The “Enroll in a Disability Plan” page appears.
The system displays the following.
Date format |
The date format of the previous page. |
Benefits Enrollment Unit |
The benefits enrollment unit selected in the previous page. |
The system will display the following details for the employee selected in the previous page.
Employee Code |
The code of the employee selected in the previous page. |
Exception |
This box appears checked, if you have already selected this option. |
Plan Code |
The code of the plan selected in the previous page. |
Employee Name |
The name of the employee |
SSN |
The social security number of the employee. |
Program |
The description of the benefit program to which the plan is mapped. |
Currency |
The currency in which the employee pays the premium amount. |
Plan Type |
The description of the selected plan type. |
Premium Frequency |
The frequency at which the employee and /or Employer contributes the premium for the plan. |
Enter or select the following to enroll an employee under plan. If details are entered previously the system will display the following details. You can modify any or all the fields.
Event |
The drop-down list box will display with “ New Enrollment” if you have entered the page for the first time. If the enrollment has been made earlier, the system will display with “Select” as default value. The drop-down list box will display the following values viz. "Update", "Correct", "Delete", "Change in Dependent" and "Change in Beneficiary". |
Coverage From Date |
The date from which the employee is covered under the plan. This is mandatory |
Coverage To Date |
The date until which the employee is covered under the plan. |
Coverage Level |
From the drop-down list box select the coverage levels that is applicable to the employee while he is covered under the plan. The system will display list of all the coverage levels that are applicable to the selected plan. The levels are defined in the “Create Benefit Plan” activity. |
Exception Reason |
The drop-down list box will contain list of all the reasons defined in the HRMS general masters component if the “Exception” check box is checked. If the “Exception” check box is not checked, the drop-down list box will display the “[N.A.]” value. |
The system displays the following details of the selected plan defined in the “Create Benefit Plan” activity. These details will get displayed only if you have selected the “Coverage Details” option in the “Coverage Level” drop-down list box for the plan.
Minimum |
The minimum amount to be paid for enrolling under a plan. |
Maximum |
The maximum amount allowed for enrolling under a plan |
Incremental Steps |
The percentage increase in the amount of contribution. |
Enter the amount to be covered under the selected plan. You can enter either in “Amount” or in “Times Pay”.
Enter the amount to be covered in the field below the “In Amount” column.
To specify the coverage value in times of the pay, enter the number below the “ In Times Pay” column.
Self Coverage |
The value to be covered under the plan. |
Select the “Compute Premium” pushbutton to calculate the premium to be paid by the employee under the plan for self-coverage.
The system will display the amount to be paid by the employee in the “Contribution” column” of the “Self Coverage” group box.
You can also override the premium amount if you have checked the “Premium Override Allowed” check box at the time of defining the plan in the “Create Benefit Plan” activity.
Enter the amount that the employee must contribute for enrolling under the plan in the “Contribution” column” of the “Self Coverage” group box if overriding is permissible.
You can enter opinions, comments and other details if any, in the “Comments” field.
You can also view these details, if they were entered previously select the book icon. The system displays a pop up dialogue box containing the content that has been entered previously.
Select the “Save new Enrollment” pushbutton to enroll the employee under the plan.
If the details are entered previously, the system will display these details at the launch of the page. You can make necessary changes.
Select the “Save Amendments” pushbutton to save the modified details.
Select the “Delete Enrollment” pushbutton to delete enrollment of the employee from the plan.
To delete enrollment for an employee