2016 Benefits Enrollment Wizard User Guide
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1 2016 Benefits Enrollment Wizard User Guide This document contains instructions for reviewing and updating benefit enrollments during the open enrollment period. The open enrollment period this year begins September 14, 2015 and closes on October 9, Coverage for all Finished enrollments will be effective on January 1, The first payroll deduction for Health, Dental and Vision will be reflected when paychecks are issued on December 18, (You pay a month in advance.) Flexible Spending Accounts (FSA) and Dependent Care (DECAP) will be reflected when paychecks are issued on January 15, Getting Started 1. Access the Employee Self Service (ESS) using one of the following methods: a. From home, type the following URL into the address bar in Internet Explorer: b. At work, click the Employee Self Service (ESS) link on the County s intranet site: 2. Enter your county-issued username and password at the ESS login screen. Hint: Be sure to enter your username in all lower case letters! Reviewing Your Enrollments If you do not want to make any changes to your current benefit enrollments, please review your current benefit enrollments to ensure they are correct. Follow the steps 1 through 3 to review your enrollments. 1. Click on the MyInfo page 2016 Benefits Enrollment Wizard Guide Page 1 of 17
2 2. Click on the My Benefits tab 3. Click on the Current Enrollments sub-tab 2016 Benefits Enrollment Wizard Guide Page 2 of 17
3 4. Review your Current Enrollments 2016 Benefits Enrollment Wizard Guide Page 3 of 17
4 Enrolling In or Making Changes to Benefit Enrollments This section describes the steps to make changes to benefits enrollments using the Open Enrollment Wizard. If you performed the steps to review your current enrollments and you do not wish to make any changes, you do not have to complete the following steps. However, if you are enrolled in the Flexible Spending Account (FSA) or the Dependent Care Assistance Plan (DECAP) you must re-enroll each year. If you have a current enrollment in either of these programs, your enrollment will not roll over to From the home screen, select the icon to Launch the Open Enrollment Wizard 2016 Benefits Enrollment Wizard Guide Page 4 of 17
5 2. Select Continue 2. Select Continue 3. Select Start New Enrollment if you wish to begin a new enrollment session or to override any unfinished enrollment that you may have. Select Continue Unfinished Enrollment if you wish to continue an ongoing enrollment you previously started. 3. Select Start New Enrollment if you wish to begin a new enrollment session 3. Select Continue Unfinished Enrollment if you have previously started an enrollment 4. Select Continue 4. Select Continue to go to the next page Benefits Enrollment Wizard Guide Page 5 of 17
6 5. Select Open Enrollment to start your session. 6. Select Continue. 5. Select Open Enrollment 6. Select Continue 2016 Benefits Enrollment Wizard Guide Page 6 of 17
7 1- Appointment The Appointment Section displays your basic information such as Name, Employee ID, and Department. 1. Verify the information is correct and report any errors to your Human Resources Department. 2. Select Continue to go to next page. 1. Verify the information is correct 2. Select Continue 2- Dependents If there are no changes to make you may skip this page. The Dependents Section allows you to add, delete, or modify dependent information. Enter all information even if you are not enrolling them for benefits. To modify existing dependent information, perform the following steps: 1. Select the dependent whose information you want to modify from the grid by clicking on the appropriate line. 2. Select the Maintain button to modify the information. 3. Update the information that is displayed in the required fields, overwriting existing data if necessary. Follow the instructions on the screen as there are different information requirements for various types of dependents. Name and Social Security Number must be entered exactly as they appear on the Social Security Card. 4. To copy your address to the dependent s address, leave the address fields blank and select the Copy button. Otherwise enter the dependent address information in the fields. Note: * denotes a required field. 5. Select Save & Continue once all information has been updated. 6. To modify information for other dependents, repeat steps 1 through Select Continue after you have finished making dependent changes Benefits Enrollment Wizard Guide Page 7 of 17
8 The selected dependent will be highlighted in yellow with a checkmark To Add a dependent, perform the following steps: 1. Select the Add button. 2. Enter the dependent information. NOTE: Enter Name and Social Security Number exactly as they appear on the Social Security Card. 3. To copy your address to the dependent s address, leave the address fields blank and select the Copy button. Otherwise enter the dependent address information in the fields. Note: * denotes a required field. 4. Select Save & Continue once all information has been entered. 5. To enter additional dependents, repeat steps 1 through Select Continue after you have finished making all of your dependent changes. To Delete a dependent, perform the following steps: Note: You can only delete dependents that you have added during your current session in the Enrollment Wizard. You cannot delete a dependent that is already established. Contact your Department Benefit Coordinator to delete these dependents. 1. Select the dependent you want to delete by clicking on the appropriate line. 2. Select the Delete button. The selected dependent line will then be deleted. 3. To delete other dependents, repeat steps 1 through Benefits Enrollment Wizard Guide Page 8 of 17
