Enroll in a life and ad\ d plan

Enroll in a life and ad \ d plan

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 to the plan.

To enroll an employee

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.
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. These 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.

To enter details for self coverage

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.
GIA	The guaranteed issued amount defined by the provider organization for a benefit plan.

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

To enter details for Dependent coverage

Family Member Code	The unique code that identifies a family member. for example, 01 can indicate mother and 02 father etc.
Dependents	The name of the dependent
Relationship	The relationship of the dependent with the employee
Minimum Amount	The minimum amount that can be covered.
Maximum Amount	The maximum amount that can be covered under the plan.
Incremental Steps	The percentage increase in the amount of contribution
Coverage Amount	The value to be covered under the plan for the corresponding dependent.

Select the “Compute Premium” pushbutton.
The system will display the premium to be paid by the employee for covering the corresponding dependent under the plan in the multiline.

Employee Contribution

The amount to be contributed by the employee for covering the corresponding dependent under the plan.

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 the dependent in the corresponding “Employee Contribution” column of the multiline.

To enter remarks

You can enter opinions, comments and other details if any, in the “Remarks” 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.
After you enter the above details, select a “Save New Enrollment” pushbutton

To save the modified details

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.

To delete enrollment for an employee

Select the “Delete Enrollment” pushbutton to delete enrollment of the employee from the plan.

To delete enrollment for a dependent

Select the dependent whose enrollment must be removed by checking beside the record in the “Select” column of the multiline.
Select the “Save Amendments” pushbutton to save the modified details.

What you can do in this page