BN - Annual Benefit Enrollment Period Using Self Service

GENERAL DESCRIPTION:

The Annual Benefit Enrollment & Change Period is September 30 - October 25, 2019. There are important changes to your benefits in the new plan year that may require you to take action during this period.

This guide walks employees through the process of using Self Service for the Annual Benefits Enrollment period.

PROCESS CONSIDERATIONS:

Before you begin, there are several pieces of information you should be aware of:


You may click on the links below to navigate directly to a section:


PROCEDURE STEPS:

1.  Log into the My UW System Portal (MyUW Portal for UW-Madison employees).

2.  You should see this Benefit Information widget. Click Enroll Now. Enroll Now will only be displayed if you have an opportunity to update your benefits using Self Service.

My UW Enroll Button

a. Or you may launch full app on the Benefit Information section on the page. If you have an opportunity to update your benefits using Self Service, you will see an Open Enrollment link in which you can access in order to begin Self Service enrollments. Clicking on the provided link will take you into HRS.

Full Page Benefit Information link

3.  An information screen will appear with basic information about your Event.  Please be sure to read through all the information before enrolling for coverage.  To begin the process of enrolling in benefits, click the Select button.


4.  You will be presented with the Benefits Enrollment screen listing the changes that will be available during the 2020 Annual Benefit Enrollment (ABE) period.  If you would like to view your current benefits before beginning the enrollment process, click the UW Benefit Summary hyperlink.  For more information about your options during the current Annual Benefit Enrollment period, click on the ABE Website hyperlink. 

5.  Below the summary you will be given a list of choices. To choose Health Opt-Out Incentive, please go to step 7. To begin making choices, click the Edit button next to the plan you wish to make any changes to for January 1, 2020. 

SGH Edit Button

6.  The State Group Health insurance option screen will appear.  Additional important information specific to the State Group Health plan will be displayed.  Please be sure to read through the entire screen before proceeding with your elections. The 2020 Annual Benefit Enrollment period will have a large number of State Group Health insurance options available for employees.  Click on the Plan Details hyperlink to be directed to the Employee Trust Funds website where additional It's Your Choice information is available.

7.  The Filter Plan Options section is located below the State Group Health insurance information.  You will be able to filter the list of available options by clicking on the radio buttons to include/exclude State Group Health Dental and/or the High Deductible Health Plan (HDHP) options.  (Please note that clicking the Dental Options button here will not affect your Annual Benefit Enrollment option for the other dental plan, Delta Dental.)
a. Health Opt-Out and Waive are both at the very bottom of State Group Health Plan choices, and do not appear once the filter has been applied.
i. Click here for more details on Health Opt-Out Incentive
ii. Waive - means you are declining State Group Health coverage. This is NOT electing Health Opt-Out Incentive. Please use the correct radio button.
Health Opt Out and Waive
8. After selecting your filters, click the Apply button.  The State Group Health options will only display the options you have chosen.  You can change the filter by unchecking and checking radio buttons and clicking the Apply button.
ABE Filter
9.  Click the radio button next to the State Group Health plan you want to enroll in for 2020.  The rates and tax class will automatically display for each option based on the plan chosen and the number of dependents you wish to enroll.
ABE SGH Pick a Plan
10.  After making your selection, scroll down to bottom of the screen. All dependents listed in HRS will be displayed and those currently being covered under the plan will be checked.  Unchecking the boxes here will remove dependents from your plan effective January 1st.  For rules on covering/dropping dependents under the State Group Health Plan, visit the UWSA Benefits website.   

If the current dependents are still accurate for the upcoming year, click the Continue button.  If you have made an error and do not wish to save your choices, click Cancel to return to the previous screen.

11.  If you want to add a dependent click the Add/Review Dependents button.
Add Review Dependents
12.  The following screen will present a summary of dependents that are associated with your record. You can click the dependent's name to review information about that dependent. 

Dependent Summary

13.  To add a new dependent, click the Add a dependent hyperlink to begin. 

Add Dependent Button

14.  In the next window, you are required to enter all of the relevant information for your dependent (i.e. First Name, Last Name, Gender, Date of Birth, SSN, Relationship to Employee, Marital Status, Other Health Insurance, Medicare, etc). 

Dependent Entry Data

15.  Verify the address and phone number for your dependent.  The system will default to the employee's address.  Once you have entered the information, scroll down and click the Save button.

Dependent Phone Data

16.  You should receive a pop up message indicating that your dependent has been saved successfully.  Click the OK button to proceed.

Dependent Save

17.  To continue, click the Return to Dependent Summary hyperlink at the bottom of the page.  You will be returned to the Dependent Summary screen, summarizing the information that you have entered.
Dependent Return Link
18.  You can repeat this process to add additional dependents as needed by clicking back on the Add a Dependent hyperlink.  NOTE:  This is a good time to enter all your dependents, regardless of which plans they will be enrolled in as it will make the process more efficient. Be sure to click Save after adding each dependent.  Once you have entered all of your dependents and saved, click the Return to Event Selection link. 
Dependent Return 2
19.  This will bring you back to the plan selection screen, where you can continue to make plan elections.   At the bottom of the page, you can click the check box next to each dependent that you wish to enroll for each benefit plan.  To remove a dependent from your plan, uncheck the check box.  Click the Continue button when you are finished.

Dependent Remove Button

20.  You will be brought to an Election Summary screen showing your plan choices, dependents that will be covered under each plan, and your estimated monthly costs.

Election Summary

21.  If you would like to make additional changes, you can click the Edit button to return to the plan selection screen.  If you accept this information, you may click the OK button to confirm your choices.

22.  You will be directed back to the Enrollment Summary screen showing all plans that you have chosen updated with your New plan election listed, along with the Before and/or After Tax costs.

  Main page select plans

Save and Continue

23.  Once you have completed ALL of your enrollment selections and you are ready to Submit your enrollments, scroll to the bottom of the screen, verify that all information is correct, and click the Submit button.  If you are not yet ready to finalize your elections, you can click Cancel button to return to the previous selection screens and continue to make changes.  HRS will continue to temporarily store your selections.

24. Hit Submit when you are ready to finalize enrollments.

Authorize Elections

25.  You should receive a new page confirming your benefit choices have been successfully submitted.

Confirmation

26. The following business day you will receive an email confirmation of your choices and directions to viewing your Benefit Summary using the My UW System Portal (MyUW Portal for UW-Madison employees).

27.  If you need to make changes during the Annual Benefit Enrollment period AFTER you have Submitted your enrollments, please contact your institution Benefits Administrator's office.


ADDITIONAL RESOURCES

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