BenSelect:Admin:EnrollmentStatus:Overview - Revision history

Shannon Krakosky: /* Auto-Enroll/Case Wrap-up */

2022-10-06T21:25:05Z

‎Auto-Enroll/Case Wrap-up

Shannon Krakosky at 17:11, 14 April 2016

2016-04-14T17:11:28Z

Ruthie at 21:51, 22 February 2013

2013-02-22T21:51:18Z

Ruthie: /* Enrollment Status during Open Enrollment */

2013-02-22T21:43:34Z

‎Enrollment Status during Open Enrollment

Ruthie: Enrollment Status - Overview

2012-01-23T17:07:00Z

Enrollment Status - Overview

Ruthie: Enrollment Status

2012-01-23T16:12:24Z

Enrollment Status

New page

=Enrollment Status Overview=
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.

<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>

;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 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.

==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.

@@ Line 47: / Line 47: @@
-*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 [[#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, regardless of the open enrollment period. A confirmation dialog box opens after selection, warning the user that by continuing, all active employees will be place in a “Not Begun” enrollment status.
 *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==

@@ Line 1: / Line 1: @@
 =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.

@@ Line 1: / Line 1: @@
 =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==
 #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.
@@ Line 30: / Line 32: @@
 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]].
+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]].

@@ Line 30: / Line 30: @@
 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.

@@ Line 1: / Line 1: @@
 =Enrollment Status Overview=
-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.
+==Enrollment Status during Open Enrollment==
-Check on the Pending category to determine if any follow-up issues remain.
+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>
-−
+.
 ;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 Agent Follow up is needed. Click the Click the Pending 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.
 ==Auto-Enroll==