Oracle Self Service Benefits Enrollment 2009 User

Transcription

Oracle Self Service Benefits
Enrollment 2009
User Guide
1
Copyright 2009 City of Miami.
TABLE OF CONTENTS
Oracle Self Service Benefits Enrollment 2009 ........................................................................................................ 1
User Guide ................................................................................................................................................................................. 1
Welcome ................................................................................................................................................................................. 3
Navigation.............................................................................................................................................................................. 4
Logging In .............................................................................................................................................................................. 5
Personal Information ........................................................................................................................................................ 7
Contacts .................................................................................................................................................................................. 8
Adding a new contact ................................................................................................................................................... 8
Removing a contact ..................................................................................................................................................... 10
Updating contact information................................................................................................................................. 12
Payslip…………………………………………………………………………………………………………………………………..….15
Benefits ...................................................................................................................................................................................... 16
To update your dependents information................................................................................................................ 19
To add additional dependents or beneficiaries.................................................................................................... 20
To view or update benefits ........................................................................................................................................... 22
To enroll in a medical plan ....................................................................................................................................... 23
To enroll in a dental plan .......................................................................................................................................... 24
To enroll in a flexible spending account ............................................................................................................. 24
To enroll in a behavioral health plan ................................................................................................................... 24
About basic life insurance ........................................................................................................................................ 25
To enroll in a supplemental life insurance plan for self............................................................................... 25
To enroll in the supplemental life insurance plan for sPOUSE ................................................................. 25
To enroll child life ........................................................................................................................................................ 26
To select dependents for coverage ............................................................................................................................ 27
To designate beneficiaries ............................................................................................................................................ 29
To select your primary care providers .................................................................................................................... 30
Glossary ................................................................................................................................................................................ 33
2
WELCOME
Please read this section carefully before you begin your online enrollment process.
There are two sections to your enrollment process: Personal Information and Benefits.
Your Human Resource Department asks that you use the Personal Information menu to add
emergency contacts and add your family members and beneficiaries, even if they will not be
participating in City of Miami benefits plans.
In the Benefits menu, you will be able to view your current benefits, review and add family members
if you did not do so in the Personal Information page.
Warning: If you do not complete your enrollment before the effective start date for your
benefits, you will, by default, waive your rights to any unselected company sponsored group benefits.
If you choose to waive your benefits at this time, please select the “Waive” option for each plan you
do not wish to participate.
Warning: Please understand that you will not be able to enroll until next year’s open
enrollment; unless you have a qualifying event.
3
NAVIGATION
Below is a reference table for the functions you can perform. These functions are available either
within the web page or on your Internet Explorer browser.
4
Name
From Web Page or
Browser
Icon
Next
Back
Web page Only
Web page only
Submit
Web page only
To proceed to the next screen.
To return to the previous
screen. Please DO NOT use the
BACK button on your internet
browser. Using the browser back
button can cause the page to error.
To submit and save your changes.
Add
Web page only
To add a new entry.
Update
Web page only
To update an existing entry.
Print
Browser or web page,
when available
Cancel
Web page only
Home
Web page only
Home
