eenroll Member User Guide

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1 eenroll Member User Guide 2013

2 Table of Contents Accessing the System... 3 Logging In - HR Administrator Provides Credentials... 3 Resetting Your Account... 4 Changing Your Password... 7 Making First- Time Elections... 8 Getting Started... 9 Editing Your Profile... 9 Making Benefit Elections Reviewing Your Benefit Elections Logging Out Making Changes to Benefit Elections Entering a Life Event to Make Changes to Benefits Making Open Enrollment Elections Reviewing and Updating Your Personal Information Completing Your New Benefits Reports Printing Your Reports Printing the Employee Detail Report Printing the Employee Summary Report Printing the Beneficiary Form Appendix A Updating Your Personal Information Dependents Screen Flow Frequently Asked Questions All Rights Reserved User Guide Page 2 of 40

3 Accessing the System Logging In - HR Administrator Provides Credentials Resetting Your Account Changing Your Password There are two methods for accessing your Username and Password when logging into the system for the first time. The first method is that your HR Administrator will contact you to provide you with your Username and initial Password. The second method is by Registering Your Account. When you Register Your Account you will create your own Username and Password for accessing the system. Note that you may not have both of these options, depending on preferences set for your company. Logging In - HR Administrator Provides Credentials Use the login credentials provided by your HR Administrator. If you have not received this information, please contact your HR Administrator. 1. Enter your Username and Password. 2. Select Log in or press Enter on your keyboard. 3. The first time you log into the system, you will have to change your initial password. See the Changing Your Password section below for help All Rights Reserved User Guide Page 3 of 40

4 Resetting Your Account When you access the login page for the Member role, you must enter your valid Username and Password. You have a few opportunities to enter your information before you are locked out of the system and an administrator must reset your password for you. However, if you forget your account information you don t need to continue to guess what it is. You can retrieve it easily, and you don t need to use an e- mail account. Perform these steps to reset your account information. 1. Select the Reset your Account link to begin the account reset process. 2. Enter the following required information into the corresponding fields: Social Security Number (SSN) Last Name Date of Birth Code shown on the screen. The code will be different each time. If you have difficulty reading the code, select the Try a different code link to generate a new one All Rights Reserved User Guide Page 4 of 40

5 3. (If applicable) Select the company for which you want to retrieve your account information and select Next. Note: This step is applicable only if you have information entered into the system for more than one employer. If you work for one company, go to Step 4 below. 4. Select the correct answer to each question and select Next. If your answer does not match the information in the system, you receive an error message. After a few attempts, you are locked out of the account reset process, and an administrator must reset your account. 5. (If applicable) Create or answer Secret Question information. Note: This step is applicable only if your company is required to use a secret question for login validation. Otherwise, go to Step 6 below All Rights Reserved User Guide Page 5 of 40

a. Choose a secret question and provide your answer if you have not created one: b.

then select Next. If your answer does not match the information in the system, you receive an error message.

must reset your account. 6. Your Username will remain the same.

6 a. Choose a secret question and provide your answer if you have not created one: b. Enter the answer to your secret question if you have previously provided your question and answer information; then select Next. If your answer does not match the information in the system, you receive an error message. After multiple attempts, you are locked out of the account registration/retrieval process, and an administrator must reset your account. 6. Your Username will remain the same. Enter your new password and confirm it in the corresponding fields and select Save. The criteria for your password are listed on the screen All Rights Reserved User Guide Page 6 of 40

7 Changing Your Password Your password should be considered personal and confidential. You can update your Password anytime from the Home page by selecting the Login Information link. 1. Create a new password by following the criteria below: Your Password Must Contain: Between 8 and 15 characters (special character not required, but permitted) At least one capital letter At least one lower case letter At least one number Your Password Cannot: Be the same as your old Password Have more than two of the same characters in a row Contain your Username 2. Enter and re- enter your new password in the Password fields and select Save All Rights Reserved User Guide Page 7 of 40

Making First- Time Elections Getting Started Editing Personal Information Making Benefit

