique to each location. For each location, you must specify the name (and an optional description) for each job class. Place a check mark next to each product available to members of the job class.

==Eligibility Screen – Elements==
The following table lists the element name and provides a description.

;Location :Select the location to which you want to add the job class.
;Job class :Select which job class you want to edit.
;Name :Enter a name for the job class; ensure that it describes the eligibility criteria (for example, FT/PT > 32 hrs.).
;Description :Enter a description for the job class.
*If you want to include notes about the job class or products offered, enter them in the Notes field.
;Benefit Type :Select how the product will apply (e.g., through Payroll, Cobra, Retiree, or SelfPay).
;Eligibility/Product Listing :Select the checkbox next to each product to enable it for that job class.

===Common Buttons===
;Add :Click to add a new job class.
;Save : Click to save any selections or updates made to the property information.
;Delete :Click to delete the currently selected property.
;Cancel : Click to cancel all changes.

== Setting up Job Classes (Eligibility Rules)==
After setting up Benefit Plans, you set up eligibility rules for each of the job classes in the case. Because each location has unique job classes, you must select each location and the job class, and then apply the products.

Use the All and None buttons to check or uncheck all products.

BenSelect:Admin:Locations:Properties

2013-10-02T15:25:31Z

Ruthie: Created page with "=Locations Screen= The Locations screen provides the following tabs for location setup: *Locations *Location Groups *Departments *Properties ==Properties Tab== Location prope..."

=Locations Screen=
The Locations screen provides the following tabs for location setup:
*Locations
*Location Groups
*Departments
*Properties

==Properties Tab==
Location properties allow you to define custom values associated with each location in the group. You may access the custom properties in JScript scripts associated with any benefit plan using the method Employee.Location.GetProperty or change the properties using Employee.Location.GetProperty.

===Properties Tab – Elements===
The following table lists the element name and provides a description.

;Label :Name of the label for the location property.
;Description :Enter a description of the location property.
;Value :Value that is assigned to the location property.
;Type :Select the type of location property – this is how the property will display to the user. Options include:
*Int32
*String
*DateTime
*Boolean
*Money
*Combobox

===Common Buttons===
;New :Click to add a new property.
;Save : Click to save any selections or updates made to the property information.
;Delete :Click to delete the currently selected property.
;Cancel : Click to cancel all changes.
;Export :Click to export the property information to a configuration file.
;Same for all locations :Click to set the department to be the same for each location in the Location list on the left side of the screen.

BenSelect:Admin:Locations:Departments

2013-10-02T15:25:13Z

Ruthie: Created page with "=Locations Screen= The Locations screen provides the following tabs for location setup: *Locations *Location Groups *Departments *Properties ==Departments Tab== The list of d..."

=Locations Screen=
The Locations screen provides the following tabs for location setup:
*Locations
*Location Groups
*Departments
*Properties

==Departments Tab==
The list of departments is unique to each location. There are three ways to add departments:
*Enter them individually on this screen.
*Upload departments automatically from census (see Census Upload).
*Upload a spreadsheet using the Standard Template.

You must set a department for each employee.

===Departments Tab – Elements===
The following table lists the element name and provides a description.

;Location name :Select the name of the location to which you want to assign a department.
;Departments :Listing of the available departments for the case.
;Department Name :Enter a name for a new department, or change the name of a selected department.
;Department Number :Code number assigned to the department (optional).
;Upload departments :Click Browse to search for a department file.

===Common Buttons===
;New :Click to add a new department.
;Save : Click to save any selections or updates made to the department information.
;Delete :Click to delete the currently selected department.
;Cancel : Click to cancel all changes.
;Export :Click to export the department information to a configuration file.
;Same for all locations :Click to set the the same department information to be saved at all locations.

BenSelect:Admin:Locations:Location Groups

2013-10-02T15:24:50Z

Ruthie: Created page with "=Locations Screen= The Locations screen provides the following tabs for location setup: *Locations *Location Groups *Departments *Properties ==Location Groups Tab== Click the..."

=Locations Screen=
The Locations screen provides the following tabs for location setup:
*Locations
*Location Groups
*Departments
*Properties

==Location Groups Tab==
Click the Location Groups tab to set up specific location groups.
Location groups allow you to run reports, set EDI parameters, and set eligibility rules on several locations at once. Location groups appear in the interface any place you are required to specify a location.

===Location Groups Tab – Elements===
The following table lists the element name and provides a description.

;Location Group Name :Enter a name for the new location group.
;Locations: :Select each of the locations that you want to add to the new location group.

===Common Buttons===
;New :Click to add a new location.
;Save : Click to save any selections or updates made to the location group information.
;Delete :Click to delete the currently selected location.
;Cancel : Click to cancel all changes.
;Export :Click to export the location information to a configuration file.

BenSelect:Admin:Locations:Locations

2013-10-02T15:24:32Z

=Locations Screen=
The Locations screen provides the following tabs for location setup:
*Locations
*Location Groups
*Departments
*Properties

==Locations Tab==
Employer locations often operate quite independently of each other, utilizing separate information systems, defining their own job classes and departments, and even determining plan and payer product availability.
The Locations tab allows you to set up locations for the case.

===Locations Tab – Elements===
;Location Name :Enter a name for the location.
;Location Code :Identify the code assigned to this location (optional.)
;Location Logo :Upload a logo to attach to this location. Click Browse to choose the location of the file.
;Address :Enter the mailing address associated with the location.
;Upload Locations :Click the down arrow to upload the standard template for the location selected. The template includes location codes and addresses for the specified location.

===Common Buttons===
;New :Click to add a new location.
;Save : Click to save any selections or updates made to the location group information.
;Delete :Click to delete the currently selected location.
;Cancel : Click to cancel all changes.
;Export :Click to export the location information to a configuration file.

BenSelect:Admin:Product Library:Change Control

2013-10-02T15:23:52Z

Ruthie: Created page with "=Change Control Tab= The Change Control tab allows selected users to enter a comment and unlock a plug-in for editing. ==Change Control Tab – Elements== ;Locked :When sele..."

=Change Control Tab=
The Change Control tab allows selected users to enter a comment and unlock a plug-in for editing.

==Change Control Tab – Elements==
;Locked :When selected, only specific users are allowed to make changes.
;Authorized Users :Displays the users allowed to make changes to the selected product.
;Watch Filename :
;Change History :This section displays information about the changes made to the product.
;Search :Enter text to search for a specific change control comment.
;Version :Displays the iteration of the change.
;Change Date :Displays the date when the change was made.
;User :Displays the User ID of the person who made the change.
;Comment :Displays the text of the comment entered when making the change.
;Comments :Enter the text in this box to identify the change made. The more descriptive the text, the better to remember why the change was initiated.
;Unlock :Click this button to unlock the product.
;Cancel :Click this button to cancel any changes made on this screen.

BenSelect:Admin:Product Library:States

2013-10-02T15:23:02Z

Ruthie: Created page with "=States Tab – Product Library= The States tab lets you select the states in which you want the current product to be used for enrollment. Click All to select all of the s..."

=States Tab – Product Library=

The States tab lets you select the states in which you want the current product to be used for enrollment.

Click All to select all of the states, or click None to clear the selections from the states. Click Save to save the selections for the product.

BenSelect:Admin:Product Library:Assets

2013-10-02T15:22:43Z

Ruthie: Created page with "=Assets Tab - Product Library= The Assets tab lets you associate a rate file and various text bank strings with the product. Text bank strings associated with the product are ..."

=Assets Tab - Product Library=
The Assets tab lets you associate a rate file and various text bank strings with the product. Text bank strings associated with the product are exported to a configuration file when you export the product. Importing the configuration will cause the associated global text bank strings to be imported as well.

==Assets Tab – Elements==
Rate File
Update
Find
Associated Text Bank Items

==Uploading A Rate File==
*Click Browse and select the path to the rate file.
**The file will be uploaded to the appropriate ProductLib folder on the server.

BenSelect:Admin:Product Library:JScript

2013-10-02T15:22:28Z

Ruthie: Created page with "=Jscript Tab – Product Library= Use this tab to set up the scripted options, if any, for the underwriting questions. ;Event Type :Displays the type of event that occurs wh..."

=Jscript Tab – Product Library=
Use this tab to set up the scripted options, if any, for the underwriting questions.

;Event Type :Displays the type of event that occurs when this script is run.
Script :

BenSelect:Admin:Product Library:Rates

2013-10-02T15:21:43Z

Ruthie:

=Rates Tab – Product Library=
The Rates tab provides information about the rates for the selected Engine Type and Product.
Engine Types provide setup for the different types of rate plans offered by Benefits-Selection or build-out of the Product. The options you set for the rate plan for the selected Engine Type have a trickle-down affect; any change made in the Engine Type setup affects the specific product rate plan throughout the case.

The following are the engine types available in the system.

