You use the Non-Flex Program window to enroll an eligible participant in a program that is not funded by flex credits. Completing an enrollment involves:

• Selecting the plan and option in which the person is enrolling

• Entering coverage levels for those plans that provide coverage

• Entering the contribution value per activity period for those plans that allow a participant to choose their contribution amount

• Entering the annual contribution amount for those plans that allow a participant to specify the annual contribution to a plan

• Saving the person's election

• Completing dependent and beneficiary designations

   To enroll a person in a non-flex program:

1. Set the effective date.

2. Query the Name, Social Security number, or other standard identifying information for the person you are enrolling.

3. Select the Program in which the person is enrolling.

   Attention: If you take no enrollment action, the participant will be enrolled in the plans and options that are currently displayed.

4. Tab into a blank Plan Type field and select the Plan Type that contains the plan and option that the person is electing.

5. Select the person's election in the Plan and Option field.

6. Choose the Info Online button from the toolbar--available if you license the third party product Authoria HR--to display a context-sensitive list of pages in the Authoria HR repository.

7. Complete the election by entering participant values, where appropriate, in the tabbed regions of the enrollment window.

8. Choose the Recalculate button to update the standard rate or coverage amount based on election information you entered.

   You only need to recalculate a rate if your system administrator defined a Post Enrollment Calculation rule for the standard rate or coverage calculation.

9. Save this person's elections when you have completed the enrollment.

   General Tab:

1. Choose the General tab. The system displays the following view-only information:

   • The Coverage Start and End date for this plan or option

   • The Start Code used to calculate the coverage start date

   • The Original Start date that this person enrolled in this plan

   • The effective date of the enrollment

   Note: The Enrolled field appears checked if a person is currently enrolled in this plan or option.

   Amount Tab:

1. Choose the Amount tab.

   • The tax type of this activity rate appears in the Taxability field.

2. Enter the annual coverage amount that can be elected for this plan or option in the Annual Amount field.

   Use this field if the participant can elect an annual amount to contribute to a plan. The system displays the minimum and maximum annual contribution amounts based on your plan definition.

3. Enter the Defined Amount of the contribution or distribution, if applicable. The system displays the following view-only information:

   • The Increment by which a contribution or distribution can be increased or decreased.

   • The Minimum and Maximum contribution or distribution amount.

   Note: The fields in the Communicated block indicate the communicated activity rate for this contribution or distribution if this rate is different than the actual amount that is used for element entries.

   Rate Tab:

1. Choose the Rate tab. The system displays the following view-only information:

   • The activity rate Start and End date and the unit of measure in which the rate is expressed

   • A checkbox indicating if the activity rate has been overriden for this plan or option and the date through which the rate is overriden

   Benefit Tab:

1. Choose the Benefit tab.

2. Enter the benefit Amount if the participant can choose the amount they contribute to this plan or option.

   The remainder of the fields in the Benefit tabbed region contain view-only information:

   • The Type field displays the tax type of this benefit.

   • The Calculation field displays the calculation method used to derive the activity rate for this benefit.

   • The Minimum and Maximum fields display this plan or option's coverage limits for this participant.

   • The Increment field displays the increments in which coverage can be increased or decreased.

   Limitation Tab:

1. Select the Limitation tab. The system displays the following view-only information:

   • The Certification Alert field appears checked if the participant is required to provide certification before being enrolled in this benefit.

   • The Suspended field appears checked if enrollment in this benefit has been suspended pending the completion of an action item, such as providing required certification.

   • The Interim field appears checked if this plan or option has been assigned to the participant as interim coverage pending the completion of an action item.

   • The Automatic field appears checked if the participant has been automatically enrolled in this plan or option.

   • The Dependents field indicates if dependents are required or optional for this plan.

   • The Earliest De-enroll field indicates the earliest date on which a participant can de-enroll from this plan or option.

   • The Must Also Enroll In field displays any plan or option in which a participant must be enrolled in order to make this election.

     Note: This field is reserved for future use.

   • The Override Through date indicates the date through which the enrollment has been overriden.

   • The Override Reason indicates the reason given for the override.