1. No category

my>HR Employee Self-Service
Open Enrollment How-To Guide
Version 2.1
May, 2012
Copyright
2011 Munson Healthcare. All Rights Reserved.
No part of this manual may be displayed or reproduced in any form or by any electronic means including information storage and
retrieval systems without permission in writing from the publisher.
Lawson, the Lawson logo and Lars Lawson are registered trademarks of Lawson Software.
All other trademarks or registered trademarks used in this manual are the property of their respective owners and are used for
identification purposes only.
Published by Munson Healthcare.
Information Systems – Application Services
1105 Sixth Street
Traverse City, MI 49684-2386
2
Table of Contents
1. PREPARE TO ENROLL............................................................................................................................ 4
2. LOG IN TO LAWSON ............................................................................................................................... 4
FROM WITHIN THE MUNSON NETWORK .............................................................................................. 4
FROM OUTSIDE THE MUNSON NETWORK ............................................................................................. 5
AFTER YOU LOG IN ................................................................................................................................. 9
3. NAVIGATION ........................................................................................................................................... 10
USE THE MENUS ................................................................................................................................... 10
RETURN TO THE HOME PAGE .............................................................................................................. 12
MOVE BACK AND FORTH BETWEEN WINDOWS ................................................................................. 13
LOG OUT AND BACK IN ....................................................................................................................... 14
4. ENTER EMERGENCY CONTACT INFORMATION ........................................................................ 15
5. ADD BENEFICIARIES ............................................................................................................................ 17
6. ADD DEPENDENTS................................................................................................................................. 18
7. VERIFY THE SOCIAL SECURITY NUMBER(S) OF DEPENDENT(S) ALREADY LISTED ..... 22
8. ENROLL IN BENEFITS .......................................................................................................................... 23
HEALTH ELECTIONS ............................................................................................................................ 26
DENTAL ELECTIONS ............................................................................................................................ 31
VISION ELECTIONS .............................................................................................................................. 35
LIFE – ACCIDENTAL DEATH & DISMEMBERMENT (AD&D) ELECTIONS .......................................... 37
LIFE – DEPENDENT ELECTIONS ........................................................................................................... 39
LIFE – OPTIONAL ELECTIONS ............................................................................................................. 42
DISABILITY ELECTIONS ....................................................................................................................... 45
HEALTH REIMBURSEMENT ELECTIONS .............................................................................................. 47
DEPENDENT CARE REIMBURSEMENT ELECTIONS .............................................................................. 50
HYATT “METLAW” LEGAL PLAN ....................................................................................................... 52
SUBMIT ELECTIONS ............................................................................................................................. 53
9. BENEFITS ENROLLMENT RESOURCES .......................................................................................... 56
CURRENT BENEFITS ............................................................................................................................. 56
BENEFIT LINKS TO BENEFIT PROVIDER COMPANY WEB SITES ........................................................ 57
BENEFITS PLUS ENROLLMENT GUIDE ................................................................................................ 58
BENEFIT PLAN DESCRIPTIONS............................................................................................................. 59
EMPLOYEE HANDBOOK ....................................................................................................................... 60
MUNSON POLICIES ............................................................................................................................... 61
10. EMPLOYEE SELF SERVICE RESOURCES ..................................................................................... 62
3
1. PREPARE TO ENROLL
a. Read the my>HR open enrollment guide.
b. Questions about benefit options? First review the Benefits Plus enrollment guide on the Munson my>HR web
site. Second, call x56894 or e-mail [email protected] to get help from the Benefits team.
c. Write down your benefit selections.
d. Gather your emergency contact names and phone numbers.
e. Gather your beneficiary and dependent names, dates of birth and social security numbers (SSNs).
2. LOG IN TO LAWSON
From Within the Munson Network
a.
Click the Internet Explorer icon in the lowerleft corner of your screen
b.
From the Munson Healthcare intranet home
page, click on my>HR.
c.
Then click on Log in to Self-Service.
d.
If you have trouble getting to the site through
the my>HR page, then you can enter the web
address in the address box and press the Enter
key.
e.
A Lawson window will appear.
User name = your network log in ID
Password = your network password.
Click Login
http://lawson1.mhc.net/lawson/portal/
4
LOG IN TO LAWSON, CONT.
From Outside the Munson Network
a.
Start your web browser.
Internet Explorer 7.0 is the supported
browser. This application does not run using
a Mac or with a browser other than IE.
b.
In the address box enter:
Then press the Enter key.
Internet Explorer
http://www.munsonhealthcare.org/
c.
Click on the menu button For Employees.
d.
Click on the menu button
Applications/Programs.
Applications/Programs
e.
Click my>HR Log on to Self-Serve in the left
column.
my>HR Logon to Self Serve
f.
A Citrix Access Gateway (CAG) window will
appear. If this is your first time using the
CAG, you will need to install its software. It
is safe to install this software on your home
pc. You will need it to run the self-service
application.
For Employees
Click Download.
g.
Click Run.
5
From Outside the Munson Network, cont.
h.
Click Run.
i.
Click Install.
j.
Click Finish. You may need to reboot your
computer after installing the Citrix plug-in.
6
From Outside the Munson Network, cont.
k.
A Citrix Access Gateway window will appear.
