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Select the “Authorize Eligibility Participation” hyperlink from the left pane.
The “Authorize / Unauthorize Participation Process ” page appears.
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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 you can authorize the eligibility participation details. The drop-down list box contains list of all the organization units where you have permissions to authorize eligibility participation details. Tell me more |
Enter or select the following
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Program |
From the drop-down list box select the program for which you can authorize eligibility participation details. The drop-down list box displays the list of all the programs that have been defined in the “Create Benefits Program” activity of Benefits Definitions component. |
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Plan Type |
From the drop-down list box select the plan type for which you want to authorize the eligibility participation details. The drop-down list box will display list of the entire plan types defined for the selected program in the “Create Benefit Plan Type” activity. |
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Participation Id |
Enter the participation ID for which the eligibility details are to be authorized. |
Select the “Get Details” pushbutton. The system will display list of all the plans that have been mapped to the specified participation id for the selected program and plan type.
The system displays the following details in the multiline.
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Plan category |
The category of the plan to which the plan is mapped. The system displays one among the following namely, "Health", "Life & Ad/D", "Disability", "FSA" And "Savings". |
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Plan Type |
The description of the plan type. |
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Plan code |
The unique code that identifies a plan. |
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Plan Description |
The description of the plan. |
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Status |
The system displays one among the following namely Pending, Authorized and Unauthorized |
Select the “Get Details ” pushbutton.
Specify the program, plan category and participation Id, for which you have to authorize an eligibility participation 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 eligibility participation 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 participation Id, for which you have to unauthorize an eligibility participation 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 eligibility participation 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 eligibility participation 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 participation process Id, for which you have to reject an eligibility participation 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 eligibility participation 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 eligibility participation 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.
To Proceed
Select the "View Details" link at the bottom of the page to view the participation process details.
Select the "Delete Employee Participation" link at the bottom of the page to delete the participation process of the employee.
To authorize an eligibility participation process
To unauthorize an eligibility participation process
To reject an eligibility participation process