To process a request using the Benefits Service Center:The participant's request determines how you use the Benefits Service Center window. You can authenticate a caller's identity, change a person's HR record, process an active life event, enter enrollment elections, and send communications, among other tasks.
Note: Use of the Benefits Service Center assumes that you have familiarity with the HR system and the tasks performed by a benefits administrator. Refer to the other areas of your user documentation for more specific help on forms that you can access from this window.
To process a request using the Benefits Service Center:Verify the caller's identity by entering a query in the Person block.
If the query is correct, the system displays:
The person's name and other identifying information
The person's address
The name and status of the active life event associated with the person, if applicable
Choose the Details button to view details about the person's assignment.
Select a form or action from the Desktop Activities list depending on the participant's request.
People Form- You use this form to enter changes to a person's record such as change of name, address, or marital status.
Process Life Events- Select this action if the person has an active life event that you want to process.
View Person Life Events- Select this desktop activity to open the Display Person Life Event Information window and view information about a person's active life event.
View Person Participation- You use this desktop activity to view the benefit program, plans, and options for which a person is eligible, including the activity rate for the benefit.
Dependent/Beneficiary- You select this option to view a person's dependents and beneficiaries and to add dependents and beneficiaries for a benefit.
Person Communication- You use this feature to send communications to a person.
Override Plan Enrollment- You use this feature to override eligibility results.
Person Participation Override- You use the Person Participation Information window to override eligibility criteria for a person before you run the Participation batch process to determine eligibility and electable choices.
Flex Enrollment form- You use this form to enroll a person in a flexible benefits program.
Non Flex Enrollment form- You use this form to enroll a person in a program that does not use flex credits for participation.
Miscellaneous Enrollment form- You use this form to enroll a person in a plan that is not part of a program.
Savings form- You use this form to enroll a person in a savings and investment plan.
Summary of Enrollment- You select this form to view a person's benefit elections
Complete the form based on the desktop activity you select.