Log into the Citrix Access Gateway page
using your Munson Network User Name and
Password. If you do not know your Network
password and need to have it reset or if you
get a message that it is locked out, please
call the Munson IS Help Desk @ 231 9356053 to have your password reset.
User name = your network log in ID
Password = your network password.
Click Log On.
If you are unable to connect, you may need
to add an exception to your Windows
Firewall or uninstall and reinstall the Citrix
Access Gateway plug in. Go to the last
section in this booklet for instructions to add
a Windows exception for the Citrix Access
Gateway plug in or a complete uninstall and
reinstall the Citrix Access Gateway plug in.
l.
From the Munson Healthcare intranet home
page, click on my>HR.
m. Then click on Log in to Self-Service.
7
n.
A select group of employees who log in to
Munson via the Citrix Access Gateway for use
of other programs will see a dashboard
display with other programs listed instead of
the Munson home page. If you are one of
these employees click my>HR_SelfService.
This allows you to skip steps l and m above.
o.
A Lawson window will appear.
User name = your network log in ID
Password = your network password.
Click Login.
8
LOG IN TO LAWSON, CONT.
After you log in
a.
The my>HR home page will appear. The
example shown here is what a nonmanagement employee will see.
You will navigate in this application by using the
menu buttons on the left side of the screen, not the
browser Back and Forward buttons.
Click the my>HR logo to return to the home page.
b.
The example shown here is what a manager
will see. If you are a manager, click the
Employee Self-Service heading to continue
with your own benefits enrollment.
c.
Managers, now you are ready to begin your
own benefits enrollment.
d.
If you are using Internet Explorer 7
then
you will need to allow pop-up windows from
this web site. Click the Tools, Pop-up
Blocker, Pop-up Blocker Settings.
e.
In the Address of website to allow: type the
letter l for lawson, then a list of addresses
will appear. Select
http://lawson1.mhc.net/lawson/portal and
click Add.
Click the Close button.
9
3. NAVIGATION
The following screen images are geared for non-managerial employees. Managers will have the same options with
the addition of Manager Self-Service functions.
Use the Menus
a.
When you first log in to Lawson, the
Employee Self-Service menu will display in
expanded mode by default, indicated by the
triangle pointing up.
Click the Employee Self-Service menu
heading to collapse or hide it.
b.
Click Employee Self-Service again to expand
the menu.
Note when the triangle is pointing down and
you click it, it will expand the menu.
c.
Notice the Policies link does not have an
arrow next to it. That means when you click
you will go directly to that option.
Click Policies. You can now see the Munson
Policies search page.
d.
Notice the Benefits, Pay and Personal
Information links do have an arrow next to
them. This means when you click one of
them, you will open another menu and a
new tab will appear next to the Home tab.
Click Benefits.
10
3. NAVIGATE THE LAWSON SOFTWARE, CONT.
Use the Menus, cont.
e.
The Benefits menu will display. Note the
blue tab at the top. Also note that “Parent
Menu” is the first selection on the menu.
Click the Parent Menu heading to get back to
the previous menu and hide the Benefits
menu.
f.
Now you are back to where you were.
11
3. NAVIGATE THE LAWSON SOFTWARE, CONT.
Return to the Home Page
a.
Click the Home tab above the menus to see
what happens.
The Home menu displayed, but the right side
of the screen did not clear.
b.
Click my>HR logo to re-display the home
page.
12
Move Back and Forth Between Windows
DO NOT click the back and forward buttons on
your browser to move between pages.
Lawson advises you could have problems with
changes not saving and discrepancies between
data displayed and data stored if you use the
browser back and forward buttons.
If you accidentally click the Back button, log out
and log back in. See next section for instructions.
Don’t do it! You’ll be sorry!
During Benefits Enrollment, once you are into
the plan selection windows you can use the
Continue and Previous buttons to navigate back
and forth.
Also during Benefits Enrollment, you may click
the Elections button at any time to view your
current selections.
13
3. NAVIGATE THE LAWSON SOFTWARE, CONT.
Log Out and Back In
a.
Click [logout] in the upper-right corner.
This is the proper way to exit the program,
ensuring your session closes completely.
b.
A window will appear indicating you have
logged out.
Notice there are no boxes to re-enter your
user name and log in again.
c.
The easiest way to log in again is to click the
web address drop-down arrow. The
Lawson entry is at the top of the list. Click
the link that says
http://lawson1.mhc.net/lawson/portal
and the log in page will reappear.
d.
Now you can enter your User Name and
Password. Then click Login.
14
4. ENTER EMERGENCY CONTACT INFORMATION
a.
Click Personal Information.
b.
Click Emergency.
c.
You will see “Welcome, your name” on the
blue banner in the upper-right corner.
d.
Click Add.
e.
Enter the details. At minimum you need to
enter First Name, Last Name and one phone
number.
f.
Scroll down and click Update.
15
4. ENTER EMERGENCY CONTACT INFORMATION, CONT.
g.
Click OK on the “Update Complete” window.
h.
Your new contact will appear on the screen.
Click Add if you would like to enter another
emergency contact.
16
5. ADD BENEFICIARIES
A beneficiary is a person, estate, trust or organization that you designate to receive monetary benefits if you die while covered under a benefit
plan.
a.
