Open Enrollment - Start To Finish


Concept

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. The first screen of the Open Enrollment process displays the beginning date and ending date of the Open Enrollment process. 

    Step 1
  2. On the first screen of Open Enrollment there is some introduction text providing information about the Open Enrollment process. 

     

    To scroll to the bottom of the page click the scrollbar.

     

    Click the scrollbar.

    Step 2
  3. It is strongly suggested that when you go through the Open Enrollment process that you first read through the information provided on the first page.

     

    Note: The information you see in this lesson may not reflect what you will see when you actually go through the Open Enrollment process.

    Step 3
  4. To scroll all the way to the bottom of the screen click the scrollbar again.

    Step 4
  5. At the bottom of the screen are listed the steps of Open Enrollment.  The black arrow tells you which section you will be going to next.

    Step 5
  6. To begin scrolling back to the top of the page click the scrollbar.

    Step 6
  7. To finish scrolling to the top click the scrollbar again.

    Step 7
  8. On each screen you will see an Exit button.  Clicking on Exit will end your Open Enrollment process.  If you exit during the Open Enrollment process you will have to start over from the beginning.

    Step 8
  9. Navigation buttons are also along the top of each screen. 

     

    Previous will take you back to the beginning of the current step you are on, and Next will take you to the next step of the Open Enrollment process.

     

    DO NOT use the navigation buttons of your browser while in NIS.

    Step 9
  10. After reviewing the information on the first screen, click the Next >> button.

    Step 10
  11. 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 11
  12. Click the Next >> button.

    Step 12
  13. On the second screen of Employee Personal Information your address will be displayed.  Again, this screen is for informational purposes only.

    Step 13
  14. Click the Next >> button.

    Step 14
  15. Next you will review your phone numbers on record and make any necessary changes.

    Step 15
  16. Click the Next >> button.

    Step 16
  17. 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 17
  18. Click in the Prefix field.

    Step 18
  19. Enter the desired information into the Prefix field. Enter "402".

    Step 19
  20. Press [Tab].

    Step 20
  21. Enter the desired information into the Number field. Enter "6431234".

    Step 21
  22. Click the Type of Phone Number list.

    Step 22
  23. Click the HOME list item.

     

    Note: For Blind and Visually Impaired users: You will need to go out of the Edit Mode in JAWS and then back in to select the type of phone number.  Each time you exit Edit Mode and come back into Edit Mode the next type of phone number will be listed.  Continue to do this until the one you need comes up.

    Step 23
  24. Click the Next >> button.

    Step 24
  25. Next you will review your current elections.

     

    Click the Next >> button.

    Step 25
  26. You are taken to the Current Elections screen.  This screen will display your current elections.  If you do not have any current elections (like in this example) then 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 (we are not going to print this statement in this lesson).

    Step 26
  27. Click the Next >> button.

    Step 27
  28. Next you will review your dependent list.

     

    Click the Next >> button.

    Step 28
  29. On the Dependent List screen your previous dependents will be listed.  If you did not have any dependents in the past the dependent list will say NONE.

     

    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 29
  30. To add a dependent click the Add New Dependent button.

    Step 30
  31. Click in the Name - First, Middle, Last field.

    Step 31
  32. Enter the desired information into the Name - First, Middle, Last field. Enter "John".

    Step 32
  33. Press [Tab].

    Step 33
  34. Enter the desired information into the Name - First, Middle, Last field. Enter "Allen".

    Step 34
  35. Press [Tab].

    Step 35
  36. Enter the desired information into the Name - First, Middle, Last field. Enter "Doe".

    Step 36
  37. Press [Tab].

    Step 37
  38. Press [Tab].

    Step 38
  39. The Tax ID field is where you will enter your dependent's social security number.  In this lesson we are going to use a generic number.  When you go through the Open Enrollment process be sure to have your dependents social security numbers on hand.

    Step 39
  40. Enter the desired information into the Tax ID field. Enter "111111111".

     

    DO NOT USE "111111111" when you are going through the Open Enrollment process in the live system.  Use your dependents real social security numbers.

    Step 40
  41. Click the Next >> button.

    Step 41
  42. On this screen you can enter your dependent's address.  If it is the same as yours you can click the Same as Employee button.

     

    Click the Same as Employee button.

    Step 42
  43. Your address populates the address fields.

    Step 43
  44. Click the Next >> button.

    Step 44
  45. On this screen you select the gender, relationship with you, and birth date of your dependent. 

     

    Here you will also indicate whether or not they are a student, employed, or disabled.  If none of these apply you can leave them blank.

    Step 45
  46. Click the Male option.

    Step 46
  47. Click the Relationship list.

    Step 47
  48. Click the CHILD/STEP CHILD list item.

    Step 48
  49. Click in the Date of Birth field.

    Step 49
  50. Enter the desired information into the Date of Birth field. Enter "8/17/2000".

    Step 50
  51. Click the Next >> button.

    Step 51
  52. The dependent we entered, John Doe, is listed.  You can add additional dependents if you have them by clicking the Add New Dependent button.  In this lesson, however, we are just adding the one.

    Step 52
  53. To edit a dependent simply click on their name and edit the appropriate fields.  In this lesson we will not edit the one we just entered. 

