Benefits Open Enrollment 2014 Infor Employee Space Quick Reference Guide Business Objective: BENEFITS OPEN ENROLLMENT
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1 Business Objective: BENEFITS OPEN ENROLLMENT All benefits eligible employees must enroll, re-enroll, or waive benefits on line through Employee Space, between 4/28 and 5:00 p.m. on 5/28. If a benefits eligible employee does not enroll in or waive health benefits during the open enrollment period, they will automatically be enrolled in a $3500/$7000 deductible medical plan. Please note, employees will not be able make any changes to their benefit selections until the next open enrollment period in 2015 unless they experience a qualifying event during the year. STEPS 1. Click on Employee Space link, /MonthlyNotices/monthlynotice_ghr.htm 2. Select Click here to access Employee and Manager Space. (If you receive a Pop-up box stating Java Update Needed, click on LATER). 3. Infor Rich Client will open. Enter your login name and password (same as your computer/ login), then click Login to access Employee Space. 4. Double click on Employee Icon.
2 STEPS, CONTINUED 5. Click on To Do icon, then click on Pay and Benefits, scroll down to Dependents, click. If you do not have Dependents, click on Benefits Enrollment. 6. Log in with your user name and password (same login name and password as used on the first screen). 7. Select Benefits in the menu to the left of the screen. a. Click on Dependents. b. If you do not have any dependents, skip to step Verify your dependents. To edit any of your dependents details, click on their name. If you need to add dependents, click the Add button. You will need your dependents date of birth and social security number to continue. If you are not adding or changing any dependent information, skip to step 11.
3 9. If adding dependents, enter your dependents information here. Fill in the required fields, click Update to save. 10. Repeat Step 7 and 8 for each dependent. 11. When you are done adding or verifying your dependents, click on the Benefits Enrollment link on the menu to the left of the screen.
4 12. The Lawson Benefits Enrollment Welcome screen will open. Here you will find a quick overview of requirements. Click Continue to begin your enrollment process. *Please note, due the number of benefit changes this year, all benefit eligible employees need to actively re-enroll or re-waive coverage. Full-time employees that do not actively enroll or waive coverage (with proof of credible coverage elsewhere) will be defaulted a $3500/$7000 deductible CDHP medical plan. 13. You will enroll in benefits in the following order: a. Medical b. Dental c. Vision d. Health Savings Accounts e. Health Care Flexible Spending Accounts f. Dependent Care Flexible Spending Accounts Choose Continue to begin enrollment. Be sure to go completely through each plan and make a selection. DO NOT EXIT until you have made a selection for each plan as your enrollment will not be complete.
5 14. Make your selection for Medical coverage for the plan year. If your plan is still offered, you will see the option to keep the same coverage. If you would like to select a different plan, select that button and click continue. If you would like to change your coverage type, (ex. a change from single to family coverage), please select that button and click continue. 15. If you are selecting a different plan, choose the plan that s best for you or your family and select Continue. 16. Choose the level of coverage that meets your needs. You also have the option to select whether you would like to pay for your premiums pre or post tax. Most employees choose pre-tax, but if you are close to retirement, you may want to select after-tax. When you are satisfied with your selections, click Continue.
6 17. This screen confirms your selection. If it is correct, select Continue. 18. Repeat steps 5 through 8 for Dental and Vision coverage. 19. If you enrolled in any of our four CDHP plans, you are eligible to enroll in a HSA. In order to receive the $62 DPS contribution to your HSA, you have to enroll in the HSA (you can elect a zero contribution amount). If you are not enrolled in a CDHP medical plan, you are not eligible for an HSA. Please select the HSA waiver option. 20. Enter either the monthly or the annual amount you wish to contribute to your HSA. DPS will contribute $62.00 per month to your account. Employees with an employee only CDHP can choose to contribute up to $213 per month equaling $2556 annually. Employees with an Employee plus Spouse, Employee plus Child(ren) or Family coverage in a CDHP plan can contribute up to $ per month equaling $5806 annually. If you are already 55 years of age or turn 55 during the plan year of July 1, 2014 to June 30, 2015 you can contribute up to an extra $1000 annually.
7 21. Employees that have enrolled in one of our two HMO plans can elect to contribute funds to a HealthCare Flexible Spending Account (HC FSA). Enter the amount you wish to contribute either monthly or annually and choose Continue. For 2014, the maximum that an employee can contribute to a HC FSA is $2500. Employees enrolled in one of the four CDHP plans can enroll in a HC FSA, but it is then considered a limited use FSA and can only be used for qualified dental or vision expenses. For 2014, the maximum contribution to a limited use FSA is also $ This screen confirms your selection. If it is correct, select Continue. 23. Employees with dependent care needs can elect to set aside up to $5,000 annually per household into a Dependent Care Flexible Spending Account (DC FSA). Choose your option and hit Continue.
8 24. Enter your elections as either the monthly or the total annual amount that you wish to put into a DC FSA. Select Continue. 25. This screen confirms your selection. If it is correct, select Continue. 26. Review your elections to ensure their accuracy. If all elections are correct, select Continue. To make changes, select Make changes.
9 27. If you are satisfied with your selections, select Print to print your confirmation for your records. If there is an error in our records, we will need this to make any corrections after Annual Enrollment ends. Keep in mind; you will remain in these plans until the annual open enrollment next year unless you experience a change in status throughout the year. 28. Congratulations! You re done. Click Exit when you are ready to close out this session.
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