*BenefitAgent Bridge (Harmony)
*BenefitAgent Bridge (SmartApp)
*BenefitAgent Bridge (Texas Life)
*BenefitAgent Bridge (UNUM)
*BenefitAgent CI
*BenefitAgent CORE
*BenefitAgent Flex
*BenefitAgent PTO
*BenefitAgent Savings Plan
*BenefitAgent UL
*Custom - Assurity STD - Cannot view Rates, Questions tabs
*Custom - GE DI
*Custom - GE HI
*Custom - GE LSC.htm
*Custom - GE TL
*Custom - Trustmark CI
*Custom - Trustmark UL
*DB1 [Defined Benefit, 1 tier]
*DBN [Defined Benefit, N tier]
*Dummy
*FSA [Flexible Spending Account]
*Membership Plan
*NT [N tier, no benefit amount]
*SB1 [Salary based Benefit, 1 tier]

BenSelect:Admin:Product Library:Rates

2013-10-02T15:21:31Z

Ruthie:

=Rates Tab – Product Library=
The Rates tab provides information about the rates for the selected Engine Type and Product.
Engine Types provide setup for the different types of rate plans offered by Benefits-Selection or build-out of the Product. The options you set for the rate plan for the selected Engine Type have a trickle-down affect; any change made in the Engine Type setup affects the specific product rate plan throughout the case.

The following are the engine types available in the system.

*BenefitAgent Bridge (Harmony)
BenefitAgent Bridge (SmartApp)
*BenefitAgent Bridge (Texas Life)
*BenefitAgent Bridge (UNUM)
*BenefitAgent CI
*BenefitAgent CORE
*BenefitAgent Flex
*BenefitAgent PTO
*BenefitAgent Savings Plan
*BenefitAgent UL
*Custom - Assurity STD - Cannot view Rates, Questions tabs
*Custom - GE DI
*Custom - GE HI
*Custom - GE LSC.htm
*Custom - GE TL
*Custom - Trustmark CI
*Custom - Trustmark UL
*DB1 [Defined Benefit, 1 tier]
*DBN [Defined Benefit, N tier]
*Dummy
*FSA [Flexible Spending Account]
*Membership Plan
*NT [N tier, no benefit amount]
*SB1 [Salary based Benefit, 1 tier]

BenSelect:Admin:Product Library:Rates

2013-10-02T15:21:21Z

Ruthie: Created page with "=Rates Tab – Product Library== The Rates tab provides information about the rates for the selected Engine Type and Product. Engine Types provide setup for the different typ..."

=Rates Tab – Product Library==
The Rates tab provides information about the rates for the selected Engine Type and Product.
Engine Types provide setup for the different types of rate plans offered by Benefits-Selection or build-out of the Product. The options you set for the rate plan for the selected Engine Type have a trickle-down affect; any change made in the Engine Type setup affects the specific product rate plan throughout the case.

The following are the engine types available in the system.

*BenefitAgent Bridge (Harmony)
BenefitAgent Bridge (SmartApp)
*BenefitAgent Bridge (Texas Life)
*BenefitAgent Bridge (UNUM)
*BenefitAgent CI
*BenefitAgent CORE
*BenefitAgent Flex
*BenefitAgent PTO
*BenefitAgent Savings Plan
*BenefitAgent UL
*Custom - Assurity STD - Cannot view Rates, Questions tabs
*Custom - GE DI
*Custom - GE HI
*Custom - GE LSC.htm
*Custom - GE TL
*Custom - Trustmark CI
*Custom - Trustmark UL
*DB1 [Defined Benefit, 1 tier]
*DBN [Defined Benefit, N tier]
*Dummy
*FSA [Flexible Spending Account]
*Membership Plan
*NT [N tier, no benefit amount]
*SB1 [Salary based Benefit, 1 tier]

BenSelect:Admin:Product Library:Forms

2013-10-02T15:20:55Z

Ruthie: Created page with "=Forms Tab – Product Library= The Forms tab allows you to add, update, and delete forms from the Payer product. Specify the location of the form in the File Name field. Most..."

=Forms Tab – Product Library=
The Forms tab allows you to add, update, and delete forms from the Payer product.
Specify the location of the form in the File Name field. Most forms are located in the ProductLib folder on the web server. You may upload a file to the ProductLib folder by entering a local filename in the Upload field.

Check all states in which the form is required and whether employee and enroller signatures are required.

==Common Buttons==
;New :Click to add a new form. When you click New, the Document Properties window opens, with the Info tab displayed.
;Copy :Click to copy the selected form.
;Edit :Click to edit the selected form.
;Delete :Click to delete the selected form. Payer forms can only be deleted if they are not required by the payer for the case.
;Delete All :Click to delete all forms.
;View :Click to view the selected form.
https://demo.benselect.com/Admin/DocumentAdmin.aspx?ProductDocumentID=0&PayerProductID=10891&BackURL=ProductAdmin.aspx%3fID%3d10891%26InfoPage%3d2

https://wiki.selerix.com/index.php/BenSelect:Admin:Product_Library:Forms:Document_Properties
Document Properties (Add a Form)
Use the Document Properties screen to set up information for a new form, or to change an existing form.

BenSelect:Admin:Product Library:Presentations

2013-10-02T15:20:38Z

Ruthie: Created page with "=Presentations Tab – Product Library= The Presentations tab allows you to add, update, and delete forms from the Payer product. Click the Add button to add a presentation ..."

=Presentations Tab – Product Library=
The Presentations tab allows you to add, update, and delete forms from the Payer product.

Click the Add button to add a presentation file to this product. A new window displays three tabs, allowing you to select files to add.

After you add presentation files to the list, you can change the presentation order using the arrow buttons.

==Info Tab (Adding a Presentation File)==
The Info tab lets you select the stylesheet, presentation file, and language information.
;Update :Click to save the changes to the presentation file selected.
;Cancel :Click to discard any changes to the presentation file.

==States Tab (Adding a Presentation File)==
The States tab lets you select the states in which the presentation file will be available.

Click All to select all of the states.
Click None to deselect all of the states.

==JScript==
Use this tab to set up the scripted options, if any, for the selected presentation file.

===Common Buttons===
;Update :Click to save the changes to the presentation file selected.
;Cancel :Click to discard any changes to the presentation file.

BenSelect:Admin:Product Library:General

2013-10-02T15:20:14Z

Ruthie:

=Product Library Screen=
The Product Library allows you to maintain payer products in the system; the library is a collection of all the payer products across the case.
Before you can set up products in the Product Library, you will need to make sure that any payers you intend to use are in the list of payers known to the system. See Setting up a Payer for more information.
The Product Library provides access to these tabs:
*General
*Presentations
*Forms
*Rates
*Questions
*JScript
*Assets
*States
*Change Control

==General Tab==
The General tab allows you to set up basic information about the payer product.

===General Tab – Elements===
The following table lists the element name and provides a description.

;Engine Type :The Engine Type determines what the base product will contain. You may add to this as necessary.
;Product Name :The name that will be displayed to applicants when they enroll in coverage.
;Short Name :The Short Name is displayed in certain reports when an abbreviated name is preferred over the full name.
;XML Tag Name :The XML Tag Name is used to associate the product with forms and file extracts.
;Required Plan XML Tag :This field works with filling out required forms.
;Product Type :Specifies which “Engine Type” on which this product is based.
;Payer :Specifies the Payer for this product.
;License Required :Select this option to have a license required for the enrollment agent for this product.
;Appointments Required :Select this option to require appointments for the enrollment agent for this product.
;Global : Select this option if the product is available for all plans/cases.
;Used in Plan/Case :This field displays all of the plans or cases in which the current product is active.

===Common Buttons===
;New Configuration :Click to create a new configuration file.
;New :Click to clear the fields and add a new product.
;Save : Click to save any selections or updates made to the product information.
;Delete :Click to delete the currently selected product.
;Cancel : Click to cancel all changes.
;Export :Click to export the product information to a configuration file.

BenSelect:Admin:Companies:Payroll Administrators

2013-09-24T13:07:08Z

Ruthie: Created page with "=Payroll Administrators Tab= The Payroll Administrators tab allows you to set up payroll administrators for the case. Payroll reports require a payroll administrator, so you m..."

=Payroll Administrators Tab=
The Payroll Administrators tab allows you to set up payroll administrators for the case. Payroll reports require a payroll administrator, so you must setup payroll administrators to use payroll reporting in the case.
When you create a payroll administrator, the payroll administrator is automatically associated with the current (or logged in) case of the Administrator or Case Builder.

== Payroll Administrators Tab (Companies) - Elements==
;Company Name : Enter a name of the company to which you want to associate this payroll administrator.
;Address : Enter or change the address of this payroll administrator. This address is used in reporting.
;Used in Case :Displays all of the cases for which this payroll administrator is associated. This field will be blank until you associate the payroll administrator with a case.

