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Edit Dependent Elections Subtask

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

This subtask displays any dependent benefit election changes that the employee made in Employee Self Service (ESS). Use this subtask 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) 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 Dependents Required check box must be selected for the coverage option line on the Coverage Options subtask 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.

Approved

If the benefit plan requires approval (that is, the Requires Approval check box is selected for the benefit plan on the Enrollment/Coverage Rules tab of the Manage Benefit Plans screen), this field displays Yes or No to indicate whether or not the ESS election was approved by the ESS Administrator. You can change this value. However, if the benefit plan does not require approval (that is, the Requires Approval check box is not selected), this field displays N/A (Not Applicable) and cannot be changed to Yes or No. This field automatically changes to Yes after you approve the benefit election line in the main screen and save the record, and you can override the dependent approval if necessary.

Relationship

This field displays the dependent's relationship to the employee as specified on the Manage Employee Dependents/Beneficiaries screen. Valid values 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 is Other.

Coverage Option

Enter, or click to select, the coverage option that must be 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 displays the date from the Plan Year Start Date field on the Manage ESS Company Settings screen for the taxable entity that is assigned to the employee.

End Date

This field displays 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.

Primary Care Physician

Field Description
Name

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

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.