Enrolling an Employee with Eligibility Lesson


In this lesson you will learn how to enroll an employee with eligibility.


Steps:

  1. Click the NIS State of Nebraska link.

    Step 1
  2. Click the Human Resources/Payroll - Agencies link.

    Step 2
  3. Click the Benefits Administration link.

    Step 3
  4. Click the Enrollment with Eligibility link.

    Step 4
  5. Enter the employee's address book number in the Employee Identification field.  

     

    Enter "4874666" into the Employee Identification field.

    Step 5
  6. Press [Tab].

    Step 6
  7. In the Effective Date field enter the same date you entered in the Enrollment Effective Date on the Employee Master.  

     

    Enter "6/15/09" into the Effective Date field.

    Step 7
  8. Click the Find button.

    Step 8
  9. Review the following fields in the Header:

     

      Benefit Group

      Benefit Status - This field must be ACTIVE (A)

      Agency Original Hire Date

      Pay Frequency

    Step 9
  10. On the grid, choose each row that contains a benefit plan or plan option in which you want to enroll the employee by clicking the check box for that row.

     

    Note: Some Categories require an election where you must elect or waiver one plan.

    Step 10
  11. Click the BCBS PPO HEALTH BIWEEKLY option.

    Step 11
  12. Click the scroll bar to scroll down.

    Step 12
  13. Click the DENTAL BIWEEKLY option.

    Step 13
  14. Click the WAIV LTC option.

    Step 14
  15. Click the scroll bar to scroll down.

    Step 15
  16. Click the WAIV LTD option.

    Step 16
  17. Click the scroll bar to scroll down.

    Step 17
  18. Click the WAIV VIS option.

    Step 18
  19. Click the RETIRE option.

    Step 19
  20. Click the MISC option.

    Step 20
  21. Click the scroll bar to scroll down.

    Step 21
  22. Click the scroll bar to scroll down.

    Step 22
  23. Click the WAIVAD&D option.

    Step 23
  24. Click the scroll bar to scroll down.

    Step 24
  25. Click the WAIVFLD option.

    Step 25
  26. Click the WAIV FLX option.

    Step 26
  27. Click the scroll bar to scroll down.

    Step 27
  28. Click the WAIV LIF option.

    Step 28
  29. Click the scroll bar to scroll down.

    Step 29
  30. Click the WAIVOLIF option.

    Step 30
  31. After selecting the rows click the Row button.

    Step 31
  32. Click the Elect menu.

    Step 32
  33. If any of the plans that you choose requires an amount or rate, the Change Amount or Rate form appears.

    Step 33
  34. Type the amount or rate that the employee pays in the Employee Payroll Ded DBA field.

     

    If applicable, complete the Employer Paid Benefit DBA field as well.  

     

    Enter "20.00" into the YMCA LINCOLN field.

    Step 34
  35. Click the OK button.

    Step 35
  36. A check mark appears on the row of each plan elected.  You can undo an incorrect election if necessary. To do so choose the election on the grid, click Row, Mistaken Enrollment.  

     

    In this lesson we will not change any of the elections.

    Step 36
  37. Click the Form button.

    Step 37
  38. Click the Submit menu.

    Step 38
  39. Note: If a plan was not selected in a category that requires an election (ex. Medical), the Retest Eligibility window appears. Read the directions and click OK to return to the Work with Enrollment with Eligibility screen. Elect a required benefit plan or plan option. (The required plan will be highlighted.)  

     

    In this lesson the Retest Eligibility window did not appear.

    Step 39
  40. Click the Close button.

    Step 40

You have successfully completed this lesson.

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