==General Buttons==
;New :Click to create a new payroll administrator.
;Save :Click to save any selections or updates made to the payroll administrator information.
;Delete :Click to delete the selected payroll administrator and corresponding information.
;Cancel :Click to cancel all changes.

BenSelect:Admin:Companies:Payers

2013-09-24T13:06:36Z

Ruthie: Created page with "=Payers Tab= The Payers tab allows you to associate a payer with each case. When you create a payer, the payer is automatically associated with the current (or logged in) cas..."

=Payers Tab=
The Payers tab allows you to associate a payer with each case.
When you create a payer, the payer is automatically associated with the current (or logged in) case of the Administrator or Case Builder.

== Payers Tab (Companies) - Elements==
;Payer Name : Enter a name for the payer, or change the name of an existing payer.
;Address : Enter or change the address of the payer.
;Used in Case :Displays all of the cases for which this payer is associated. This field will be blank until you associate the payer with a case.

==General Buttons==
;New :Click to create a new payer.
;Save :Click to save any selections or updates made to the payer information.
;Delete :Click to delete the selected payer and corresponding information.
;Cancel :Click to cancel all changes.

BenSelect:Admin:Companies:Employers

2013-09-24T13:05:15Z

Ruthie: Created page with "=Employers Tab= The Employers tab allows you to create, edit, and delete employers for a case. {{admon/note|Note| When you create an employer, the employer is automatically as..."

=Employers Tab=
The Employers tab allows you to create, edit, and delete employers for a case.
{{admon/note|Note| When you create an employer, the employer is automatically associated with the current (or logged in) case of the Administrator or Case Builder.}}

== Employers Tab (Companies) - Elements==
;Employer Name : Enter a name for the employer, or change the name of an existing employer.
;Address : Enter or change the address of the employer.
;Small Logo :You can set up a path to a file that you want to display as the logo on any correspondence. File formats accepted include: JPG, TIF, BMP, and GIF. Enter a path and name for the logo file.
;Big Logo: You can set up a path to a file that you want to display as the logo on enrollment and system screens. File formats accepted include JPG, TIF, BMP, and GIF. Enter a path and name for the logo file.
;Used in Case :Displays all of the cases for which this employer is associated. This field will be blank until you associate the employer with a case.

==General Buttons==
;New :Click to create a new employer.
;Save :Click to save any selections or updates made to the employer information.
;Delete :Click to delete the selected employer and corresponding information.
;Cancel :Click to cancel all changes.

BenSelect:Admin:Companies:Brokers

2013-09-24T13:04:44Z

Ruthie: Created page with "=Companies Screen= The Companies screen lets you set up and manage brokers, employers, payers, and payroll companies used in cases. Use the following tabs to set up the approp..."

=Companies Screen=
The Companies screen lets you set up and manage brokers, employers, payers, and payroll companies used in cases.
Use the following tabs to set up the appropriate company type:
*Brokers
*Employers
*Payers
*Payroll Administrators

==Brokers Tab – Companies==
The Brokers tab lets you set up primary brokers. For every case defined in the system, you must associate a primary broker to that case. Users associated with the primary broker will all have access (subject to their permissions) to the new case.
=== Brokers Tab (Companies) - Elements===
The following lists the element name and provides a description.
;Broker Name :Enter a name for the new broker, or change the name of an existing broker. This is the name you select for the broker when you set up a case.
;Address :Enter or change the address of the broker.
;Used in Case :Displays all of the cases for which this broker is associated. This field will be blank until you associate the broker with a case.
When you create a broker, the broker is automatically associated with the current (or logged in) case of the Administrator or Case Builder.

==General Buttons==

;New :Click to create a new broker.
;Save :Click to save any selections or updates made to the broker information.
;Delete :Click to delete the selected broker and corresponding information.
;Cancel :Click to cancel all changes.

BenSelect:Admin:Employees:Employment

2013-07-24T18:09:37Z

Ruthie:

=The Employment tab=

The Employment tab of an employee record displays basic information about the employee, and allows you to edit personal information, change the employee’s pin number, and reset the employee’s enrollment status. Employee information is generally uploaded into the system through the Census file.

;Name :Enter at least a first and last name. If the middle initial and suffix are provided, enter them as well.
;Social Security :Enter the Social Security Number of the employee. The system stores the SSN without any dashes.
;Employee ID: The employee ID is location-dependent and may not be unique for the entire case. It is only required to be unique at a specific location.
;User ID :Allows setting a custom user id for employee login. Default is SSN or EID, setting this field allows that to be overwritten.
;Logon locked on :Allows locking an employee out of self-service enrollment.
;PIN :Personal Identification Number. Password used by individual to access the system. If not specified, the default rule for the group is applied. PIN is alpha-numerica with a minimum of 6 characters.
;Enrollment Status :Indicates the status of the enrollment for the individual; values include NotBegun, Incomplete, and Complete.
;Pay Group :Identifies groupings of employees who share the same payroll frequency, deduction frequency, and pay calendar.
;Payroll Frequency :Indicates the number of paychecks the individual receives during the calendar year.
;Deduction Frequency :Indicates the number of deductions per year (e.g., 12 for monthly, 26 for bi-weekly, etc.).
;FTE :Value between 0 and 1, indicating the percentage of full time equivalence. For plans to which it applies, the FTE percentage is used to reduce the employer contribution in an amount proportional to the FTE percentage.
;As Of Date :Timestamp indicating how current the information about the individual is. If a record for the individual already exists in the database, the database will only be updated if the As Of date is more recent.
;Last employee login :Timestamp indicating the date and time the employee last logged in via self-service enrollment.
;Last change :Timestamp indicating when the individual record was last updated.
;Auto-enroll :Link allowing you to automatically enroll the individual.
;Date of Hire :Earliest hire date with the group.
;Eligibility Date :Date, if different from Date of hire, on which benefit eligibility changed.
;Termination Date :Effective date of change in personal information (salary change, job status, etc.). If this field is not specified, the As Of date is used.
;Current Status :Indicates the status of the individual's employment. Valid values include: A'- Active, T - Terminated, C - COBRA, L - Leave of Absence
;Location :Name of worksite location to which the employee is assigned. Optional only if updating employee information.
;Department :Name of department to which the employee is assigned.
;Job Class :Name of location-specific eligibility class.
;Title :Job Title.
;Salary :Gross annual salary. This is used for computation of salary-based benefits such as life and disability coverage.
;Hourly Wage :Wage per hour based on salary and hours per week worked.
;Hours per Week :Hours worked per week.
;Reason :Enter a reason for updating the employee record.

=Editing Personal Information=

The following are editable fields on the Employment tab in an employee record.

* Social Security number
* Employee ID, PIN number (See [[#Changing the PIN Number|how to change PIN number]] below)
* Enrollment Status (See [[#Viewing/Changing Enrollment Status|how to view/change enrollment status]] below)
* Pay group
* Payroll Frequency
* FTE
* As Of Date
* Date of Hire
* Eligibility Date
* Termination Date
* Current Status
* Department
* Title
* Salary
* Hours Per Week

To edit these fields:

#Either select a different value from the drop-down list, or enter a new value. The Employment tab updates with the new information.
#Press Save before moving to a different tab in the employee record.

==Changing the PIN Number==

If necessary, you may change the employee’s PIN number. This may be at the employee or employer’s request. You may change the employee's PIN number on the Employment tab of the employee record.

To change the PIN number:

#Enter the new number in the PIN text box, and click the Change Pin link. The employee record updates, but the information does not display on-screen.
#Press Save before moving to a different tab.

==Viewing/Changing Enrollment Status==

You can change the enrollment status of any employee record from the Employment Tab. This task is most often used when an employee or enroller needs to correct a mistake made during enrollment. This changes the employee’s enrollment status from Complete to NotBegun.

;Enrollment Status of NotBegun : Click the Auto-enroll option to automatically create applications for each plan based on the individual plan's auto enrollment rules. The employee’s enrollment status changes to “Complete”.

;Enrollment Status of Incomplete : Complete the benefit plan enrollment for this employee, either by clicking the Enroll button and selecting each option individually, or by selecting the Auto-enroll option.

;Enrollment Status of Complete : Click the Reset option to set the employee’s enrollment status to “NotBegun”.

Clicking the Reset option deletes any pending application records.

For those employees whose enrollment status displays as “Inactive”, you will have to manually enable the employee’s enrollment.

BenSelect:Admin:Case Info:General

2013-06-06T16:27:33Z

Ruthie:

=Case Info=
The Case Info screen controls how the case is published on the Enrollment Site, as well as controls the availability of certain enrollment site features. (If necessary, choose Case Info from the Case Setup menu.)

Specifically, the Case Info screen lets you:

*Choose colors and font styles.
*Set general attributes of the case, such as the enrollment period.
*Control certain features of the enrollment site.
*Maintain an audit trail of changes to the case.
*Upload presentations and logos.
*Create custom fields for tracking additional information about employees.

