Open Enrollment - Start To Finish

This lesson is a start to finish training experience for Open Enrollment.  It will give you insight into what you can expect when going through Open Enrollment.

Steps:

1. To begin you will need to go to the following website: EDGE.NE.GOV (do not use www in front of the address).

    

   Then click the Click Here to Complete Open Enrollment button.

   Step 1

2. A new browser window will open.  Prior to signing in maximize the new browser window by clicking the Maximize/Restore button of the new browser window.

    

   Note: If you do not maximize the browser window prior to signing in the application may not display correctly. If that happens simply refresh your browser window by pressing the F5 button on your keyboard.

   Step 2

3. You will be prompted to sign in. Enter your EnterprisOne User ID into the User ID: field.

    

   Note: If you do not know your EnterpriseOne User ID you will need to contact the Help Desk at 402-471-4636 or 1-800-982-2468.  

    

   For this lesson enter "trainingid".

   Step 3

4. Click in the Password: field.

   Step 4

5. Enter your EnterpriseOne password into the Password: field.

    

   Note: If you do not know your password you can click on the forgot password? button at EDGE.NE.GOV or you can contact the Help Desk at 402-471-4636 or 1-800-982-2468.  

    

   For this lesson enter "password".

   Step 5

6. Note: When you sign onto EnterpriseOne you will need to be sure you type your User ID and your password correctly.  If you enter it incorrectly three times in a row the system will disable your User ID.  If your User ID is disabled contact the Help Desk (402-471-4636 or 1-800-982-2468) to restore it.

   Step 6

7. Click the Sign In button.

   Step 7

8. The first screen of the Open Enrollment process displays important information about Open Enrollment.  When going through Open Enrollment you should read through all of the information available on this page.

   Step 8

9. In addition, there is a link to the "Options Enrollment Guide".  If you click on this link it will open a new window and display the Options Enrollment Guide.

   Step 9

10. As you go through Open Enrollment you will need to use the Naviation buttons.

     

    The Next button will take you to the next step of the Open Enrollment process.  This button can only be found at the bottom of each page.

     

    The Previous button will take you to the previous page you were on.

     

    Warning: DO NOT use the navigation buttons of your browser while in Open Enrollment.

    Step 10

11. Click the scrollbar to scroll to the bottom of the page.

    Step 11

12. When finished on the first page click the Next >> button at the bottom of the screen.

    Step 12

13. The next screen lists the steps of Open Enrollment.  The black arrow tells you which section you will be going to next.

    Step 13

14. In addition there is helpful information listed detailing where you can find online help, information about waiving coverage, life insurance, long-term disability and accidental death and dismemberment coverage, and employee responsibility. 

     

    When going through the Open Enrollment process please be sure to read this information before proceeding.

    Step 14

15. Click the scrollbar to scroll to the bottom of the page.

    Step 15

16. Click the Next >> button at the bottom of the screen.

    Step 16

17. Click the Next >> button at the bottom of the screen.

    Step 17

18. On some screens you will see an Exit button.  Clicking on Exit will end your Open Enrollment process. 

     

    Warning: If you exit before completing the Open Enrollment process your changes to that point will not be saved, and you will have to start over from the beginning.

    Step 18

19. On the Employee Personal Information screen your name, employee number, and tax ID (social security number) are displayed in the top window.

     

    This screen is for informational purposes only.  No changes can be made.

    Step 19

20. Click the Next >> button.

    Step 20

21. On the second screen of Employee Personal Information your address will be displayed.  Again, this screen is for informational purposes only.

    Step 21

22. Click the Next >> button.

    Step 22

23. Next you will review your phone numbers on record and make any necessary changes.

    Step 23

24. Click the Next >> button at the bottom of the screen.

    Step 24

25. If you have gone through the Open Enrollment process before and you had entered your phone numbers, those numbers will be displayed. 

     

    You can either edit existing phone numbers or enter new ones.  In this lesson we are going to add a new number.

     

    When you enter your phone number(s) be sure not to use hyphens (-) or spaces.

    Step 25

26. Click in the Prefix field.

    Step 26

27. Enter "402" into the Prefix field.

    Step 27

28. Click in the Number field.

    Step 28

29. Enter "6430000" into the Number field.

    Step 29

30. Click the Type of Phone Number list.

    Step 30

31. Click the HOME list item.

    Step 31

32. Click the Next >> button.

    Step 32

33. Click the Next >> button at the bottom of the screen.

    Step 33

34. The Current Elections screen displays your current elections.  If you do not have any current elections no elections will be displayed.

     

    You can print this screen as a statement if you like by clicking on the PRINT a Copy of This Statement link at the bottom of the page (we are not going to print this statement in this lesson).