9 Getting Started The Home page shows you the tasks you need to complete. Select the Get Started button to begin. This link is available only the first time you log into the system. After initial enrollment, you are presented with the Home page links. Here are the basic steps for completing your benefit elections: 1. Navigate from page to page by selecting the Next and Previous buttons. a. Save information if you need to exit the system and return to your benefit elections later. When you return to the system, you can pick up where you left off, or you can start from the first screen to review the choices you already made. b. Select Cancel on any screen to leave the current screen and return to the main menu. Note: If you have not saved the information you have entered so far, you receive a warning message, which allows you to return to your benefit elections to save them before canceling. c. Select Logout on any screen to exit the system. Note: If you have not saved the information you have entered so far, you receive a warning message, which allows you to return to your benefit elections to save them before canceling. 2. Save your elections on each benefit Summary page when you have entered all required information. a. Look over your information closely. If you need to change any information, select the Edit button next to the corresponding section. b. Select Save once you have made all necessary changes, and you will be returned to the Benefits page. Editing Your Profile The Profile page presents you with the opportunity to enter your personal information. You can access your personal information either from selecting the Profile button at the top of the page the first time you are making elections, or by selecting the Profile link from Home page after you have entered and saved your elections. 1. Select the Profile button to enter your name, address and contact information. 2. Enter information in each section of the screen to update your personal information. 3. See Appendix A - Updating Your Personal Information for details about making changes to your personal information. 4. Review your information and select the Save button All Rights Reserved User Guide Page 9 of 40

10 Making Benefit Elections The Benefits page will display the benefits that you are eligible for and the timeframe for enrollment. If available, the Cart Summary function will display in the top right corner throughout the enrollment process. The Cart Summary feature displays your plan costs and is updated as elections are made. 1. Select the Start Section button in the list to begin enrolling in benefits All Rights Reserved User Guide Page 10 of 40

11 2. Review the basic enrollment process and select the Start button to begin entering your benefit elections. Once you have logged in and navigated to the benefits pages, you can begin to make your elections. Note that the steps below are typical for a medical election, but you may have different options depending on your company s benefit packages All Rights Reserved User Guide Page 11 of 40

Select the X at the top of the screen to close the Plan Details screen

12 3. Review the plans available to you on the Plan Selection page. 4. Select the Plan Details link to learn more about a plan. Select the X at the top of the screen to close the Plan Details screen and return to the Plan Selection page All Rights Reserved User Guide Page 12 of 40

5. Select the coverage level for the benefit. If you select anything other than individual coverage, you will be asked to enter information for your dependents.

You may be asked if you have visited the doctor within a specific time period. If so go to Step 6a; otherwise go to Step 7. a. Select Yes or No for each member regarding his/hers last physician visit in the last 30 days and select Next.

13 5. Select the coverage level for the benefit. If you select anything other than individual coverage, you will be asked to enter information for your dependents. Please see Appendix A for the Dependent screen flow. 6. (If available) Enter Primary Care Provider (PCP) information. You may be asked if you have visited the doctor within a specific time period. If so go to Step 6a; otherwise go to Step 7. a. Select Yes or No for each member regarding his/hers last physician visit in the last 30 days and select Next. If you answer Yes for any member, go to Step 6b. Otherwise, go to Step All Rights Reserved User Guide Page 13 of 40

(If available) Determine Medicare status; if you answer Yes for any member,

14 b. Enter the date of the last visit and select Next. 7. Review PCP Summary information and select Next. 8. (If available) Determine Medicare status; if you answer Yes for any member, continue with Step 8a. Otherwise, go to Step 7 (Additional Insurance) All Rights Reserved User Guide Page 14 of 40

16 c. Enter the Medicare Number, Eligibility Reason, and Part A, Part B and/or Part D information. Then select Next. d. Review Medicare information and select Next. (If available) Indicate whether or not you are currently employed by selecting the Yes or No checkbox All Rights Reserved User Guide Page 16 of 40

17 9. (If available) Determine Medicare status; if you answer Yes for any member, continue with Step 9a. Otherwise, go to Step 10. a. Select Yes if you have all of the information and continue with Step 5b. Otherwise, continue with Step All Rights Reserved User Guide Page 17 of 40

d. Enter the Carrier Information and select Next. e.

