Benefit Enrollment Instructions

Transcription

1 Benefit Enrollment Instructions Owner Human Resources Last Updated 10/20/2017 Performed By Jessie Pirie Revised By Mel Michalkiewicz Process Description The enrollment wizard guides you through the steps needed to select and change benefit plans, dependents, and beneficiaries. There are several situations in which you can enroll in benefits: When you are recently hired or rehired. When you become benefits eligible. When you have a qualified change in family status. During ThedaCare s annual open enrollment period. The enrollment wizard guides you through the steps needed to select and change benefit plans, dependents, and beneficiaries. As you make selections to waive or enroll in a plan, the wizard may request additional information. If any interruptions occur or you need to track down information, you can exit the process and restart it later. The wizard will know where you left off and continue the enrollment at that point. The wizard recalls your most recent answers. You can revisit the enrollment process as often as you want during an enrollment period. To open the enrollment wizard, complete the following steps: TIS Job Aid Tip Tollgate WIP Critical Step Team Safety # Work Step Description / Screen Shot / Explanation 1 Open myhrconnection. Enter your network account and password in the login screen. Click Sign-in. 2

2 3 Click on the Personal button at the top of the myhrconnection homepage. Enter your network account user name and password in the login screen. Click Sign-in. 4 5 When you log on to ESS, the Home page screen appears. From this screen, you can access summary Menu screens Bar using the menu bar and menu options. Please make sure you fully read all instructions on each screen. Menu Option 6 Navigate to Benefits > Benefit Plans. The Employee Benefit summary screen opens. Plans that you are currently enrolled in appear in the grid. Click Enroll. Page 2/6 Print Date 10/20/17 Z:\+ Team Folders\HSM Folders\1_PODs\10_ECC\3_Account work\4_major National (MN)\ThedaCare\Custom site\benefit Enrollment

3 The enrollment wizard opens. Take a moment to read the Important message in the yellow box at the top of the screen. 7 The benefit plans that you are eligible for will appear in the Benefit Group column on the left. The Current Benefit Plan column on the right shows the benefits you are currently enrolled in. 8 To begin using the enrollment wizard, click Start in the upper right of the screen. You will use the buttons in the upper right to navigate the enrollment tasks in the wizard. When you start the Enrollment Wizard, the Dependent/Beneficiary Review screen opens. 9 If adding a dependent - Click the Add New Dependent/Beneficiary button. The Personal Contact screen opens. Page 3/6 Print Date 10/20/17 Z:\+ Team Folders\HSM Folders\1_PODs\10_ECC\3_Account work\4_major National (MN)\ThedaCare\Custom site\benefit Enrollment

4 Enter your dependent s information in the following sections: Personal Contact Info, Address Information, Phone Information, Personal Contact Type, and Detail Information. 10 You must enter: 1. Social Security Number (without dashes) 2. Gender 3. Check the Dependent box 4. Date of Birth Click Save. An Update Record window will appear. Enter today s date and click OK. Continue adding dependents, or go to the next step. 11 Click Next to open the first enrollment task. Select an enrollment option by clicking on the white circle next to the plan name. For more information on a Benefit Plan, click on the Group Information link. 12 For each option, you may choose a plan or waive the benefit. Click Next. Page 4/6 Print Date 10/20/17 Z:\+ Team Folders\HSM Folders\1_PODs\10_ECC\3_Account work\4_major National (MN)\ThedaCare\Custom site\benefit Enrollment

5 To assign a dependent to a benefit plan, click the box next to their name so that the box has a checkmark. To remove a dependent from a benefit plan, click the box next to their name to remove the checkmark. 13 NOTE: If you did not enter a dependent in Step 9 but need to, you can add here. To add a dependent click the Add button. See Step 10 for instructions on sections to complete. Please note the add button will only be available during annual open enrollment. Click Next. To repeat the selection process for each enrollment task, use the 14 buttons in the upper right to move between tasks. As you move through each task, the enrollment task bars change colors to indicate the status of each benefit enrollment. When you have finished enrolling, click Next on the last task to open the Benefit Enrollment Summary screen. Enrollment Selection Made Current Task No Enrollment Selection Page 5/6 Print Date 10/20/17 Z:\+ Team Folders\HSM Folders\1_PODs\10_ECC\3_Account work\4_major National (MN)\ThedaCare\Custom site\benefit Enrollment

6 Review elections. Please follow the steps below: a) Make a change by clicking the green Edit link to take you directly to that benefit task screen. b) If you make any changes, click on the Update 15 return to the Enrollment Summary Screen. button to c) Click Print Summary, once you are satisfied, and keep this for your records. d) Click Submit. Please note you need to click Submit. If you do not click Submit, your elections will not be processed. Click Close. Page 6/6 Print Date 10/20/17 Z:\+ Team Folders\HSM Folders\1_PODs\10_ECC\3_Account work\4_major National (MN)\ThedaCare\Custom site\benefit Enrollment