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This page allows you to select a plan type in which you want to enroll.
Select the “Enroll in Plan” hyperlink from the left pane.
The “Select Plan for Enrollment” 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”, “Plan description contain. You can also specify the participation dates of the plans, to narrow your search. Search based on wild card characters is also supported. Apart from specifying above fields, you can also narrow the search by specifying the type of life event. The system fetches the employee 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 an employee or all plans that are eligible for the employee and are open for enrollment.
Enter the following search criteria values, in some or all of the following fields.
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Plan Category |
From the drop-down list box, select the plan category to which the plan is mapped. The drop-down list box displays the following values namely Health", "Life & AD\D", "Disability", "FSA" and "Savings". By default the system will display with a “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. 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 |
To view the details of all the plan descriptions specific characters, type in the starting character/s of the short description. Alternatively, type in these characters in any combination with wild cards. Example, Exe-plan*, will search for those Plans short descriptions that start with Exe- plan*,. Other examples are *plan, Exe*l, and xe-pl* |
Specify the following dates to indicate the probable period during which you can participate in the plan.
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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 whose participation date starts from the specified 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 all the plan records whose participation date(s) end on the specified date. |
Note: To indicate the probable period in which the employee has participated, enter both the From and To dates. The system fetches the records of plans that started during the period.
You can also specify the life event that will drive a plan.
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Life Events |
From the “Life Events” drop-down list box select the event that will drive the plan. The drop-down list box will display list of all the life events that are applicable to various plans. These are defined in the “HRMS General Masters” component. Examples are marriage, separation, birth, death etc. |
Beside these you can also specify the type of plans that must be displayed.
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All Plans |
Select the “All Plans” check box, to indicate that all the plans eligible for the employee must be displayed |
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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 open 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.
If you do not enter any value in the search criteria group box and select
the “Search” pushbutton, the system will fetch all the records that are
applicable
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 category to which the plan is mapped. |
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Plan Code |
The unique code that identifies the plan. |
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Plan |
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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Status |
The system displays “Enrolled” to indicate that the employee has enrolled in the plan. Otherwise the system will display with a blank value. |
From the multiline, select the plan, by checking beside the required record in the “Select” column.
Select the plan type in which you want to enroll by selecting the hyperlink at the bottom of the page.
Select the “Enroll in Health Plan” hyperlink to go to the Enroll in Health Plan” page.
Select the “Enroll in Life and AD and D Plan” hyperlink to go to the “Enroll in a Life and and AD| D Plan.
Select the “Enroll in Disability Plan” hyperlink to go to the “Enroll in a Disability Plan”.
Select the “Enroll in FSA Plan” hyperlink to go to the “Enroll in a FSA plan.”
Select the “Enroll in Savings Plan” hyperlink to go to the Enroll in a Savings Plan”.
To select through search criteria