==General Buttons==

;Save :Click to save any selections or updates made to the case setup.
;Cancel :Click to cancel all changes.
;Delete All Employees :Click to delete all employees loaded to the case. This button is only available outside the enrollment period. If you wish to delete all employee data from the case and this button is disabled, adjust the enrollment period accordingly.
;Delete Case :Click to Delete the entire case and all enrollees/employees associated with the case. ''This button allows you to delete the case completely from the database. Do not use this button unless you need to wipe a case out completely from the database.''

==General Tab - Case Info==
The General tab lets you set up basic information about the case.

===General Tab (Case Info) - Elements===
The following table lists the element name and provides a description.

;Case Name :Define the name you want for the case.
;Employer :Enter the name of the employer (may be similar to the case name).
;Primary Brokerage :Select the primary brokerage for the case.
;Default Enroller :The default enroller is the administrative user account associated with enrollment sessions in which the employee self-enrolls using the enrollment website. When an enrollment session is initiated by an enroller on the administrative website, that enroller’s account is associated with the enrollment session. It is generally a good idea to set a aside a specific dedicated account for the default enroller. It is also a good idea for the default account to be locked so it cannot be used to log onto the system.
;Sign as Default Enroller :Select this option to have all enrollers sign as “Default Enroller”; this means “Default Enroller” displays in the Enroller field, and not the user’s User ID.
;Stylesheet :Choose the stylesheet that best matches the colors and fonts for your case.

;Training Case :If you check the Training Case checkbox, the system will display a “Training” watermark on each page, indicating to the user that enrollments in the case are for training purposes only. A “key icon” also displays to indicate that the case is for training purposes only.
;Enrollment Period :This is the period of time in which employees are allowed to participate in Open Enrollment. Open Enrollment is the period of time during which eligible employees are allowed to enroll in benefits (as long as those benefits are open for enrollment, as defined in the enrollment rules). After the enrollment period, the ability for an employee to enroll is determined by the enrollment rules (specifically, the Grace Period).
;Plan Year Begins :Select the date for the beginning of the Plan Year.
;Location of Session :The physical location of an enrollment session determines the state-specific eligibility rules and forms that apply. In the majority of cases, the location of the session is the employee’s worksite. In some cases, the session location is determined by the employee’s home address. The Residence option is typically only used for groups in which members are not true employees of the group.
;Change Control Lock case :By locking the case, you can prevent other administrative users from changing any aspect of the case configuration without first unlocking the case.
;Enrollment Site :Set options for the Enrollment site.
;Enable enrollment site :Select this option when you are ready for employees to log onto the enrollment site. This option should typically remain disabled until case setup is complete.
;Enable co-browsing :Activate this option if you wish for employees to be able to call an enroller and have the enroller take control of the enrollment session.

;Enable life events for employees :Activate this option if you wish for employees to be able to handle qualifying life events (such as job status change, divorce, marriage, child birth, etc.) on the enrollment website.
;Allow new employees on login :This option is typically only used when a census is not available for the group prior to enrollment. Members of the group can enter their own information prior to logging onto the website. This option is not generally activated for most employee groups
;Enable QuickEnroll :Activate this option if you wish to present a side-by-side comparison of last year’s versus this year’s benefits to the user. If this option is not activated, a simple benefit summary is shown to the user (unless there are no prior benefits on record).
;Confirm employee information before enrollment :Select this option if you want Benefits-Selection to validate employee information before enrollment is allowed. Current employee information will be displayed to the enrollee, and the enrollee may make changes if needed.
;Confirm enrollment city :Select this option when you want Benefits-Selection to validate only the enrollment city before enrollment begins.
;Use location information :Selecting this option will cause the employee's location name to be displayed as the employer name on the enrollment site and on forms.
;Available Languages :Select to have the application display in more than one language. Available languages include:
*English
*Spanish
;Status bar :The Status Bar displays the status of the enrollment. Select the location of the Status Bar. Options include: None, Header, and Left Panel.
;Progress bar :The Progress Bar displays how much progress has occurred for the current individual enrollment. Select the location of the Progress Bar. Options include: None, Header, and Left Panel.
;Totals :Set your selections for how the plan costs are calculated.
;Employer contribution :Select to calculate and display the employer contribution for the plan.
;Pre-tax cost :Select to calculate and display the pre-tax cost of the plan. ''Note: If you select this option, then do not select the “Skip plan review screens (Auto-confirm)”. ''
;Post-tax cost :Select to calculate and display the post-tax cost of the plan. ''Note: If you select this option, then do not select the “Skip plan review screens (Auto-confirm)”.''
;Total :Select this option to display all of the total calculations. This may be confusing to enrollees, so do not check.
;Navigation :Set options for navigating through the enrollment process.
;Skip Personal Info :Activate this option to not display this step in the enrollment process.
;Skip Dependents :Activate this option to not display this step in the enrollment process.
;Skip Employment Info :Activate this option if you wish to skip the review of the employee’s employment information. Activate this option only if you are reasonably sure that the information loaded in the census is accurate, or if the employment information is not relevant to the enrollment (i.e., consumer-oriented member groups).
;Skip plan presentations (Information tab) :Activate this option if you wish to allow enrollers to skip directly to the application screen for each benefit without viewing the plan-specific presentations. Enrollers still have the option to click on the presentations to view them.
;Skip plan review screens (Auto-confirm) :Activate this option if you wish to skip the confirmation step after each benefit. This option is typically enabled for most cases.
;Skip sign when all waived (Sign and Review) :Activate this option to allow enrollees to skip the Sign and Review step if all plan options are waived.
;Hide Navigation Tabs :Activate this option to not display the navigation tabs for the enrollment process.

BenSelect:Admin:EnrollmentStatus:Overview

2013-02-22T21:51:18Z

Ruthie:

=Enrollment Status Overview=
Use the Enrollment Status screen to assess the progress of an active open enrollment or to wrap up the current enrollment, applying default rules to employees who did not enroll.
==View by Employee==
Viewing enrollment status by employee breaks down enrollment status (Not Begun, Not Eligible, Incomplete, Complete) by Job Class. Clicking on any number link will take you to a list of employees in that status.
#To view status for a specific location, choose the location from the Location list.

;Not Begun :Employees in a Not Begun status have neither logged in via self-service nor has an enroller clicked the "Enroll" button for that employee.
;Not Eligible :Terminated employees.
;Incomplete :Enrollment has begun but a Benefit Confirmation/Verification has not been signed.
;Complete :Enrollment has been completed and a Benefit Confirmation/Verification is available for the employee.

==View by Plan/Application==
The Enrollment Status by Plan/Application screen displays all plans that are available in the current case. Each plan is categorized by applications that are: Not Started, Pending Waived, Completed, or Carried Over. The Total number of applications for that plan is shown at the end of each row.

<blockquote>'''PLEASE NOTE: The numbers on this view reflect enrollment at a plan or application level, not a complete enrollment status. For example, an employee who is "Incomplete" on their Enrollment Status on their [[BenSelect:Admin:Employees:Employment|Employment screen]] will be listed in multiple categories below. Suppose the employee logged in to the enrollment site, made medical and dental elections, and then logged out without making any other elections or signing a confirmation. That employee will be listed on this page in the "Pending" column for Medical and Dental, and in the "Not Begun" for all other plans. However, that employee's status is "Incomplete" on their [[BenSelect:Admin:Employees:Employment|Employment page]].'''</blockquote>

#To view status for a specific location, choose the location from the Location list.
#To view status for a specific benefit type (All, Self Pay, or COBRA), choose the benefit type you want from the Benefit Type list.
;Not Started :The total number of employees who have not yet begun the enrollment process for this plan. Click the Not Started link to view all of the employee information.

;Pending :The total number of employees who have enrolled in this plan, but the employees have not yet signed a Benefit Confirmation, or [[BenSelect:Admin:AgentPending:Overview|Agent Follow-up]] is needed. Click the Click the Pending link to view all of the employee information.
;Waived :The total number of employees who have waived coverage for this plan. Click the Waived link to view all of the employee information.
;Completed :The total number of employees who have completed the enrollment process for this plan. Click the Completed link to view all of the employee information.
;Carried Over :The total number of employees whose coverage does not require a renewal for this plan. Click the Carried Over link to view all of the employee information.

After drilling down to a specific category (Not Started, Pending, Waived, Completed, or Carried Over), you may also further refine the display of employees/applicants by selecting from these drop-down lists:

*Enroller - Select All Enrollers or a specific enroller name.
*Location - Select All Locations or a specific location.
*Plan - Select All CasePlans or a specific plan name.
*Benefit Type - Select All or a specific benefit type, as defined by the case.

Click on an employee’s ID number to view details about individual employees.

