Entering Health Benefits

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Entering Health Benefits

To Enter Health Benefits Data:

Select the Payroll Documents menu group.
Select the Health Benefits component. The Find an Existing Value tab - Health Benefits page is displayed. The information on this page will allow you to locate an existing employee to enter or change health benefits information.
Enter the search criteria.
Select the Search button. The Health Benefits page - Elections tab is displayed.

Figure 24: Health Benefits Page - Elections Tab

The following fields are displayed:

Field	Description/Instruction
Name	Populated from the Empl ID.
Empl ID	Populated from the Empl ID used in the search criteria.
Record	Populated with the number of records for the employee.
SSN	Populated with the SSN of the employee.

Complete the Health Benefits fields as follows:

Field	Description/Instruction
Effective Date	Required field. Enter a date or select a date from the calendar icon. This is the date on which a table record becomes effective (e.g., the date that an action begins). This date also determines when to view or change information.
Pay Period	Populated with the pay period that corresponds to the effective date.
Date Entered	Populated with the date entered.
User ID	Displays the system identifier and name of the individual who generates the transaction.
Transaction Status	Defaults to In Progress and reflects the status of the transaction. The transaction status will change when the transaction is saved, in suspense, or resent to PPS.
Sent to Insurance Carrier	Check this box if the document has been sent to the insurance carrier.

Complete the Plan Information field as follows:

Field	Description/Instruction
Benefit Plan	Enter the applicable information.
Coverage Code	Populated from the benefit plan entered.

Complete the Transaction Information fields as follows:

Field	Instruction
Transaction Code	Select the applicable information from the drop-down list. The valid values are as follows: Cancel Change N Enrollment Pre–Tax Ch Reinstate Term 365 Term Carr Transfer in Transfer OU Waived
Married?	Select the box if married.
Event Code	Select the applicable information from the drop-down list. The valid values are as follows: Correction New Enrollment Open Season Other Reinstatement
Preferred Telephone Number	Enter the preferred telephone number for the employee.
Email Address	Enter the applicable email address.

Complete the Medicare And Other Insurance Information fields as follows:

Field	Instruction
Medicare A	Check the box if applicable.
Medicare B	Check the box if applicable.
Medicare D	Check the box if applicable.
Medicare Claim #	Enter the claim number if applicable.
Is Employee covered by Insurance Other than Medicare?	Required field. Select the down arrow to designate whether or not the employee is covered by another insurance company other than Medicare.
TRICARE	Check the box if applicable.
FEHB	Check the box if applicable.
Other Insurance Name	Enter the applicable information.
Policy Number	Enter the applicable information.
Event Date:	Enter the applicable information.
Date Document Signed	Enter the date or select a date from the calendar icon.
Event Change Code	Enter the applicable information or select data by selecting the search icon.
Office Received Date	Enter the applicable date.

Complete the Personnel Contact fields as follows:

Field	Description/Instruction
Name	Populated with the name of the personnel contact.
First	Required field. Enter the first name of the personnel contact.
Middle	Enter the middle name of the personnel contact, if applicable.
Last	Required field. Enter the last name of the personnel contact.
Suffix	Select the suffix from the drop-down list, if applicable.
Authorized Agency Phone Number	Enter the applicable telephone number.
Personnel Office Phone Number	Enter the personnel office telephone number.

Complete the Other fields as follows:

Field	Instruction
Retro Collection By NFC	Check the box if applicable.
Pre-Tax FEHB Premium	Defaults to Yes. Uncheck the box if the response should be No.
Temp Employee Pay Full Premium	Select the applicable information from the drop-down list. The valid values are Yes and No.
Is this SF-2509 adding or removing non-tax dependent step-children of a domestic partner?	Select the applicable information from the drop-down list. The values are Yes and No.
New Payroll OFC or Retirement	Enter any new payroll office or retirement information if applicable.

From the Health Benefits page, select the Dependents tab. The Health Benefits page - Dependents tab is displayed. Dependent information is required each time a transaction is processed.

Health Benefits Page - Dependents Tab

The following fields are displayed:

Field	Description/Instruction
Name	Populated from the Empl ID.
Empl ID	Populated from the Empl ID used in the search criteria.
Record	Populated with the number of records for the employee.
SSN	Populated with the SSN of the employee.

Complete the fields as follows:

Field	Description/Instruction
Effective Date	Enter a date or select a date from the calendar icon. This is the date on which a table record becomes effective (e.g., the date that an action begins). This data also determines when the user can view and/or change information.
Date Entered	Populated with the date entered.
User ID	Displays the system identifier and name of the individual who generates the transaction.
Transaction Status	Defaults to In Progress and reflects the status of the transaction. The transaction status will change when the transaction is saved, in suspense, or resent to PPS.
Benefit Plan	Populated from the Elections tab - Health Benefits page.
Coverage Code	Populated from the Elections tab - Health Benefits page.

Complete the Dependents fields as follows:

Field	Instruction
Name: First	Required field. Enter the first name of the dependent.
Name: Middle	Enter the middle name of the dependent, if applicable.
Name: Last	Required field. Enter the last name of the dependent.
National ID (SSNO)	Enter the applicable Social Security number.
Date of Birth	Required field. Enter the applicable birth date of the dependent or select a date from the calendar icon.
Relationship	Select the applicable information from the drop-down list. The valid values are as follows: Adopted Ch Child < 26 Child > 26 Foster Ch Spouse Stepchild
Gender	Required field. Select the applicable gender from the drop-down list. The valid values are Male, Female, and Unknown.
Address 1	Enter the street address. This field allows for free flow text that describes the street number, apartment number, and other address information.
Address 2	Enter the applicable street address. This field allows for free flow text that describes the street number, apartment number, and other address information.
Address 3	Enter the applicable street address. This field allows for free flow text that describes the street number, apartment number, and other address information.
City	Enter the name of the city, State, and ZIP code for the address.
Foreign Address Indicator	Check the box if the address is in a foreign country.

Complete the Coverage Information fields as follows:

Field	Instruction
Medicare A	Check the box if applicable.
Medicare B	Check the box if applicable.
Medicare D	Check the box if applicable.
Medicare Claim #	Enter the claim number if applicable.
TRICARE	Check the box if applicable.
Other Insurance	Required field. Select the down arrow to indicate whether or not the applicable dependent has other insurance coverage.
FEHB	Check the box if applicable.
Other Insurance Name	Enter the applicable information.
Policy Number	Enter the applicable information.

Select the Save button.
Select the OK button. At this point, the following options are available:

Step	Description
Select the Return to Search button	Searches for another employee
Select the Previous in List button	Views and/or changes the previous record
Select the Next in List button	Views and/or changes the next record
Select the Notify button	Sends an email to the next individual in the workflow