EMPLOYEE SELF SERVICE BENEFIT ENROLLMENT GUIDE

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1 EMPLOYEE SELF SERVICE BENEFIT ENROLLMENT GUIDE

2 Table of Contents I. OVERVIEW II. NEW HIRE ENROLLMENT III. FAMILY STATUS CHANGES

3 OVERVIEW Employee Self Service is part of the Lawson system and enables you to manage your benefits, view your leave balances, manage your payroll and tax information, and enter supplemental pay information. Employees access Employee Self Service by logging into Lawson portal. The link to Lawson is available via the Employee Resources webpage or on the intranet home page in the logins section. Once the Lawson link is selected, enter your user name and password into the log on screen. The user name and password are the same as your District user name and password.

4 NEW HIRE Once you have logged in, select the Employee Self Service bookmark on the left and then select the Benefits link. Before you start the new hire benefit enrollment process, you must FIRST add your dependents so you can choose to include them in your NEISD benefit coverage. Make sure you have all dependent information for your spouse and children (if any). This information includes the dependent s full name, address, social security number, and birth date. Select the Dependents link from the menu on the left and follow the on screen directions. All dependent data that is marked with an asterisk must be completed. Once you have entered all your dependents, you are now ready to enroll in your benefits.

5 Select the New Hire Enrollment link from the bookmarks on the left The benefit enrollment process will begin with a welcome screen. Please select Continue at the bottom of the screen to proceed to the next page. Benefit plans by type (health, dental, etc) will appear on the next screen. Select the plan name to review information about the plan including coverage and rates. Select the button next to the plan that you wish to enroll in and select Continue at the bottom of the screen. The next screen will allow you to choose to cover yourself and/or your dependents. That screen displays the coverage options and the cost per month for the option that you choose. Select Continue to proceed to the next page.

6 Do not select Elections until after you have completed your choices for the first plan type or the screen will display a cost of $0.00. Once you have completed your choices for the first plan type, the screen displays the total cost per pay period of your completed benefit elections as shown in the following screen. (Cost per pay period is based on 12 monthly or 26 bi-weekly deductions, 10 month employees actual deduction will differ from amount displayed) On the following screen, choose the dependents that will be covered under your benefit plans and select continue to view a summary for that benefit type.

7 The following screen displays the plan and coverage that you have selected for the benefit plan. It also displays the dependents covered under the benefit plan and the cost per pay period. The Elections button displays the cost per pay period of all of the benefit plans that you have selected. If the information appears correct, select Continue. If you wish to make changes, select Previous. When you select Continue, the next screen displays your benefit options for the next plan type and you will follow the same process as outlined above until you have completed the process for all of the benefit plan types that are offered via Employee Self Service.

8 Once you have gone through the entire benefits enrollment, you will have a benefit elections summary page. You can choose from one of the options at the bottom of the summary screen: Continue, Make Changes, or Exit. If you select Continue, your benefit choices will be saved and you will not be able to make any further changes, you will be given the option to print your elections for your records. If you select Make Changes, then a list of the plans types will appear and you can select which plans to change. If you select Exit, then you will exit the Employee Self Service module and your benefit choices WILL NOT be saved. You will be able to come back and complete the process at any point within 31 days of your hire date. (Cost per pay period is based on 12 monthly or 26 bi-weekly deductions, 10 month employees actual deduction will differ from amount displayed) Congratulations, you have now completed your New Hire Enrollment!

9 FAMILY STATUS CHANGES Enrollment in benefits for North East Independent School District employees include benefits whose premiums are deducted before taxes are deducted from the employee s paycheck. This results in a more favorable tax status by lowering your taxable income. Because the benefits are deducted before taxes are applied, the Internal Revenue Service (IRS) does not allow changes to be made to benefit elections unless a qualifying family status change occurs. Family status changes include the following events: Marriage Divorce Birth Adoption Change in spouse employment that includes a change in insurance coverage If one of the events listed above occurs, you can change your NEISD benefit elections using Employee Self Service. Once you have logged into Employee Self Service, select Benefits and then Family Status Change from the bookmarks on the left as shown below:

10 This will bring you to the Family Status Change menu screen. Select the appropriate life event from the bookmarks on the left or from the main screen shown above. The benefit elections you are allowed to change are unique to each family status change. You will only be able to make changes to the benefit elections that are displayed on the screens after you select a family status change. If you are adding a dependent through a birth or an adoption, then select the appropriate link and follow the instructions. The screen will instruct you to add the dependent to your benefit elections. Once you add the dependent, you can go through the remaining screens and add coverage as needed. The screens will display the same information as noted previously in the new hire enrollment section of this guide. Your benefit changes are not effective until you submit supporting documentation to the Employee Benefits Department. The following is a list of required documentation for the various family status changes: Adoption Birth Divorce Marriage Spouse employment/change in insurance coverage Copy of adoption paperwork Copy of birth certificate Copy of divorce decree Copy of marriage certificate Proof of change in insurance coverage Also, the IRS regulations allow you to change your benefit elections based on a court decree. To change your benefits based on a court decree, please contact the Employee Benefits department at (210)