Click the Home tab.
b.
Click Benefits.
c.
Click Beneficiary.
d.
Click the Beneficiary Form icon.
e.
You may see this pop-up window. If you do,
click Open.
f.
Click File, Print, select a printer and click Print.
If you get a message about margins outside
the printable area, click Yes to continue.
After you fill out and sign the form, turn it in to
the Payroll and Benefits office at Munson
Medical Center.
17
6. ADD DEPENDENTS
If you would like to purchase benefit coverage for an eligible family member, enter their information here. To
include a spouse you must submit a spousal eligibility form. To add dependents, documentation of eligibility will be
required.
a.
Click the Home tab. Under the Employee SelfService heading, click Benefits.
b.
Click Dependents.
I
c.
Your dependents currently in the system will
display.
d.
If you would like to add dependents, click Add.
18
6. ADD DEPENDENTS, CONT.
5.
e.
Enter the details including the Social
Security Number (SSN). Required fields
have an asterisk (*) next to them. Even
though the form does not require the SSN,
Munson’s benefit providers do require it.
Your children no longer need to be full time
students to participate in the Munson
benefit plans, so the student flag is
irrelevant.
f.
Scroll down and click Update.
g.
Click OK on the “Dependent information has
been updated” window.
h.
Your new dependent will appear on the
screen.
i.
Click the Add button to add more
dependents.
19
6. ADD DEPENDENTS, CONT.
5.
j.
If you need to go back and edit a dependent,
click on the dependent’s name.
k.
Make your changes, scroll down and click
Update.
l.
Click OK on the “Dependent information has
been updated” window.
m. Once you are finished adding your
dependents, you need to submit
documentation of eligibility. For all
dependents, click the here link under Adding
Dependents to Your Benefits.
n.
Click the Dependent Eligibility
Documentation icon.
This file lists documents that prove the
names your listed are eligible dependents.
o.
Click File, Print, select a printer and click OK.
Click the red X in the upper-right corner of
the form window to close it while keeping
my>HR open.
After you have gathered the necessary
documents, make photocopies and blank out
the social security numbers on the copies.
Return the copies to the Payroll and
Benefits office at Munson Medical Center.
20
6. ADD DEPENDENTS, CONT.
5.
p.
If you are covering your spouse, click the
here link.
q.
Click the Spousal Eligibility Form icon.
r.
You may see this pop-up window. If you do,
click Open.
s.
Click File, Print, select a printer and click OK.
If you get a message about margins outside
the printable area, click Yes to continue.
Click the red X in the upper-right corner of
the form window to close it while keeping
my>HR open.
After you fill out and sign the form, turn it
in to the Payroll and Benefits office at
Munson Medical Center.
21
7. VERIFY THE SOCIAL SECURITY NUMBER(S) OF DEPENDENT(S) ALREADY LISTED
Dependents from the previous system have been brought over into the Lawson software. The software does not require the
SSN, but our benefit providers do. Therefore, if the social security number is missing, you will need to add it.
a.
From the Home tab, under the Employee SelfService heading, click Benefits.
b.
Click Dependents.
I
c.
Your dependents currently in the system will
display. Click on the name of a dependent
without a Social Security Number (SSN).
d.
Enter the SSN in the SSN (REQUIRED) field.
No dashes are needed. Lawson will reformat
the number with dashes.
e.
Scroll down and click Update.
f.
At the “Dependent information has been
updated” window, click OK.
g.
The updated Social Security Number will
appear on the screen.
22
8. ENROLL IN BENEFITS
Before you begin this process, plan your choices ahead of time and make sure you have sufficient time available to
complete the process (varies by employee). If you exit part way through enrollment you will lose your work. If
you cannot finish enrollment, keep clicking “Continue,” selecting to keep your current options and submit what
you’ve done. You may go back later and edit your selections throughout the enrollment period. Only the selections
in the system at the end of enrollment will be processed.
If you go back into enrollment a second time, the Benefits Enrollment selections will reflect last year’s choices and
you will need to repeat the entire enrollment process. The printed confirmation you receive at the end is the final
record of selections.
Glossary
Health maintenance organization (HMO): The HMO plan provides care through the Priority Health network of doctors, hospitals and other
medical professionals. Members must use network providers in order to be covered for that care. Emergency care is covered when a member
has no choice but to seek care outside of the Priority Health network.
Point-of-service (POS) plan: A type of managed-care coverage that allows members to choose to receive services either from participating
providers or from providers outside the PriorityPOS plan's network. In-network care from participating health care providers is covered at a
higher percentage; for out-of-network care, members pay a higher percentage of the cost of care.
Waive Plan: If you select a waive plan, this means you are declining enrollment in the plan and opting for NO coverage in that plan type.
Waive Plan Covered: This means you have medical coverage elsewhere and are declining enrollment in the plans Munson offers. Effective July
1, 2012, there is no longer an opt out cash credit for waiving coverage.
For a complete description of all benefit plans, see the Benefits Plus Enrollment Guide on the my>HR web
site.
a.
From the Lawson page, under the Employee
Self-Service tab, click Benefits.
b.
Click Benefits Enrollment
23
8. ENROLL IN BENEFITS, CONT.
c.
Read the welcome page.
d.
Click Continue.
e.