    Step 53
  54. After reviewing, adding, and/or editiing your dependents click the Next >> button.

    Step 54
  55. Next you will either select or waive health care coverage.

     

    On this screen there is helpful information you should review when going through Open Enrollment. 

    Step 55
  56. To scroll to the bottom Click the scrollbar.

    Step 56
  57. The available medical coverage plans are listed.

     

    NOTE:  The plans listed here are not the actual plans you will be choosing from when going through Open Enrollment.  These plans are for demonstration purposes only.

    Step 57
  58. To scroll back to the top click the scrollbar.

    Step 58
  59. Click the Next >> button.

    Step 59
  60. 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. 

     

    NOTE: If you want to waive medical, dental, or vision coverage you need to check the box for yourself, but leave the box for your dependents unchecked.  If you leave any box for yourself unchecked you will get an error.

    Step 60
  61. In this lesson we are going to select coverage for both SELF and the dependent for medical and dental.  We are going to waive vision coverage.

    Step 61
  62. Click the SELF MEDICAL option.

    Step 62
  63. Click the CHILD/STEP CHILD MEDICAL option.

    Step 63
  64. Click the SELF DENTAL option.

    Step 64
  65. Click the CHILD/STEP CHILD DENTAL option.

    Step 65
  66. Click the SELF VISION option.

    Step 66
  67. Click the Next >> button.

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

    Step 68

  69. In this lesson we are going to select the second plan.

     

    Click the BCBS PPO Insurance, EE + Child(ren), Biweekly* option.

    Step 69
  70. As you go through Open Enrollment and make your selections your total deductions per pay period will be displayed.  There is a Recalculate button at the top of the page which will update your total.

    Step 70
  71. Click the Recalculate button.

    Step 71
  72. Notice how the total has updated.

    Step 72
  73. After making your selection click the Next > > button.

    Step 73
  74. In this lesson we selected Dental coverage for both ourselves and our dependent.  Since there is only one plan offered for Dental coverage, if you selected coverage for both yourself and your dependent(s) you will not see a screen with the Dental plan, and you will be taken directly to the Vision selection screen.

     

    If we had only selected Dental coverage for ourselves then we would have been taken to a screen where we would have the option to waive Dental coverage. 

    Step 74
  75. Even though we did not see the screen with the Dental coverage in this lesson, the Total Deductions Per Pay Period amount has been updated to include the cost of the Dental coverage.

    Step 75
  76.  

    If you recall, we selected the Vision check box for ourselves but not for our dependent.  This allows us to waive the coverage.  Had we selected the check box for both yourself and our dependent we would not be given the opportunity to waive coverage. 

    Step 76
  77. Click the WAIVER - VISION option.

    Step 77
  78. Click the Next > > button.

    Step 78
  79. Next you will either select or waive your flex spending accounts. 

     

    When going through Open Enrollment you should take the time to read through the text on this page.

     

    The minimum and maximum pay period contributions are listed at the bottom of the screen.

    Step 79
  80. Click the Next >> button.

    Step 80
  81. 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 81
  82. Click the Next > > button.

    Step 82
  83. The first screen you are taken to allows you to either select or waive the option for a Flex Dependent Spending Account.

    Step 83

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

     

    Click the WAIVE FLEX DEPENDENT CARE option.

    Step 84
  85. Click the Next > > button.

    Step 85
  86. The next screen is where you will either select or waive the Flex Medical Spending Account.

    Step 86

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

     

    Click the MEDICAL REIMB ACCT-STATE PLAN* option.

    Step 87
  88. Click the Enter Amount or Rate field.

    Step 88
  89. Enter the desired information into the MEDICAL REIMB ACCT-STATE PLAN* field. Enter "10".

    Step 89
  90. This is the amount which will be deducted each pay period.

    Step 90
  91. Click the Next > > button.

    Step 91
  92. The next screen will allow you to review your selections and make any necessary changes. 

     

    Click the Next >> button.

    Step 92
  93. On this 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 93
  94. You can print a copy of this statement by clicking on the PRINT a Copy of This Statement link.  

     

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

    Step 94
  95. Additional information can be found at the bottom of the screen.  To scroll down click the scrollbar.

    Step 95
  96. The cost to you and the State per pay period is displayed at the bottom of the screen.

    Step 96
  97. To scroll back to the top of the screen click the scrollbar.

    Step 97
  98. After reviewing  your selections click the Submit Your Changes button.

    Step 98
  99. 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 99
  100. Click the Next >> button.

    Step 100
  101. 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. 

    Step 101
  102. Click the I accept button.

    Step 102
  103. Click the Next >> button.

    Step 103
  104. Lastly, you are taken to your Final Confirmation Statement displaying 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.

    Step 104
  105. After reviewing and printing your Final Confirmation Statement you can click the Next >> button to proceed.

    Step 105
  106. Your selections have been saved and you are taken back to the Welcome page of NIS. 

     

    After you have completed the actual Open Enrollment process you can go in at any time prior to the Open Enrollment dead line to make changes to your selections.  If you do make changes be sure to print your Final Confirmation Page again so you have a record of your Transaction Number.

    Step 106

You have completed the Open Enrollment NVISION NIS online course.

 

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

Table of Contents  Start Topic