DEPENDENT ESS BENEFIT ELECTIONS

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

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 an ESS life event user-flow. Use this table window to assign the benefit plan and coverage option to an employee's dependent(s). 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, 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 is 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 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 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 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.

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 displays "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.