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Select the “Authorize Automated Enrollment” link from the left pane.
The “Authorize / Unauthorize Automatic Enrollment” page appears.
The system displays the following.
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Date format |
The date format applicable to the login user. More details. |
Select the following:
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Benefits Enrollment Unit |
From the drop-down list box select the organization unit in which automated enrollment process has to be authorized/unauthorized/rejected. The drop-down list box contains list of all the organization units where you have permissions to authorize/unauthorize/reject an enrollment. |
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Program |
From the drop-down list box select the program for which automated enrollment process must be set. The drop-down list box displays the list of all the programs for which automated enrollment process is permitted. |
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Plan Category |
From The drop-down list box select the plan category for which automated enrollment status has to be set. The drop-down list box displays the following values viz. "Health", "Life & Ad/D", "Disability", "FSA" And "Savings". By default, the system will display “select”. |
Enter the auto enrollment Id for which you have to authorize/ unauthorize/ reject an automated enrollment process.
Select the “Get Details” pushbutton.
The system displays the following in the multiline.
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Plan Category |
The category of the plan. One among the following values will be displayed. "Health", "Life & Ad/D", "Disability", "FSA" And "Savings". |
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Plan Code |
The unique code that identifies a plan. |
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Plan Description |
The plan name. |
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Status |
The process status of the plan i.e. “Authorized”,
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Specify the program, plan category and auto enrollment Id, for which you have to authorize an enrollment process.
Select the plans that have to be authorized, by checking the plans beside the corresponding records in the “Select” column of the multiline.
Select the “Authorize” pushbutton.
The automated enrollment process for all the plans for which you have checked in the “Select” column will get authorized
The “Status” field of each plan for which automated enrollment process was authorized will display “Authorized” after successful execution.
Note that you can authorize only those records whose status is “Pending”. Otherwise the system will throw an error. You cannot authorize the record that has already been authorized earlier.
Specify the program, plan category and auto enrollment Id, for which you have to unauthorize an enrollment process.
Select the plans that have to be unauthorized, by checking the plans beside the corresponding records in the “Select” column of the multiline.
Select the “Unauthorize” pushbutton.
The automated enrollment process for all the plans for which you have checked in the “Select” column will get unauthorized
The “Status” field of each plan for which automated enrollment process was authorized will display “Unauthorized” after successful execution.
Note that you can unauthorize only those records that have status as “Authorized”. Otherwise the system will throw an error. You cannot unauthorize the record that has not been authorized earlier.
Specify the program, plan category and auto enrollment Id, for which you have to reject an enrollment process.
Select the plans that have to be rejected, by checking the plans beside the corresponding records in the “Select” column of the multiline.
Select the “Reject” pushbutton.
The automated enrollment process for all the plans for which you have checked in the “Select” column will get rejected.
The “Status” field of each plan for which automated enrollment process was pending will display “Rejected” after successful execution.
Note that you can reject only those records that have status as “Pending”. Otherwise the system will throw an error. You cannot reject the record that has already been authorized earlier.
You can use this page to authorize automated enrollment
To authorize an automated enrollment process
To unauthorize an automated enrollment process
To reject an automated enrollment process