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This activity allows you to select a reason for waiving the enrollment from a plan.
Select the “Record Waiver from Plan” hyperlink from the left pane.
The “Record Waive Reason” page appears.
The system displays the following.
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Date format |
The date format applicable to the login user. More Details. |
To select through search criteria
Use this method, if you know just a few characters of the plan code or the Plan description. In the search criteria group box, specify the search criteria based on which the system will fetch the records.
To specify the search criteria, you must enter one or more characters that the plan code or plan description contains. Optionally, you can also enter the participation dates of the plans, to narrow your search. Search based on wild card characters is also supported. The system fetches the plan records that match the combination of search criteria specified. To increase the probability of finding the closest matching records, you can specify values for as many details as possible.
In the search criteria, you can also specify whether you would like to view all the plans eligible for the employee, all the plans that are open for enrollment or both.
Enter the following search criteria values, in some or all of the following fields.
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Waive Reason |
From the drop-down list box select the reason for which you want to waive from enrolling a plan. The drop-down list box displays the list of all the reasons defined in the quick code of HRMS General Masters component. Examples are “change in dependents expected”, “change of residence expected”, “enrolled in other plans”, “member of a certain union”, “personal reasons” etc. |
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Plan Category |
From the drop-down list box select the plan category to which various plans are mapped. The drop-down list box displays one of the following options viz. Health", "Life & AD\D", "Disability", "FSA" and "Savings". By default the system will display with "Select” value. |
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Plan Code |
The unique code that identifies a plan. To view all the plan codes containing specific characters, type in the starting character or characters of these plan codes. |
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Alternatively, type in these characters in any combination with wild cards. Example: Plan1*, will search for those employee codes that start with Plan1. Other examples are *AN1 and PL*N1. |
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Plan Description |
The description of the plan. To view all the plan descriptions containing specific characters, types in the starting character or characters of these plan description. Alternatively, type in these characters in any combination with wild cards. Example: Executive Plan1*, will search for those plan descriptions that start with Plan1. Other examples are *AN1 and PL*N1. |
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Participation From Date |
The date on or after which the employee can participate in the plan. For example, if you enter 09/16/01, the system fetches list of all the plans that have participated the plan after this date. |
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Participation To Date |
The date till which the employee has participated in the plan. For example, if you enter 11/11/01, the system fetches the records of employees who have participated in the plan till this date. |
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All Plans |
Select the “All Plans” check box, to indicate that all the plans for which you are eligible are displayed in the search result. |
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Plans Open for Enrollment |
Select the “Plans open for Enrollment” check box to indicate that only those plans are displayed by the system that are opened for enrollment and you are eligible for enrollment. |
Select the “ Search” pushbutton.
Note:
If only one search criteria value is entered, the system will fetch the
records that satisfy this value.
If more than one search criteria value is entered, the system will fetch
the records satisfying all the specified values.
You must select a waive reason
in the “Waive Reason” drop-down list box.
The system displays the following details in the multiline, for the records that satisfy the search criteria specified.
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Plan Category |
The description of the plan category. |
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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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Participation From Date |
The date from which the plan is open for enrollment. |
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Participation to Date |
The date until which the plan is open for enrollment |
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Remarks |
The details entered earlier. |
You can enter opinions, comments and other details if any, in the “Remarks” field.
Select the plans for which you like to waive from enrollment by checking the corresponding records in the “Select” column of the multiline.
Select the “Save Details” pushbutton to save the details entered.
To select through search criteria