Enrolling Employee in Automated Benefits

6a.  The first plan is the Medical Plan.

Medical plan type = 10

Note: In HRIS, Medical and Dental used to be one plan. In HRMS, you now enroll an employee who wants both in two separate plan types (Medical and Dental). The employee will also be able to enroll in just medical or just dental.

Option Code: Enter in the number the employee has entered as their option code under Medical for Medical option code on their Benefits Personal Form. You can also perform a   to determine option code if needed. Click on the magnifying glass by the Option Code field.

Check the description to make sure you have enrolled the employee in the correct plan.

An employee does have the option to WAIVE Medical coverage. W – Waive Coverage will need to be entered in the Option Code field.

Under the Additional Enrollment Data section, enter a Health Provider ID if their medical plan is any plan other than IUPPO9 (IU PPO Healthcare $900 Ded) or IUPPOP (IU PPO-PLUS Healthcare). The IU PPO $900 Deductible and IU PPO – Plus plans do not require a Primary Care Physician, therefore this field should not have anything in it.   MPlan also requires the Network ID.  Enter the Network ID in the same box as Primary Care Physician, following the PCP code.  Do not enter spaces between the PCP and Health Provider ID.

The Dependents/Beneficiaries section located at the bottom of the screen will be highlighted if a plan type of Employee + Spouse, Employee + Children or Employee + Family was selected. You should have already entered the dependents and each of their information in HRMS that are on the Personal Benefits Form. If you have not, you will need to go back and complete that section before moving along any further.

Select the dependents that should be enrolled in medical and/or dental:

Click on the magnifying glass next to the ID data entry box. An Election Entry Lookup browser window will display. Click and select the dependent that should be enrolled. If there are multiple dependents, click on the   button to enter a new record and follow the Lookup procedure from above as many times as needed. Check the Relationship to employee for each dependent you are selecting. Relationship must be equal to Spouse, Son, Daughter. It is required that you list a Health Provider ID for each dependent listed for Medical coverage for all plans besides IUPPO9 and IUPPOP.

 

 

 


 

6b.   Enter the Dental Plan information.

Dental plan type = 11

Option Code: Enter in the number the employee has entered as their option code under Dental for Dental option code on their Benefits Personal Form. You can also perform a   to determine option code if needed. Click on the magnifying glass by the Option Code field.

Check the description to make sure you have enrolled the employee in the correct plan.

An employee does have the option to WAIVE Medical coverage. W – Waive Coverage will need to be entered in the Option Code field.

Under the Additional Enrollment Data section, the CDPOS plan does not require a Health Provider ID, therefore this field should not have anything in it.

The Dependents/Beneficiaries section located at the bottom of the screen will be highlighted if a plan type of Employee + Spouse, Employee + Children or Employee + Family was selected. You should have already entered the dependents and each of their information in HRMS that are on the Personal Benefits Form. If you have not, you will need to go back and complete that section before moving along any further.

Select the dependents that should be enrolled in medical and/or dental:

Click on the magnifying glass next to the ID data entry box. An Election Entry Lookup browser window will display. Select the dependent that should be enrolled. If there are multiple dependents, click on the plus  button to enter a new record and follow the Lookup procedure from above as many times as needed. Check the Relationship to employee for each dependent you are selecting. Relationship must be equal to Spouse, Son, Daughter.

 

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