ONLINE OPEN ENROLLMENT GUIDE – PLAN YEAR BEGINNING JULY 1, 2011

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Presentation transcript:

ONLINE OPEN ENROLLMENT GUIDE – PLAN YEAR BEGINNING JULY 1, 2011 1)Click Red Open Enrollment Button and you will then be directed to the enrollment log-in screen 2)For User ID, enter your SSN (no hyphens), then hit the tab key. 3)For Password, enter your full birth year (4 digits, e.g. 19XX) 4)Click the gray Login box **General Note: To Move Between Boxes, Hit the Tab Key USER ID= SOCIAL SECURITY # PASSWORD=YEAR OF BIRTH

ONLINE OPEN ENROLLMENT GUIDE – PLAN YEAR BEGINNING JULY 1, 2011 5)You will be automatically taken to a change password screen. Your current password is your 4 digit birth year. 6)Enter your new password (see rules below and remember it is case-sensitive) This is your year of birth, e.g. 19XX This is the new password that you select. It must be 8 characters long and must have at least 1 number & 1 letter. Then Click Save Type something to help you remember the new password 7)Click on the blue text that reads “Save” (lower right corner) and you will be at your personal benefits home page

ONLINE OPEN ENROLLMENT GUIDE – PLAN YEAR BEGINNING JULY 1, 2011 8)On your home page, Click on the Blue Text that reads “Annual Enrollment.” Click on the Blue Text that reads Annual Enrollment Use these arrows to move up and down on the screen 9)You will then be on the “Event Steps” page and ready to begin enrollment

ONLINE OPEN ENROLLMENT GUIDE – PLAN YEAR BEGINNING JULY 1, 2011 10)To begin step 1 of the online enrollment process, click on the blue text that reads “Personal Information” 11)Your personal information will appear; please review this page. If incorrect, please make address/phone changes through PeopleSoft self service. 12)After you complete this review, click the “Continue” button on the bottom of your screen Complete each of these 7 steps…

ONLINE OPEN ENROLLMENT GUIDE – PLAN YEAR BEGINNING JULY 1, 2011 13) In each section, answer all the questions by clicking the circular button with your response. Enter numbers when appropriate, such as the amount you elect for your HSA/FSA contributions. 14)Please read all instructions as you move through the 7 event steps. 15)When you complete each section, you may move to the next event by clicking the blue “Continue” button at the bottom, left hand corner of your screen. 16)At Step 3, “Dependent Information,” review the information. If incorrect, contact one of the benefits representatives. 16A)You may also add a dependent in this section by clicking the blue “Add A Dependent” button on the top, under the title “Dependent Information.”

ONLINE OPEN ENROLLMENT GUIDE – PLAN YEAR BEGINNING JULY 1, 2011 17)WHEN YOU HAVE COMPLETED ALL THE STEPS OF YOUR ENROLLMENT, YOU MUST CLICK THE “CONFIRM MY ENROLLMENT” BUTTON AS SHOWN BELOW **IF YOU DO NOT CLICK THIS BUTTON, YOUR ELECTIONS WILL NOT BE RECORDED BY THE SYSTEM** Click Here

ONLINE OPEN ENROLLMENT GUIDE – PLAN YEAR BEGINNING JULY 1, 2011 18)After clicking the “Confirm My Enrollment” Button, you will see the screen below. 19)Click the Gray “Your Benefits Home” button and you will be taken back to your benefits home page. Click Here

ONLINE OPEN ENROLLMENT GUIDE – PLAN YEAR BEGINNING JULY 1, 2011 20)On your home page, click the “Confirmation Statements” button in the middle of the screen 21)You will then be taken to a list of your Confirmation Statements. 22)Click on the blue text that reads “Active Package Ending 6/30/2012” (top of the list) 23)Print your benefit confirmation statement by clicking the picture of a printer located above your name **IMPORTANT** YOU MUST PRINT YOUR CONFIRMATION STATEMENT BEFORE CLOSING OUT OF YOUR ENROLLMENT PLEASE KEEP A COPY OF THIS STATEMENT FOR YOUR RECORDS

ONLINE OPEN ENROLLMENT GUIDE – PLAN YEAR BEGINNING JULY 1, 2011 24)After printing your confirmation statement, close the screen by clicking the X in the upper right hand corner of that screen 25)You will be at your benefits home page 26)To log out of your home page, click the X on the upper right hand corner of that screen. CONGRATULATIONS, YOU HAVE COMPLETED YOUR ONLINE ENROLLMENT! DON’T FORGET TO TAKE YOUR CONFIRMATION STATEMENT