    Step 34

35. Click the scroll bar to scroll to the bottom.

    Step 35

36. Click the Next >> button at the bottom of the screen.

    Step 36

37. Click the scroll bar to scroll to the bottom.

    Step 37

38. Next you will review your dependent list.

     

    Click the Next >> button at the bottom of the screen.

    Step 38

39. On the Dependent List screen your previous dependents will be listed.  If you did not have any dependents in the past then none will be displayed.

     

    This is where you can edit past dependents by clicking on their name, or you can add new dependents.  In this lesson we are going to add a dependent.

    Step 39

40. To edit a dependent simply click on their name and edit the appropriate fields.  In this lesson we are not going to edit a dependent.

    Step 40

41. After reviewing / updating your dependents you will need to verify the information is correct before you can continue. 

     

    To verify your dependent information and continue the Open Enrollment process you will need to click the check box with the statement I acknowledge that the dependent/beneficiary information above is complete and correct.

    Step 41

42. After verifying your dependents click the Next >> button.

    Step 42

43. On the Health Enrollment screen there is helpful information you should review when going through Open Enrollment. 

    Step 43

44. Click the scrollbar to scroll to the bottom of the page.

    Step 44

45. Click the Next >> button at the bottom of the screen.

    Step 45

46. The grid will display your name and your dependents.  On this screen you will need to check the boxes for the coverage you would like for yourself and your dependents. 

     

    If you wish to waive coverage do not check any of the boxes for the specific benefit you wish to waive. For example, if you are waiving the Vision plan do not check any of the boxes in the Vision column for your dependents.

     

    NOTE: The check boxes for yourself will be checked and grayed out, and you cannot uncheck these boxes.  This is a default setting and you will still be able to waive coverage. 

    Step 46

47. In this lesson we are going to select coverage for both SELF and the dependents for medical and dental.  We are going to waive vision coverage.

    Step 47

48. Click the MEDICAL option for Irene Hunt.

    Step 48

49. Click the MEDICAL option for Julie Hunt.

    Step 49

50. Click the MEDICAL option for LaRae Hunt.

    Step 50

51. Click the MEDICAL option for Laura Hunt.

    Step 51

52. Click the MEDICAL option for Ryker Hunt.

    Step 52

53. Click the DENTAL option for Irene Hunt.

    Step 53

54. Click the DENTAL option for Julie Hunt.

    Step 54

55. Click the DENTAL option for LaRae Hunt.

    Step 55

56. Click the DENTAL option for Laura Hunt.

    Step 56

57. Click the DENTAL option for Ryker Hunt.

    Step 57

58. Since, in this lesson, we want to waive the Vision coverage we will not check any of the boxes in the Vision column.

    Step 58

59. Before you can advance you must certify the following statement on the screen: 

     

    I certify that the dependents (if applicable) selected for coverage are eligible dependents under the plan provisions as stated below and on page 2 of the online Options Guide. By selecting the box, I declare thatall the information given is true and complete to the best of my knowledge and belief. In the event I haveknowingly selected an ineligible dependent, I understand it may result in termination of my employment.  

     

    Too verify this statement click the check box next to it.

    Step 59

60. After checking the boxes for the coverage you desire, and checking the two certification check boxes, click the Next >> button at the bottom of the screen.

    Step 60

61. The Medical plans available to you are listed in the grid along with their cost to you per pay period.

    Step 61

62. Based on whether you selected your dependents to have Medical coverage or not you will need to either select the Medical plan you want or Waive coverage.

     

    Note:  If you selected Medical coverage for any of your depedents you will not see the Waive option.

     

    Make your selection by clicking the correct check box.  

     

    Click the FAMILY CHOICE HEALTH BWKLY option.

    Step 62

63. After making your selection click the Next > > button.

    Step 63

64. The Dental plans available to you are listed in the grid along with their cost to you per pay period.

    Step 64

65. Based on whether you selected your dependents to have Dental coverage or not you will need to either select the Dental plan you want or Waive coverage.

     

    Note:  If you selected Dental coverage for any of your depedents you will not see the Waive option.

     

    Make your selection by clicking the correct check box.  

     

    Click the FAMILY DENTAL BIWEEKLY option.

    Step 65

66. After making your selection click the Next > > button.

    Step 66

67. The Vision plans available to you are listed in the grid along with their cost to you per pay period.

    Step 67

68. Based on whether you selected your dependents to have Vision coverage or not you will need to either select the Vision plan you want or Waive coverage.

     

    Note:  If you selected Vision coverage for any of your depedents you will not see the Waive option.

     

    Make your selection by clicking the correct check box.  

     

    Click the WAIVER - VISION option.

    Step 68

69. After making your selection click the Next > > button.

    Step 69

70. Next you will either select or waive your flex spending account.

    Review the minimum and maximum pay period contributions listed.