Logout
Help
Web page only
Web page only
Logout
Help
Browser:
File>Print…
Web page:
Description
To print information on the
screen.
To cancel an action.
To return to the applications
menu. Here you can select
Benefits or Personal Information.
To logout of the application
To view additional information
about your benefits enrollment
process, links to the benefits
companies, links to search pages
for primary care providers, and
much more.
LOGGING IN
Using the link provided in your email, launch Microsoft Internet Explorer.
Or
Copy and paste the following URL into the address bar of your internet explorer:
https://imiami.miamigov.com
1.
Type your username in the Username field, and press the Tab key to go to the Password field.
Regular Oracle users – Login as you would normally login
1st time Oracle Users
– User Name will be the first initial of your first name and your Oracle Employee
Number (located on your Pay Stub)
Example: John Doe employee # 45882 = User Name: J45882
2. Type your password in the Password field.
Regular Oracle users – Login as you would normally login
1st time Oracle Users
Password = First four letters of your last name and the last four digits of your Social
Security number
Example: John Doe SS# 123-45-6789 = Password: doe6789
3. Click Login.
Note: Your password appears as Dots ( ) to maintain confidentiality and to prevent
unauthorized people from seeing your password. The system will prompt you to change your
password immediately.
•
5
Note: If this is the first time you log into Oracle - You will be prompted to change
your Password.
Current Password = the password you used to log on
New Password = A new password you can remember
Re-Enter New Password= Retype same New password
Click Apply
The Navigator window opens.
4. Select the CMIA Employee Self Service responsibility from the left pane Applications
section.
5. The right pane of the Applications section refreshes with four menu items: Personal
Information, Payslip, and Benefits,.
6
PERSONAL INFORMATION
Please read all directions on the screen carefully before proceeding to the next step or
submitting your information.
1.
Select Personal Information.
The Personal Information Overview page opens.
2.
7
Review your information: basic information, phone numbers, main address and other
address. If you need to make changes, please enter them here.
CONTACTS
ADDING A NEW CONTACT
3. In the Personal Information page, click the Add button in the Emergency Contacts section.
The Create New Contact page opens.
Note: The Employee Relations Department asks that you add an emergency contact.
The Add Emergency Contact: Create page opens.
8
4.
Add your emergency contact information and click the Next button.
5. Review your contact information. To cancel your changes, click the Cancel button.
6. To make changes to your contact, click the Back button and make your changes.
7. If all the information is correct, click the Submit button.
The Confirmation page opens.
8. Click the Return to Overview button to return to the Personal Information Overview page.
9
REMOVING A CONTACT
9. To remove a contact, click the Remove button in the Emergency Contact section of the
Personal Information Overview.
The Remove Contact page opens.
10. Select a date from the End Date calendar. Click the Next button.
10
The Personal Information: Review page opens.
11. Review your change. If you do not want to remove this contact, click the Cancel button. If
you want to continue deleting the contact, click the Submit button.
12. Click the Return to Overview button to return to the Personal Information Overview
page.
11
UPDATING CONTACT INFORMATION
13. To update a contact, click the Update button in the Emergency Contact section of the
Personal Information Overview.
The Emergency Contact: Update page opens.
14. Enter your changes or updates and click the Next button.
The Personal Information: Review page is displayed with the updates marked by a blue circle.
12
15. Review your contact information. To cancel your changes, click the Cancel button.
16. To make changes to your contact, click the Back button and make your changes.
17. If all the information is correct, click the Submit button.
18. Click the Return to Overview button to return to the Personal Information Overview
page.
13
PAYSLIP INFORMATION
Click HOME to return to the Navigator
Click PAYSLIP to review you Payslips
Review your Payslip
14
Click Home to return to the Navigator
15
BENEFITS
Please read all directions on the screen carefully before proceeding to the next step or
submitting your information.
The Benefits section allows you to view your current benefits and make changes to your benefits
selections during Open Enrollment.
Warning: If you do not complete your enrollment before the effective start date for your
benefits, you will, by default, waive your rights to any unselected company sponsored group
benefits.
All benefit plans are optional. Select only the plans you wish to participate in. Waive the plans you
will not participate.
The next section will take you step by step through the following
functionalities:
1. Review your current benefits.
2. Update your selection for the new enrollment year.
3. Select your medical plan.
4. Select a dental plan.
5. Select a Behavioral Health
6. Elect a Supplemental Life plan.
7. Select Flexible Spending Accounts.
8. Elect Spouse Life.
9. Elect Child Life.
10. Recalculate to view your costs.
11. If you select any Spouse, Domestic Partner or Family options, you will be
asked to select the dependent you wish to insure from the dependents list you
created earlier.
12. If you did not list all your dependents, you may return to the Add Family
Members page.
13. Designate beneficiary or beneficiaries for your life insurance plans.
16
14. If your medical or dental plan requires it, you will need to select a primary care
provider.
15. Submit your selections.
16. Print the confirmation page.
1. Click the Home link at the upper right corner of the page to return to the main menu.
Or
2. If you are not logged in, please log in (see page 4).
3. Select CMIA Employee Self Service from the left pane Applications section.
The right pane of the Applications section refreshes with three menu items: Benefits,
Personal Information, and Payslip.
4. Select Benefits.

