eenrollment for isis agencies - group benefits · 2015-09-22 · isis agency eenrollment manual 9...

eEnrollment for ISIS Agencies

The Office of Group Benefits

August 26, 2005

Table of Contents

Logging In………………………………………………………………………………..3

User Administration……………………………………………………………………..3

Introduction to eEnrollment…………………………………………………………….7

Adding a New Employee……………………………………………………………….9

Accessing an Employee in eEnrollment………………………………………………9

Editing Member Demographic Information………………………………………….11

Adding a Spouse………………………………………………………………………12

Editing a Spouse…………………………….…………………………………………14

Deleting a Spouse……………………………………………………………………..15

Adding a Dependent…………………………………………………………………..16

Editing a Dependent…………………………………………………………………..18

Deleting a Dependent…………………………………………………………………19

Edit OGB Coverage……………………………………………………………………20

Submitting and Accepting the Request……………………………………………...21

Submitting and Accepting the Request – Employee has Flex……………………22

Submitting the Request without Accepting it……………………………………….25

Submitting the Request without Accepting it – Employee has Flex……………..28

Accepting a Previously Created Request …………………………………………..30

Accepting a Previously Created Request – Employee has Flex…………………31

Reject the Request…………………………………………………………………….34

Terminating Coverage………………………………………………………………...35

View History…………………………………………………………………………….36

Enter a Divorce………………………………………………………………………...41

Change the Location Code…………………………………………………………...43

Enter Flexible Spending Accounts…………………………………………………...45

Enter Student Status…………………………………………………………………..49

Pending a Request to the Flex Administrator………………………………………52

Transferring an Employee…………………………………………………………….53

Terminating an Employee…………………………………………………………….54

Adding a Miscellaneous Product……………………………………………………..54

Deleting a Miscellaneous Product……………………………………………………57

Rejecting a Miscellaneous Request…………………………………………………58

Modify nonFlex Miscellaneous Products……………………………………………59

Upgrade/Downgrade nonFlex Miscellaneous Products…………………………...60

Modify Flex Miscellaneous Products………………………………………………...61

Upgrade/Downgrade Flex Miscellaneous Products………………………………..63

Special considerations for employees under a Tax Levy………………………….64

Miscellaneous One Times and Refunds…………………………………………….65

View Miscellaneous History…………………………………………………………..67

Help With Documents…………………………………………………………………69

Troubleshooting………………………………………………………………………..69

How do I get help?...............................................................................................71

Receiving eEnrollment Email…………………………………………………………74

User Audit………………………………………………………………………………76

eEnrollment Training…………………………………………………………………..76

Document Audit Report……………………………………………………………….78

Office of Group Benefits ISIS Agency eEnrollment Manual

1 Welcome:

Welcome to the Office of Group Benefits eEnrollment manual for ISIS agencies.

eEnrollment will make doing business with OGB much easier and faster. As an

ISIS agency you will make all changes to benefit information in the eEnrollment

system. Each night we will automatically transfer this information to ISIS. ISIS

will transfer all changes to employee information made in ISIS that day to OGB

nightly.

Deductions will be made based on the information you provide in eEnrollment.

We are working toward a paperless environment. You will be required to keep

some documents, especially for changes involving the Flex Plan. If you have any

questions about what documents you are required to keep please contact OGB.

If you have any questions about using the website please contact the

eEnrollment helpdesk using any of the methods below. The help desk is

available 7:30am – 4:30pm Monday – Friday.

• The eEnrollment Web Request form available on the first screen of

eEnrollment, or from the Contact Webmaster link at the bottom of all

pages. This form is the preferred method of contact, it is secure (you can

submit SSNs) and it provides automatic documentation of the call.

• Email sent to [email protected].

