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Chapter 1: Overview of Manager Self Service (MSS) ........................................................................................ 4
Accessing the System .................................................................................................................................... 4
Navigating the System .................................................................................................................................. 4
Access Levels ................................................................................................................................................ 9
Chapter 2: Employee Search ........................................................................................................................... 9
Quick Search ............................................................................................................................................... 10
Advanced Search ........................................................................................................................................ 10
Chapter 3: Employee Specific Information ..................................................................................................... 12
Navigating the Employee Record ................................................................................................................ 12
Personal Data ............................................................................................................................................. 13
Employment Data ....................................................................................................................................... 14
COBRA .................................................................................................................................................... 15
Direct Billing ........................................................................................................................................... 16
Dependent Information .............................................................................................................................. 19
Adding a Dependent ............................................................................................................................... 20
Editing/Updating a Dependent Record .................................................................................................. 23
Deactivating/Reactivating a Dependent ................................................................................................. 23
Beneficiary Designations ............................................................................................................................ 24
Updating a Beneficiary Designation ....................................................................................................... 24
Benefits Summary ...................................................................................................................................... 26
Prior Year Benefits ...................................................................................................................................... 28
COBRA ........................................................................................................................................................ 29
Life Events .................................................................................................................................................. 32
Entering a Life Event ............................................................................................................................... 33
Editing an Event .......................................................................................................................................... 36
Chapter 5: Transaction Log ............................................................................................................................. 37
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Viewing the Transaction Log ....................................................................................................................... 38
Chapter 6: Notification Manager .................................................................................................................... 40
Viewing a Notification from the Secure Mailbox ........................................................................................ 40
Viewing Notifications from Manager Self Service ....................................................................................... 42
Creating Notifications ................................................................................................................................. 43
Chapter 7: Document Manager ...................................................................................................................... 42
Chapter 8: Employee Notepad ....................................................................................................................... 43
Viewing Employee Notes ............................................................................................................................ 43
Entering Employee Notes ........................................................................................................................... 45
Chapter 9: Call Tracker ................................................................................................................................... 46
Creating a Call Record ................................................................................................................................. 46
Viewing Call Details .................................................................................................................................... 47
Chapter 10: Issue Tracker ............................................................................................................................... 49
Logging an Issue.......................................................................................................................................... 49
Viewing/Editing Previously Logged Issues .................................................................................................. 50
Chapter 11: Access Rights .............................................................................................................................. 51
Chapter 12: Updating Usernames and Passwords ......................................................................................... 53
Chapter 13: HR Override ................................................................................................................................ 54
Accessing HR Override Function ................................................................................................................. 54
Example 1 – HR Override ............................................................................................................................ 57
Example 2 – HR Override ............................................................................................................................ 59
Chapter 14: Add Employee ............................................................................................................................. 62
Chapter 15: To-Do List .................................................................................................................................... 64
Viewing the To-Do List for a Specific Employee .......................................................................................... 65
Viewing, Approving, or Denying Pended Coverage .................................................................................... 66
Viewing the To-Do List for All Employees ................................................................................................... 67
Chapter 16: Reports ....................................................................................................................................... 72
Chapter 17: Files ............................................................................................................................................. 72
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