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Annual Enrollment vs New HIre Enrollment
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Annual Enrollment vs New HIre Enrollment
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Mary Porter
Veteran Member
Posts: 337
10/31/2013 4:21 PM
Our plan years start on Jan 1. We will have annual enrollment through ESS open from 11/11/13 to 11/30/13.
We also have new hire enrollment through ESS. Employees have until the last day of the month to enroll. So for employees that
are hired between Oct 2 and November 1, they can enroll in 2013 benefits until November 30 and we are testing whether or not
they can enroll as a new hire and also for 2014 benefits through annual enrollment in ESS. What I am wondering is whether or not we can
set up a second Annual Enrollment for employees that are benefit eligible as of December 1. They have until December 31 to enroll
for 2013 and then we also want them to be able to elect benefits for 2014. We would like to manage it all through online enrollment vs
paper but I am just wondering if anyone else has been able to accomplish this and any pointers.
yvonne.mccolloch
Advanced Member
Posts: 32
10/31/2013 6:59 PM
Are you using pending enrollments (BS31)? If so, as far as I know there is no way to have multiple enrollments for an employee on BS31. I wish! We have to time everything to a T to get new hire links removed before Open Enrollment and put back for new hires after OE so they can enroll for NH benefits if they need to still to try to prevent paper enrollments. It's not fun. If anyone else has success using BS31 for simultaneous enrollments, please share! I had an enhancement request with Lawson to plead for the ability for BS31 to hold multiple enrollments because it already includes a field on the table to show what type of enrollment is on the table. No word on that yet, though.
Mary Porter
Veteran Member
Posts: 337
10/31/2013 7:57 PM
I don't use BS31 for new hire enrollments. We let those go in and then I wrote a report that gets delivered to benefits every morning on who enrolled online so they can do what they need to do to finish processing. If the employee
says they made a mistake then benefits justs deletes everything from BN32 and they go back into ESS and go through new hire enrollment again. But I'm pretty sure if there is a benefit on BN32 that starts after the current date that it will not allow them to enroll through annual enrollment. I'm going to keep testing.
jewr
New Member
Posts: 1
11/1/2013 2:25 PM
We set rules in Lawson to allow our new hire enrollment elections to immediately update the BN32.1 form instead of creating pending records for them in BS31.1. This avoids the conflict when you are in Open Enrollment. The establish the rule, navigate to the BS01.1 form and for Ruly Type: N, you will change your Immediate Update flag to a Y. This allows the new hire to consecutively make elections for both New Hire and Open Enrollment. We have never had any issues during Open Enrollment as a result.
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