Performing automated enrollment

Date format

The date format applicable to the login user. More details.

Benefits Enrollment Unit	From the drop-down list box select the organization unit for which automated enrollment is to be performed. The drop-down list box contains list of all the organization units where you have permissions to perform automated enrollment.
Program	From the drop-down list box select the program to which the plan is mapped. The drop-down list box displays the list of all the programs for automated enrollment must be performed.
Plan Category	From the drop-down list box select the plan category for which automated enrollment must be performed. 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”.

Employee Code From	The employee code from which automated enrollment must be performed.
Employee Code To	The employee code until which automated enrollment must be performed.
Coverage From Date	The date from which the employee is covered in the plan.
Coverage To Date	The date until which the employee is covered in the plan.

Select the “Process Eligibility” check box to indicate that the system to check that the eligibility of the employee(s) for enrolling in a plan.
Select the “Get Details” pushbutton. The system will display list of all the plans that have been mapped to the selected program, plan category, for which automated enrollment is permitted and have the participation dates equal or greater than the coverage dates.
The system displays the following in the multiline.

Plan Code	The unique code that identifies a plan.
Plan Description	The plan name.
Participation from Date	The date from which the plan is open for participation.
Participation To Date	The date until which the plan is open for participation

Select the plans for which automatic enrollment are to be performed by checking the corresponding records in the “Select” column of the multiline.
Select the “Save Parameters “pushbutton. The system will check that all the prerequisites are met and generate an Auto Enrollment Id.
The system will check whether all the prerequisites required for performing automated enrollment are satisfied. If so, it saves the parameters you specified and generates an Auto Enrollment Id in the “Auto Enrollment Unit” field. It identifies each instance of enrollment that the system carries out on a program. If the prerequisites are not satisfied, an error message is displayed.
Once the Auto Enrollment ID is generated, the selected plans are ready to be enrolled. Select the “Process” pushbutton, to enable the system to perform automated enrollment.

What you can do in this page

You can use this page to perform automated enrollment