• Voice: (225) 922-2523

• Fax: (225) 248-4491

OGB also provides information tutorials on many of the website functions. These

can be found by clicking on the Quick Tours link on the left side of the website or

by going to this link:

https://www.groupbenefits.org/pls/portal30/url/page/EXPLORE_OGB/site_tour_p

age

About this Manual:

The eEnrollment website is known as a portal. Each screen in eEnrollment is

divided into portlets. A portlet contains similar information and is enclosed by a

border. Each portlet has a header, which will be used to describe that portlet.

For example:


2

To make the manual easier to understand text links will be shown in Italics.

Buttons will be shown in Bold Italics.


3 Section 1: Logging In

Each agency has one master account assigned by OGB. The master account

has the ability to add up to 40 sub-users.

Due to HIPAA restrictions sub-users cannot update their own enrollment account

or the enrollment account of any other sub-user. Only the master user, assigned

by OGB, can edit the enrollment for these employees.

1. Go to http://www.groupbenefits.org

2. Enter your username and password in the upper left hand corner.

3. Click Login

If you do not have a username or password, please contact your agency’s master

user. If you are unsure of whom the master user for your agency is contact the

eEnrollment help desk.

Section 2: User Administration

The master user for each agency is assigned by OGB. The master user account

is in the format agency number + AGY. For example, if your agency number is

1000 your master user account would be 1000AGY. If the master user forgets

their password they should contact the eEnrollment help desk.

The master user has the ability to create up to 40 secondary users. The master

user is responsible for maintaining these accounts, including resetting their

passwords and ensuring accounts are deleted when an employee is terminated.

All user administration actions should be performed after logging in as the master

user.

1. Adding A User

a. Click User Admin on the left side of the page.


4

b. Click Add User


5 c. Enter the employee’s SSN (this is necessary for the HIPAA

regulations).

d. Enter the desired username.

e. Enter the password twice. When the sub-user logs in for the first

time they will be prompted to change the password.

f. Click Submit.

g. Select if you would like to create another user or close the screen.

2. Reset a Password

a. Click Change Password next to the user’s name.

b. Enter the new password twice. The first time the user logs in with

this password it will expire and they will be prompted to create a

new one.

c. Click Submit

d. This will be displayed after the password is successfully changed.


6

3. Activate/Deactivate a User

In order for a user to login into the website they must be activated.

Deactivated users still have a username and password, but they cannot

login. You should deactivate any user who will use the website in the

future, but is not currently using the website.

a. Click Activate/Deactivate next to the user’s name.

b. Click Activate/Deactivate.

c. This message indicates you were successful.

4. Delete a User

a. Click Delete next to the user’s name.

b. Click Delete.

c. This message indicates you were successful.

Section 3: Introduction to eEnrollment


7 1. To access eEnrollment click eEnrollment on the left side of the main

agency page.

2. The top of the eEnrollment page has links to information you will find

useful.

3. The Agency Information portlet displays your current agency.

4. The Search portlet is used to enter any employee’s information in

eEnrollment.

5. The New Request(s) portlet displays all requests which have been

submitted but not accepted. Any request in this portlet has not yet


8 changed the employee’s enrollment information. The request must be

accepted before the change will take place.

6. The Pending Request(s) portlet displays all requests which have been

pended. If you are waiting on an employee to provide documents before

accepting the request it should be shown here.

7. The Miscellaneous Request(s) portlet displays all requests for

Miscellaneous products.

8. The New Hires portlet displays all employees hired within the past 30

days. These employees are eligible for coverage as a new hire.

Employees will continue to be displayed here until the end of their 30 days,

even if you have assigned coverage.

9. The User Audit portlet allows you to see the usage of eEnrollment by date

or employee.

10. The Upcoming Training Dates portlet displays upcoming classes on

eEnrollment. These classes benefit employees new to eEnrollment and

representatives who need a refresher.


9

Section 4: Adding a New Employee

1. Add the employee in ISIS-HR.

2. The employee will be transferred to eEnrollment that night via a file

transfer. If the employee is not in eEnrollment by 9:00AM the next day

contact the eEnrollment help desk.