An Enrollment Order window will appear.
Click Continue.
This window will appear only on the first
time you go into benefits enrollment for the
plan year.
f.
Your current benefit elections will appear on
the screen. You may need to scroll down.
Click Continue.
g.
A pop-up window may appear indicating you
need to change your benefit elections. Click
OK.
24
8. ENROLL IN BENEFITS, CONT.
h.
Your current benefit elections for open
enrollment will appear once again. Click
Make Changes.
i.
Click OK at the pop-up window.
j.
The Enrollment Change window will appear
indicating which plans require changes.
The health and dependent care
reimbursement plans must be renewed
every year. They will not carry over from
last year.
k.
Check the boxes for all the plans you would
like to change. If you do not check any new
boxes, the plans with unchecked boxes will
carry over last year’s selections. Click
Continue.
25
8. ENROLL IN BENEFITS, CONT.
Health Elections
Your previous elections will appear. The new election will default to the previous choice, effective dated 7/01/12.
You will need to select whether you want to keep the same coverage or make a change.
”Change the level of coverage” typically means you want to change the number of people you want to cover.
“Select a different benefit option” typically means you want to select a different plan, e.g. switch from the HMO
health plan to the POS plan.
If you need to exit part way though the enrollment process, click the Exit button
.
After you click exit, this window will appear.
If you select “Yes, I want to quit” your screen will take you out to the benefits enrollment module and place you back
on the Benefits page. By quitting, you will lose all changes.
If you select “No, I am not finished” you will stay on the same screen. You do not have the option to “save” partial
changes.
We recommend if you do not have time to finish that you click Continue, keep the same coverage and then submit.
When you have more time, go back in and edit your selections. You have up through the last day of benefits
enrollment to make changes. Only the selections in the system at the end of the enrollment period will be
processed.
26
8. ENROLL IN BENEFITS, CONT.
Keep the same coverage
a.
Click the circle next to “Keep the same
coverage.”
b.
Click Continue.
c.
If you have dependents, a window will
appear asking you to select which
dependents you want to cover. Check the
box(es) next to the name(s) and click
Continue.
d.
A window will appear confirming your
selection. Click Continue.
e.
Your next Enrollment Election will appear.
Proceed to that section of this guide.
Health
Change the level of coverage
a.
Click the circle next to “Change the level of
coverage.”
b.
Click Continue.
Health
27
8. ENROLL IN BENEFITS, CONT.
c.
A window will appear displaying coverage
levels available. Click the circle next to the
coverage level you want.
Change the level of coverage, cont.
d.
Click Continue.
e.
If your selection covers dependent(s), the
dependent(s) you previously entered will
appear. Check the box(es) for the
dependent(s) you want to cover.
f.
You will notice a section of the page asking
you to complete forms for your spouse and
dependents.
Health
You should have completed these forms
already per the instructions in section 6 of
this guide.
If you have not yet completed the form(s),
please refer to section 6 for instructions.
g.
Click Continue.
h.
A window will appear confirming your
selection. Click Continue.
i.
Your next enrollment election will appear.
Proceed to that section of this guide.
28
8. ENROLL IN BENEFITS, CONT.
Select a different benefit option
Health
Munson offers HMO and POS Medical benefit options. The PH Waive Plan Covered means you are declining
Priority Health’s coverage option and already have medical insurance elsewhere. The PH Waive Plan means you
are declining coverage and do not have other medical insurance.
a.
Click the circle next to “Select a different
benefit option.”
b.
Click Continue.
c.
Click the circle next to the new plan option
you want.
d.
Click Continue.
e.
Click the circle next to the coverage option
you want.
f.
If your selection covers dependent(s), the
dependent(s) you previously entered will
appear. Check the box(es) for the
dependent(s) you want to cover.
29
8. ENROLL IN BENEFITS, CONT.
Select a different benefit option, cont.
g.
Health
You will notice a section of the page asking
you to complete forms for your spouse and
dependents.
You should have completed these forms
already per the dependent instructions in
section 6 of this guide.
If you have not yet completed the form(s),
please refer to section 6 for instructions.
h.
Click Continue.
i.
A window will appear confirming your
selection. Click Continue.
j.
Your next enrollment election will appear.
Proceed to that section of this guide.
30
8. ENROLL IN BENEFITS, CONT.
Dental Elections
Your previous elections will appear. The new election will default to the previous choice, effective dated 7/01/12.
You will need to select whether you want to keep the same coverage or make a change.
If you need to exit part way though the enrollment process, click the Exit button
window will appear.
. After you click exit, this
If you select “Yes, I want to quit” your screen will take you out to the benefits enrollment module and place you back
on the Benefits page. By quitting, you will lose all changes.
If you select “No, I am not finished” you will stay on the same screen. You do not have the option to “save” partial
changes.
We recommend if you do not have time to finish that you click Continue, accept the same coverage as last year and
then submit. When you have time, go back in and edit your selections. You have until the end of benefits enrollment
to make changes. Only the selections in the system at the end of the enrollment period will be processed.
Keep the same coverage
a.
Click the circle next to “Keep the same
coverage.”
b.
Click Continue.
Dental
31
8. ENROLL IN BENEFITS, CONT.
Keep the same coverage, cont.
c.