    Step 70

71. Click the scrollbar to scroll to the bottom of the page.

    Step 71

72. Click the Next >> button at the bottom of the screen.

    Step 72

73. The check boxes for both the Flex Dependent and Flex Medical accounts are checked by default.  You will have the opportunity to waive them later if you wish.

    Step 73

74. Click the Next > > button.

    Step 74

75. The first screen allows you to either select or waive the option for the State Plan Dependent Care Reimbursement plan.  

     

    Make your selection by clicking the check box of your selection.

     

    If you select the State Plan Dependent Care Reimbursement plan you will need to click in the Enter Amount or Rate field for that plan and enter the dollar amount you want withheld. 

     

    The amount you enter here is the amount withheld each pay period.  For example, if you want $10 withheld each pay period you would type “10” in this field. 

     

    Note:  You do not need to enter the dollar ($) sign.

    Step 75

76. In this lesson we are going to waive the Flex Dependent Spending Account.

     

    Click the WAIVE FLEX DEPENDENT CARE option.

    Step 76

77. Click the Next > > button.

    Step 77

78. You can either select or waive the State Plan Medical Flexible Spending Account.

    Step 78

79. In this lesson we are going to choose to have a Flex Medical Spending Account.

     

    Click the State Plan Medical Flexible Spending Account option.

    Step 79

80. Click the Enter Amount or Rate field.

    Step 80

81. Enter the amount you wish withheld each pay period into the Enter Amount or Rate field.  

     

    For this lesson enter "10".

    Step 81

82. Click the Next > > button.

    Step 82

83. Click the scrollbar to scroll to the bottom of the page.

    Step 83

84. The Preview Benefit Changes screen will allow you to review your selections and make any necessary changes. 

     

    Click the Next >> button at the bottom of the screen.

    Step 84

85. On the Preview Benefit Changes screen you can review your selections and make any necessary changes.  To make a change click on the corresponding link.  For example, if you need to make a change to your Medical Benefits selections then click on the MEDICAL BENEFITS link.  

     

    In this lesson we are not going to make any changes.

    Step 85

86. Additional information can be found at the bottom of the screen.  To scroll down click the scrollbar.

    Step 86

87. You can print a copy of this statement by clicking on the PRINT a Copy of This Statement link at the bottom of the screen.  

     

    In this lesson we will not be printing a copy of this statement.

    Step 87

88. After reviewing  your selections click the Submit Your Changes button at the bottom of the screen.

    Step 88

89. Click the scrollbar to scroll to the bottom of the page.

    Step 89

90. The Accept Benefit Changes screen contains some important reminders.  It is strongly suggested that when you are going through the Open Enrollment Process that you read through the information on this screen.

    Step 90

91. Click the Next >> button at the bottom of the screen.

    Step 91

92. The Acceptance Form screen is where you finalize your changes.  If you do not click on the I accept button when going through Open Enrollment, your selections WILL NOT be saved. 

     

    YOU MUST CLICK "I accept" to save your selections.

    Step 92

93. Click the scrollbar to scroll to the bottom of the page.

    Step 93

94. Click the Next >> button at the bottom of the screen.

    Step 94

95. Lastly, you are taken to your Final Confirmation Statement which displays the selections you made and submitted. 

     

    This page contains your Transaction Number.  It is strongly recommended that you print a copy of this statement for your records.  To do so you can click the Print A Copy of this Statement link at the bottom of the page. We are not going to print this page in this lesson.

    Step 95

96. Click the scrollbar to scroll to the bottom of the page.

    Step 96

97. After reviewing and printing your Final Confirmation Statement you can click the Next >> button  at the bottom of the screen to proceed.

    Step 97

98. The final step is to select if you would like to receive your W-2 for the 2011 calendar year electronically or printed.  Make your selection by clicking the appropriate check box.

     

    Clicking Yes will enable you to access your W-2 ellectronically and print it prior to them being available via mail.

     

    Clicking No means your W-2 will be mailed to you in paper form. 

    Step 98

99. In this lesson click the Yes, I wish to give consent to receive my W-2 electronically inst option.

    Step 99

100. After making your selection click the Submit Changes/Close button.

     Step 100

101. You will get a notice that the EnterpriseOne application is closing and will be asked if you wish to close the window. 

      

     Click the Yes button. This signs you out of EnterpriseOne and ends your session. 

      

     Note: If you click No you will still be signed into EnterpriseOne.

     Step 101

102. At this point your selections have been saved in the EnterpriseOne system. 

      

     Note: You can make changes at any time during the Open Enrollment period.  Simply go back into Open Enrollment and make your changes. To save your changes you will need to go through all of the screens again and click the "I accept" button.  After the Open Enrollment deadline you cannot make any changes.  If you do make changes be sure to print your Final Confirmation Page again so you have a record of your Transaction Number.

     Step 102

You have completed this Open Enrollment lesson.

Note: This has been only a simulation.  You have not actually enrolled in benefits.

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