You use the Enrollment Override window to override election information after you have used the Participation Overrides window to specify that a person can enroll in a plan or option for which they have been found ineligible.

You can also override the rate and coverage amounts for a given benefit. If the participant designates a dependent for the plan, you can override the dependents that are covered by the plan.

   To override enrollment results for a plan:

1. Set the effective date.

2. Query the Name of the person for whom you want to override enrollment results.

   Note: The system displays the programs, plans, and options in which the person is currently enrolled.

   General Tab

3. Choose the General tab if it is not already selected.

4. Select the plan and option you want to override.

5. Do one of the following:

   • Delete the enrollment by choosing the delete icon on the toolbar. Then, add a new row to the enrollment and select the plan and option in which you are enrolling the participant.

   • Or, override the enrollment by selecting a new plan and option from the list of values in the Plan field.

   Note: The list of electable plans is based on the plan type of the plan in which the participant is currently enrolled.

   Note: The Overridden field appears checked if this plan is an overriding plan and not a plan in which the participant was enrolled under normal circumstances.

   Override Tab

6. Check the Overridden field to override this plan or option.

7. Enter the date through which the system overrides the otherwise ineligible person's participation in this plan or option in the Thru field.

   Note: You enter the override through date if you only want the override to be in effect for a limited period of time. The override through date cannot be later than the coverage end date.

8. Select the reason you are allowing this overriding enrollment in the Reason field.

   Coverage Tab

9. Enter the following dates, as applicable:

   • Coverage Start date

   • Coverage End date

   Note: When you override a plan in which a person is enrolled, the new enrollment begins as of the coverage start date you enter. If you do not enter a coverage end date, coverage for the plan ends based on the coverage end date code defined for the plan.

   • Original Start Date

   • Earliest De-enrollment date

   Benefit Tab

10. Enter the new coverage amount for this plan or option in the Value field.

11. Select the unit of measure of the benefit in the UOM field.

12. Enter the tax type of this benefit in the Type field.

13. Save your work.

    Overriding Dependent Coverage Designations for a Plan

    You use the Override Dependents window to override a participant's dependent designations for a plan.

    Note: You use the Dependent/Beneficiary Designation form to enter a participant's beneficiaries for an overriding plan.

    1. Query the Name of the person for whom you want to override enrollment results in the Enrollment Override window.

    2. Choose the Dependents button.

    3. Select the name of the dependent in the Name field from the list of the participant's contacts.

    4. Enter the start and end dates through which a dependent is covered under the plan.

    5. Enter the Through date if a dependent's coverage under this plan is less than the coverage end date.

    6. Choose the Contacts button if the dependent is not in the list of eligible dependents.

       You can enter a new dependent in the Contacts window.

       Note: In order for a contact to display as an eligible dependent, you must check the Personal Relationship field for the person on the Contact window and the person must meet the designation requirements you define.

    7. Save your work.