3. If the employee does not want any insurance coverage there is no need to

do anything. When entered into eEnrollment the employee has

automatically waived coverage.

4. If the employee does want coverage please refer to the rest of this manual

for instructions on adding coverage. Coverage must be added within 30

days of hiring the employee.

Section 5: Accessing an Employee in eEnrollment

When accessing an employee in eEnrollment you have three options, OGB

Products, Miscellaneous Products and Name Search.

1. Searching for OGB Products

a. Enter the employee’s SSN in the search portlet.

b. Make sure OGB Products is selected.


10 c. Click Submit.

d. The employee’s OGB products will now open.

2. Searching for Miscellaneous Products

a. Enter the employee’s SSN in the search portlet.

b. Select Misc Products.

c. Click Submit.

d. The employee’s miscellaneous products will now open.

3. Conducting a Name Search

a. Select Name Search.

b. Click Submit.

c. Enter any combination of last name, first name and member ID.

d. Click Search.


11 e. The results matching your criteria will be displayed. Click OGB to view

the employee’s OGB products or MISC to view the employee’s

miscellaneous products.

Section 6: Editing Member Demographic Information

1. Click Edit in the Member Demographics portlet.

2. Make all necessary changes and click Submit.

3. All address changes must be made in ISIS-HR or in LEO. OGB uses the

mailing address if one is available or the permanent address if this is the

only address entered. These changes will be transferred nightly to OGB

and available in eEnrollment by 9:00AM the next day. An address change

can result in an automatic plan change depending on the availability of the

current plan in the new zip code.

4. If you are finished editing the member’s record submit the request,

otherwise continue editing the member’s record.


12 Section 7: Adding a Spouse

1. Click Edit under Spouse in the Spouse & Dependent(s) Demographics

portlet.

2. Select the appropriate option from the drop down list. If the spouse you

need to add has had coverage with OGB before you should select their

name, if not select ADD NEW SPOUSE.

3. Click Continue.

4. Enter the spouse’s information.


13

5. Click Submit.

6. The new spouse will not show on the main page until you assign coverage

to the spouse.



Section 8: Editing a Spouse


portlet.


14

2. Check Edit

3. Click Continue.

4. Make all necessary changes.

5. Click Continue.


15



Section 9: Deleting a Spouse


portlet.

2. Check Edit.

3. Click Continue.

4. If this change results in a change in the level of coverage you must make

this change also


16 5. If you are finished editing the member’s record submit the request,


Section 10: Adding a Dependent

1. Click Edit under Dependent(s) in the Spouse & Dependent(s)

Demographics portlet.

2. Check Add Dependent.

3. Click Continue.

4. Enter the first dependent’s information.


17

5. Click Continue.

6. If you have more dependents to add continue adding them.

7. Once you are finished adding dependents click the button.

8. The dependents will not be shown on the main screen until they are added

to the member’s coverage.


18 9. If you are finished editing the member’s record submit the request,


Section 11: Editing a Dependent



2. Select the dependent to edit.

3. Click Continue.

4. Make any necessary changes


19

5. Click Submit.



Section 12: Deleting a Dependent



2. Select the dependent to delete from the drop down list.


20

3. Click Continue.



Section 13: Edit OGB Coverage

1. Click Edit in the Health Insurance portlet.

2. Make the appropriate selections. It is not necessary to reselect any

coverage the employee currently has and wants to keep, only make

selections for the items the employee would like to change.


21

3. Click Submit.



Section 14: Submitting and Accepting the Request

1. Click Submit Requests.

2. Verify the correct selections are made for coverage on the spouse and

dependents. If a spouse or dependent should have different coverage

make the change here.


22

3. Click Continue.

4. Click Accept Update.

5. Click OK.

6. The confirmation page will now be displayed. You should print this out and

have the employee sign it. This document should be kept in your files.


