CPS Benefits Administration System Frequently Asked Questions for CPS employers

Transcription

1 CPS Benefits Administration System Frequently Asked Questions for CPS employers Q1: How do I get to the Benefits Administration System from the employer portal dashboard? A1: The quickest way to get to the Benefits Administration System is to click the Quick Links button and click on Benefits Administration System. This link will always be available. You can also click Act Now in the Open Enrollment information cards on the main employer dashboard and the Resources page. These cards are only up during Open Enrollment.

2 Q2: Can I use my phone or tablet? A2: While the process works on a phone, it is recommended you use a larger screen on a desktop, laptop or tablet for the best experience. Q3: How do I run a report of my workers Open Enrollment activity? A3: Click Reports on the left-side menu. A new menu will pop up choose Eligibility Reports to continue.

3 To create a new open enrollment report, click Run New Report in the upper left section. Q4: What kind of Open Enrollment reports can I run? A4: There are four reports you can run during worker Open Enrollment. Use the Annual Enrollment Activity Report to show which of your workers have completed the open enrollment process, started but not submitted, or taken no action. The Annual Enrollment All Elections Report will show you all of the specific elections that your workers have made for 2019 by plan. The Annual Enrollment Change Report will show you all of the specific benefit plan changes that are happening during enrollment. You will be able to compare your workers new elections for 2019 with their current elections. The Annual Enrollment Daily Statistics Report will give you a count of confirmed and not confirmed Open Enrollment events by your workers.

4 Q5: How should I name my report, and what date(s) should I enter? A5: You can name a report whatever you like and should use a system that will make sense to you. You might want to include the date on which you are running a report in case you run more than one of the same type during Open Enrollment. Enter the following dates: Annual Enrollment Activity Report: enter 1/1/2019 as your Annual Enrollment Trigger Date Annual Enrollment All Elections Report: enter 1/1/2019 as your Annual Enrollment Date The Annual Enrollment Change Report: enter 1/1/2019 as your Annual Enrollment Effective Date Annual Enrollment Daily Statistics Report: enter 10/15/2018 and 11/1/2018 as your Start and End Dates Q6: How will I know when my report is ready, and how do I view it? A6: The status for the report you created will be Scheduled at first. When it is ready, the report status will change to Completed. You can refresh your browser to see if the status changes. You may also receive an alerting you that the report is ready. Once your report is completed, click on the magnifying glass icon to view it. You can choose to open it or save it.

5 Q7: How do I check the enrollment status of an individual worker? A7: Click into the search bar on your dashboard. This is the magnifying glass next to the word Empyrean at the top. Type a worker s first name, last name, full name or social security number. If more than one worker at your ministry has the name you entered, select the worker you are looking for by clicking his or her name on the next screen. You can also click the Employees icon on the dashboard to see a list of your workers. Once on your worker s information page, click Events in the top navigation bar. On the worker s Events page you can see the status of this worker s Open Enrollment. Since the status is listed as Pending, the worker has not completed the process to this point. Click the words Open Enrollment to view this worker s specific status. Once on your worker s information page, click Events in the top navigation bar. On the worker s Events page you can see the status of this worker s Open Enrollment. Since the status is listed as Pending, the worker has not completed the process to this point. Click the words Open Enrollment to view this worker s specific status. Q8: How can I help one of my workers by completing the Open Enrollment process for him/her? A8: Choose a worker the way you previously did, by either searching in the dashboard search bar or clicking the Employees icon on the dashboard. Once on your worker s information page, click Events in the top navigation bar.

6 To complete the Open Enrollment process for this worker, click the yellow COMPASS button in the upper right corner. You will see a screen that indicates you are being connected to COMPASS. Upon being connected to COMPASS, you will be able to complete the Open Enrollment process for this worker. You will see in the top left corner (in purple) that you are using compass on behalf of the worker you have chosen. To make elections for this worker, click Complete Event in the green notification bar. From this point, you can complete the process as outlined in the member Open Enrollment module. Q9: How do I get back to the main dashboard of the Benefits Administration System? A9: If at any time you are on a worker s page within the Benefits Administration Page and want to get back to the main dashboard, click either Dashboard or Client on the left side navigation bar. If you are using COMPASS to help a worker enroll, you will need to get back into the Benefits Administration System by clicking the correct tab in your browser.