If you have dependents, a window will
appear asking you to select which
dependents you want to cover. Check the
box(es) for the dependent(s) you want to
cover and click Continue.
d.
A window will appear confirming your
selection. Click Continue.
e.
Your next enrollment election will appear.
Proceed to that section of this guide.
Dental
Change the level of coverage
a.
Click the circle next to “Change the level of
coverage.”
b.
Click Continue.
c.
A window will appear displaying coverage
levels available. Click the circle next to the
coverage level you want.
d.
Click Continue.
e.
If your selection covers dependent(s), the
dependent(s) you previously entered will
appear. Check the box(es) for the
dependent(s) you want to cover.
Dental
32
8. ENROLL IN BENEFITS, CONT.
Change the level of coverage, cont.
f.
Click Continue.
g.
A window will appear confirming your
selection. Click Continue.
h.
Your next enrollment election will appear.
Proceed to that section of this guide.
Dental
Select a different benefit option
Dental
Munson offers dental plans with varying coverage and cost. See your enrollment guide for details.
a.
Click the circle next to “Select a different
benefit option.”
b.
Click Continue.
c.
Click the circle next to the new plan option
you want.
d.
Click Continue.
33
8. ENROLL IN BENEFITS, CONT.
Select a different benefit option, cont.
e.
Click the circle next to the coverage option
you want.
f.
Click Continue.
g.
If your selection covers dependent(s), the
dependent(s) you previously entered will
appear. Check the box(es) for the
dependent(s) you want to cover.
h.
Click Continue.
i.
A window will appear confirming your
selection. Click Continue.
k.
Your next enrollment election will appear.
Proceed to that section of this guide.
Dental
34
8. ENROLL IN BENEFITS, CONT.
Vision Elections
In 2010 Munson began offering a new, fully-loaded vision coverage plan instead of the discount plan that had been
offered previously. This plan provides a benefit of one set of eyewear per 12 month period. Contacts may be
selected instead of frames and lenses. More information about the new vision plan can be found in the my>HR open
enrollment guide.
Select a benefit election
a.
Click the circle next to the new plan option
you want.
b.
Click Continue.
c.
Click the circle next to the coverage option
you want.
d.
Click Continue.
e.
If your selection covers dependent(s), the
dependent(s) you previously entered will
appear. Check the box(es) for the
dependent(s) you want to cover.
f.
Click Continue.
g.
A window will appear confirming your
selection. Click Continue.
Vision
35
8. ENROLL IN BENEFITS, CONT.
Select a different benefit option, cont.
h.
Vision
Your next enrollment election will appear.
Proceed to that section of this guide.
If you choose the waive plan, you will be taken directly to a confirmation window as shown below. Then your next
enrollment elections will appear.
36
8. ENROLL IN BENEFITS, CONT.
Life – Accidental Death & Dismemberment (AD&D) Elections
Your previous AD&D elections will appear. The new election will default to the previous choice, effective dated
7/01/12. You will need to select whether you want to keep the same coverage or select a different benefit option.
Keep the same coverage
Life - AD&D
*In this example, the previous year’s selection was the waive plan.
a.
Click the circle next to “Keep the same
coverage.”
b.
Click Continue.
c.
A window will appear confirming your
selection. Click Continue.
d.
Your next enrollment election will appear.
Proceed to that section of this guide.
Select a different benefit option
a.
Click the circle next to “Select a different
benefit option.”
b.
Click Continue.
Life AD&D
37
8. ENROLL IN BENEFITS, CONT.
Select a different benefit option, cont.
c.
Click the circle next to the new plan option
you want.
d.
Click Continue.
e.
Click the circle next to the coverage option
you want.
f.
Click Continue.
g.
A window will appear confirming your
selection. Click Continue.
h.
Your next Enrollment Election will appear.
Proceed to that section of this guide.
Life AD&D
38
8. ENROLL IN BENEFITS, CONT.
Life – Dependent Elections
Your previous Dependent Life elections will appear. The new election will default to the previous choice, effective
dated 7/01/12. You will need to select whether you want to keep the same coverage or make a change.
Complete the Evidence of Insurability Form for New Enrollments
*If you are enrolling in Dependent Life coverage for
the first time, you will need to complete an Evidence
of Insurability form.
a.
Before you start your enrollment, please
complete the eligibility forms. For all
dependents, click the here link under
Evidence of Insurability Requirements.
b.
Click the Life Evidence of Insurability form.
c.
Click File, Print, select a printer and click OK.
Click the red X in the upper-right corner of
the form window to close it while keeping
the my>HR window open.
After you have printed the form, fill it out,
sign it and return it to the Payroll and
Benefits office at Munson Medical Center.
39
Life – Dependent
8. ENROLL IN BENEFITS, CONT.
Keep the same coverage
Life – Dependent
*In this example, the previous year’s selection was the waive plan.
a.
Click the circle next to “Keep the same
coverage.”
b.
Click Continue.
c.
A window will appear confirming your
selection. Click Continue.
d.
Your next Enrollment Election will appear.
Proceed to that section of this guide.
Select a different option
a.
Click the circle next to “Select a different
benefit option.”
b.
Click Continue.
Life - Dependent
40
8. ENROLL IN BENEFITS, CONT.
Select a different option, cont.
c.
