Employee Benefits
Enrollment for New Hires
and Life Events
Steve Merlau
HR Consultant
General Announcements:
• Please turn off all cell phones/pagers
• If you must leave the session early,
please do so as discreetly as possible
• Please avoid side conversations
during the session
• Questions will be answered …..
Thank you for your cooperation
BENEFITS ENROLLMENT MENU
Open Enrollment link appears only for
actual dates of enrollment period
Employee link changes, if New
Employee
Benefit Administrator
Link
May 2, 2013 | www.sungardhe.com
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GENERAL FEATURES AND
CHARACTERISTICS
 Delivered in
Banner Human Resources and
Employee Self Service 8.4;
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Provides ability to capture New Hire or Life Event Benefit
Enrollment for Employees in self service;
Allows the Benefits Administrator ability to review, track,
and apply records in self service;
Enhanced Dependent and Beneficiary data that can be
maintained directly by the employee;
New Beneficiary Allocation information added to support
Employee Insurance, Retirement programs, and other
benefits;
Incorporation of Life Insurance Premium calculations for
the employee to view during enrollment in self service.
GENERAL FEATURES AND CHARACTERISTICS
 Other
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Features
Employee can enroll in Dependent Coverage or Beneficiary
Allocations during Benefit election period (based upon institution
settings);
Enrollment confirmation statement provided upon completion;
Administrator can access views of Confirmed, In Process and
Applied enrollment records;
Email link for the administrator to send messages to the
employee (with multiple address selection through GTVSDAX);
Document Management link for the Administrator to attach Life
Event authorized documents;
Luminis channel for New Hire/Life Event employee access.
NEW HIRE/LIFE EVENT BENEFITS
ENROLLMENT RULES
Benefit Deduction Change Reason Code Rule Form
(PTRBREA)
Provides change reason for Life Events to reside on PDADEDN
 Establishes the time period for employee filing Life Event
 Allows for use across any deduction for maintenance purposes to
provide history of an event
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Benefit Deduction Termination Reason Code Form
(PTVDREA)
Provides for a reason a dependent is being terminated from
coverage
 May only be accessed when Coverage End Date is supplied
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NEW HIRE/LIFE EVENT BENEFITS
ENROLLMENT RULES
Benefit Deduction Supporting Documents Validation
Form (PTVBDOC)
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Supplies the list of document an employee is required to supply to
the Benefits office for completion of a Life Event change
Life Event Change Rules Form (PTRLFCH)
Provide the documents an employee must file with the specific Life
Event
 Controls the Benefit Groups to be presented during Life Event
enrollment (Health, Life, Retirement, etc.)
 Controls which benefits will be presented in sequence
 Provides controls whether Coverage or Allocations can be viewed or
updated by the employee
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NEW HIRE/LIFE EVENT BENEFITS
ENROLLMENT RULES
Benefit or Deduction Grouping Rules Form (PTRBDPG)
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Shared rules with Open Enrollment functions
Provides for New Hire Controls for determining the Benefit
Groups and Benefits for enrollment
Controls whether employee can view or update coverage and
allocations associated with benefits
Benefits and Deductions Rules Form (PTRBDCA)
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Indicators to determine whether Coverage or Allocation records
can be maintained for the benefit
Positioned on the main page and Plan page
Affects whether employees can file family members during the
enrollment process
NEW HIRE/LIFE EVENT BENEFITS
ENROLLMENT RULES
Benefit Category Form (PTRBCAT)
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New Hire control for time period allowed for employee to
enroll based upon institution’s service date
Provides rules for the initial start date of a selected
benefit for self service
NEW HIRE ENROLLMENT MENU LINK
EXAMPLE
This link will appear for the employee when first hired, controlled by a
new indicator on PEAEMPL
LIFE EVENT MENU EXAMPLE
If the employee is an on-going employee and wishes to file a Life Event
Enrollment, the following link will appear. Next, the employee must file the
Life Event Change Reason and Event Date.
BENEFICIARIES AND DEPENDENTS
First Stop – Verify and/or Add Person
Update by clicking the
name
May 2, 2013 | www.sungardhe.com
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ADD A NEW BENEFICIARY OR DEPENDENT
May 2, 2013 | www.sungardhe.com
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EMPLOYEE COMPLETES BENEFICIARY AND DEPENDENT
ENTRY AND SELECTS RETURN TO NEW/LIFE EVENT
ENROLLMENT
May 2, 2013 | www.sungardhe.com
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NEW HIRE ENROLLMENT PRIOR TO START
Employee can select an individual Benefit
Group or select Start Enrollment
May 2, 2013 | www.sungardhe.com
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EMPLOYEE CLICKS START AND FIRST
PRIORITY GROUP IS DISPLAYED
May 2, 2013 | www.sungardhe.com
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EMPLOYEE SELECTS A PLAN AND DETAIL
INFORMATION IS DISPLAYED
May 2, 2013 | www.sungardhe.com
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EMPLOYEE SELECTS ADD CHOICE AND IS RETURNED TO THE
GROUP PAGE WITH PROMPTS FOR ENTERING COVERAGE
AND/OR ALLOCATION DATA FOR THE SELECTED PLAN
May 2, 2013 | www.sungardhe.com
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EMPLOYEE SELECTS ADD CHOICE AND IS RETURNED TO THE
GROUP PAGE WITH INDICATORS AFTER COVERAGE AND/OR
ALLOCATION DATA FOR THE SELECTED PLAN IS ENTERED
EMPLOYEES CLICK GO TO NEXT BENEFIT
GROUP
EMPLOYEE HAS COMPLETED
ENROLLMENT AND READY TO FINISH
Employee has clicked finish
enrollment and ready to review
Employee has clicked
confirmed enrollment and
ready to print
EMPLOYEE HAS CLICKED PRINT
IF EMPLOYEE HAS STARTED AND EMPLOYEE IS
COMING BACK TO CONTINUE ENROLLMENT AND HAS
NOT YET CONFIRMED ELECTIONS
DURING LIFE EVENT CHANGES, THE EMPLOYEE
CURRENTLY HAS ACTIVE BENEFIT RECORDS SO
THERE IS A SLIGHTLY DIFFERENT PROCESS
LIFE EVENT – PAGE DETERMINES NEXT
AVAILABLE EFFECTIVE DATE
Open to the Floor
• Questions
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