The Legal Disclaimer page opens.
17
Read the disclaimer carefully all the way to the bottom.

5. If you agree, click the Accept button. Then click the Next button.
Note: You may print this page for your records by clicking the Printable Page button and
print from your browser.
The Dependents and Beneficiary page opens.
Review your list of dependents. If you have someone who is not a dependent, but you would like to
designate them as a beneficiary for an insurance policy you might select later, add that person now.
18
TO UPDATE YOUR DEPENDENTS INFORMATION
1. Review your dependents’ information. Click the pencil icon (
information.
) to update dependents
Attention: All dependents MUST have a birth date and Social Security number. If you
do not know your dependents information at this time, you may update this information
later.
The Update Dependents and Beneficiaries page opens.
2. Review the dependent’s information and make the appropriate changes. Click the Apply
button when done.

The Dependent and Beneficiaries page opens with your changes in effect.
3. Click the Next button.
Or
19
TO ADD ADDITIONAL DEPENDENTS OR BENEFICIARIES
4. From the Dependents and Beneficiaries window, click “Add Another Person”.

The Add Dependents and Beneficiaries page opens.
5. Enter new dependent information. Click the Apply button when done.
Attention: All dependents MUST have a birth date and Social Security number. If
you do not know your dependents information at this time, you may update this information
later.
The Dependents and Beneficiaries page opens with your new dependent added.
20
6. Click the Next button.
21
TO VIEW OR UPDATE BENEFITS
7. From the Dependents and Beneficiaries page, click the Next button to view your current
coverage.
The Benefits Enrollment page opens.
8. To change your benefits selection, click the Update Benefits button on the top right hand
corner of the screen.

22
The Update Benefits: Update Enrollments page opens.
TO ENROLL IN A MEDICAL PLAN
9. Select a medical plan.
23
TO ENROLL IN A DENTAL PLAN
10. Select a dental plan.
TO ENROLL IN A FLEXIBLE SPENDING ACCOUNT
11. Select the Health Care FSA and/or Dependant Care FSA plans. In the Coverage field enter
the annual amount of coverage you need. The limit for Health Care FSA is $2,500.00 and the
limit for Dependant Care FSA is $5000.00; annually.
Note: You must enroll or select the Waive FSA Health Care and FSA Dependant Care
options. The FSA plan is always a pre-tax deduction.
TO ENROLL IN A BEHAVIORAL HEALTH PLAN
12. DO NOT UNCHECK THE SELECT BOX
Note: The Employee Assistance Program is paid entirely by the employer.
24
ABOUT BASIC LIFE INSURANCE
Note: All employees are automatically enrolled on your hire date.
TO ENROLL IN A SUPPLEMENTAL LIFE INSURANCE PLAN FOR SELF
NOTE: Please note that this plan is ONLY offered to Managerial/Confidential,
Unclassified and Executive
13. Select a supplemental life insurance option and select 1-5 times your salary as the coverage
amount or select the Waive Supplemental Employee Life option.
Note: Any amounts greater than 2xSalary require an Evidence of Insurability form
completed. Please contact Risk Management for this form.
TO ENROLL IN THE SUPPLEMENTAL LIFE INSURANCE PLAN FOR SPOUSE


14. You must make a selection for Supplemental Spouse Life or click the Waive option.
15. Enter a coverage amount.
25
Note: You must enter amounts in increments of $10,000.00 up to $250,000.00. Any amounts
above $30,000 will require an Evidence of Insurability form completed. Please contact your
Risk Management for this form.
TO ENROLL CHILD LIFE
16. Select child life plan.
Note: The cost for Child $5,000 coverage is $.35 and $10,000 coverage is $.69 regardless
of the number of children.
17. Make all your benefits selection. After you make your selections, click the Recalculate
button at the bottom of the benefits page.
The page refreshes and recalculates the costs according to your coverage selection.
26
TO SELECT DEPENDENTS FOR COVERAGE
18. When finished, click the Next button.
The Dependents page opens. Listed are the types of coverage you have elected under the Health Care
plan. If a dependent does not have a check mark under “Cover”, that indicates they are not covered
under the Health Care Plan. If you wish to cover the dependent, click the checkbox in under the
“Cover” column associated with the person you wish to designate coverage.
Note: If you do not see a dependent listed, they may not be family members or are ineligible.


Note: If you selected the Family options in any of the plans, and you did not add any or all of
the dependents that you wish to be covered under this plan, click the Add Dependents link at
the bottom of the page to add additional family members.
27
19. Select the dependents for coverage.
Note: The list displays all your dependents and beneficiaries. Select dependents for medical
and dental coverage. Later, you will be asked to select your beneficiaries if you’ve selected a
life insurance policy.
28
TO DESIGNATE BENEFICIARIES
20. From the Update Benefits: Cover Dependents page, click the Next button.

