Birth/Adoption Event

Transcription

1 Employee Self Service (ESS): Birth/Adoption Event Employee Self Service is an online module within PeopleSoft where employees have access to view and update their personal information, and submit supporting documentation for Benefits changes. Supporting Documentation is required for any Benefits changes involving dependents. TABLE OF CONTENTS PAGES 2-7: Birth/Adoption Event PAGES 8-15: Benefits Enrollment PAGES 16-19: Submitting Supporting Documentation PAGE 20: Benefits Finalization Human Resources Shared Services Page 1 of 20 Revised: March 3, 2017

2 Birth/Adoption Event 1. After successfully authenticating and logging into PeopleSoft, your Home page displays as shown below. 2. Click on the Benefits tile. Human Resources Shared Services Page 2 of 20 RETURN TO TABLE OF CONTENTS

3 Birth/Adoption Event 3. Click on Life Events and select the appropriate event to begin. 4. Input the date the change will take effect then click the Start Life Event button to continue. Human Resources Shared Services Page 3 of 20 RETURN TO TABLE OF CONTENTS

4 Birth/Adoption Event 5. The Welcome page will display then click Next. 6. Type the Date of Birth OR Date the child was placed in your home for adoption Click the Submit button to continue 7. Once you have hit Submit, a confirmation page will appear Click OK. Human Resources Shared Services Page 4 of 20 RETURN TO TABLE OF CONTENTS

5 Birth/Adoption Event 8. Click next to advance. 9. This screen will display your current benefits. No changes can be done on this screen this is a view only screen. 10. Click Next to move to the next screen Human Resources Shared Services Page 5 of 20 RETURN TO TABLE OF CONTENTS

6 Birth/Adoption Event 11. Click the Add a dependent or beneficiary button to begin adding information for your dependent(s). 12. You must complete the required fields then click Save. NOTE: If a newborn, SSN not required. A pop-up screen will appear, but can be bypassed by clicking OK Human Resources Shared Services Page 6 of 20 RETURN TO TABLE OF CONTENTS

7 Birth/Adoption Event 13. You will get the following Save Confirmation. Click the OK button. 14. On the Add/Review Dep/Ben page click Add a dependent or beneficiary to add another dependent. If you do not have any more dependents to add, then click Next. Human Resources Shared Services Page 7 of 20 RETURN TO TABLE OF CONTENTS

8 Benefits Enrollment 1. Click the Start My Enrollment link to continue. Please Note: Event Description This is your Qualifying Event Clicking the blue i button will give you a brief description of the Qualifying Event Event Date This is the date your new Benefits Coverage will take effect Event Status Only Events in an Open or Submitted Status can be edited Job Title This is your current Corporate Title which determines your eligibility 2. Click the Select button to continue. Human Resources Shared Services Page 8 of 20 RETURN TO TABLE OF CONTENTS

9 Benefits Enrollment Here, you are able view your current Medical Plan. 3. Click the Edit button to view your Medical coverage or Add/Drop Dependents. Human Resources Shared Services Page 9 of 20 RETURN TO TABLE OF CONTENTS

10 Benefits Enrollment 4. Scroll down to Enroll Your Dependents on this page and check the Enroll box next to all the dependents that you want to cover. This allows you to add dependents for Health Coverage purposes ONLY. This has no impact on your Tax withholding Human Resources Shared Services Page 10 of 20 RETURN TO TABLE OF CONTENTS

11 Benefits Enrollment REMEMBER, only dependents with the Enroll checkbox checked next to their name as shown above will be covered! If you are covering a domestic partner, DO NOT CHECK THEM OFF IN THIS STEP. They are to be added to your policy in a different section of the module. Additionally, if adding domestic partners to plan, a modified election process will be performed. REMEMBER, Supporting Documentation will be required for all modifications and additions of Dependents. Please see the SUBMIT SUPPORTING DOCUMENTATION section for more information! 5. Click the OK button. 6. Click the Update Elections button when you have completed both your Health Coverage Elections AND reviewed your dependents. Human Resources Shared Services Page 11 of 20 RETURN TO TABLE OF CONTENTS

12 Benefits Enrollment You will be prompted to review your election, cost, and potential covered dependents. 7. Click the Update Elections button to store your choices. Click the Discard Changes button if you would like to go back and change your elections. Human Resources Shared Services Page 12 of 20 RETURN TO TABLE OF CONTENTS

13 Benefits Enrollment 8. You will be prompted to review your Current Plan and Costs against your New Plan and Costs. After reviewing click on Submit. Human Resources Shared Services Page 13 of 20 RETURN TO TABLE OF CONTENTS

14 Benefits Enrollment 9. You will be required to confirm that you read New York City s Employee Certification in order to enroll in Health Benefits. After reviewing click on Submit. Human Resources Shared Services Page 14 of 20 RETURN TO TABLE OF CONTENTS

15 Benefits Enrollment This is the confirmation page you will receive once your changes have been submitted. REMEMBER, Supporting Documentation is required for any changes involving dependents! REMEMBER, check your Outlook in order to make sure your changes have been approved by HRSS/Benefits. If there are any problems, HRSS/Benefits will contact you via . If you fail to respond, your requests will NOT be processed. 10. Click on the Add Benefit Supporting Documentation link to begin submitting Supporting Documentation for your new dependent. Human Resources Shared Services Page 15 of 20 RETURN TO TABLE OF CONTENTS

16 Submitting Supporting Documentation 1. Click on the Dependent Supporting Documentation link to begin submitting Supporting Documentation for your new dependent(s). Please note: Whenever adding or modifying a dependent it is required to submit necessary supporting documentation to HRSS/Benefits. 2. This will take you to the Form tab. Answer the question on this page and add any additional information in the More Information box. Click the Save button. Proceed to the Instructions tab. Human Resources Shared Services Page 16 of 20 RETURN TO TABLE OF CONTENTS

17 Submitting Supporting Documentation The Instructions tab will explain which supporting documents are acceptable. 3. After you have read the instructions, select the Attachments tab. Click the Open links to view and/or print the different blank forms. Complete these form(s) with the appropriate information, if applicable. Then scan any supporting documents and attach the electronic documents by clicking the Attach button. You can add additional attachments by selecting the + button and delete them by selecting the button. Human Resources Shared Services Page 17 of 20 RETURN TO TABLE OF CONTENTS

18 Submitting Supporting Documentation 4. The File Attachment pop up appears. Click the Browse button to search for your document. After finding your document, click the Upload pushbutton to upload your document. [Click the Cancel pushbutton to cancel]. 5. After you have attached all files, go back to the Form tab. Click the Submit button at the bottom for your Form to be sent to HRSS/NYC Health + Hospitals Corporate Benefits for review. Human Resources Shared Services Page 18 of 20 RETURN TO TABLE OF CONTENTS

19 Submitting Supporting Documentation 6. The following screen will appear that shows the status as Pending. Click the OK button at the bottom. Your documentation will now be reviewed by HRSS/NYC Health + Hospitals Corporate Benefits. You will receive an notifying you of any updates to the status of your supporting documentation. Human Resources Shared Services Page 19 of 20 RETURN TO TABLE OF CONTENTS

20 Benefits Finalization 1. You will be brought to this screen. This shows you all the changes that have been made to your benefits, name, and phone. Click print if you want a printed confirmation of the changes. Click next to finalize the module. Human Resources Shared Services Page 20 of 20 RETURN TO TABLE OF CONTENTS