my e-file tutorial: how to enroll in benefits how to add...
TRANSCRIPT
My E-File Tutorial: How to Enroll in Benefits
How to add / change benefits elections, contacts and beneficiaries
Benefits 2020
1
Accessing “My HR E-File” – Internally at Wesco01
1.Before Enrolling in Benefits, please ensure your onboarding has been completed•Refer to the “Welcome Aboard” Email sent from [email protected]•
2.Go to the Wesco SharePoint Page > Click on HRConnect
Accessing “My HR E-File” – Internally at Wesco02
3. Click on My HR E-File
Benefits03
IMPORTANT – Your view may appear different
4. Click on “My Benefits”
Enrollment Process04
5. Click “Start Enrollment” to begin the enrollment process
Employee Name
Benefits Contacts – Dependents and Beneficiaries05
6. Click “Add” to Create Contact
7. Create your Contacts A. Dependents – People you plan to cover for
Medical, Dental, Vision, etc.B. Beneficiaries – Wesco provides Basic Life
Insurance
IMPORTANT• The start date of the relationship MUST be your
Date of Hire otherwise the contacts you have added will NOT show up when you try to elect your benefits
• If you attempted to enroll before adding your contacts you plan to cover, you will have to reach out to [email protected] to reset your profile
Benefits Contacts – Dependents and Beneficiaries (Continued)06
7. To add address select the drop down or type a new address
8. To add social security – enter US as country and select Social Security number from drop down selection. Enter Social in National ID section
9. Once contact(s) information is entered Click “Submit”
IMPORTANT: Social Security MUST be entered for Dependents and Beneficiaries. This will delay coverage with medical carriers if this is not entered.
Start Enrollment - Authorization07
10. Once all dependents are entered Click “Continue” to begin Enrollment
11. Review Annual notices and Authorization > Click Accept
Medical Wellness Discount08
12. Medical Wellness – To validate your wellness discount/participation you must click “Edit” from the following options:
• Are you a Tobacco User – SELECT Yes or No
• Waive – No Medical Coverage option must be DESELECTED if participating in the wellness discount
Click “Continue” to proceed to Medical Coverage
Medical Election09
13. Medical – To enroll in your medical insurance coverage, select edit on the Medical section and check the appropriate boxes
• Deselect “Waive Medical Coverage” to select Medical coverages
• To enroll dependents(s), make your selection in the check box and click “OK”
• If waiving medical, no action is required
• Click “Continue” to proceed with Dental/Vision
Dental / Vison10
14. Dental/Vision – to enroll or change your dental and vision insurance coverage select edit • Deselect “Waive Medical Coverage” to select Dental/Vision coverages• To enroll dependent(s), make your selection in the check box and click “OK”• If waiving medical, no action is required• Click “Continue” to proceed with Flexible Spending Election
Flexible Spending Election11
15. Flexible Spending – to enroll in the Flexible Spending Account, Health Savings Account, or Dependent Care Flexible Spending Account complete the following:
• Deselect “Coverage” to select Flexible Spending Coverage Amount
• Click OK after coverage amount is entered
• If waiving coverage, no action is required
• Click “Continue” to proceed with Life and Disability Election
Life & Disability Election12
16. Life & Disability – This is a company paid benefit that you are automatically enrolled in. A beneficiary designation is required. A total beneficiary percentage must equal 100%• Enter Coverage amounts
for dependent(s) and select “OK”
• Click “Continue” to proceed with Voluntary Life Election
Voluntary Life / Election13
17. Voluntary Life – you have the option to enroll in voluntary life insurance for yourself, spouse, and/or child. A beneficiary designation is required. A total beneficiary percentage must equal 100% (example below).
• If waiving coverage, no action is required
• Enter Coverage amounts for dependent(s) and select “OK”
IMPORTANT• If you elect more than
$300,000 in coverage, you will be subject to providing an Evidence of Insurability Form
Submit Elections and Confirmation14
• Click “Edit” to make changes or corrections
• Click “Submit” to Finalize your benefit Changes
Congratulations! You are now finished making your benefit elections.
You can click print to generate a “Confirmation Statement” for your records
Pending Action Items15
IMPORTANT (SEE BELOW)-PENDING ACTION ITEMS REQUIRE SUPPORTING DOCUMENTATION FOR COVERED DEPENDENT(S)
Email the following to [email protected] within 45 days from the enrollment effective date(i.e. –MM/DD/YYYY Jan.1,2018). If not received, dependent(s) will be removed from plan.
If Adding Spouse/Domestic Partner:• Marriage Certificate• State Domestic Partnership Certificate• Affidavit
o Must also submit a bill or account where both parties are showing. (ie. utility bill, bank account, etc.)
If adding Children, Stepchildren, Domestic Partner Children:• Birth Certificate• Adoption Documents• Custody Court Documents
Accessing “My HR E-File” – Externally from Home16
1. To access MY HR E-FILE remotely, go to https://www.hrconnectbenefits.com/us and click on “Enroll”.
2. You will be prompted to a login screen. Sign in using your Wesco Network credentials (username and password)
3. Follow instructions on Slides 1 – 16.
Enrollment Assistance17
For enrollment assistance contact the [email protected] banner to create email