23

Section 15: Submitting and Accepting the Request – Employee has Flex





3. Click Continue.

4. Select the Qualifying Event(s).


24

5. Click Continue.

6. Click OK.

7. Click the Details button to see what flex information is required. You

cannot accept the request without this information.


9. Click OK.


25

10. Verify you have received the necessary document(s).

11. Select if the changes made should be sheltered or not sheltered.

12. Click Continue.

13. Click OK.


26


have the employee sign it once they verify the necessary changes have

been made. This document should be kept in your files.

Section 16: Submitting the Request without Accepting it






27

3. Click Continue.

4. Click Keep Pending.

5. Click OK.

6. Enter the reason you are pending the request.


28 7. Click Submit.

8. The request will now be shown in the New Request(s) portlet.

9. This request has not yet been accepted and the change has not been

made to the employee’s record. The date you submit the request is the

date used in determining the effective dates of the selected coverage.

Section 17: Submitting the Request without Accepting it – Employee has Flex





3. Click Continue.

4. Select the Qualifying Event(s).


29

5. Click Continue.

6. Click OK.

7. Click Keep Pending.

8. Click OK.


30 9. Enter the reason you are pending the request.

10. Click Submit.

11. The request will now be shown in the New Request(s) portlet.

12. This request has not yet been accepted and the change has not been

made to the employee’s record. The date you submit the request is the

date used in determining the effective dates of the selected coverage.

Section 18: Accepting a Previously Created Request

1. Click on the request.

2. Click View Request.


31


4. Click OK.


have the employee sign it. This document should be kept in your files.

Section 19: Accepting a Previously Created Request – Employee has Flex



32


3. Click the Details button to see what flex information is required. You

cannot accept the request without this information.


5. Click OK.

6. Verify you have received the necessary document(s).

7. Select if the changes made should be sheltered or not sheltered.


33

8. Click Continue.

9. Click OK.


have the employee sign it once they verify the necessary changes have

been made. This document should be kept in your files.


34

Section 20: Reject the Request



3. Click Reject Update.

4. Click OK.


35 5. Provide a reason.

6. Click Submit.

7. The request has now been rejected and you will be brought to the

member’s record.

Section 21: Terminating Coverage

1. Click Edit in the Health Insurance portlet.

2. Check the box next to Terminate Health Coverage if the employee has

health coverage.

3. Check the box next to Terminate Life Insurance if the employee has life

insurance.


36

4. Check the box next to Terminate Dependent Life if the employee has

dependent life.

5. Click Submit.

6. If you are finished editing the employee’s record submit the request.

Section 22: View History

The View History section of eEnrollment allows you to see the history of requests

made in eEnrollment as well as the history of an employee’s enrollment.

1. Click View History.

2. View a Confirmation Sheet.

a. Select the confirmation sheet to view from the drop down list.

b. Click Submit.

c. The confirmation sheet will be displayed.


37

3. View a Special Request Confirmation Sheet.

a. Select the confirmation sheet to view from the drop down list.

b. Click Submit.


4. View an Eligibility Administration Confirmation Sheet.

a. Select the confirmation sheet from the drop down list.


38

b. Click Submit.


5. View a Rejected Request.

a. Select the rejected request to view from the drop down list.

b. Click Submit.

c. The details of the rejection will be displayed.

6. View a summary of any request.


39 a. Select the request from the drop down list.

b. Click Submit.

c. The request’s detail will be displayed.

7. View an employee’s enrollment history.

a. Click Enrollment.

b. The employee’s entire enrollment history will be displayed.

8. View Request Trails.

a. Click Request Trails.

b. Select the request trail to view.

c. All details of the request, including different versions, will be displayed.


40

Section 23: Enter a Divorce

1. Select Divorce from the Special Request drop down list.

2. Enter the date of the divorce.

3. Click Submit.

4. Review the changes. You can roll-over any items which are bold and

underlined. Rolling over the items will show you the old value.