Click the circle next to the new plan option
you want.
d.
Click Continue.
e.
Click the circle next to the coverage option
you want.
f.
Click Continue.
g.
A window will appear confirming your
selection. Click Continue.
h.
Your next Enrollment Election will appear.
Proceed to that section of this guide.
Life - Dependent
41
8. ENROLL IN BENEFITS, CONT.
Life – Optional Elections
Warning – in the next enrollment option your salary can be derived from the coverage amounts listed. If you don’t
want to share this information with anyone who can see your computer screen, kindly ask them to leave the room
until you complete this task.
Your previous Optional Life elections will appear. The new election will default to the previous choice, effective
dated 7/01/12. You will need to select whether you want to keep the same coverage or make a change.
There is only one level of coverage available in this plan. If you choose “Change the level of coverage” it will give you the
ability to select only the coverage level you already have. Therefore, we recommend you save yourself a little time and NOT
select “Change the level of coverage.”
Complete the Evidence of Insurability Form
Life – Optional
*If you are enrolling in Optional Life coverage for the first time or are increasing your coverage level, you will need to complete
an Evidence of Insurability form.
a.
Before you start your enrollment, please
complete the eligibility forms. For all
dependents, click the here link under
Evidence of Insurability Requirements.
b.
Click the Life Evidence of Insurability form.
42
8. ENROLL IN BENEFITS, CONT.
Complete the Evidence of Insurability Form, cont.
c.
Life – Optional
Click File, Print, select a printer and click
Print.
Click the red X in the upper-right corner of
the form window to close it while keeping
the my>HR window open.
After you have printed the form, fill it out,
sign it and return it to the Payroll and
Benefits office at Munson Medical Center.
Keep the same coverage
a.
Click the circle next to “Keep the same
coverage.”
b.
Click Continue.
c.
A window will appear confirming your
selection. Click Continue.
d.
Your next enrollment election will appear.
Proceed to that section of this guide.
Life – Optional
43
8. ENROLL IN BENEFITS, CONT.
Select a different benefit option
a.
Click the circle next to “Select a different
benefit option.”
b.
Click Continue.
c.
Click the circle next to the new plan option
you want.
d.
Click Continue.
e.
Click the circle next to the coverage option
you want. Your selected option will display.
You need to select it again. If you do not, a
pop-up window will appear asking you to
select it so you can go on.
f.
Click Continue.
g.
A window will appear confirming your
selection. Click Continue.
h.
Your next enrollment election will appear.
Proceed to that section of this guide.
Life - Optional
44
8. ENROLL IN BENEFITS, CONT.
Disability Elections
Warning – in the next enrollment option your salary can be derived from the coverage amounts listed. If you don’t
want to share this information with anyone who can see your computer screen, kindly ask them to leave the room
until you complete this task.
Keep the same coverage
Disability
*In this example, the previous year’s selection was the waive plan.
a.
Click the circle next to “Keep the same
coverage.”
b.
Click Continue.
c.
A window will appear confirming your
selection. Click Continue.
d.
Your next enrollment election will appear.
Proceed to that section of this guide.
45
8. ENROLL IN BENEFITS, CONT.
Select a different benefit option
Disability
*In this example, the previous year’s selection was the waive plan.
a.
Click the circle next to “Select a different
benefit option.”
b.
Click the circle next to the new plan option
you want.
c.
Click Continue.
d.
A window will appear showing your covered
monthly salary. Click Continue.
e.
A second window will appear confirming
your selection. Click Continue.
f.
Your next Enrollment Election will appear.
Proceed to that section of this guide.
46
8. ENROLL IN BENEFITS, CONT.
Health Reimbursement Elections
Select a benefit election
Health Reimbursement
Your previous Health Reimbursement elections will appear. The new election will default to the previous choice,
effective dated 7/01/12. You will need to select whether you want to keep the same coverage or make a change.
Keep the same coverage
a.
Click the circle next to “Keep the same
coverage.”
b.
Click Continue.
c.
A window will appear confirming your
selection. Click Continue.
d.
Your next enrollment election will appear.
Proceed to that section of this guide.
Health Reimbursement
47
8. ENROLL IN BENEFITS, CONT.
Change the level of coverage
a.
Click the circle next to “Change the level of
coverage.”
b.
Click Continue.
c.
A window will appear displaying coverage
levels available. Enter the amount you want
to contribute.
Health Reimbursement
The “per pay period” amount is how much
you want to deduct from each paycheck. The
“per year” amount is the total amount you
want to deduct for the year.
Enter an amount for one of the two options.
d.
Click Continue.
e.
A window will appear confirming your
selection. Click Continue.
f.
Your next Enrollment Election will appear.
Proceed to that section of this guide.
48
8. ENROLL IN BENEFITS, CONT.
Select a different benefit option
a.
Click the circle next to “Select a different
benefit option.”
b.
Click Continue.
c.
Click the circle next to the new plan option
you want.
d.
Click Continue.
e.
A window will appear confirming your
selection. Click Continue.
f.
Your next Enrollment Election will appear.
Proceed to that section of this guide.
