Use this screen to approve ESS open enrollment elections for plans that require approval before they are uploaded into the Employee Benefit Elections screen in Costpoint Employee (Costpoint Benefits in Costpoint 4.0). You can approve elections for an employee in both this screen and the ESS Life Event Benefit Elections screen; in this screen; however, you can mass-approve ESS elections for a group of employees and dependents for each plan.
You should review the data in this application when an employee completes the open enrollment process in ESS. An employee's open enrollment benefit elections must be approved before they can be selected for activation in the Activate Pending Benefit Elections screen.
This field displays the taxable entity ID ("company ID" in Costpoint 4.0) for the group of employees whose benefit plan you are approving. The taxable entity name displays in the field to the right.
This field displays the benefit plan that you are approving for the taxable entity ("company" in Costpoint 4.0)/group of employees. The benefit plan name displays in the field to the right.
Select this radio button to approve all elections for employee and dependent rows for this benefit plan. If you select this radio button and the Approve pushbutton, the system will display the following message: "Are you sure you want to approve all Employee/Dependent elections for this Benefit Plan?" Select OK to set the Approved field to "Y" (Yes) for all employee rows (in this table window) and dependent rows in the Approve Dependent Elections subtask. The approval takes effect once you save this screen. Select Cancel to return to the main screen without any changes.
Select this radio button to approve all rows where coverage was not elected (i.e., the New Coverage Option field is "NO CVG"). If you select this radio button and the Approve pushbutton, the system will display the following message: "Are you sure you want to approve all Employee/Dependent 'No Coverage' elections for this Benefit Plan?" Select OK to set the Approved field to "Y" (Yes) for all employee rows in this table window. The Approved field for all other rows where coverage is elected will not be changed. The approval takes effect once you save this screen. Select Cancel to return to the main screen without any changes.
Select this pushbutton to approve all applicable coverage election rows, in accordance with your radio button selection in this group box.
This table window displays all employees who made elections in ESS for this benefit plan during the current open enrollment period. You can change only the Approved field in this table window.
This field displays "Y" (Yes) or "N" (No) to indicate whether or not the election has been approved by the ESS Administrator. The election can also be approved in the ESS Open Enrollment Benefit Elections screen on an individual-employee basis. You can change this field even if the election has already been approved. If you set this field to "Y" (Yes) for all applicable coverage option lines and save the record, the Approved field in the Approve Dependent Elections subtask will also be set to "Y" (Yes) for all dependent election lines.
This field displays the ID of the employee whose election information you are approving.
This field displays the name that is assigned to the employee ID.
This field displays "Y" (Yes) or "N" (No) to indicate whether or not the employee has issued dependent elections. If this field is "Y" (Yes), the View Dependent Elections pushbutton will be enabled, and you can use the Approve Dependent Elections subtask to view and/or approve the employee's dependent elections.
This field displays the new coverage option ID that the employee elected during the open enrollment period in ESS.
This field displays the name of the new coverage option that the employee elected in ESS.
This field displays the date on which the newly elected coverage option becomes effective.
This field displays the new coverage amount that the employee elected during the open enrollment period in ESS.
This field displays the coverage option ID for the employee for the current plan year.
This field displays the name of the current coverage option.
This field displays the current coverage amount for the employee for the current plan year.
Select this pushbutton to open the Approve Dependent Elections subtask, where you can view and approve dependent ESS benefit elections by plan and by employee. This pushbutton will be enabled if the Dependent Elections field is "Y" (Yes) for the selected line.