==Auto-Enroll/Case Wrap-up==
The Auto-enrollment process is available to administrators and some levels of enrollers after the open enrollment period is closed.

Administrators can press Auto Enroll to automatically create complete enrollment statuses for those who are currently in a "Not Begun" or "Incomplete" status. Auto Enroll will create applications for each plan based on the individual plan's auto enrollment rules.

*Press [[#Auto-Enroll|Auto Enroll]] to automatically create a complete enrollment. Auto Enroll will create applications for each plan based on the individual plan's auto enrollment rules. This option is not available during the open enrollment period.
*Ignore Grace Period applies auto-enroll rules to all employees who are not in a Complete status, whether or not the employee is still in their grace period.
*Press Open Enrollment to reset the enrollment records for all employees. This is required prior to the beginning of the open enrollment period.

==Enrollment Status Post Open Enrollment==
The same categories display on the Enrollment Status screen at the end of the enrollment period as during the enrollment, although the totals now reflect the completion of the enrollment.

Check on the Incomplete category in the Employee view or the Pending category in the Plan/Application view to determine if any follow-up issues remain, either in need of [[BenSelect:Admin:AgentPending:Overview|Agent Follow-up]] or in need of [[#Auto-Enroll|Auto-Enrolling]].

BenSelect:Admin:EnrollmentStatus:Overview

2013-02-22T21:43:34Z

Ruthie: /* Enrollment Status during Open Enrollment */

=Enrollment Status Overview=
==Enrollment Status during Open Enrollment==
Use the Enrollment Status screen to assess the progress of an active open enrollment or to wrap up the current enrollment, applying default rules to employees who did not enroll.

#To view status for a specific location, choose the location from the Location list.
#To view status for a specific benefit type (All, Self Pay, or COBRA), choose the benefit type you want from the Benefit Type list.

The Enrollment Status screen displays all plans that are available in the current case. Each plan is categorized by applications that are: Not Started, Pending Waived, Completed, or Carried Over. The Total number of applications for that plan is shown at the end of each row.

<blockquote>'''PLEASE NOTE: The numbers on this page reflect enrollment at a plan or application level, not a complete enrollment status. For example, an employee who is "Incomplete" on their Enrollment Status on their [[BenSelect:Admin:Employees:Employment|Employment screen]] will be listed in multiple categories below. Suppose the employee logged in to the enrollment site, made medical and dental elections, and then logged out without making any other elections or signing a confirmation. That employee will be listed on this page in the "Pending" column for Medical and Dental, and in the "Not Begun" for all other plans. However, that employee's status is "Incomplete" on their [[BenSelect:Admin:Employees:Employment|Employment page]].'''</blockquote>
.
*Press [[#Auto-Enroll|Auto Enroll]] to automatically create a complete enrollment. Auto Enroll will create applications for each plan based on the individual plan's auto enrollment rules. This option is not available during the open enrollment period.
*Press Open Enrollment to reset the enrollment records for all employees. This is required prior to the beginning of the open enrollment period.

Click on a number to view details about individual employees (Not Started or Pending).

;Not Started :The total number of employees who have not yet begun the enrollment process for this plan. Click the Not Started link to view all of the employee information.

;Pending :The total number of employees who have enrolled in this plan, but the employees have not yet signed a Benefit Confirmation, or [[BenSelect:Admin:AgentPending:Overview|Agent Follow-up]] is needed. Click the Click the Pending link to view all of the employee information.
;Waived :The total number of employees who have waived coverage for this plan. Click the Waived link to view all of the employee information.
;Completed :The total number of employees who have completed the enrollment process for this plan. Click the Completed link to view all of the employee information.
;Carried Over :The total number of employees whose coverage does not require a renewal for this plan. Click the Carried Over link to view all of the employee information.

After drilling down to a specific category (Not Started, Pending, Waived, Completed, or Carried Over), you may also further refine the display of employees/applicants by selecting from these drop-down lists:

*Enroller - Select All Enrollers or a specific enroller name.
*Location - Select All Locations or a specific location.
*Plan - Select All CasePlans or a specific plan name.
*Benefit Type - Select All or a specific benefit type, as defined by the case.

Click on an employee’s ID number to view details about individual employees.

==Enrollment Status Post Open Enrollment==
The same categories display on the Enrollment Status screen at the end of the enrollment period as during the enrollment, although the totals now reflect the completion of the enrollment.

Check on the Pending category to determine if any follow-up issues remain, either in need of [[BenSelect:Admin:AgentPending:Overview|Agent Follow-up]] or in need of [[#Auto-Enroll|Auto-Enrolling]].

==Auto-Enroll==
The Auto-enrollment process is available to administrators and some levels of enrollers after the open enrollment period is closed.

Administrators can press Auto Enroll to automatically create complete enrollment statuses for those who are currently in a "Not Begun" or "Incomplete" status. Auto Enroll will create applications for each plan based on the individual plan's auto enrollment rules.

BenSelect:Admin:Employees:Forms

2013-02-22T21:40:46Z

Ruthie: /* Forms Tab */

=Forms Tab=

The Forms tab contains the application forms that the employee or designee has signed.

The following list describes the elements on the forms tab

;Document (option) :Displays the name of the application that has been signed. An icon displays to the right of the document name,indicating the format of the applicaiton. Click the link or icon to display the application.
;Create Date :Time and date when the form was signed and submitted.
;Local Update Time :Displays the date and time that the Form information was last updated.
;Employee Signature :Indicates if the signature was obtained by the employee entering a PIN.
;Enroller Signature :Indicates if the signature was obtained by the enroller entering a PIN.
;Form XML (option) :Click this link to the see the name of the form fields, as well as values associated with the fields.
;Transmittal :The link works as a toggle to include a self-extracting form transmittal with the application. If you do not want to include a self-extracting form transmittal, toggle the link to "ignore". ''For more information about the Transmittal, see the Case Setup Guide''
;Delete (option) :Click the Delete option to delete the application.

==Upload documents==
You have the ability to upload any document to an employee's Forms tab via the "Upload Documents" link. Expand the link, select a document type and click the plus sign to select a file. Once a file is selected, click "Save" to save the document to the Forms tab for that employee.

BenSelect:Admin:Employees:Employment

2013-02-22T21:25:27Z

Ruthie: /* The Employment tab */

=The Employment tab=

The Employment tab of an employee record displays basic information about the employee, and allows you to edit personal information, change the employee’s pin number, and reset the employee’s enrollment status. Employee information is generally uploaded into the system through the Census file.

;Name :Enter at least a first and last name. If the middle initial and suffix are provided, enter them as well.
;Social Security :Enter the Social Security Number of the employee. The system stores the SSN without any dashes.
;Employee ID: The employee ID is location-dependent and may not be unique for the entire case. It is only required to be unique at a specific location.
;User ID :Allows setting a custom user id for employee login. Default is SSN or EID, setting this field allows that to be overwritten.
;Logon locked on :Allows locking an employee out of self-service enrollment.
;PIN :Personal Identification Number. Password used by individual to access the system. If not specified, the default rule for the group is applied.
;Enrollment Status :Indicates the status of the enrollment for the individual; values include NotBegun, Incomplete, and Complete.
;Pay Group :Identifies groupings of employees who share the same payroll frequency, deduction frequency, and pay calendar.
;Payroll Frequency :Indicates the number of paychecks the individual receives during the calendar year.
;Deduction Frequency :Indicates the number of deductions per year (e.g., 12 for monthly, 26 for bi-weekly, etc.).
;FTE :Value between 0 and 1, indicating the percentage of full time equivalence. For plans to which it applies, the FTE percentage is used to reduce the employer contribution in an amount proportional to the FTE percentage.
;As Of Date :Timestamp indicating how current the information about the individual is. If a record for the individual already exists in the database, the database will only be updated if the As Of date is more recent.
;Last employee login :Timestamp indicating the date and time the employee last logged in via self-service enrollment.
;Last change :Timestamp indicating when the individual record was last updated.
;Auto-enroll :Link allowing you to automatically enroll the individual.
;Date of Hire :Earliest hire date with the group.
;Eligibility Date :Date, if different from Date of hire, on which benefit eligibility changed.
;Termination Date :Effective date of change in personal information (salary change, job status, etc.). If this field is not specified, the As Of date is used.
;Current Status :Indicates the status of the individual's employment. Valid values include: A'- Active, T - Terminated, C - COBRA, L - Leave of Absence
;Location :Name of worksite location to which the employee is assigned. Optional only if updating employee information.
;Department :Name of department to which the employee is assigned.
;Job Class :Name of location-specific eligibility class.
;Title :Job Title.
;Salary :Gross annual salary. This is used for computation of salary-based benefits such as life and disability coverage.
;Hourly Wage :Wage per hour based on salary and hours per week worked.
;Hours per Week :Hours worked per week.
;Reason :Enter a reason for updating the employee record.

