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UltiPro Enrollment Instructions

Newly Eligible, Qualify Life Event Changes or Open Enrollment

10/21/19

PLEASE READ

Dear Employee:

This booklet is an enrollment guide to provide step by step instructions on enrolling for

your benefits for newly eligible employees; employees with a qualifying life event or

annual Open Enrollment. New employees are provided 30 days from date of eligibility to

enroll in benefits or 30 days from the qualifying life event to enroll or un-enroll you and

your dependents from your benefits in UltiPro system. During Open Enrollment season

employees can review their benefits and make changes to their plans during a limited

time period. Employees can either elect new benefits or decline any benefits options

that they no longer wish to be enrolled in for the next year.

Please thoroughly review the Benefits Guide to determine which benefits plan which you

and your family would like to enroll in. Once you’ve decided please enroll your selections

into the UltiPro system. Please follow the instructions that is provided.

If you have dependents that you would like to enroll please also upload your dependent

documents into the system. The instructions are provided in this booklet or email it to

[email protected] or [email protected]. Fail to provide dependent

documentation will hinder in adding your dependents into your benefits.

The company provides an employer paid Basic Life Insurance and Basic AD&D Insurance.

Please ensure you assign a beneficiary. If you do not name one or more beneficiaries, the

proceeds will go to your estate at your death. Proceeds paid to your estate are subject to

probate and will incur all of the expenses and delays associated with settling an estate.

Named beneficiaries will receive proceeds immediately after your death, and probate is

bypassed.

If there are questions or issues with enrolling please contact your Human Resources

Representative or the Benefits department for assistance.

Sincerely,

Benefits Team

mailto:[email protected]

mailto:[email protected]

Table of Content

Log In /Menu

Life Event

New Employee/Qualifying Event ………………………………………………………………………6

About ………………………………………………………………………6

Beneficiary & Dependent ………………………………………………………………………7,8

Medical ………………………………………………………………………9

Dental ………………………………………………………………………10

Vision ………………………………………………………………………11

Employer Paid Life & ADD ………………………………………………………………………12, 13

EE Optional Life & ADD ………………………………………………………………………14, 15

Spousal ………………………………………………………………………16, 17

Child ………………………………………………………………………18, 19

FSA ………………………………………………………………………20, 21

Confirm Your Elections ………………………………………………………………………22, 23

Open Enrollment ………………………………………………………………………24

About ………………………………………………………………………24

Beneficiary & Dependent ………………………………………………………………………25, 26

Medical ………………………………………………………………………27

Dental ………………………………………………………………………28

Vision ………………………………………………………………………29

Employer Paid Life & ADD ………………………………………………………………………30

Employer Paid LTD ………………………………………………………………………31

EE Optional Life & ADD ………………………………………………………………………32, 33

Spousal ………………………………………………………………………34, 35

Child ………………………………………………………………………36, 37

FSA ………………………………………………………………………38-39

Confirm Your Elections ………………………………………………………………………40

Add Employee Document ………………………………………………………………………41-44

Add Additional Beneficiary/Dependent ………………………………………………………………………45-47

Log into your UltiPro account.

Click on your Menu. Hover over the Myself tab and click on the option that applies to you, Life Event or Open

Enrollment.

Select the event that most closely describes your circumstance

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New Employee or Qualifying Life Event

About This Life Event

Select the drop down to choose the reason for the life event.

To move to the next section of the enrollment process click Next located in the top right corner

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Verify Beneficiary And Dependent Information

To verify or change dependents and/or Emergency Contacts:

1. Select the name link for the individual

2. Edit the necessary information, as needed

3. Select save

To add a dependent not already listed:

1. Select add (green plus (+) sign button)

2. Enter the contact information, as needed, including social security, date of birth and gender

3. Check the "Dependent" and/or "Beneficiary" check box as applicable.

4. Select Save

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Click OK

Click Next to move to the next section of the enrollment process located in the top right corner





bypassed.

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Medical – add a icon they can hover over giving the definition of “HRA”, “PPO” & “HDHP”.

Review the following Medical plans provided

• HRA – Health Reimbursement Arrangement

• PPO – Preferred Provider Organization

• HDHP – High Deductible Health Plan

For more details on a benefit plan click on the PDF provided.

If insured by a third party and/or do not wish to obtain benefits through CTR click “I decline…”

Select your Medical benefit plan and Options

• Employee + Child/Children

• Employee + Family

• Employee + Spouse

• Employee Only


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Dental

Review the following Dental plans provided.



Select your Dental plan and Options




• Employee Only


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Vision

Review the following Vision plan provided.



Select your Vision plan and Options




• Employee Only


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Employer Paid Life & ADD

Basic Life - add a they can hover over giving the definition, explain primary and secondary and what the percent

amount means

Review and select a plan.

If insured by a third party and/or do not wish to obtain benefits through CTR click Next to move to the next section of

the enrollment process located in the top right corner

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Basic AD & D – Accidental Death & Dismemberment add a they can hover over giving the definition, explain primary

and secondary and what the percent amount means




**Note – should be able to unclick the radial button if one should decide not to want an option or plan, currently you

cannot

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EE Optional Life & AD & D

Optional Life





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ADD Optional EE








bypassed.