20 f. Review Additional Insurance information and select Next. 10. Repeat Steps 1-9 for any other benefits associated with this benefit offering. Once you have completed your benefit elections, select Save on the each of the Benefit Summary screens. The benefit cost summary will display in the top right- hand corner of the page: All Rights Reserved User Guide Page 20 of 40

21 11. When you have entered in all of your information and select Save on the last available benefit offering, you will be directed to the Confirmation page. From this page you can review and print a summary of your benefits All Rights Reserved User Guide Page 21 of 40

22 Reviewing Your Benefit Elections Once you have completed and saved your benefit elections, you can review them and make any changes if necessary. 1. Select the Benefits link from the Home page or from the Navigation Bar. 2. Review your elections and if you need to make any changes to your benefit selections select the View/Edit information link. Note: You may only be able to View your benefits All Rights Reserved User Guide Page 22 of 40

24 Logging Out 1. Select the Logout button on any page. You will be prompted to save any changes you made before exiting. A message box may display to inform you that you will lose any information you have not saved. 2. Select Yes to log out, or select No to return to the current screen to save benefit election information before exiting All Rights Reserved User Guide Page 24 of 40

Making Changes to Benefit Elections Depending on business rules established for your company, you may have a specific time period when you can elect your benefits as a newly hired employee.

25 Making Changes to Benefit Elections Depending on business rules established for your company, you may have a specific time period when you can elect your benefits as a newly hired employee. After that time period, you may be required to enter a qualifying life event, such as a birth, adoption, marriage, etc. in order to make changes to your benefits. This section describes how to make changes to your benefits by entering a qualifying life event. Entering a Life Event to Make Changes to Benefits 1. Select the Benefits tab from the Navigation Bar. 2. Select the View/Edit Information link for the benefits you want to change. 3. Select the Edit to Change Benefit link to begin to make the necessary changes All Rights Reserved User Guide Page 25 of 40

27 6. Read the rules that apply to the life event and select whether or not you want to continue with the change. 7. Select or enter the date the life event took place All Rights Reserved User Guide Page 27 of 40

29 Making Open Enrollment Elections Reviewing and Updating Your Personal Information Completing Your New Benefits Reviewing and Updating Your Personal Information If available, you have the opportunity to review and update personal information in the system. 1. On the Home page, select the Profile button 2. Select the Personal Information link to change your information. 3. Select the Edit button to begin the screen flow to make the necessary changes. 4. After updating your personal information, select the Save button to go back to the Home page All Rights Reserved User Guide Page 29 of 40

Completing Your New Benefits The Open Enrollment Benefits section will display all new benefits you will be eligible for; you will complete, review, and save one benefit at a time.

1. Select the Open Enrollment Benefits tab, and then select the Start Section button. The first of several enrollment pages will display for you to enter information. 2.

30 Completing Your New Benefits The Open Enrollment Benefits section will display all new benefits you will be eligible for; you will complete, review, and save one benefit at a time. Please note that new benefits may or may not be the same as your current benefits. Even if you are enrolled in current benefits, you must enroll in the new benefits you want for the upcoming period. 1. Select the Open Enrollment Benefits tab, and then select the Start Section button. The first of several enrollment pages will display for you to enter information. 2. Proceed from page to page by selecting the Next button. When you have entered all required information, a review page will display. 3. On the Review page, look over your information closely. You will have the option to Edit or Save the information. If you need to change any information, select the Edit button next to the corresponding section. Once you have made all necessary changes, select Save. 4. You will be presented with the Confirmation page. You can print a summary report of your benefits from here. If you select Next you will be returned to the Home page All Rights Reserved User Guide Page 30 of 40