=Editing Personal Information=

The following are editable fields on the Employment tab in an employee record.

* Social Security number
* Employee ID, PIN number (See [[#Changing the PIN Number|how to change PIN number]] below)
* Enrollment Status (See [[#Viewing/Changing Enrollment Status|how to view/change enrollment status]] below)
* Pay group
* Payroll Frequency
* FTE
* As Of Date
* Date of Hire
* Eligibility Date
* Termination Date
* Current Status
* Department
* Title
* Salary
* Hours Per Week

To edit these fields:

#Either select a different value from the drop-down list, or enter a new value. The Employment tab updates with the new information.
#Press Save before moving to a different tab in the employee record.

==Changing the PIN Number==

If necessary, you may change the employee’s PIN number. This may be at the employee or employer’s request. You may change the employee's PIN number on the Employment tab of the employee record.

To change the PIN number:

#Enter the new number in the PIN text box, and click the Change Pin link. The employee record updates, but the information does not display on-screen.
#Press Save before moving to a different tab.

==Viewing/Changing Enrollment Status==

You can change the enrollment status of any employee record from the Employment Tab. This task is most often used when an employee or enroller needs to correct a mistake made during enrollment. This changes the employee’s enrollment status from Complete to NotBegun.

;Enrollment Status of NotBegun : Click the Auto-enroll option to automatically create applications for each plan based on the individual plan's auto enrollment rules. The employee’s enrollment status changes to “Complete”.

;Enrollment Status of Incomplete : Complete the benefit plan enrollment for this employee, either by clicking the Enroll button and selecting each option individually, or by selecting the Auto-enroll option.

;Enrollment Status of Complete : Click the Reset option to set the employee’s enrollment status to “NotBegun”.

Clicking the Reset option deletes any pending application records.

For those employees whose enrollment status displays as “Inactive”, you will have to manually enable the employee’s enrollment.

BenSelect:Admin:Employees:Employment

2013-02-22T21:23:38Z

Ruthie: /* The Employment tab */

=The Employment tab=

The Employment tab of an employee record displays basic information about the employee, and allows you to edit personal information, change the employee’s pin number, and reset the employee’s enrollment status. Employee information is generally uploaded into the system through the Census file.

;Name :Enter at least a first and last name. If the middle initial and suffix are provided, enter them as well.
;Social Security :Enter the Social Security Number of the employee. The system stores the SSN without any dashes.
;Employee ID: The employee ID is location-dependent and may not be unique for the entire case. It is only required to be unique at a specific location.
;User ID :Allows setting a custom user id for employee login. Default is SSN or EID, setting this field allows that to be overwritten.
;Logon locked on :Allows locking an employee out of self-service enrollment.
;PIN :Personal Identification Number. Password used by individual to access the system. If not specified, the default rule for the group is applied.
;Enrollment Status :Indicates the status of the enrollment for the individual; values include NotBegun, Incomplete, and Complete.
;Pay Group :Identifies groupings of employees who share the same payroll frequency, deduction frequency, and pay calendar.
;Payroll Frequency :Indicates the number of paychecks the individual receives during the calendar year.
;Deduction Frequency :Indicates the number of deductions per year (e.g., 12 for monthly, 26 for bi-weekly, etc.).
;FTE :Value between 0 and 1, indicating the percentage of full time equivalence. For plans to which it applies, the FTE percentage is used to reduce the employer contribution in an amount proportional to the FTE percentage.
;As Of Date :Timestamp indicating how current the information about the individual is. If a record for the individual already exists in the database, the database will only be updated if the As Of date is more recent.
;Last change :Timestamp indicating when the individual record was last updated.
;Auto-enroll :Link allowing you to automatically enroll the individual.
;Date of Hire :Earliest hire date with the group.
;Eligibility Date :Date, if different from Date of hire, on which benefit eligibility changed.
;Termination Date :Effective date of change in personal information (salary change, job status, etc.). If this field is not specified, the As Of date is used.
;Current Status :Indicates the status of the individual's employment. Valid values include: A'- Active, T - Terminated, C - COBRA, L - Leave of Absence
;Location :Name of worksite location to which the employee is assigned. Optional only if updating employee information.
;Department :Name of department to which the employee is assigned.
;Job Class :Name of location-specific eligibility class.
;Title :Job Title.
;Salary :Gross annual salary. This is used for computation of salary-based benefits such as life and disability coverage.
;Hourly Wage :Wage per hour based on salary and hours per week worked.
;Hours per Week :Hours worked per week.
;Reason :Enter a reason for updating the employee record.

=Editing Personal Information=

The following are editable fields on the Employment tab in an employee record.

* Social Security number
* Employee ID, PIN number (See [[#Changing the PIN Number|how to change PIN number]] below)
* Enrollment Status (See [[#Viewing/Changing Enrollment Status|how to view/change enrollment status]] below)
* Pay group
* Payroll Frequency
* FTE
* As Of Date
* Date of Hire
* Eligibility Date
* Termination Date
* Current Status
* Department
* Title
* Salary
* Hours Per Week

To edit these fields:

#Either select a different value from the drop-down list, or enter a new value. The Employment tab updates with the new information.
#Press Save before moving to a different tab in the employee record.

==Changing the PIN Number==

If necessary, you may change the employee’s PIN number. This may be at the employee or employer’s request. You may change the employee's PIN number on the Employment tab of the employee record.

To change the PIN number:

#Enter the new number in the PIN text box, and click the Change Pin link. The employee record updates, but the information does not display on-screen.
#Press Save before moving to a different tab.

==Viewing/Changing Enrollment Status==

You can change the enrollment status of any employee record from the Employment Tab. This task is most often used when an employee or enroller needs to correct a mistake made during enrollment. This changes the employee’s enrollment status from Complete to NotBegun.

;Enrollment Status of NotBegun : Click the Auto-enroll option to automatically create applications for each plan based on the individual plan's auto enrollment rules. The employee’s enrollment status changes to “Complete”.

;Enrollment Status of Incomplete : Complete the benefit plan enrollment for this employee, either by clicking the Enroll button and selecting each option individually, or by selecting the Auto-enroll option.

;Enrollment Status of Complete : Click the Reset option to set the employee’s enrollment status to “NotBegun”.

Clicking the Reset option deletes any pending application records.

For those employees whose enrollment status displays as “Inactive”, you will have to manually enable the employee’s enrollment.

BenSelect:Admin:Plugin:Options

2012-11-01T20:34:12Z

Ruthie: Created page with "==Report Delivery Options== Use the Options tab to set up a report delivery method. Reports and data extracts created by the report scheduler are placed on the website for do..."

==Report Delivery Options==
Use the Options tab to set up a report delivery method.

Reports and data extracts created by the report scheduler are placed on the website for download by authorized recipients. Users typically receive a confirmation message via e-mail notifying them that the file can be downloaded by clicking on the accompanying link. Alternate delivery methods are also supported, including FTP, FTP over SSL (ftps), FTP over SSH (sftp), and SecureTransport.

The following table lists the element name and provides a description.

;PGP key :Reports delivered by standard FTP must be encrypted. Be sure to enter the PGP public key provided by the recipient in the space provided.
;Server Name :The name of the server to which you are sending the file. The delivery protocol is specified by the prefix (ftp://, sftp://, etc.).
;Username /password :Enter the login credentials in the space provided.
;Use Selerix SSH Key Authentication :In some cases, a carrier may wish to authorize users via key rather than via a username/password combination. If so, set this to "Yes" and leave user name/password blank.
;Filename :Enter the template for the filename to be
;Start in folder :Certain servers require that you change to a specific folder before transferring data. If so, enter the folder name here. Otherwise, leave this parameter blank.
;Verb :If you are delivering via the HTTPS protocol, you can differentiate between using the PUT method to place the file versus the POST method. Rarely used.
;Signed by Sender :Choose Yes if the recipient expects the file to be signed by the sender, No if not. If Yes, PGP file will be signed with Selerix private key. Use the Selerix public key to verify.
;FTP mode :File Transfer Protocol (FTP) requires connections between two sets of ports on the client and the server -- a command connection and a data connection. The FTP client may use one of two methods to establish the connection:
*Active - In Active mode, the client creates the control connection and waits for the server to create the data connection.
*Passive - In Passive mode, the client creates both the control and data connections. Passive mode was invented specifically to resolve the issue of the server initiating the data connection.
By default, the system attempts to initiate a connection using Passive mode. If this fails, the system tries again using Active mode. Selecting the desired mode merely indicates which mode is tried first.
;Fingerprint :Certain protocols, such as SSH, require that the sender store a key used to validate the recipient. This key is referred to as a fingerprint. The first time you send to a secure FTP server (SFTP), you must provide the desired fingerprint. Otherwise, the server will be unable to validate that the recipient is authentic. Paste the fingerprint provided by the recipient.
;Notify name/email/phone number :Enter information for notification of significant change in operating environment (such as a change in IP address). Not required
;Sender IP address restricted :Select yes if the recipient needs to be notified in the event of an IP address change.
;SSH Force Version 3 :In rare cases, the carrier may not want to expose what version of their SSH software is being used. This can cause errors in placement of a file. If this is the case, set this value to "Yes" to force the BenSelect software to act as if the carrier's software is Version 3. Rarely used.

