PeopleSoft Instructions

7/28/2019 PeopleSoft Instructions

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Open Enrollment PeopleSoft Step By Step Instructions

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1) After you login, click on the

Self Service O tion.

2) Then Click on the Benefits Option.




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3) Then click on the Open Enrollment

Option

4) To Begin your changes click on the

Select Button




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5) If you wish to change Medical,

Dental, or enroll in the FSA plan click

on the edit button next to

Appropriate plan.




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6) If you are changing Medical Plans,

click on the plan you wish to elect for

the calendar year 2012.

7) If you are electing a

UnitedHealthcare Performance HMO

plan, you need to select a doctor.

Click on magnifying glass to find a

doctor for yourself first.

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8) You can search by provider ID,Medical Group, Doctor’s Last Name or

b Doctor’s Zi Code.

9) Then you can search for doctors for

your dependents by clicking on the

“Dependent Provider List”.

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10) Search for each doctor individually by

using the magnifying glass.

11) After you find all the doctors for

each of our de endents Click OK.

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12) After you are done with your

doctor and your dependent’s doctors

elections, click on Continue.

13) Please carefully review the

disclaimer and click “Accept Your

Choice”, then OK to store your

choices.

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14) You will return to the main

screen. If this is the only change you

wish to make, then click submit and

go to step #21. If you wish to enroll in

FSA go to the next step.

15) To enroll in the FSA, Click on Edit

next to the FSA of your choice.




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16) Then Click on the Flex Spending

Health Option.

17) Enter the amount you wish to

save. Then click Estimate from Per-

Pay-Period Contributions




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18) PeopleSoft will calculate your

monthly contribution. Then click on

Calculate

19) Click on Continue when done.




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20) Click Ok.

21) If you are done with all your

chan es click on SUBMIT.




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22) Review your changes then either enter an

e-mail address or allow for the default to your

district e-mail address. You will receive a

confirmation of your enrollment when you

submit.

23) You are now done, you can either

continue working in PeopleSoft or

Sign out.

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PeopleSoft Instructions

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