Health Reimbursement
49
8. ENROLL IN BENEFITS, CONT.
Dependent Care Reimbursement Elections
Select a benefit election
Dependent Care Reimbursement
Your previous Dependent Care Reimbursement elections will appear. The new election will default to the previous
choice, effective dated 7/01/12. You will need to select whether you want to keep the same coverage or make a
change.
Keep the same coverage
Dependent Care Reimbursement
*In this example, the previous year’s selection was the waive plan.
a.
Click the circle next to “Keep the same
coverage.”
b.
A window will appear confirming your
selection. Click Continue.
c.
Your next Enrollment Election will appear.
Proceed to that section of this guide.
50
8. ENROLL IN BENEFITS, CONT.
Select a different benefit option
a.
Click the circle next to “Select a different
benefit option.”
b.
Click Continue.
c.
Click the circle next to the new plan option
you want.
d.
Click Continue.
e.
A window will appear displaying coverage
levels available. Enter the amount you want
to contribute.
Dependent Care Reimbursement
The “per pay period” amount is how much
you want to deduct from each pay check.
The “per year” amount is the total amount
you want to deduct for the year.
Enter an amount for one of the two options.
f.
Click Continue.
g.
A window will appear confirming your
selection. Click Continue.
h.
Your next Enrollment Election will appear.
Proceed to that section of this guide.
51
8. ENROLL IN BENEFITS, CONT.
Hyatt “MetLaw” Legal Plan
Warning – when you complete the Group Legal section and click Continue, it will take you to a summary screen
listing ALL your benefit elections. If you selected the Optional Life Insurance, your salary can be derived from the
coverage amounts listed. If you don’t want to share this information with anyone who can see your computer
screen, kindly ask them to leave the room until you complete this task.
New this year: A group legal plan is now available. This plan offers coverage and/or consultation for most legal
needs, such as estate planning, financial matters, personal injury, probate, etc. More information about the new
group legal plan can be found in the my>HR open enrollment guide.
Select a benefit election
a.
Click the circle next to the new plan option
you want.
b.
Click Continue.
c.
Click the circle next to the coverage option
you want.
d.
Click Continue.
e.
A window will appear confirming your
selection. Click Continue.
Group Legal
52
8. ENROLL IN BENEFITS, CONT.
Submit Elections
Warning – the summary screen will list all your benefit elections. If you selected the Optional Life Insurance, your
salary can be derived from the coverage amounts listed. If you don’t want to share this information with anyone
who can see your computer screen, kindly ask them to leave the room until you complete this task.
Your selected elections will appear. Carefully review your choices. If you decide you need to change something, click
Make Changes and you will be able to select the plan(s) you want to change. If you are satisfied with your choices,
click Submit. We do not recommend you click Exit. If you click Exit you will lose all your work and have to start over.
It’s better to submit what you have entered, then go back later and make changes if needed.
53
8. ENROLL IN BENEFITS, CONT.
Make Changes
a.
Click Make Changes.
b.
Check the box next to the Plan(s) you want
to change.
c.
Once you are satisfied with your choices,
click Continue.
d.
Click the circle next to “Select a different
benefit option.” Continue making your
selections in your plans. Consult the
previous sections of this guide if you need
help.
e.
Finally you will reach the Benefit Elections
summary screen. Review the entries for
accuracy. Scroll down and click Make
Changes again if you need to.
Submit Elections
54
8. ENROLL IN BENEFITS, CONT.
Submit
a.
Once you are satisfied with your choices,
click Submit.
b.
A window will appear offering you the option
to print or email your elections and stating
these are your benefit choices. If you would
like a copy of your elections and have an
email address or a printer available, click Yes.
c.
A Print window will appear in front of a
Congratulations window. Select the printer
you want to use and click the Print button.
d.
Click Continue at the Congratulations
window.
e.
The window on the right will be blank and
your menu selections on the left are
available. Stay tuned for other helpful
information in the following section of this
guide. To exit, click [logout] in the upperright corner.
Submit Elections
55
9. BENEFITS ENROLLMENT RESOURCES
From within Lawson there are some resources you can access to help you with your benefit enrollment selection
process. You can view your current benefit elections. You can access our benefit links to our benefit provider
company web sites. You can access the Benefits Plus Enrollment Guide and Benefit Plan Descriptions and the
Employee Handbook from the Munson web site. From the my>HR web site you can also access forms you may need
to supplement the benefits enrollment such as evidence of insurability forms, dependent enrollment forms, etc.
Current Benefits
Your current benefits you have through June 30 will display here. When the new coverage year takes effect on July 1,
this page will show the new enrollment selections you made during open enrollment.
Warning – the summary screen will list all your current benefits. If you have Basic or Optional Life Insurance, your
salary can be derived from the coverage amounts listed. If you don’t want to share this information with anyone
who can see your computer screen, kindly ask them to leave the room until you complete this task.
a.
From the Benefits tab, click Current Benefits.
If you had trouble getting the Benefits tab to
display, click the Home tab, then the
Benefits link.
b.
Your current benefits through June 30 will
display. These are the ones in effect today.
Do not confuse this with your new open
enrollment selections. The new selections
can be accessed through the Benefits
Enrollment link.
56
9. BENEFITS ENROLLMENT RESOURCES, CONT.
Benefit Links to Benefit Provider Company Web Sites
If you are enrolling in Benefits from outside the Munson intranet, you may find it faster to open a new browser
window and simply type in the web address of the provider site you are interested in. The provider web addresses
are as follows.
Delta Dental:
EyeMed:
ING:
Priority Health:
Hyatt Legal:
http://deltadental.com/
http://portal.eyemedvisioncare.com/wps/portal/emweb/members
http://ingretirementplans.com/
http://www.priorityhealth.com/
http://www.legalplans.com
To go to the provider web sites from Employee Self-Service:
a.
From the Benefits tab, click Benefits Links.
b.
Click Delta Dental.
c.
The Delta Dental web page will display.
Navigate that page to find the information
you’re looking for. When you are finished,
click the red X in the upper-right corner to
close the window.
Feel free to visit the other Provider web sites
through the links listed under Benefits Links.
57
9. BENEFITS ENROLLMENT RESOURCES, CONT.
Benefits Plus Enrollment Guide
a.
From the Benefits tab, click Benefits
Enrollment Guide.
If you had trouble getting the Benefits tab to
display, click the Home tab, then the
Benefits link.
Click the heading for the Benefits
Enrollment Guide from the green bar on the
left.
b.
Click the icon for the Benefits Enrollment
Guide.
Click File, Print, select a Printer and click the
OK or Print button if you would like a printed
copy.
58
9. BENEFITS ENROLLMENT RESOURCES, CONT.
Benefit Plan Descriptions
a.
From the Benefits tab, click Benefit Plan
Descriptions.
If you had trouble getting the Benefits tab to
display, click the Home tab, then the
Benefits link.
b.
Click Benefits Plus Summaries, SPDs from
the green selection bar on the left.
c.
Click the Benefits Plus Summary Plan
Description icon to open the document.
If you would like to view a medical plan
benefit summary, click the icon for the plan.
From there you can print or save the
document(s).
59
9. BENEFITS ENROLLMENT RESOURCES, CONT.
Employee Handbook
a.
From the Benefits tab, click Employee
Handbook.
If you had trouble getting the Benefits tab to
display, click the Home tab, then the
Benefits link.
b.
Click the Employee Handbook icon from the
white section on the right.
c.
The handbook will display as an Adobe
Acrobat file. You can view, print or save the
document.
60
9. BENEFITS ENROLLMENT RESOURCES, CONT.
Munson Policies
The Munson policies search tool can be accessed via Employee Self-Service.
a.
From the Home tab under Employee SelfService, click Policies.
If you had trouble getting the Benefits tab to
display, click the Home tab, then the
Benefits link.
b.
The Munson Policies Search page will appear.
To use, enter a policy word or phrase and
click search.
If the search results display a topic you’re
interested in, click the name of the policy to
open the policy file. You can then print or
save the policy.
c.
Click my>HR logo to re-display the home
page. If you like, from here you can explore
more Self-Service options.
d.
When you are done using Lawson, click
[logout] in the upper-right corner.
This is the proper way to exit the program,
ensuring your session closes completely.
61
10. EMPLOYEE SELF SERVICE RESOURCES
Thank you for participating in on-line benefits enrollment. Now that you have had some practice with one part of
Employee Self-Service, please take a few moments to explore the other options available on the menus.
Check out the Pay menu. It will allow you to view paycheck stubs, your pay rate history and year-to-date paycheck
history. In addition you can change your tax withholding. Pay check modeling is a wonderful tool that allows you to
forecast your net pay if you are planning to change your tax withholding, 403B contributions, hours or pay rate.
The Personal Information menu allows you to update emergency contacts, addresses and view your paid time off
leave balances. You may also view a personal profile, which indicates key information on file with Human Resources.
Please visit the Munson home page>>my>HR, Employee Self-Service Quick Reference Guides for handy tools to help
you navigate the screens and understand the information presented.
When you are done using Lawson, click [logout] in the upper-right corner. This is the proper way to exit the
program, ensuring your session closes completely.
62
APPENDIX: UNABLE TO INSTALL THE CITRIX GATEWAY PLUG IN?
Adding an Exception to your Windows Firewall for the Citrix Access Gateway.
From the Control Panel, Open the Windows Firewall,
Then select Exceptions tab.
Click on add program,
In the Path box enter: c:\Program Files\Citrix\Secure Access Client\nsload.exe this will add the
exception for the CAG.
You should now see the Citrix Access Gateway (CAG) in the Exception list. Disregard the Yes in the Group
Policy column. You should see No and that is OK, as long as it displays in the list.
Click OK to close the Dialog box
Try logging into my>HR again following the same procedures outlined above.
Uninstalling the Citrix Access Gateway (CAG) Plug in Client
Sometimes it may be necessary to Uninstall and Reinstall the Citrix Access Gateway Plug in to resolve
connection issues. The instructions below will only be needed if you experience problems connecting and
need to start over.
Go to the Start button and then Settings > Control Panel
From the Control Panel, select Add or Remove Programs
Select the Citrix Access Gateway Plug in and click on remove. This will start the uninstall process.
When the Citrix Access Gateway Plug in
uninstall completes, Please Shutdown &
Restart the PC before continuing. The
uninstall is now complete. Please follow the
steps from the beginning to re-install the
Citrix Access Gateway (CAG) Client from
MyMunson.org.