41

5. Click Submit Request.

6. Verify all necessary changes have been made.

7. Click Accept Request.

8. Click OK.

9. The confirmation sheet will be displayed. This document should be

printed, signed by the employee and kept in your files.


42

Section 24: Change the Location Code

1. Select Location from the drop down list.

2. Select the new location code.

3. Check this box if you do not want to update the previous records.

4. Click Submit.


43

5. Review the changes.




9. Click OK.

10. The confirmation page will be shown. You should print this out, have the

employee sign it and keep it in your files.


44

Section 25: Enter Flexible Spending Accounts

1. Select Flexible Accounts from the drop down list.

2. Entering a Dependent Care Flexible Spending Account.

a. Select the tax filing status.

b. Select the status of the employee.

c. Enter the amount for the plan year.


45

d. Enter the ISIS Accumulate (the amount that has been deducted from

employee during this fiscal year).

]

e. Select the qualifying event.

f. Verify you have the required document to support the chose qualified

event.

3. Entering a Health Care Flexible Spending Account.

a. Enter the amount for the plan year.

b. Select the status of the employee.

c. Enter the ISIS Accumulate (the amount that has been deducted from

employee during this fiscal year).

d. Select the qualifying event.


46

e. Verify you have the required document to support the chose qualified

event.

4. Click Submit.

5. Verify the changes.




9. Click OK.


47

10. Verify you have received the necessary documents.

11. Click Continue.

12. Click OK.

13. The confirmation sheet will now be displayed. You should print this out,

have it signed by the employee and keep it in your files.


48

Section 26: Enter Student Status

1. Select Student from the special request drop down list.

2. Select the dependent. Only dependents requiring the student status will

be shown.

3. Select the part of the year.

4. Enter the dates school will be in session.


49

5. Check the box indicating you have received the letter.

6. Select if the dependent has other health insurance.

7. Check this box to add the dependent to the member’s health coverage.

8. Check this box to add the dependent to the member’s life coverage.

9. Select the level of dependent life coverage.

10. Click Submit.

11. Review the request.


50 12. Click Submit Request.

13. Review to make sure all necessary changes have been made.


15. Click OK.

16. The confirmation sheet will now be displayed.


51 Section 27: Pending a Request to the Flex Administrator

1. If you have a question on an individual request pertaining to the flex plan

you can send the question to the flex administrator. Please note, you will

not be able to accept or reject the request until the flex administrator

responds.

2. Click Pend to Flex Admin.

3. Enter your question for the flex administrator.

4. Click Submit.

5. The confirmation will be displayed showing you have successfully sent the

message. Click Close.


52

6. This message will be displayed on the request. Once the flex

administrator responds their response will be shown in place of this

message.

Section 28: Transferring an Employee

1. If an employee is transferring to another ISIS agency you should enter the

transfer into ISIS. The employee’s coverage will automatically be

transferred to the new agency. You do not need to do anything in

eEnrollment.

2. If an employee is transferring to a nonISIS agency you should enter the

termination in ISIS. We will terminate the employee’s coverage with your

agency and the new agency will enter the employee’s coverage.

3. If an employee is transferring to your agency from an ISIS agency the

employee’s coverage will automatically be transferred.

4. If an employee is transferring to your agency from a nonISIS agency we

will receive the termination from the nonISIS agency and ISIS will send

OGB the information on your new employee. The coverage will

automatically be transferred to the new employee.

5. A special note about nonISIS transfers: We do not store FSA or Flex

information on nonISIS employees. You must enter this information into

eEnrollment within 30 days of hiring the employee.

Section 29: Terminating an Employee

1. Terminate the employee in ISIS-HR.


53

2. ISIS-HR will transfer that information to OGB and we will automatically

terminate their coverage.

