Ready for OE
What does OA stand for?
Onboarding Advocate.
In HIPPO, where can you find the "Open Enrollment Windows"?
Policies.
In "Carrier Orders" in SFDC, what are some things you are looking for when starting a Renewal?
-Any changes to plans.
-Carrier submission deadlines.
In HIPPO< if you needed to waive coverage for any reason, what option would you click to begin that process?
Become Employee.
Where do we go to locate the V2 task list?
Hippo> NBR & BOR> New Plans.
What should be included as an attachment when when sending the ER the post OE email?
Benefits Cost Breakdown Census (For Employer)
A BPOA signature is not required for which order type?
Same Carrier, NO plan/group level changes
You will not be able to remove a ghost plan if?
If it is the base plan for the company contribution
What step follows after setting open enrollment window?
Sending out email in hippo.
What is the removal of a plan with no enrollees?
Ghost Plan.
What is required If a renewal plans carrier is the same but the group level changes?
Benefits e-signature?
What’s the last step an OA needs to complete when manually auto-waiving a benefits plan?
Documenting note of auto-waive on EE’s Hippo page?
What is the final step to review in the ‘Ready for OE Prep’ process? .
Make sure the benefit order status has updated in Salesforce
What is the text expander shortcut we use in Salesforce for sending submissions?
nprfsp
For ‘Same Carrier, plan/group level changes’, what is required?
The benefits e-signature.
What is the text expander shortcut we use in Salesforce for post OE?
rrfsp.
Where are the company's form filings found?
Panda.
If an employee has not enrolled or waived by the open enrollment deadline, what does the OA do?
Review carrier reqs to either auto-waive/extend OE and email ER.
Under what tab is Pre-OE task list found?
NPR & BOR tab.
When does the benefit order move from OE to OE Verif./Checking Participation?
When everyone has completed OE or the deadline has passed.