USER GUIDE: Manage My Benefits

Keystyle Support Team -

 

Updated as of 10.26.16, corresponds with version 1.10 of the portal.

QUICK LINKS:

HOW TO ACCESS MY BENEFITS IN THE PORTAL

VIEWING MY CURRENT BENEFITS

REQUESTING A QUALIFYING EVENT

ELECTING BENEFITS

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HOW TO ACCESS MY BENEFITS IN THE PORTAL

To access the Benefits module in your portal go to Employee Tools” from your navigation bar and select “Manage My Benefits”

This will take you to the Benefits Main Page where you can view your current elections, request a qualifying event and if an election window is opened you will be able to make your benefit elections.

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Viewing my Current Benefits:

To see what your current Benefits are click on the “Review Button”.

The review page will show you your current benefit elections.

NOTE: If this page is blank it means your benefits may not yet be loaded in the portal.

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Requesting a qualifying event:

To request a qualifying event select from the qualifying event dropdown and add any additional notes you might want your HR team to know.

Some qualifying events may require documentation. If your qualifying event requires documentation the following message will appear and the request button will be un-selectable until you attach your documentation.

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Electing Benefits:

When an open enrollment window has been approved you will see the following when you access the “Manage My Benefits” page:

The Benefit Election Process is a 4 step process, you must complete all four steps in order to submit your benefit elections for approval.

STEP 1. Update your own personal information

Step 1 is the same as your current “Update Info” page. Simply review your personal information and if you have items to submit be sure to select “Submit Update” (A) to send them for approval.

Some items may have a red box around them indicating that these fields are required. You will not be able to verify this page until these fields are submitted.

­­After submitting your changes or if you have nothing to update click the “Verify” button to indicate that you’ve finished this page.

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STEP 2. Update your dependent information

Step 2 is the same as your “Update Dependents” page.

You can add, modify and delete your dependents.

After submitting your new dependents or if you have nothing to update click the “Verify” button to indicate that you’ve finished this page.

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STEP 3. Review plan offerings and elections

In the Benefit selection page you will see all the benefit election options available to you. You can make new selections, keep existing Elections, add dependents and beneficiaries (where apply) and decline coverage.

For new benefits:

To select the benefit

  1. Check the box next to your benefit selection

  2. Choose from the dropdown or enter the amount/percentage

  3. Select the “Confirm” button

  4. Depending on the benefit you may be able to add dependents or beneficiaries.

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SELECTING DEPENDENTS OR BENEFICIARIES:

Depending on the type of Benefits you may be able to select a Dependent or Beneficiaries.

FOR DEPENDENT SELECTION:

If your benefit allows you to add dependents you will see a list of the dependents from step 2 (even if that dependent is still pending approval). If you realize you are missing a dependent go back to step 2 and add them.

Be sure your dependent selection matches with your option selection

Example: If you select “Single” then don’t add your dependents.

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FOR BENEFICIARY SELECTION:

Your benefit selection may allow you to select from your dependent list and/or add in the Name and Relationship of someone outside of your dependents list.

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FOR CURRENT BENEFITS:

Plans that you have previously elected will be labeled “Current Election” in green. To keep this same election without changes to the dependents or Beneficiaries select “Keep Existing Plan”

NOTE: Choosing to keep your existing plan may not mean your rates have remained the same. You will be able to see your current rates and your new rates in the summary on step 4.

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TO DECLINE A BENEFIT:

If you want to decline a Benefit option select “Decline Coverage” You will be required to give a reason for declining coverage in order to proceed.

NOTE: You can make changes to your elections up until you finalize your selections in step 4. To make changes to your previous selections simply select “Cancel”.

To finish step 3 and move to step 4 review your Benefit selections scroll down to the bottom of the page and click the “Continue” button after reviewing your subtotals

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Step 4. Finalize and submit.

The step 4 page allows you to review your elections before you finalize and submit. You will not be able to access this page until steps 1-3 are finished.

After reviewing your final changes and any additional detail provided by your employer select “Finalize & Confirm”

You will be able to sign using your cursor or if you are on a mobile device (EX: Phone or tablet) you can sign with your finger.

After you have signed and submitted your elections will go to your HR team for approval!

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