DEPENDENT ESS BENEFIT ELECTIONS

Use this subtask to view and change open enrollment dependent ESS elections for dependents that are assigned to the employee.

Note: For Costpoint version 4.0, all references to "taxable entity" refer to "company."

Employee

This field displays the employee ID whose dependent information you are viewing/changing. The employee's name displays in the field to the right.

Benefit Plan

This field displays the benefit plan code for the selected line in the main screen.  The benefit plan description displays in the field to the right.

Table Window

This table window displays any dependent benefit election changes that the employee made in ESS. Use this table window to assign dependents and dependents' coverage option information to the benefit plan for the selected employee. If you enter a new line in this table window, all fields in this table window (except the Dependent Name field) will default with the plan information from the employee election. The dependent's information must first be assigned to the employee in the Employee Dependents/Beneficiaries screen in Costpoint Employee (Costpoint Benefits in Costpoint 4.0). Moreover, the benefit plan must have the Dependents Eligible and Dependent Spouse or Child checkboxes selected in the Benefit Plan Setup screen in Costpoint Benefits, and the Dep Req (Dependent Required) field must be "Y" (Yes) for the coverage option line in the Coverage Options subtask.

Dependent Name

Enter, or use Lookup to select, the dependent who will be assigned to the employee's benefit plan. 

Relationship

This field displays the dependent's relationship to the employee as specified in the Employee Dependents/Beneficiaries screen. Selections are "Husband," "Wife," "Daughter," "Son," "Stepdaughter," "Stepson," and "Other."

Other Relationship

This field displays the relationship between the employee and the dependent as specified in the Employee Dependents/Beneficiaries screen. This field will display if the selected Relationship is "Other."

Coverage Option

Enter, or use Lookup to select, the coverage option that will be assigned to the dependent for this employee's benefit plan. The items available for Lookup 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 displays the date from the Plan Year Start Date field in the ESS Company Settings screen for the taxable entity ("company" in Costpoint 4.0) that is assigned to the employee. 

End Date

This field displays the date from the Plan Year End Date field in the ESS Company Settings screen for the taxable entity ("company" in Costpoint 4.0) that is assigned to the employee. 

Primary Care Physician

Enter the primary care physician's name or identifying information in this field.

PCP #

Enter the primary care physician number in this field.

Note: You must fill in the Primary Care Physician and PCP# fields if the Require PCP Name and Number checkbox is selected in the Coverage Rules group box in the Benefit Plan Setup screen in Costpoint Benefits.

Approved

If the benefit plan requires approval (i.e., the Requires Approval checkbox is selected for the benefit plan in the Benefit Plan Setup screen), this field will display "Y" (Yes) or "N" (No) to indicate whether or not the ESS election has been approved by the ESS Administrator. You can change this value. However, if the benefit plan does not require approval (i.e., the Requires Approval checkbox is not selected), this field will display "N/A" (Not Applicable) and cannot be changed to "Y" or "N." This field automatically changes to "Y" (Yes) once you approve the benefit election line in the main screen and save the record, and you can override the dependent approval if necessary.