BenSelect:Admin:Users:Licensing

2012-10-18T14:42:50Z

Ruthie:

BenSelect:Admin:Plugin:General

2012-08-15T12:52:37Z

Ruthie: Created page with " == Plug-in General Options == ;Template Name: The name you are giving to your plug-in that will appear in search results ;Default Report Title: For report plug-ins, this is ..."

== Plug-in General Options ==
;Template Name: The name you are giving to your plug-in that will appear in search results
;Default Report Title: For report plug-ins, this is where you can set the subject line of email notifications for this report
;Related: A related payer
;Thumbnail: Use the "+" button to upload a small image (.gif, .tiff, .jpg, .jpeg) that will display as an association with this plugin
;Description: A more detailed description of this plug-in
;User Instructions Name: The name of a text bank that contains instructions on how to use this plug-in
;Configuration Notes: Internal notes, should indicate anything that another user or editor of this template may need to know
;Update plug-in: Use the "Select File" button to update this plug-in from an exported .plugin file

BenSelect:Admin:Search:Report:Overview

2012-08-14T14:38:56Z

Ruthie:

You can find the report you wish to run either by searching or browsing. Once you've found the report, click the "Run" link to run the report.

To '''search''', type the search phrase in the Search box and click Search. You can search by any part of the name or description (as given in the template). Search tips are available on the Run Report page.

To '''browse''', click any of the options in the right hand menu: Favorite Reports, Standard Reports, All Reports, or More.

;Favorite reports: Reports are added to your list of Favorites by checking the box for "Add to favorites" when you run the report
;Standard reports: Standard reports have been developed and distributed as standards. These are generic reports that will meet many reporting needs
;All reports: Lists all templates you have access to run
;By type: Gives categories for viewing templates by type of report

BenSelect:Admin:Search:Report:Overview

2012-07-31T19:45:31Z

Ruthie: Created page with "You can find the report you wish to run either by searching or browsing. Once you've found the report, click the "Run" link to run the report. To '''search''', type the sear..."

You can find the report you wish to run either by searching or browsing. Once you've found the report, click the "Run" link to run the report.

To '''search''', type the search phrase in the Search box and click Search. You can search by any part of the name or description (as given in the template). Search tips are available on the Run Report page.

To '''browse''', click any of the options in the right hand menu: Favorite Reports, Standard Reports, All Reports, or More.

;Favorite reports: Reports are added to your list of Favorites by checking the box for "Add to favorites" when you run the report
;Standard reports: Standard reports have been developed and distributed as standards. These are generic reports that will meet many reporting needs
;All reports: Lists all templates you have access to run
;More reports: Gives categories for viewing templates by type of report

BenSelect:Admin:Reports:QuickReport

2012-07-31T19:31:05Z

Ruthie: Created page with ";Template Name: Provide a name for the template. Name it something that you will remember and that is applicable to what you are reporting on so that you can search for it e..."

;Template Name: Provide a name for the template. Name it something that you will remember and that is applicable to what you are reporting on so that you can search for it easily when later running the report.

;Description: This allows for more search functionality. Provide a full description that will aid in searching and will inform users of what this report does

;Report type: The report type determines what fields are available for reporting. Available types are:
*Employees + Benefits + Covered Dependents: This report type is used for reporting coverage information on employees and includes only dependents that are covered on the plan(s)
*Employees + All Dependents + Benefits: This report type is used for reporting information on employees and all dependents regardless of coverage
*Employees + Beneficiaries: This report type is used to report coverage information including beneficaries
*Payroll: A payroll report type is used to report changes in benefits that affect payroll deductions. It will only include plans that are handled by the specified payroll administrator.
*Enrollment Status: The Enrollment Status report type summarizes enrollment status for each employee and is typically used by enrollers to follow up on pending enrollments.
*Enrollment Statistics: The Enrollment Statistics report type creates a high level statistical summary of employee benefit enrollment. Enrollment data is totalled by coverage rather than reported by employee.
*Payer: The Payer report type reports on coverage information about employees and dependents for one particular insurance carrier (payer).

Add fields to your report by clicking the "+" button next to either individual fields or grouping of fields. Clicking the "+" next to a grouping will add all fields in that group.

"Run and Save" will save the report template and take you directly to the Run Report interface. "Save" will simply save the template. It can be later edited from the "Edit Template" on the Run Report page.

''Advanced Mode is only available for users with the ability to also create templates through the Plug-ins interface and will provide full plug-in capability, such as the ability to add script, extra data tabs, and extra tables.''

BenSelect:Admin:Users:Report Delivery

2012-05-29T17:20:40Z

Ruthie: /* Report Delivery Tab */

=Users Screen=
The Users screen allows you to set up new users, assign a “default” user, and perform other permission-related activities.

The Users screen allows you to navigate the following tabs:
*Login
*Roles
*Associations
*Location Access
*Licensing
*Report Delivery
*Sync Status

==Report Delivery Tab==
Use the Report Delivery tab to set up a report delivery method for each user in a case. The report delivery method determines how a user will receive reports.

Reports and data extracts created by the report scheduler are placed on the website for download by authorized recipients. Users typically receive a confirmation message via e-mail notifying them that the file can be downloaded by clicking on the accompanying link. Alternate delivery methods are also supported, including FTP, FTP over SSL (ftps), FTP over SSH (sftp), and SecureTransport.

To specify an alternate delivery method, select an alternative delivery type (such as FTP+PGP) from the drop-down list. Click on each parameter name in the list to see more information about the parameter.

The following table lists the element name and provides a description.

;PGP key :Reports delivered by standard FTP must be encrypted. Be sure to enter the PGP public key provided by the recipient in the space provided.
;Server Name :The name of the server to which you are sending the file. The delivery protocol is specified by the prefix (ftp://, sftp://, etc.).
;Username /password :Enter the login credentials in the space provided.
;Use Selerix SSH Key Authentication :In some cases, a carrier may wish to authorize users via key rather than via a username/password combination. If so, set this to "Yes" and leave user name/password blank.
;Filename :Enter the template for the filename to be
;Start in folder :Certain servers require that you change to a specific folder before transferring data. If so, enter the folder name here. Otherwise, leave this parameter blank.
;Verb :If you are delivering via the HTTPS protocol, you can differentiate between using the PUT method to place the file versus the POST method. Rarely used.
;Signed by Sender :Choose Yes if the recipient expects the file to be signed by the sender, No if not. If Yes, PGP file will be signed with Selerix private key. Use the Selerix public key to verify.
;FTP mode :File Transfer Protocol (FTP) requires connections between two sets of ports on the client and the server -- a command connection and a data connection. The FTP client may use one of two methods to establish the connection:
*Active - In Active mode, the client creates the control connection and waits for the server to create the data connection.
*Passive - In Passive mode, the client creates both the control and data connections. Passive mode was invented specifically to resolve the issue of the server initiating the data connection.
By default, the system attempts to initiate a connection using Passive mode. If this fails, the system tries again using Active mode. Selecting the desired mode merely indicates which mode is tried first.
;Fingerprint :Certain protocols, such as SSH, require that the sender store a key used to validate the recipient. This key is referred to as a fingerprint. The first time you send to a secure FTP server (SFTP), you must provide the desired fingerprint. Otherwise, the server will be unable to validate that the recipient is authentic. Paste the fingerprint provided by the recipient.
;Notify name/email/phone number :Enter information for notification of significant change in operating environment (such as a change in IP address). Not required
;Sender IP address restricted :Select yes if the recipient needs to be notified in the event of an IP address change.
;SSH Force Version 3 :In rare cases, the carrier may not want to expose what version of their SSH software is being used. This can cause errors in placement of a file. If this is the case, set this value to "Yes" to force the BenSelect software to act as if the carrier's software is Version 3. Rarely used.

===Setting up Report Delivery===

To set user roles:
#Select Users from the Access menu.
#Click the Report Delivery tab.
#Select the user to which you are assigning a report delivery method.
#In the drop-down list box, select the delivery method: Email notification only, or FTP+PGP.
#Click Save when you are finished.

BenSelect:Admin:Reports:ETI.AdminSite.Reports.SyncStatusReport

2012-04-27T19:37:14Z

Ruthie:

==Reports==
When running a report, you must first select a Template from the drop-down. Templates are related to Report Plug-ins. For more information about creating report plug-ins, see [[BenSelect:Admin:Plugin:Overview]].

After selecting the template, other parameters may appear for you to select, based on the plug-in setup. These may include plan selections, employee selection, location selection, production selection, style, and scope.

