Cannot generate benefit options for Life Event Enrollment

The system will not Create Options despite the employee having an approved life event, allowing them to elect benefits. 

• Enterprise ERP

• EERP

• Human Capital Management

• Employee Benefits Enrollment

• Employee Life Events

• New Hire/Life Event Enrollment

• Employee Self Service 

• ESS

The employee is missing an Employee Benefits Enrollment record from the previous Open Enrollment.

Navigate to Enterprise ERP > Human Capital Management > Benefits Administration > Benefits Enrollment > Employee Benefits Enrollment

1. Select Generate Options in the toolbar

2. Select Search and define the Campaign Code field with the campaign you wish to generate for

3. Click Accept to lock in your campaign

4. Select Define to access the fields for the Options Criteria section

5. Choose the option Open Enrollment for the field Generate Type

6. Choose Individual Employee

   1. If you choose Individual Employee you will need to enter the Employee Number in the field Employee

7. Select Accept to lock in your options

8. Click Create Options to execute

9. Navigate back to Employee Benefits Enrollment

10. Select Search and look up the employee you generated Open Enrollment for

11. Click Update
    

    1. On the record for the Campaign you generated the Open Enrollment for

12. Tab down to Enrollment Status and click dropdown to select Approved

13. Click Accept

Navigate to Enterprise ERP > Human Capital Management > Human Resources > Benefits Administration > Benefits Enrollment > Employee Life Events

1. Search on the employee with the life event

2. Verify Status is set to Approved 
   

   1. If status is not set to approve, click update and change status to Approved

Navigate to Enterprise ERP > Human Capital Management > Human Resources > Benefits Administration > Benefits Enrollment > New Hire and Life Event Enrollment

1. Select Generate Options in the toolbar

2. Select Search and define the Campaign Code field with the campaign you wish to generate for

3. Click Accept to lock in your campaign

4. Select Define to access the fields for the Options Criteria section

5. Choose the option Life Event for the field Generate Type

6. Choose Individual Employee 

   1. If you choose Individual Employee you will need to enter the Employee Number in the field Employee

7. Select Accept to lock in your options

8. Click Create Options to execute

   • Have the employee login to ESS and select the Benefits tab to ensure elections are showing

Please reach out to EERP Human Resources Support with any additional questions.