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Comment: added note about For Life Insurance Benefits Only

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title1. CEPS - Copy Enrollment Period Setup
  1. In Colleague, go to CEPS.

  2. In the prompt, enter the current Benefit Enrollment Period (for example: 24JAN) and click OK (or hit Enter).

  3. If there needs to be any anchor benefit cost records, these are controlled within BACM (Amount Calculation Method) or BEND → BCIS → BACM and need to be set a $0.01 to prevent an employee from being forced to enter an amount within Benefit Enrollment.

    • A24

    • A25

    • A24H

image-20240222-155458.png

If you just want to run a report to see what would change:

  1. Change Processing Mode to R to run this to confirm if there are any errors first.

  2. Enter the 2-digit year and current 3-letter month abbreviation (for example: 24JAN) in In Codes Find This Value and enter the next month (for example: 24FEB) in Replace With This Value.

  3. If there are other known code or description changes, enter those respectively.

  4. For example, copying January to February would look like this:

    image-20240129-165516.png

  5. Enter the dates as needed.

    1. Make sure to include the For Life Insurance Benefits Only dates:

      1. New Age As-Of Date

      2. New Wage As-Of Date

  6. Click Save

  7. Change the Output Device to H if you want it to go to your screen (or click the dropdown and select a different option, if not), and click Save.

  8. The report will generate. You may need to click Finish a few times before it displays.

  9. You can export the report results which would look like the following:

    image-20240129-165832.png

If you want to copy the enrollment period:

  1. Follow the steps in If you just want to run a report to see what would change above but change Processing Mode to U.

  2. After successfully copying the enrollment period, confirm the Eligibility Rule used on BPKD is correct.

  3. Confirm the following texts are correct:

    • BENP - Enrollment Period

      • Enrollment Confirmation Text

      • Confirmation Complete Text

      • SS Benefits Page Text

      • SS Benefits Enrollment Page Text

      • SS Manage Dep/Ben Page Text

    • BETD - Text for Benefit Selection

      • BEO Introductory Section

        • This text is not shown in Benefits Enrollment Self-Service.

      • Current Benefits Section

      • Opt Out/Waive Section

      • Benefit Selection Section

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