eenrollment for ISIS Agencies when the Member generates the request

Transcription

1 eenrollment for ISIS Agencies when the Member generates the request Presented by The

2 1 Welcome: Welcome to the eenrollment manual. eenrollment will make doing business with OGB much easier and faster. As an ISIS agency you will make all changes to benefit information in the eenrollment system. Each night we will automatically transfer this information to ISIS. ISIS will transfer all changes to employee information to OGB nightly. Deductions will be made based on the information you provide in eenrollment. We are working toward a paperless environment. You will be required to keep some documents, especially for changes involving the Flex Plan. If you have any questions about what documents you are required to keep please contact OGB. If you have any questions about using the website send an to webmaster@ogb.state.la.us. You may also visit this page to view our very informational tours: This page can also be accessed by going to and clicking on the quick tour link.

3 2 About this Manual: The eenrollment website is known as a portal. Each screen in eenrollment is divided into portlets. A portlet contains similar information and is enclosed by a border. Each portlet has a header, which will be used to describe that portlet. This manual is for use once your employees start creating requests on their own. For example: To make the manual easier to understand text links will be shown in Italics. Buttons will be shown in Bold Italics.

4 3 Table of Contents Logging In.. 4 Viewing your agency s information 6 Updating Member Demographic Information and OGB Products....7 Updating Miscellaneous Products 11 Updating a member s information when they are covered under the Flex Plan...15

5 4 I. Logging In A. Go to B. Click Login in the upper right hand corner of the screen. C. Enter your username and password D. Click Login *If you do not have a username and password please contact webmaster@ogb.state.la.us.

6 E. Click Enrollment on the left side of the screen. 5

7 6 II. Viewing Your Agency s Information A. You will now view a screen that looks like this one: B. This portlet allows you to search for a member by Social Security Number. A. This portlet shows all new requests.

8 7 B. This portlet shows all requests you have left as pending. C. This portlet shows all requests for Miscellaneous products. III. Updating Member Demographic Information and OGB products A. Click on the Name of the employee in the New Request portlet. or Search for the member in the search box. B. Click View Request

9 8 C. A screen like this one will be displayed: D. View the changes and decide how to proceed. Changes are in red. 1. Accepting the Update a. If you would like to accept the update without any further information or changes click Accept Update.

10 9 b. After the change is accepted you will receive this message: 2. Rejecting the Update a. If you feel the request should be rejected. Click Reject Update. b. After rejecting a request you will receive this message: 3. Keep Update Pending a. If you need more information before the request can be processed click Keep Pending.

11 10 b. If you choose to keep a request pending you will need to submit a reason. Enter the reason and click Submit. 4. Print Screen a. Click Print Screen to print the current screen. Your agency may feel it is necessary to keep this information in your employee s file as record of the change. OGB does not require you to keep a print out of any changes submitted by the member. E. View History 1. Click View History

12 11 2. This screen will be shown IV. Updating Miscellaneous Products A. Click on the Name of the employee in the Miscellaneous portlet. or Enter the social security number of the member in the search box and click Misc Admin

13 12 B. This screen will be displayed, you will process each miscellaneous product separately. C. Accepting the request 1. Enter the premium amount to be deducted each pay period. This amount can be found on the SED-4 form. 2. If available you may override coverage under the flex plan 3. If necessary you may override the after levy selection

14 13 4. Enter the effective date 5. Click Approve 6. After clicking approve this window will appear. Click OK if the information appears to be correct. 7. The selection will now appear under Misc. Product Selections. D. Canceling the request 1. Click Cancel

15 14 2. Enter the reason you are rejecting the request. 3. Click Submit E. Requesting more information Keep the request Pending 1. Click More Info 2. Enter the reason you are keeping the request pending 3. Click Submit

16 15 4. The member will be notified of the reason it is being kept pending and the status will move to pending. V. Updating a member s information when they are covered under the Flex Plan A. View the request as explained above. B. You will see this message C. If the member has uploaded any files you will see this message 1. Click the member response link to see the message the member sent. example of a member response:

17 16 2. Click on the uploaded file to download the file the member sent. D. If the member has not uploaded any files or if you would like to see more details click Details. 1. This will show you what qualifying events are applicable. The events in blue are the events Flex rules allow for this action. Events in red are events forced by the member.

18 17 E. After clicking Accept Update you will see this screen. You must check that you have received the document to proceed. Do not click that you have received the document unless the employee has delivered it to your office or submitted it as an attachment through eenrollment. It is your responsibility to have these documents on file. OGB reserves the right to audit the file at any time. If you do not have the documents you must postpone accepting the request until you do. F. Check which documents you have received.

19 18 G. Determine if the changes are consistent with the qualifying events. H. Click Continue. I. Click OK J. Click Continue K. Click OK L. The request has now been accepted.