Edit Dependent Elections Subtask

Use this subtask to view and change an employee's dependent Employee Self Service (ESS) elections made through the Life Events/New Hires screen under the Personal tab in ESS.

This subtask displays any dependent benefit election changes that the employee made in an ESS life event user-flow. Use this table window to assign the benefit plan and coverage option to an employee's dependents. If you enter a new line in this table window, all fields in this table window (except the Dependent Name field) default with the plan information from the employee election. The dependent's information must first be assigned to the employee on the Manage Employee Dependents/Beneficiaries screen. Moreover, the benefit plan must have the Dependents Eligible and Dependent Spouse or Child check boxes selected on the Enrollment/Coverage Rules tab of the Manage Benefit Plans screen, and the Dependent Required field must be Yes for the coverage option line on the Coverage Options of the Manage Benefit Plans screen.

Contents

Field	Description
Dependent Name	Enter, or click to select, the dependent who is assigned to the employee's benefit plan.
Relationship	This field displays the dependent's relationship to the employee as specified in the Manage Employee Dependents/Beneficiaries screen. Selections are: Husband Wife Daughter Son Stepdaughter Stepson Other
Other Relationship	This field displays the relationship between the employee and the dependent as specified on the Manage Employee Dependents/Beneficiaries screen. This field displays if the selected Relationship is Other.
Coverage Option	Enter, or click to select, the coverage option assigned to the dependent for this employee's benefit plan. The items available for display from the benefit package to which the employee is assigned.
Coverage Option Name	This field displays the name of the Coverage Option.
Benefit Type	This field displays the benefit type name assigned to the benefit plan.
Start Date	This field defaults with the employee's start date for the same benefit plan and coverage option.
End Date	This field defaults with the date from the Plan Year End Date field on the Manage ESS Company Settings screen for the taxable entity that is assigned to the employee.
Approved by HR	This check box is available only when the benefit plan requires approval (Require HR Approval in ESS check box is selected for the benefit plan on the Enrollment Coverage Rules tab of the Manage Benefit Plans screen). Otherwise, this check box is disabled. If the benefit plan’s Require HR Approval in ESS check box is selected, and your ESS Administrator approved the ESS election, this check box displays as selected. However, you can still change this setting. When you select this check box for the selected benefit option line and save the record, the application will select the Approved by HR check box in the Edit Dependent Elections subtask for all dependent election lines.
EOI Status	If applicable, this field displays the dependent’s Evidence of Insurability (EOI) status. You can change the option in this drop-down field with the following EOI statuses: Not Required Approved Required Denied
EOI Received Date	The date the EOI document was received by the Human Resources department. This is only enabled when the selected EOI status is either Approved or Denied.
Primary Care Physician	Enter the primary care physician's name or identifying information in this field.
Primary Care Physician Number	Enter the primary care physician number in this field. Note: You must fill in the Primary Care Physician and Primary Care Physician Number fields if the Require PCP Name and Number check box is selected on the Enrollment Coverage Rules tab of the Manage Benefit Plans screen.