iBenefits Help

Note:  To be able to create a new employee record, the person must currently have no coverage with TAMUS.  So, those who currently have COBRA coverage and are moving into benefit eligible employment are not currently supported in iBenefits.

1.  Log in to SSO and click iBenefits from the menu.

2.  In the upper right hand corner of the screen, change your role to your Processor role. (Either Dept. Processor or Processor depending on your access level.)

3.  Create a New Document

For Dept. Processors :

In the upper left hand corner of the screen, click "New Document"

For Processors:

In the upper left hand corner of the screen, hover over Documents then click "New Document" from the drop-down.

 

4.  Enter the new employee's UIN and click Continue.

5.  Choose "New Employee Default" from the drop-down.  It should be the only option.

6.  If there is currently an EPA for this employee you may select it from the list.  Otherwise, you can enter the employee data manually.  In Snow White's case, she does not have an EPA so we will enter all the data manually.

Here is an example of an employee with EPA documents - please keep in mind this data is fictional as are the employees.

7.  Enter the employee's data according to their new position and click the "Create Document" button.   

• The Email Address is optional.  If the employee does not yet have their work address, you may enter their personal email address.
• The date range that is available for the Employment Date is 45 days in the past to 80 days in the future.
• The “Employer Contrib Start Date” indicates the employee’s eligibility to receive state funds for insurance.  The value “Not Eligible for SGIP” means that the employee is currently the Primary holder of another state of TX medical insurance plan and therefore already receiving state funds for insurance.  This is a rare situation, and has nothing to do with the employee’s wish to waive coverage.
• The J1/J2 Visa question is very important to be accurate on the creation.  If this value needs to be corrected, later, the event will have to be canceled and a new one created.

8.  Click the "Print Instructions" button or “Email Participant” button to give the employee their instruction sheet.  If you realize you have made a mistake, use the "Make Correction" button to make the adjustment.   

How to Adjust data on a New Employee Document

If you realize later that an adjustment is necessary, you can edit the employee data by clicking the "New Employee Data" button on the Benefit Overview or clicking the "Employee Info" button on the Participant Search.

For the Dept. Processor:

For the Workstation Processor: