OnLine Help

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On-Line Help

• Overview
• Step 1 Access Open Enrollment
• Step 2 - Select Benefit Options
• Step 3 - Submit Changes
• Warnings and Errors
• Confirmation Statements
• How to Get Help

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On-line Open Enrollment

• Each fall, there is an Open Enrollment period
  during which you may change your employee benefit
  elections for the next plan year.

• Ordinarily these are changes you can not make at
  any other time in the year unless you experience
  a change in family circumstance (e.g., marriage,
  divorce, birth, adoption, etc.)

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On-line Open Enrollment

• With the exception of Flexible Spending Accounts
  (FSAs), all of your benefit options for this year
  will automatically carry over to next year

• NO ACTION IS REQUIRED IF
• You do not want to change any of your benefit
  options AND
• You do not want to make any pre-tax contributions
  to a FSA (for health expenses or dependent care)

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On-line Open Enrollment

• Sign In to TechWorks

(Access Open Enrollment)

• Select Options

• Submit Changes

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On-line Open Enrollment

• Once you have successfully signed in to
  TechWorks, the Open Enrollment box will be
  displayed on your personal TechWorks home page
  (My Page).

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On-line Open Enrollment

• To help you in reviewing and selecting your
  benefit options, review the Resources section
  when you go online to access the Open Enrollment
  system. It includes items such as

• Significant changes for the coming plan year

• Changes in coverage options

• Rates

• Information from plan providers.

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On-line Open Enrollment

• Certain changes can NOT be completed through the
  online Open Enrollment system. They will be
  listed as Plan Changes Not Online when you go
  online to access the Open Enrollment system.

• Click on any of the links in this section to find
  out how to submit these changes to the Benefits
  Department during Open Enrollment.

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Step 1 Access Open Enrollment

• Click on the Access Open Enrollment link when
  you are ready to go into the Open Enrollment
  system and begin reviewing your coverage and
  selecting your elections.

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Step 1 Access Open Enrollment

• Click on the Select button for your Open
  Enrollment event.

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Step 2 Select Benefit Options

• A summary of all of your benefit options is
  provided in the Enrollment Summary section of
  this page.

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Step 2 Select Benefit Options

• For each type of benefit you will see the years
  2007 and 2008
• 2007 identifies the benefit plan in which you are
  currently enrolled
• 2008 identifies the benefit plan selected for the
  upcoming plan year

• If you are not enrolled in any plan for a
  particular type of benefit, the word Waive will
  be displayed.

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Step 2 Select Benefit Options

• The per-pay-period cost of the selected plans is
  displayed for each type of benefit.
• Costs may be reported on a before-tax or
  after-tax basis.

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Step 2 Select Benefit Options

• Click on the Edit button for a particular type of
  benefit if you would like to
• See more information about the benefit plans
  offered
• Select a different plan or coverage level.

• As an example, lets enroll in the Vision plan

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Step 2 Select Benefit Options

• Detailed information about the available vision
  plan(s) is available by clicking on the links on
  this page.

• For example, you can click on the Spectera link
  to access detailed information about the plan or
  you could click on Search for providers in this
  plan to identify local vision care providers who
  accept this plan.

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Step 2 Select Benefit Options

• To enroll in the vision plan, click on the button
  next to Spectera.

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Step 2 Select Benefit Options

• The information displayed on the page changes
  when you select the vision plan

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Step 2 Select Benefit Options

• For this example, lets enroll all of the
  dependents in this plan.

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Step 2 Select Benefit Options
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Step 2 Select Benefit Options
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Step 2 Select Benefit Options

• Now that all of your dependents are enrolled in
  the plan, click on the Continue button to store
  your changes and continue processing.

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Step 2 Select Benefit Options

• Review the information displayed to confirm that

• You have enrolled in the correct plan

• The appropriate individuals are included as
  covered dependents for this plan

• The estimated per-pay-period cost appears to be
  correct for the selected plan/coverage level.

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Step 2 Select Benefit Options

• If the information is correct, click on the OK
  button.

• If you want to make any changes, click on the
  Edit button to go back and correct your
  information.

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Step 2 Select Benefit Options

• The Vision/Hearing section of the Enrollment
  Summary now shows that there is no vision plan
  coverage for the current year but it has been
  selected for the next plan year.

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Step 2 Select Benefit Options

• You have the option of clicking on another Edit
  button to change other benefit elections.

• For this example, there are no other changes to
  be made.

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Step 2 Select Benefit Options

• If you are NOT ready to send your changes to the
  Benefits Department, click on the Sign Out link
  which appears at the top of the page.

• Your changes will be stored until the next time
  you sign in to TechWorks and access the Open
  Enrollment system during the Open Enrollment
  period.

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Step 2 Select Benefit Options

• Scroll down to the bottom of the page if you are
  ready to finalize your options and submit your
  changes to the Benefits Department.

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Step 3 Submit Changes

• The estimated per-pay-period cost of the selected
  benefits is displayed.

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Step 3 Submit Changes

• If you are ready to finalize your options and
  officially send your changes to the Benefits
  Department, click on the Submit button.

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Step 3 Submit Changes

• Click the Submit button again.

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Step 3 Submit Changes

• You have now submitted your changes.
• Recommended action Click on the Print
  Elections button to print a confirmation
  statement. Once you have submitted your changes,
  you can print a confirmation statement at any
  point during the Open Enrollment period.

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Step 3 Submit Changes

• Click on the OK button.

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Step 3 Submit Changes

• The status of your Open Enrollment event has
  changed from Open to Submitted.

• You can now exit the system by clicking on the
  Sign Out link which appears at the top of the
  page.

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Step 3 Submit Changes

• IMPORTANT NOTE
• If you need to make additional changes and/or
  undo changes submitted, you can re-submit
  changes as many times as you want during the Open
  Enrollment period.

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What should I do if I receive warnings or errors?
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Warnings and Errors

• After you click the Submit button, the system may
  alert you that there are warnings and/or errors
  associated with your submitted changes.

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Warnings and Errors

• Most warnings are reminders that some type of
  proof or documentation will be required before
  your coverage will take effect.
• This is the symbol displayed for a
  warning.
• You may choose to ignore warnings and finish
  submitting your changes.

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Warnings and Errors

• Any errors detected by the system must be
  corrected before you can submit your changes to
  the Benefits department.
• This is the symbol displayed for an
  error.
• Click on the Return button to go back and
  correct the error.

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Warnings and Errors

• In this example, the error message indicates that
  the Optional Life Insurance plan selected from
  Met Life to cover your dependents requires that
  you also enroll in another benefit plan.
• Click on the Return button to review more
  information and correct the error.

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Warnings and Errors

• Click on the Edit button for the benefit option
  that is in error, MetLife Dependent Optional Life.

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Warnings and Errors

• There is a message that the employee must also be
  enrolled in the MetLife Employee Optional Life
  Insurance plan in order to enroll any dependents
  in the MetLife Dependent Optional Life Insurance
  plan.

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Warnings and Errors

• You can choose
• Not to enroll your dependents in this plan by
  selecting No, I do not want to enroll OR
• To click on the Cancel button and go back to
  enroll yourself in the MetLife Employee Optional
  Life Insurance plan.

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Warnings and Errors

• Click on the Edit button for MetLife Employee
  Optional Life to go back and enroll yourself in
  the MetLife Employee Optional Life Insurance
  plan.

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Warnings and Errors

• Go through the steps required to enroll in this
  plan and then click the Continue button to store
  your changes.

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Warnings and Errors

• The next time you submit your changes, the error
  has been corrected and there is only a warning
  that proof of insurability must be submitted
  before coverage will take effect for the
  specified plan.

• Now you will be able to click the Continue button
  and finish submitting your changes to the
  Benefits department.

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Will I receive a confirmation statement?
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Confirmation Statements

• Once you have submitted a change, you will be
  able to view and print a confirmation statement
  on-line. You can do this at any point during
  Open Enrollment.

• After you have clicked the Submit button twice,
  the Submit Confirmation page will be displayed.
  Click on the Print Elections button.

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Confirmation Statements

• Once you have submitted a change, you will be
  able to view and print a confirmation statement
  on-line. You can do this at any point during
  Open Enrollment.

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Confirmation Statements

• After Open Enrollment has ended, you will be able
  to view a summary of the changes selected for the
  next plan year (through the Benefits function in
  Employee Self-Service).

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Will there still be a Benefits Fair?
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Benefits Fair

• Campus Benefits Fair
• Wednesday, October 17, 2007
• 1000 am 200 pm
• Student Center Ballroom

• Hands on assistance in changing your benefits
  will be available at the Campus Benefit Fair.

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How do I get help in making my changes?
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How to Get Help

• There are many ways to get help in using Open
  Enrollment system.
• For general information
• On-line Help

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How to Get Help

• There are many ways to get help in using Open
  Enrollment system.
• For general information
• On-line Help

• To ask a question or report a problem
• Submit an Online Request for Help

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Follow-Up

• Print out or write down assigned Confirmation

• Request will be routed to appropriate person

• Someone will contact you by e-mail or phone to
  follow-up on your request

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How to Get Help

• There are many ways to get help in using the Open
  Enrollment system.
• For general information
• On-line Help

• To ask a question or report a problem
• Submit an Online Request for Help
• Call Customer Support at 404-894-7173 8 am 9
  pm, M TH
• 
  8 am - 6 pm, F

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How to Get Help

• There are many ways to get help in using the Open
  Enrollment system.
• For general information
• On-line Help

• To ask a question or report a problem
• Submit an Online Request for Help
• Call Customer Support at 404-894-7173 8 am 9
  pm, M TH
• 8 am 6 pm,
  F

• For hands on assistance
• Go to the Campus Benefits Fair
• Wednesday, October 17, 2007 (10 am 2 pm)
  Student Center Ballroom

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How to Get Help

• There are many ways to get help in using the Open
  Enrollment system.
• For general information
• On-line Help

• To ask a question or report a problem
• Submit an Online Request for Help
• Call Customer Support at 404-894-7173 8 am 9
  pm, M TH
• 8 am 6 pm,
  F

• For hands on assistance
• Go to the Campus Benefits Fair
• Wednesday, October 17, 2007 (10 am 2 pm)
  Student Center Ballroom

• Benefits Computer Assistance Lab
• Wednesday, October 17, 2007 (10 am 2 pm)
  Student Center, Rm 301
• Tuesday, October 23, 2007 (11 am 2 pm)
  711 Marietta Street, Training Rm
• For more information about these and other Open
  Enrollment labs contact Robyn Nevile
• at robyn.nevile_at_ohr.gatech.edu OR 404-894-8626

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How to Get Help

• Please remember to have your GT Account and
  Password with you when you come for hands on
  assistance.  

You cannot make changes to your benefits without
this information.

• Need help with your account or password?

• Go to www.passport.gatech.edu OR
• Call 404-894-7173 8 am 9 pm M TH, 8 am 6
  pm F OR
• Go to the Resource Center, Library West (ground
  floor)
• 8 am 9 pm M TH, 8 am 6 pm F