This lesson will walk you through the Preview and Confirmation sections of the Open Enrollment Process.
Steps:
Click the scrollbar to scroll to the bottom of the page.
Step 1The 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 2On 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 3Additional information can be found at the bottom of the screen. To scroll down click the scrollbar.
Step 4You 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 5After reviewing your selections click the Submit Your Changes button at the bottom of the screen.
Step 6Click the scrollbar to scroll to the bottom of the page.
Step 7The 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 8Click the Next >> button at the bottom of the screen.
Step 9The 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 10Click the scrollbar to scroll to the bottom of the page.
Step 11Click the Next >> button at the bottom of the screen.
Step 12Lastly, 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 13Click the scrollbar to scroll to the bottom of the page.
Step 14After reviewing and printing your Final Confirmation Statement you can click the Next >> button at the bottom of the screen to proceed.
Step 15The 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 16In this lesson click the Yes, I wish to give consent to receive my W-2 electronically inst option.
Step 17After making your selection click the Submit Changes/Close button.
Step 18You 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 19At 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 20You have completed this lesson.