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This is meant specifically for Staci to complete during or while setting up a Benefit Enrollment period.

Here is the that provides a brief overview of the entire process.

Tasks to be completed include:

 1. 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)

There are two rules used to maintain employee eligibility. These can be used on BPKD for the Eligibility Rule.

See Comments on RLDE for more information.

  • HROENH - Monthly Open Enrollment New Hires

    • The HRP.EFFECT.EMPLOY.DATE dates will need to be changed to correlate with the dates for the enrollment period.

  • HROEFT - Open Enrollment FT Emps

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

  3. If there are other known verbiage or code 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.

  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. Confirm the Eligibility Rule used on BPKD and that it is correct.

  3. Confirm the following texts are correct:

    • Enrollment Period

      • Enrollment Confirmation Text

      • Confirmation Complete Text

      • SS Benefits Page Text

      • SS Benefits Enrollment Page Text

      • SS Manage Dep/Ben Page Text

    • 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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