Open Enrollment

Post on 13-Apr-2017

19 views 0 download

transcript

Using UltiPro to enter your information to complete Open Enrollment

5/19/2014 Elias Fernandez Page 1

Selecting Open Enrollment Session

From the Dashboard use your mouse to hover over the “Myself” tab and then left click on the “Open Enrollment” as shown below.

Using UltiPro to enter your information to complete Open Enrollment

5/19/2014 Elias Fernandez Page 2

Click on the “2014 Open Enrollment Plan” Link as shown below.

Using UltiPro to enter your information to complete Open Enrollment

5/19/2014 Elias Fernandez Page 3

You will have two choices as shown below. You can either choose to make new selections which will allow you to make changes to

your current plan or to create a new plan if your have never had a plan.

NOTE: If you choose “make new election” you cannot go back to the pop up window and choose Stay enrolled in current

benefit plan and will have to complete new elections.

NOTE: If you choose “Stay enrolled in current benefit plans” you will skip to the end and review the confirmation page.

Using UltiPro to enter your information to complete Open Enrollment

5/19/2014 Elias Fernandez Page 4

If you choose “make new election” you will be taken to the “About Open Enrollment” Page, as shown below, where you can read about

open enrollment. You can also find out more information and locations, dates and times where you can go to and meet with HR and

recive assistance completing open enrollment.

Using UltiPro to enter your information to complete Open Enrollment

5/19/2014 Elias Fernandez Page 5

Once your are done reading click on the to continue on to the next step.

NOTE: You can use

you mouse to move

the “slider bar” up

and down to read

the entire page as

shown below

Using UltiPro to enter your information to complete Open Enrollment

5/19/2014 Elias Fernandez Page 6

On this page you can either click if you have no dependants or verify your beneficaries and dependents and click or you can

new dependents

Enter contact information in the pop up window as shown below and then click on button to go back and add more dependants

Using UltiPro to enter your information to complete Open Enrollment

5/19/2014 Elias Fernandez Page 7

Once your are done reviewing click on the to continue on to the next step

NOTE: You can use you

mouse to move the

“slider bar” up and

down to read the entire

page as shown below

Using UltiPro to enter your information to complete Open Enrollment

5/19/2014 Elias Fernandez Page 8

You will then move on to the next step of selecting a medical plan and choose either to decline the medical, select Medical HMO or

Medical PPO and the approriate options.

NOTE: If you decline you will see this message below. PLEASE read completely!

Using UltiPro to enter your information to complete Open Enrollment

5/19/2014 Elias Fernandez Page 9

An Example of what a complete selection might look like is provided below.

Using UltiPro to enter your information to complete Open Enrollment

5/19/2014 Elias Fernandez Page 10

This will move you to the next step of selecting your Dental plan.

You will then move on to the next step of selecting a Dental plan and choose either to decline the dental, select dental HMO or dental

PPO and the approriate options.

NOTE: If you decline you will see this message below. PLEASE read completely!

Using UltiPro to enter your information to complete Open Enrollment

5/19/2014 Elias Fernandez Page 11

An Example of what a complete selection might look like is provided below.

Using UltiPro to enter your information to complete Open Enrollment

5/19/2014 Elias Fernandez Page 12

Using UltiPro to enter your information to complete Open Enrollment

5/19/2014 Elias Fernandez Page 13

This will move you to the next step of selecting your Vision plan.

NOTE: If you decline you will see this message below. PLEASE read completely!

Using UltiPro to enter your information to complete Open Enrollment

5/19/2014 Elias Fernandez Page 14

An Example of what a complete selection might look like is provided below.

Using UltiPro to enter your information to complete Open Enrollment

5/19/2014 Elias Fernandez Page 15

Using UltiPro to enter your information to complete Open Enrollment

5/19/2014 Elias Fernandez Page 16

This will move you to the final step of confirming your elections or changes.