9 3- Benefits Enrollment The Benefits Enrollment section features two grids. The top grid lists your dependents. You can select the Show Coverage link to view your dependents current and future enrollments. The lower grid shows various benefit programs that you can enroll in or waive enrollment. Please note that you must re-enroll in the FSA Health and Dependent Care each plan year. Your eligible dependents are listed here. Use the Show Coverage link to display a dependent s coverage. A separate window will open. 1. Click here to Enroll or Waive coverage Your current enrollments Your future enrollments 2016 Benefits Enrollment Wizard Guide Page 9 of 17
10 Dental Enrollments: 1. To enroll yourself or eligible dependents into dental benefits, select the Enroll link on the Dental Benefit line. 2. Select the checkboxes for yourself and the dependent(s) you wish to enroll in the Dental Benefit. 3. Select the corresponding plan type. 4. Select Save & Continue after selections have been made. 5. The Enroll link of the selected line is replaced with a Reset link and the future Enrollment information is updated to reflect the new enrollment information. 2. Use the checkboxes to select yourself and the dependents you wish to enroll 3. Select the radio button for the coverage type you have selected. The amounts listed are out of pocket amounts for the coverage. 4. Select Save & Continue once selections are made Benefits Enrollment Wizard Guide Page 10 of 17
11 Medical Enrollments: 1. To enroll yourself or eligible dependents into a health plan, select the Enroll link on the Medical Line. Note: If you are eligible for more than one health plan coverage area, separate lines will be visible on the grid. The example below shows that the employee is eligible for both the Northern Region and the Bay Area. 1. Click here to Enroll or Waive coverage 2. Select the checkboxes for yourself and the dependent(s) you wish to enroll in a health plan. 3. Select the corresponding Plan Type. Note: You may not be eligible for all plans. Review the CalPERS_Zip_Search to see the plans you are eligible for. 4. Select Save & Continue after selections have been made. 5. The Enroll link of the selected line is replaced with a Reset link and the future Enrollment information is updated to reflect the new enrollment information Benefits Enrollment Wizard Guide Page 11 of 17
12 Vision Enrollment: 1. To enroll yourself or eligible dependents into the vision plan, select the Enroll link on the Vision Benefit line. 2. Select the checkboxes for yourself and the dependent(s) you wish to enroll. 3. Select the corresponding plan type. 4. Select Save & Continue after selections have been made. 5. The Enroll link of the selected line is replaced with a Reset link and the future Enrollment information is updated to reflect the new enrollment information. 3. Select the Radio button for the plan coverage you selected above 4. Select Save & Continue once selections have been made 2016 Benefits Enrollment Wizard Guide Page 12 of 17
13 Dependent Care Assistance Plan (DECAP) Enrollment: Note: If you are enrolled you must re-enroll each year for the Dependent Care Assistance Plan (DECAP). 1. To enroll in the Dependent Care Assistance Plan, select the Enroll link on the corresponding line. 2. Enter the entire amount you would like to contribute for the year in the Revised Goal Amount, up to a maximum of $5, Select Calculate. 4. Select the Radio button to select the Goal Amount. 5. Select Save & Continue after selections have been made. 6. The Enroll link of the selected line is replaced with a Reset link and the future Enrollment information is updated to reflect the new enrollment information. 2. Enter the entire goal amount 3. Select Calculate 4. Click the Radio Button to choose the amount 5. Select Save & Continue 2016 Benefits Enrollment Wizard Guide Page 13 of 17
14 Flexible Spending Account (FSA) Enrollment: Note: If you are enrolled in FSA you must re-enroll each year for the Flexible Spending Account. 1. To enroll in the Flexible Spending Account, select the corresponding Enroll link. 2. Enter the entire amount you would like to contribute for the year in Revised Goal Amount, up to a maximum of $2, Select Calculate. 4. Select the Radio button to select the Goal Amount. 5. Select Save & Continue after selections have been made. 6. The Enroll link of the selected line is replaced with a Reset link and the future Enrollment information is updated to reflect the new enrollment information. 2. Enter the entire goal amount 3. Select Calculate 4. Click the Radio Button to choose the amount 5. Select Save & Continue Once all changes are made to the Benefits Enrollments, click Continue Once all changes have been made to the Benefits Enrollments, click Continue 2016 Benefits Enrollment Wizard Guide Page 14 of 17
15 4- Miscellaneous Deductions Select Continue Benefits Enrollment Wizard Guide Page 15 of 17
16 5- Enrollment Summary Click here to Print Page Your dependents are listed here Dependent Coverage is listed here Your Benefit Enrollments are listed here Your total monthly out of pocket expense is listed here 2016 Benefits Enrollment Wizard Guide Page 16 of 17
17 5- Enrollment Summary Reviewing your Benefits and Completing the Enrollment Process The Enrollment Summary section allows you to review and accept your benefit enrollments before they are recorded in the system. The information displayed summarizes your dependents, dependent coverage, benefit enrollments, and miscellaneous deductions information that you have entered. 1. Review the information in each of the grids and verify that all the information is correct. 2. Select the Back button at the bottom of the page if you need to make any changes to the information. 3. When all the information is correct, select the checkbox at the bottom of the page that you understand the statements. 4. Select Finish to complete the benefit enrollment process. Note: Once you select Finish, your selections cannot be changed. Once you select finish, ensure that a pending message appears in yellow at the top of the page. 5. Before closing, Print Page the Enrollment Summary Page and keep a copy as proof of your enrollment. 6. If you experience any problems, or receive any error messages, please contact your Department Benefit Coordinator for assistance Benefits Enrollment Wizard Guide Page 17 of 17
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