Section 30: Adding a Miscellaneous Product

1. Click Edit Selections.

2. Select the vendor from the drop down list.

3. Select the product from the drop down list.

4. Click Add.

5. The product will be shown in the Selected Products list.


54

6. If you are finished editing the selection click Continue, otherwise continue

editing the selections.

7. Click Close.

8. The request will now be shown on the main page. You must accept the

request before the deductions will begin in ISIS.

9. Enter the premium amount to be deducted each pay period.

10. The flex override box will be displayed if the employee is a flex participant

and the product qualifies for flex. If this product should be covered under

flex the box should be checked.

11.

12. The tax levy box shows you if this product will be deducted after a tax

garnishment.


55 13. Enter the effective date, this date must be the first day of a pay period.

14. Click Approve.

15. Verify the selections and click OK.

16. Click Main Requests to return to the eEnrollment home page or Current

Enrollment to return to the employee’s record.

Section 31: Deleting a Miscellaneous Product

1. Click Edit Selections.

2. Select the product to remove.


56

3. Click Remove.

4. If you are finished editing the products click Continue. Otherwise

continue editing the products.

5. Click Close.

6. Click Terminate to accept the request.


57

Click

7. OK.

8. Click Main Requests to return to the main eEnrollment

page or Current Enrollment to return to the employee’s

record.

Section 32: Rejecting a Miscellaneous Request

1. Click Cancel.

2. Enter the reason you are rejecting the request.


58

Click

3. Submit.

4. The request has been rejected.

Section 33: Modify nonFlex Miscellaneous Products

1. Click Modify next to the product.

2. Verify the information and click OK.

3. Make the appropriate changes. Please note, the effective

date on this screen refers to the effective date of the

product not the change. The change will be effective the

pay period following the date the change was made.


59

Click

4. Submit.

5. Click Close.

Section 34: Upgrade/Downgrade nonFlex Miscellaneous Products


2. Verify the information is correct and click OK.


60

Click

3. Select the product you would like to swap from the drop

down list.

4. Click Submit.

5. Close.

Section 35: Modify Flex Miscellaneous Products


2. Verify the information and click OK.

3. Make the appropriate changes. Please note, the effective date

on this screen refers to the effective date of the product not the


61

Click

change. The change will be effective the pay period following

the date the change was made.


62 4. If the change has a qualifying event select ‘Shelter all premium under

Flex.’ You must have all necessary documents to support the qualifying

event.

5. Click Submit.

6. Select the qualifying event. If you chose to not shelter the change you

will not see this screen.

7. Click Modify.

8. Verify you have the necessary documentation. Click OK.

9. Click Close.


63

10. Note: If the change results in a split premium this will automatically be

done. The split premium will be in effect until the end of the fiscal year.

Section 36: Upgrade/Downgrade Flex Miscellaneous Products


2. Verify the information is correct and click OK.

3. Select the product you would like to swap from the drop down list.

4. Click Submit.

5. Select the qualifying event.


64

6. Click Modify.

7. Verify you have the necessary documents. Click OK.

8. Click Close.

Section 37: Special considerations for employees under a Tax Levy

1. Information about an employee’s tax levy will automatically be sent to

OGB by ISIS. We only store federal tax levy information.

2. If the employee is currently under a tax levy each product you add after

the levy will be deducted after the levy.

3. If you modify a product under a tax levy you will be asked if it is a

voluntary or involuntary change. Voluntary changes will be after levy and

involuntary changes will be before levy.


65

Section 38: Miscellaneous One Times and Refunds

1. Only one change or refund will be entered into ISIS for each product per

pay period. The latest change or refund sent will be entered into ISIS

and reflected on the employee’s check.

2. Click One Times & Refunds.

3. Click one time next to the product.

4. Click OK.

5. Select the product.

6. Select charge or refund.

7. Enter the amount.


66

8. Enter the reason.

9. Click Submit.

10. Verify the information is correct. Click OK.

11. Click Close.

12. The one time will now be shown in the Current One-Times portlet.

13. Once it is sent to ISIS it will be moved to the Previous One-Times portlet.


67

Section 39: View Miscellaneous History

1. Click Miscellaneous History.

2. The history screen will be displayed. By default the employee’s entire

history will be shown. If you would like to view particular dates use the

begin and end date fields.

