ESS07 Benefits Enrollment. Click NEXT to Continue

Transcription

1 ESS07 Benefits Enrollment Click NEXT to Continue

2 Audio and Course Navigation Audio. This course has audio. Please make sure your speakers and headset or ear buds are turned on and working. Please listen to the audio closely. Click the transcript button (bottom of screen) to view closed captioning. Navigation. Buttons are located in the top right corner and along the bottom of the screen. Click (lower right corner) to proceed to the next slide. Click (top right corner) to go back to a slide or go directly to a lesson. If you see Click the float your cursor over the nearby icon for more information. icon above a graphic to zoom and see a larger image.

3 Course Description and Objectives Purpose Enable employees to use Employee Self-Service (ESS) to enroll in benefits Who should take this course All employees Topics Enroll in benefits and add/change dependents and beneficiaries Suggested Prerequisites ESS00: New Employee ESS Basics

4 Employee Self-Service: SAP Login How to Access SAP Travis Central: SAP System (ESS, MSS) link SAP Log On Steps Enter User ID (network ID) 2. Enter Password (network password) 3. Click Click (once you are logged on)

5 Employee Services Main Screen Pay and Benefits

6 Starting Benefits Enrollment Click NEXT to Continue

7 Benefits Enrollment Acknowledgement Click NEXT to Continue

8 Step 1: Personal Profile View and edit your personal profile

9 Step 2: Dependents and Beneficiaries View and edit your Family Members

10 Family Member Data Entry Enter all required information, save, then acknowledge Click Next or Step 3 icon to go to the next step

11 Step 3: Benefits Summary View any prior benefit plan selections New Hire Enrollment Initial View View with Enrollment Selections

12 Step 4: Health Plans Select Dental, Medical and Vision plans 1. Select Plan by clicking the Add icon. 2. View the details of each plan. 3. Make your selection; then view the updates. 4. Go to step #5.

13 Select Health Plans Steps: 1. Click next to plan to be added (Example: Dental) 2. Click the desired plan to select (it will be highlighted) 3. Select Pre- or Post-Tax 4. Check box(es) for each dependent to enroll in plan 5. Click 6. View results on main screen Click NEXT to Continue

14 Enrollment Messages Messages help you avoid making errors

15 Step 5: Insurance Plans Select optional Insurance Plans 1. Select Plan by clicking the Add icon. 2. View the details of each plan. 3. Make your selection; then view the updates. 4. Go to step #6.

16 Selecting an Insurance Plan Click the desired plan to select it (it will be highlighted) 1 2 Add more units (if desired) and Recalculate the total coverage Select Beneficiaries (percentages must = 100) 6 Click NEXT to Continue

17 Step 6: Flexible Spending Accounts Select Dependent Care and Healthcare FSA Plans

18 Step 7: Review and Save All selections display on one page to review Click only when the review is complete and selections are accurate.

19 Benefit Confirmation Page Data saved successfully message will display

20 Now It s Your Turn 1. Review/Edit Personal Profile Click to START Video 2. Edit Dependents and Beneficiaries Click to START Video 7. Review and Save Benefit Selections Click to START Video 6. Enroll in Flexible Spending Accounts Click to START Video How do I? 5. Enroll in Insurance Plans 3. Review my Benefits Summary Click to START Video 4. Enroll in Health Plans Click to START Video Click X to close video and return to the course Click to START Video

21 Knowledge Check Created in uperform Open Enrollment is only available once a year. True False From the Open Enrollment link you can: Add Plans Change Plans Remove Plans All of the above

22 Summary This course is complete. You should now be able to: Manage your benefit selections during the New Hire or Open Enrollment period. Enroll dependents on your health plans and designate beneficiaries on your life insurance plans during the New Hire or Open Enrollment period.

23 Additional Help Options 1. Customized Travis County help located at: Review available simulations and videos Re-take sections of the online course Download work instructions 2. SAP Help Desk system to file tickets 3. Travis County ITS Help Desk (Login and Passwords)

24 You have successfully completed the ESS07 Benefits Enrollment Course To confirm completion and to receive credit click the button below.