Delivery method will appear as well.

*To set the report to be generated at that time, with no delivery, select "Run Now".
*To set the report to be delivered one time, select "Deliver Report". You will be prompted to choose recipients. You will automatically be selected as a recipient. To add more, click the "Choose Report Recipients" link that appears after selecting "Deliver Report".
*To set the report to be delivered on a recurring basis, select "Schedule Recurring Report." You will then be able to set recurrance options, as well as report recipients. Select report recipients by clicking the "Choose Report Recipients" link that appears. You are then prompted to set Report start date, end date, a report range, and the interval.

Click "Create Report" when finished.

BenSelect:Admin:Reports:Production Report

2012-04-27T19:36:58Z

Ruthie:

BenSelect:Admin:Reports:ETI.AdminSite.Reports.PayrollReport

2012-04-27T19:36:41Z

Ruthie:

BenSelect:Admin:Reports:ETI.AdminSite.Reports.MailListReport

2012-04-27T19:36:25Z

Ruthie:

BenSelect:Admin:Reports:ETI.AdminSite.Reports.clsTransmittalReport

2012-04-27T19:36:08Z

Ruthie:

BenSelect:Admin:Reports:ETI.AdminSite.Reports.EmployerReportSum

2012-04-27T19:35:51Z

Ruthie:

BenSelect:Admin:Reports:ETI.AdminSite.Reports.EnrollmentStatusReport

2012-04-27T19:35:36Z

Ruthie:

BenSelect:Admin:Reports:ETI.AdminSite.Reports.EmployerReport

2012-04-27T19:35:19Z

Ruthie:

BenSelect:Admin:Reports:ETI.AdminSite.Reports.CensusExtract

2012-04-27T19:35:03Z

Ruthie:

BenSelect:Admin:Reports:Case Profile

2012-04-27T19:34:47Z

Ruthie:

BenSelect:Admin:Reports:BillingReports

2012-04-27T19:34:33Z

Ruthie:

BenSelect:Admin:Reports:ETI.AdminSite.Reports.BenefitReport

2012-04-27T19:34:08Z

Ruthie:

Reference:RFP

2012-04-26T15:46:09Z

Ruthie: Created page with "Testing here"

Testing here

BenSelect:Admin:Plan:General

2012-04-23T15:38:07Z

Ruthie: /* General Tab - Benefit Plans */

=Benefit Plans Screen=
The Benefit Plans screen allows you to set up all of the plans for the case.

After you set up the required products in the Product Library,set up each benefit plan for the case. You configure the following categories of settings for each case:

*General Information
*Payer products in the plan
*Rates
*Life events that trigger re-enrollment
*HTML screens that define the employee presentation
*Plan-specific application forms

To add a plan:
*Click the New button.

To delete a plan:
*Choose the plan from the list at the left and click the Delete button.

To change a plan:
#Select it from the list at the left.
#Choose which aspect of the plan you wish to change by clicking the appropriate tab and setting options.
#Click Save after you are done with your changes.

==General Tab - Benefit Plans==
The General tab allows you to name the plan, specify the plan type and order, and set other general attributes of the plan.

To set up the general attributes for a plan:
#Enter a plan name.
#Enter the XML tag name. This should be a unique tag with no spaces that can be used in scripting and text banks
#Select the Plan Type from the drop-down list.
#Indicate the order number for the plan in the enrollment presented to the enroller or employee.
#Set up these options as necessary: Core benefit, Keep underwriting answers private, and COBRA enabled.
#Click Save when you have set up the options on the General tab.
#Repeat steps 1 – 6 for each plan that you want to set up for the case.

===General Tab (Benefit Plans) - Elements===
The following table lists the element name and provides a description.

;Plan Name :Identify the name of the plan, such as Health or Dental.
;XML Tag Name :Required field; identifies the plan name and is used in the Text bank.
;Plan Type :Identify which plan type this plan setup uses.
;Order Number :Indicate the presentation order of this plan. Numbering starts at 1, however, for ease of re-ordering set up to order by 10s.
;Core Benefit :Select this option if the plan is part of the core benefit package offered to the employee. Reporting uses this to identify which plans are part of the "core" benefits for an employee.
;Keep underwriting answers private :Select this option when you want to hide answers on application forms from administrative users who are not entitled to view Protected Health Information (PHI).
;COBRA enabled :Select this option if this plan is available for employees enrolling for COBRA coverage.

====Most commonly-used plan types====
The plan types listed here are the most commonly used plan types and will provide most, if not all, of the functionality for most cases.

;DB1 (Defined Benefit, 1-tier) :Standard enrollment engine for defined benefit plans having a single primary insured and a benefit amount, such as optional life insurance
;DBN (Defined Benefit, N-tier) :Standard enrollment engine for defined benefit plans having multiple tiers and a benefit amount, such as Critical Illness or Accidental Death and Dismemberment coverage.
;NT (N-Tier, no benefit amount) :Engine supporting enrollment of multi-tier benefit plans that have no benefit amount. This engine type is typically used for enrollment of medical and dental plans. Products are presented side-by-side so user can select desired product and tier.
;SB1 (Salary-based benefit, 1-tier) :Engine supporting enrollment of single-tier plans having a benefit amount based on employee salary. This engine is typically used to enroll group life and group disability products.
;Membership plan :Engine type for plans (such as Group Legal, Parking, etc) where enrollment merely involves option in or out.
;FSA (Flexible Spending Account) :Engine type supporting Flexible Spending Accounts. Engine allows selection (during setup) of rules to be applied for applicants who enter the plan during the year.
;BenefitAgent Savings Plan :Engine supporting enrollment of 401(k), 403(b), and other savings plans. Allows for employer matches.
;Dummy :Generic engine allowing entry of premium, benefit amount, coverage tier, and insured(s). This engine type is sometimes used as a placeholder to allow a benefit to be loaded into the system from the census.

====Plan types for Voluntary Product Builds====
The plan types listed below are used primarily for custom product builds and require rate files.

;BenefitAgent CI :Enrollment engine accomodating pre-packaged voluntary products that have a benefit amount and multiple coverage tiers (such as Critical Illness). Engine allows one policy per primary insured.
;BenefitAgent CORE :Enrollment engine accomodating pre-packaged voluntary products that have no benefit amount and multiple coverage tiers. Products are displayed side-by-side on the application screen so the user can choose the desired product and coverage tiers. Engine allows one policy per primary insured.
;BenefitAgent UL :Enrollment engine accomodating pre-packaged voluntary products that have a benefit amount and one primary insured. This engine accomodates multuiple policies per employee and family/child coverage riders

====Bridges====
The plan types listed below provide "bridges", or access to other enrollment systems. You will typically need information from the carrier to which you are bridging to complete setup of these plans.

;BenefitAgent Bridge (AFEnroll) :Bridge to American Fidelity's enrollment system.
;BenefitAgent Bridge (AllApp) :Bridge to Allstate's AllApp enrollment system.
;BenefitAgent Bridge (Harmony) :Bridge to Colonial Life's Harmony enrollment system.
;BenefitAgent Bridge (ING) :Bridge to ING's enrollment system.
;BenefitAgent Bridge (INGLink) :Bridge to the INGLink enrollment system.
;BenefitAgent Bridge (OneView) :Bridge to Allstate's enrollment system that will present enrollment through OneView.
;BenefitAgent Bridge (SmartApp) :Bridge to Aflac's SmartApp and SNG enrollment system.
;BenefitAgent Bridge (Texas Life) :Bridge to Texas Life enrollment system.
;BenefitAgent Bridge (UNUM) :Bridge to UNUM's enrollment system.
;Custom - Trustmark CI :Custom engine accomodating enrollment in Trustmark Critical Illness. Bridges to Notepad enrollment system.
;Custom - Trustmark UL :Custom engine accomodating enrollment in Trustmark Critical Illness. Bridges to Notepad enrollment system.
;BenefitFocus Bridge :Bridge to BenefitFocus enrollment system.
;Boston Mutual Bridge :Bridge to Boston Mutual enrollment system.

====Obsolete====
The below plan types are obsolete custom enrollment engines. They are included in the list for legacy purposes, but should not be used on new builds.

;Custom - Assurity STD
;Custom - Assurity AE
;Custom - GE DI
;Custom - GE HI
;Custom - GE LSC
;Custom - GE TL

BenSelect:Admin:TextBank:Overview

2012-04-20T17:24:58Z

Ruthie: Created page with "=Text banks= Text banks allow you to override or set any text information on the enrollment or admin site. For full information on how to utilize text banks, expand the "more..."

=Text banks=
Text banks allow you to override or set any text information on the enrollment or admin site.

For full information on how to utilize text banks, expand the "more" link on the Text Banks page, highlighted in the image below:

[[File:Textbank.jpg|How to learn more about textbanks]]