3. The product description lists the name of the product.

4. The action requested states what action was taken.


68 5. The result shows the status of the action. If it is red you can click it for

more information.

6. The pay period premium shows the premium amount before it was

modified.

7. The date effective shows the effective date of the product.

8. The date term shows the termination date of the product.

9. The date submitted shows the date the request was submitted.

10. The agency rep shows the username of the employee who processed

the request.


69

11. The qualifying events shows if there were qualifying events for this

change. If the entry is in red click it for more information.

Section 40: Help With Documents

Documents to keep in the employee’s file

• GB-01

• Print out of eEnrollment Confirmation

• SED-4 form

• Premium Conversion form

• FSA forms

• All documents relating to flex qualifying events

Documents to send to OGB

• Portability

• COBRA

• Civil Service Appeals

• Death of plan members / dependents

• Retirement

• Special Enrollment under HIPPA

• Spousal transfers (until further notice)

• Student status

• Surviving spouses / dependents

• Power of Attorney

• Release of Medical Info

• Adoption (Domestic & Foreign)

• Custody by Mandate

• Provisional Custody

• Guardianship

• Court Ordered documents for active and retired employees

• Over-age dependent handicapped requests

Section 41: Troubleshooting

1. My employee’s information is correct in eEnrollment, but not in ISIS. Fill

out the eEnrollment request form to have the information resent to ISIS.


70 2. I can’t pull up my employee in eEnrollment.

Make sure you are logged in as the correct agency. If this is a new hire

make sure you have allowed one full business day to pass since you

entered the employee into ISIS. If you are still having problems fill out the

eEnrollment request form, be sure to include the employee’s SSN.

3. Can I enter the effective date into eEnrollment for health or life

coverage? No, the effective date will be assigned automatically by the

system based on the date the request was created. If there is a problem

with the assigned effective date please fill out the eEnrollment request

form.

4. One of my employees has coverage under the wrong agency number.

This is usually caused by the wrong agency assigning coverage to the

employee. Before employees have coverage assigned they are in a

holding area. Employees in this holding area can be accessed by any

agency. The agency who assigns coverage claims that employee.

Please be very careful when assigning coverage to new employees.

5. I have an employee who transferred from a nonISIS agency who was

covered under Flex by the nonISIS agency. Why didn’t that transfer to

eEnrollment?

We store flex information and miscellaneous products only for ISIS

agencies. Unless the employee came from an ISIS agency you will have

to enter the flex participation into eEnrollment.

6. When I cancel a miscellaneous product the deduction is still taken. Did I

do something wrong?

No. When you delete a product ISIS must take the last deduction

because ISIS-HR assigns a termination date of the last day of the pay

period. To alleviate any inconvenience to the employee, try to delete the

miscellaneous product the pay period before it is effective. If that is not

possible issue a one-time refund for the biweekly premium amount in the

same pay period you cancel the product.

7. How do I enter the effective date when modifying miscellaneous

products? The effective date of the modification is the date you enter it

into eEnrollment. The effective date of the product is the only date

shown; you should not change this date with each change to the

premium.

Section 42: How do I get help?


71 1. Submit an eEnrollment request form. This form is the preferred method of

contact with the eEnrollment help desk. It provides an electronic record of the

correspondence and is retained indefinitely.

a. Click eEnrollment Request Form at the top of the main eEnrollment

page.


72 b. Fill out your agency’s information and a detailed explanation of your

problem. Please fill out a separate request for each

employee/problem.

c. Once your call has been assigned to a member of the eEnrollment

help desk you will be notified via email.

d. Once your problem has been resolved you will be notified either by

email or phone.