Latest revision as of 17:02, 4 December 2025

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. Options included are:

Not Shown 

If this option is selected, the field is not shown.

Required 

If this option is selected, the field is required to complete enrollment.

Optional 

If this option is selected, the field is not required to complete enrollment.

Read only 

If this option is selected, no updates can be made to it during enrollment.

Read only if not blank 

If this option is selected, the field cannot be updated if there is data contained in it. If the field is blank, the field can be updated.

Required (Read only if not blank) 

If this option is selected, the field is treated as required.

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, Read Only if not Blank (allowing for updates if the field is empty), and Required (Read only if not blank).

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.

Employee SSN 

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

Require Input Validation 

Select to require that the employee enter the SSN twice to provide validation.

Employer Info 

Select Not Shown, Required, Optional, Read Only, Read Only if not Blank (allowing for updates if the field is empty), and Required (Read only if not blank). Setting this to "NotShown" removes the Employment option from the You and Your Family drop-down list on the Enrollment site. This is useful if you need to "hide" the information from the employee.

Employee User ID 

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

Salary 

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

Job Title 

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

Hours per Week 

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

Min salary required 

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

Days per Week 

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

Min required 

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

Citizenship 

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

PTO Required 

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

Marital Status 

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

Prior Name 

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

Date of Birth 

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

HourlyWage 

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

Preferred Name 

Allows for a name, other than First, to be designated. Select Not Shown, Required, Optional, Read Only, Read Only if not Blank (allowing for updates if the field is empty), and Required (Read only if not blank).

Required Contact Information

Resident Address 

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

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 if the field is empty).

Mobile phone 

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

Work phone 

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

Personal Email 

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

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.

Allow Upload of Employee Documentation on Personal Info during Enrollment 

Selected by default; deselect to disable the upload of employee-related documentation on the Personal Info page of enrollment.

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, Sequential, with Employee = 1, or Sequential, with Employee = 0, Dependents = 10.

Beneficiary Options

By default, Beneficiaries are created with numbering beginning at 101. You can now choose a setting that will allow the beneficiary number to be handled based on the dependent numbering setting.

Sequential, Starting from 101 

Select this option to keep the system default for beneficiary numbering, which starts at 101.

Non 

Select this option to use the Dependent Number Generation option for numbering dependents.

Dependent Documentation

The following options specify how or when dependent documentation is collected during the enrollment process. Note that any enrollments pended by these settings are stored in Agent Follow-up.

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.

Enroller Must Upload Documentation 

Select this option to ensure a type of documentation is selected, and corresponding documentation is uploaded.

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.
• If type is a Grandchild type, there is also a checkbox for "Allow as child when under xx months." Checking this option allows non-custodial grandchildren to be covered as a child, and allows setting of a max age (in months).

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.

Note: If you deselect the option Include in enrollment, you no longer have to deselect all the dependent verification documents attached to that Dependent type. They are automatically deselected when no longer set as an eligible dependent type.

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.