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Spousal Optional Life & ADD

Optional Spouse Life - add a add a they can hover over giving the definition of what qualifies as a spouse




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ADD Optional Spouse



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Child Sup Life & ADD

Optional Child Life



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ADD Dependent



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Flexible Spending Account

FSA Dependent Care

Review the FSA Dependent Plan and select the desired option



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FSA Healthcare

Review the FSA Healthcare Plan and select the desired option



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Confirm Your Elections OR Changes

This summary reflects the elections that will be deducted from your upcoming paycheck(s). If you need to make any

edits you can do so by selecting the plan type or plan description hyperlink to return to the election page.

Once you have reviewed your New Benefit elections click Submit

Click OK to receive confirmation.

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You have successfully completed your benefit enrollment. Please print your confirmation page for your files.

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Open Enrollment

To move to the next section of the enrollment process click Next located in the top right corner

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Verify Beneficiary And Dependent Information

To verify or change dependents and/or Emergency Contacts:

1. Select the name link for the individual

2. Edit the necessary information, as needed

3. Select save

To add a dependent not already listed:

1. Select add (green plus (+) sign button)

2. Enter the contact information, as needed, including social security, date of birth and gender

3. Check the "Dependent" and/or "Beneficiary" check box as applicable.

4. Select Save

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Click OK






bypassed.

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Medical

Review the following Medical plans provided

• HRA – Health Reimbursement Arrangement

• PPO – Preferred Provider Organization

• HDHP – High Deductible Health Plan



Select your Medical benefit plan and Options




• Employee Only


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Dental

Review the following dental plans provided.



Select your Dental plan and Options




• Employee Only


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Vision

Review the following Vision plan provided.



Select your Vision plan and Options




• Employee Only


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Employer Paid Life & ADD

Basic Life & Basic AD & D – Accidental Death & Dismemberment

Review select a plan and then click Next.



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Employer Paid LTD

Basic LTD – Long Term Disability - add a they can hover over giving the definition of what LTD is



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EE Optional Life & AD&D

ADD Optional EE



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Optional Life








bypassed.

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Spousal Optional Life & ADD

Optional Spouse Life




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ADD Optional Spouse



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Child Sup Life & ADD

ADD Dependent



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Optional Child Life



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Flexible Spending Account

FSA Healthcare

Review the FSA Healthcare Plan and select the desired option



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FSA Dependent Care

Review the FSA Dependent Plan and select the desired option



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Confirm Your Elections Or Changes

This page contains personal information as well as benefits selected and declined. You can compare current benefits to

the newly selected benefits. Selected plan details include covered family members, pay period cost, and beneficiaries,

when applicable.

1. From the Confirm Your Changes page, review the selected and declined benefit type and plan details including

covered family members, plan beneficiaries, and cost information.

2. Return to the applicable page to make any changes, if needed.

3. Select Draft to continue the election at a later time or select Submit to complete your elections now. If you

select Submit, you cannot make any changes without the assistance of your Benefits Administrator. You can

print the Confirm Your Changes page. If you select OK, the Confirmation page appears.

4. Select Print to print a summary of your elections.

5. Select Close.

Please verify your changes carefully before submitting. If you need to make any edits you can do so by selecting the plan

type or plan description hyperlink to return to the election page. When you are satisfied with your changes, please click

the Submit button on the toolbar.

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Add Employee Document

To add an employee document in UltiPro i.e. social security card for a dependent you will need to take a picture of the

document and save it as a file on your computer or your phone for easy access to upload.

The following files supported are: doc, docx, pptx, ppt, xlsx, xls, xlt, xltx, txt, rtf, tif, png, jpg, jpeg, gif, bmp, pdf, mht, db,

zip, xml, log, dpt, odt, ods

Once that has been completed follow the steps provided below.


Click on your Menu. Hover over the Myself tab and click on Life Event

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Under Things I Can Do select Add Employee Document

Add Document

Select Choose File to find the document to upload and select Open.

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Enter the title of the document.

From the drop-down menu choose the category the document belongs to.

If there is an expiration date provided on the document click on the calendar icon to indicate the expiration date.

Otherwise leave blank.

Select Save to complete the upload.

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To view all documents uploaded to the UltiPro account click on the Menu. Hover over the Myself tab and click on

Employee Documents.

Any questions or concerns contact your system administrator.

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Add Additional Beneficiary / Dependent


Click on your Menu. Hover over the Myself tab and below Personal click on Contacts.

Click Add

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The Contact is Active box is checked (default selection). Uncheck the box to create an inactive contact.

Personal Enter the contact's personal information listed.

Designation From the drop down select the contact's relationship to the employee. Designate the contact as a dependent,

beneficiary, or emergency contact. More than one option can be selected.

Address

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The address section will automatically default to the employee’s address. If the address is different from the employees

check mark the box Address is different from employee. Enter the contact's address, telephone, and e-mail information.

Click Save to complete.