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ESS- Benefits Enrollment Wizard Page 1 of 17
ESS- Benefits Enrollment Wizard
This document contains instructions for reviewing and updating benefit enrollments during the open enrollment
period. The open enrollment period this year begins September 15, 2014 and closes on October 10, 2014. All
changes made during open enrollment will be effective January 1, 2015.
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: https://employee-
center.co.monterey.ca.us/webapp/ESSPROD/ESS
b. At work, click the Employee Self Service (ESS) link on the County’s intranet site:
http://www.in.co.monterey.ca.us/
2. Enter your county-issued username and password at the ESS login screen.
Hint: Be sure to enter your username in all lowercase 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
1. Click “My Info”
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2. Click on the My Benefits tab
3. Click on the Current Enrollments sub-tab
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4. Review your Current Enrollments
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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, you must re-enroll each year for the Flexible Spending
Account (FSA) and the Dependent Care Assistance Plan (DECAP). If you have a current enrollment in either of
these programs, your enrollment will not roll over to 2015. In addition, you must contact your Department
Benefit Coordinator to enroll in the Alternative Benefit Option (ABO).
1. From the home screen, select the icon to Launch the Open Enrollment Wizard
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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.
4. Select Continue to go to the next page.
2. Select “Continue”
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
session
4. Select “Continue”
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5. Select Open Enrollment to start your session.
6. Select Continue.
5. Select “Open Enrollment”
6. Select “Continue”
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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.
2- Dependents
The Dependents Section allows you to add, delete, or modify dependent information. NOTE: Enter all
dependent 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 5.
7. Select Continue after you have finished making dependent changes.
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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 4.
6. 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 2.
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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 or waive the Flexible Spending Account 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.
Click here to
enroll dependents
or waive coverage
Your current
enrollments
Your future
enrollments
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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.
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.
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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.
2. Select the checkboxes for yourself and the dependent(s) you wish to enroll in a health plan.
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.
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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.
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Dependent Care Assistance Plan (DECAP) Enrollment:
Note: 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 Revised Goal Amount.
3. 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”
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Flexible Spending Account (FSA) Enrollment:
Note: 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.
3. 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.
Once all changes are made to the Benefits Enrollments, click Continue
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 have been made to the Benefits
Enrollments, click “Continue”
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4- Miscellaneous Deductions
The Miscellaneous Deductions section allows you to enroll/contribute to the Annual Monterey County
Employees Giving Campaign. Your contribution will be taken once a month from the first paycheck of each
month.
Enrolling in a Miscellaneous Deduction:
1. Select the Enroll link of the line corresponding to the selected Charitable Organization.
2. Enter the contribution amount per month in the Deduction Calculator.
3. 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.
4. Repeat steps 1 through 3 for each miscellaneous deduction you wish to enroll in.
5. Select Continue once you have finished enrolling all of your miscellaneous deductions.
Note: To remove all of the changes entered on the Miscellaneous Deductions page, select Reset.
Cancel Existing Enrollments:
1. To cancel an existing enrollment, select the corresponding Unenroll link.
2. The Unenroll link of the selected line is replaced with a Reset link and the Future Enrollment
information is changed to “No Coverage.”
3. Repeat steps for each enrollment you wish to cancel.
Select “Enroll” on the
line corresponding to
the selected Charitable
Organization.
The Enroll Link of the
selected line replaces
with “Reset” once a
selection is made.
Select “Continue” once you have finished
enrolling.
Enter the contribution amount and select
the radio button before selecting “Save &
Continue.”
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4. Select Continue once you have finished.
Your total monthly out of pocket
expense is listed here
Your Benefit Enrollments are listed here
Giving Campaign
monthly deductions
are listed here
Click here to
print page
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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 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.