Employee Self-Service Open Enrollment Quick Guide

Employee Self-Service
Open Enrollment Quick Guide
During Open Enrollment, employees can make changes to
existing benefit elections, make new elections and cover
dependents by using Ceridian’s Employee Self- Service.
GENERAL INFORMATION
To login to ESS use the following website:
https://sourceselfservice2.ceridian.com/dynamic
User Name: First
Initial First Name +
Full Last Name +
Last 4 Digits of SSN
Password: Enter
your chosen
password. If this is your first time logging into ESS, use the first
five digits of your SSN plus two zeros. You will be prompted to
create and save a new password.
What to know about the Home page:
During Open Enrollment, a message appears reminding
employees how long they have to enroll in their benefits.
Click the Please Enroll Now link to access the Task for
Enrolling in Benefits page.
REVIEWING CURRENT ELECTIONS
When changes are NOT necessary to existing enrollments:
Review all current elections. **NOTE: All elections will
default to your current enrollment except for Flexible
Spending Accounts which must be renewed annually.
Click the [Complete Enrollment] button at the bottom
of the page.
When changes ARE necessary or to add new benefits:
Click the [Change] button in the appropriate benefit
section.
ELECTING BENEFITS
VERIFYING DEPENDENTS
When changes are NOT necessary to existing dependents:
Click the [Next] button.
When changes ARE necessary to existing dependents or to add
new dependents:
Click the Dependents link.
Use the [Add] button to add new dependents.
Check the Delete box to remove existing dependents.
When your marital status has changed:
Click the Change of Marital Status link.
Make necessary updates and click [Save].
To change your current election or add a new election:
Click the Elect radio button for the plan you wish to
select.
Click [Save].
After clicking the Save button, the new plan election displays
and is highlighted with the word “NEW”.
***NOTE: Any changes to existing dependents or additions of
new dependents do not go into effect immediately. The proper
supporting documentation must be submitted to HR who will
review and approve the dependent records. Once approved,
the open enrollment process can be completed.

Employee Self-Service
Open Enrollment Quick Guide
If additional changes are necessary:
Continue to click [Change] in each section for the plans
to which you wish to make changes.
Continue to Save each change.
COVERING DEPENDENTS/ELECTING BENEFICIARIES
When dependents ARE being covered by a plan:
The Current Elections page will display a warning as a
reminder to select your dependents covered by the
plan.
Click the [Covered Dependents] button for those plans
with dependent coverage.
Check the Cover box and then select the dependent
from the drop down box.
COMPLETING ENROLLMENT
Once you begin to make changes on the Current Elections page,
you have four options:
Complete Enrollment – Click this button when you
have finished making all of your elections. Even if you
are not making changes to existing elections, use this
button. The elections are immediately sent to the HR
application for processing.
Save Selections and Enroll Later – Click this button
when you are not ready to submit your new elections.
The changes will be saved and displayed when you
return later. When you are ready to save your
elections, use the Enroll Now link from the Home page
to return to the Current Elections page and select
Complete Enrollment to process any benefit changes.
Start Over – Click this button when you wish to clear
any previously made changes. Your benefit elections
will be reset to the previous choices.
Cancel – Click this button when you want to return to
the ESS Home Page. No changes will be saved.
Printing Benefit Confirmation Statements
When beneficiaries must be designated:
Click the [Beneficiaries] button for those plans that
require a beneficiary designation.
To print a Benefit Confirmation Statement immediately after
completing your enrollment:
From the Benefit Confirmation Statement page, click
[OK].
When the statement appears, click [Print].
Click the radio button and select existing dependents
from the Dependent as Beneficiary dropdown.
Click the radio button and enter the name of
beneficiaries who are not dependents in the Non-
Dependent box and select a Relation.
Enter the percentage designation for each Primary
beneficiary (the total must equal 100%).
Enter the percentage designation for each Secondary
beneficiary (the total must equal 100%).
To print a Benefit Confirmation Statement from the Home
Page:
From the Home page, click Benefit Confirmation
Statement link.
When the statement appears, click [Print].
Remember to Logout of ESS correctly:
Use the Logout link
on the top menu.