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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. 

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 has been 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 on 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 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. 

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.