Revision as of 18:55, 21 January 2020

Personal Info

Use the Personal Info tab to set up the rules used for dependent requirements, required employee information, payment options, and personal information collected during enrollment.

Click Save to save your updates.

Personal Info Tab - Elements

Required New Employee Information

The following options are displayed during the enrollment process to the applicant.

Employee ID 

Select Not Shown, Required, Optional, Read Only and Read Only if not Blank (allowing for updates the field is empty).

Employee SSN 

Select Not Shown, Required, Optional, Read Only and Read Only if not Blank (allowing for updates the field is empty).

Employee ID is global 

Select this option to choose to use Employee IDs as identifiers, rather than SSNs. If you choose to use this option, then the Employee IDs will be unique for each employee.

Employer Info 

Select Not Shown, Required, Optional, Read Only and Read Only if not Blank (allowing for updates the field is empty).

Job Title 

Select Not Shown, Required, Optional, Read Only and Read Only if not Blank (allowing for updates the field is empty).

Salary 

Select Not Shown, Required, Optional, Read Only and Read Only if not Blank (allowing for updates the field is empty).

Min required 

If there is a minimum required salary, enter it here.

Hours per Week 

Select Not Shown, Required, Optional, Read Only and Read Only if not Blank (allowing for updates the field is empty).

Min required 

If there is a minimum required hours per week, enter it here.

Days per Week 

Select Not Shown, Required, Optional, Read Only and Read Only if not Blank (allowing for updates the field is empty).

PTO Required 

Select Not Shown, Required, Optional, Read Only and Read Only if not Blank (allowing for updates the field is empty).

Country of Citizenship 

Select Not Shown, Required, Optional, Read Only and Read Only if not Blank (allowing for updates the field is empty).

Prior Name 

Select Not Shown, Required, Optional, Read Only and Read Only if not Blank (allowing for updates the field is empty).

Marital Status 

Select Not Shown, Required, Optional, Read Only and Read Only if not Blank (allowing for updates the field is empty).

Required Contact Information

Resident Address 

Select Not Shown, Required, Optional, Read Only and Read Only if not Blank (allowing for updates the field is empty).

Mailing Address 

The following contact options provide methods of communication, including benefit plan enrollment, to the applicant.

Email 

The following contact options provide methods of communication, including benefit plan enrollment, to the applicant.

Bank Address 

Select NotShown, Required, Optional or ReadOnly.

Home phone 

Select Not Shown, Required, Optional, Read Only and Read Only if not Blank (allowing for updates the field is empty).

Mobile phone 

Select Not Shown, Required, Optional, Read Only and Read Only if not Blank (allowing for updates the field is empty).

Work phone 

Select Not Shown, Required, Optional, Read Only and Read Only if not Blank (allowing for updates the field is empty).

Personal Email 

Select Not Shown, Required, Optional, Read Only and Read Only if not Blank (allowing for updates the field is empty).

Allow Demographic Changes Throughout Plan Year Via Self Service

These options allow employee and dependent demographic data to be updated via self-service, outside of an enrollment window. No recalculation of benefits will occur with these options set.

Employee demographic changes allowed 

Select this option to allow employees to update their demographic information outside of an enrollment window.

Dependent demographic changes allowed 

Select this option to allow update to dependent demographic information outside of an enrollment window.

These options are unchecked by default, and when unchecked, the system continues to be completely read-only outside of either an Open Enrollment, a life event, or a new hire window. Changes made in this way will not recalculate any coverage, so this should be considered before turning this option on for a case. Fields set as Read-Only during enrollment will continue to be read-only when these options are chosen.

Employee Personal Information

This section allows employee information to be set to ReadOnly.

Name 

Check ReadOnly if employee/enroller should not be able to edit name.

Date of Birth 

Check ReadOnly if employee/enroller should not be able to edit date of birth.

Gender 

Check ReadOnly if employee/enroller should not be able to edit gender.

Dependent Personal Information

This section allows dependent information to be set to ReadOnly.

Name 

Check ReadOnly if employee/enroller should not be able to edit dependent name.

Date of Birth 

Check ReadOnly if employee/enroller should not be able to edit dependent date of birth.

Address 

Check ReadOnly if employee/enroller should not be able to edit dependent address.

Relationship 

Check ReadOnly if employee/enroller should not be able to edit dependent relationship.

Citizenship 

Check ReadOnly if employee/enroller should not be able to edit dependent citizenship.

Prior Name 

Check ReadOnly if employee/enroller should not be able to edit dependent prior name.

Gender 

Check ReadOnly if employee/enroller should not be able to edit dependent gender.

Dependent Options

Select one of the options to set how dependent numbers are generated when creating new employees. Select from None, Sequential, with Employee = 0, or Sequential, with Employee = 1.

Dependent Documentation

The following options specify how or when dependent documentation is collected during the enrollment process.

NotRequired 

Select this option if documentation verification is not required for the dependent.

Required 

Select this option to require verification of dependent status for enrollment.

RequiredIfNew 

Select this option to require dependent status documentation if the enrollee is new.

Enroller Must Collect Dependent Documentation 

Select this option to require dependent status documentation for all enrollees.

Enroller Collect Documentation If Provided 

Select this option to collect dependent status documentation for a dependent if it is available.

Enroller Do Not Collect Dependent Documentation 

Select this option to not collect dependent status documentation.

Dependents

For each “type” of dependent, first, determine whether or not the dependent type will be included in the enrollment process, then set the following options.

Include in Enrollment 

Select this option to include this “type” of dependent in the enrollment process.

Dependent SSN 

Select NotShown, Required, Optional, or ReadOnly. If type is a child type, there is also a checkbox for "Allow blank SSN for Child under 6 months." Checking this option allows Dependent SSN to be required for all children except those under 6 months old.

Student Status 

Select NotShown, Required, Optional, or ReadOnly.

Disabled Status 

Select NotShown, Required, Optional, or ReadOnly.

Address Select 

Select NotShown, Required, Optional, or ReadOnly.

Dependent Email

Select NotShown, Required, Optional, or ReadOnly.

Verification Documents

While Dependent type is selected, select each type of document that is required for validation of a dependent’s status to the applicant. Documentation includes the following:

• adoption papers
• birth certificate
• canceled check
• class schedule
• common law marriage affidavit
• court order
• domestic partner affidavit
• drivers license
• grandchild affidavit verification document
• insurance card
• legal guardianship papers
• marriage certificate
• marriage license application
• mortgage statement
• no documentation provided
• other approved document
• passport
• social security card
• tax return
• utility bill
• verification letter

Payment Methods

If your case has non-payroll deductions, select payment methods that are accepted. This will put a page in the enrollment process to collect payment information of the types selected.

Payment Method Options

Click the option "Do not collect payment information at the case level" if you do not want to collect payment information at the case level, but at the benefit plan level.

General Buttons

Save 

Click to save any selections or updates made to the case setup.

Cancel 

Click to cancel all changes.