If you’ve elected a life insurance, a beneficiary list is displayed. If you did not elect a life insurance
plan, go to step 24.
Note: If you did not add a beneficiary that you want to select for your Supplemental life plan,
click the
button at the bottom of the page to add the new beneficiary.
21. Select your beneficiaries and indicate the percentage.
Note: Your percentages must equal 0% or 100% for each column.
22. Select your primary beneficiaries.
23. Then select a contingent beneficiary.
29
TO SELECT YOUR PRIMARY CARE PROVIDERS
24. From the Update Benefits: Update Beneficiaries page, click the Next button.
The Update Benefits: Primary Care Providers page opens.
30

25. Enter a provider ID. If you enter a provider ID, you must also enter your provider name and
select the provider’s specialty.
Note: If you do not know your Provider’s ID, leave it blank.
26. From the Update Benefits: Update Primary Care Providers page, click the Next button.

The Benefits Confirmation page is displayed.
Attention: Your changes have been saved. To make additional changes, click the Back ( ) button.
After the enrollment period ends, your elections may not be changed unless you experience a
qualifying change in family status. Please print this page for your records.
31
27. Review your benefits selections. If you feel you have made an error, click the Back
(
) button to make your changes, or click the Benefits Enrollment link at the bottom
to start the update process again.
Note: You may print this page for your records by clicking the Printable Page button and
print from your browser.
28. If you would like to see your confirmation statement, click the Confirmation Statement
button to view a PDF version summarizing your benefits that can be printed or saved.
29. Or if you are done, click the Finish button to return to the Benefits Enrollments review
page.
THE END
32
A
GLOSSARY
After Tax The cost of your plan will be taken out from your after tax payroll.
B
Benefit Any part of an employee’s remuneration package that is not pay. Vacation time, employer–paid
medical insurance and stock options are all examples of benefits.
Beneficiary A person or organization designated to receive the benefits from a benefit plan upon the
death of the insured.
C
Contact A person who has a relationship to an employee that you want to record. Contacts can be
dependents, relatives, partners, or persons to contact in an emergency.
D
Dependent In a benefit plan, a person with a proven relationship to the primary participant whom the
participant designates to receive coverage based on the terms of the plan.
Domestic Partner A person, other than a spouse, with whom one cohabits (lives with) – Certificate
required for enrollment.
E
Effective Date The date for which you are entering and viewing information. You set your effective date
in the Alter Effective Date window.
Evidence of insurability An application process in which you will need to provide medical information
regarding the condition of your health.
F
Field A view or entry area in a window where you enter, view, update, or delete information.
L
Life Event A significant change in a person’s life that results in a change in eligibility or ineligibility for a
benefit.
Life Event Enrollment A benefits plan enrollment that is prompted by a life event occurring at any time
during the plan year.
O
Open Enrollment A type of scheduled enrollment in which participants can enroll in or alter elections in
one or more benefits plans.
P
Pre-tax The cost of your plan is deducted from your gross, before tax, income
Primary Care Provider CIGNA plans require that you select a primary care provider.
Q
Qualifying Life Event This is an event that changes your status, such as a marriage, divorce or birth of a
child. See also Life event.
R
Responsibility A level of authority in an application. Each responsibility lets you access a specific set of
Oracle Applications forms, menus, reports, and data to fulfill your business role.
33
S
Scheduled Enrollment A benefits plan enrollment that takes place during a predefined enrollment
period, such as an open enrollment. Scheduled enrollments can be administrative, open, or unrestricted.
Suspend An enrollment put on a SUSPEND status is on HOLD PENDING REQUIRED
DOCUMENTS/CERTIFICATES. All documents/certificates MUST be presented to the Group Benefits
Team to finalize the enrollment process.
34

Oracle Self Service Benefits Enrollment 2009 User

Transcription

Similar documents

myMiami for Families

http://www.eo.ucar.edu/webweather/index.html

Hotmail/Live/ MSN/Outlook.com

parents! - First In Math

Time Sheet Reminder

Disney Princess Magic Wand Laptop

Everglades National Park

Sirius Satellite Radio Operations

Activate Email Account

Connecting Windows 8 to the Switch to the desktop - Crye

Blaze Rush – Medium VR intensity - Targem