31 Reports Printing Your Reports Printing the Employee Detail Report Printing the Employee Summary Report Printing the Beneficiary Form Printing Your Reports From the Home page you can access your Benefit Summary Report, as well as your Employee Detail Report. You may print a copy of these reports for your records. If you have enrolled in benefits that require a beneficiary, you can print the Beneficiary Form from the Home page. Note: Depending on rules established for your company, you may not have access to these reports. Please contact your HR Administrator if you have questions. Printing the Employee Detail Report 1. Select the Home tab. 2. Select the Employee Detail Report link to view and print the report for your own records All Rights Reserved User Guide Page 31 of 40

3. The Employee Detail Report will open in a new window and allow you

33 Printing the Employee Summary Report 1. Select the Home tab. 2. Select the Employee Summary Report link to view and print the report for your own records. 3. The Employee Summary Report will open in a new window and allow you to print from there All Rights Reserved User Guide Page 33 of 40

Printing the Beneficiary Form You will only have access to this report if your company offers benefits that support beneficiaries and you have enrolled in them. 1.

34 Printing the Beneficiary Form You will only have access to this report if your company offers benefits that support beneficiaries and you have enrolled in them. 1. Select the Home tab. 2. Select the Beneficiary Form to view and print a copy of the form for your own records All Rights Reserved User Guide Page 34 of 40

36 Appendix A Updating Your Personal Information Dependent Screen Flow Updating Your Personal Information Personal Information screens are easy to use, and you can update your information at any time. Required information is indicated with an asterisk. 1. Select Profile from the Home page. 2. Select the Personal Information link. 3. Edit your information. Expand any of the sections to change other information. 4. Select Save to return to the My Basic Information Page All Rights Reserved User Guide Page 36 of 40

Dependents Screen Flow If you selected to cover spouse, children or family, you must enter dependent information using the following screens. 1. Select the Dependents button from the Home page. 2.

37 Dependents Screen Flow If you selected to cover spouse, children or family, you must enter dependent information using the following screens. 1. Select the Dependents button from the Home page. 2. Select the Edit button to update any demographic information about the dependent. 3. Select the click here link to manage enrollment for the dependent. 4. Select the View/Edit information link for the plan you want to edit your dependents All Rights Reserved User Guide Page 37 of 40

38 5. Select the Edit button in the Dependents section. 6. Edit information for the dependents and select Next. After entering this information, continue entering your benefit election information. You will have an opportunity to review dependent information again before you save your benefits All Rights Reserved User Guide Page 38 of 40

39 Frequently Asked Questions Q: How do I change the information entered by my HR Administrator? A: Select the Edit button on the Summary page. The first information entry page will display. Make changes as you proceed through each page. Q: If my Personal Information has a check mark beside it, do I need to do anything? A: You will want to review the information entered by your HR Administrator and perhaps add any optional information that is incomplete. Q: My Social Security Number is wrong. How do I change it? A: If your Social Security Number is wrong, inform your HR Administrator to have it corrected. Q: How much will my benefits cost me? A: If the cost of your benefits is not displayed in the enrollment process contact your HR Administrator for benefit costs. Q: How do I change information I entered during online enrollment? A: Select Edit on the Summary page for the item you want to change. The information entry page for that item will display. You are guided through the pages until you have finished making your selections, and then you are returned to the Summary page. Q: When will my benefits become effective? A: An effective date for each of your benefits is listed on each Introductory and Summary page. Q: I entered information incorrectly for one of my dependents. How do I correct their information? A: From the Main Menu page, select the Benefits link, and then select the benefit for the dependent. On the Summary page for that benefit, select the Edit button next to the dependent(s) you want to correct. You will be directed to the necessary page to edit your dependent(s). On that page, select the dependent s name whose information you want to correct, and make necessary changes. When you re done, select the Next button until you reach the Summary page and select Save All Rights Reserved User Guide Page 39 of 40

40 Q: If I want to renew my Current Benefits without changes, do I have to fill out the Open Enrollment benefits section? A: Yes. You must complete the new benefits section to be covered for the upcoming coverage period. Q: How do I change information I entered during online enrollment? A: Select Edit on the Summary page for the item you want to change. The information entry page for that item will display. Make your changes and select the Next button. You will be directed through the necessary pages until you are returned to the Summary page All Rights Reserved User Guide Page 40 of 40

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