Human Resources

Summary

This checklist outlines the steps to change coverage option during open enrollment season for medical benefits plan.

Factors to be Noted

• Each year in November, the Bank Group holds an open enrollment to allow staff to make changes to their medical insurance coverage options.
• During this period, staff may enroll self and/or eligible family members to the Medical Benefits Plan (MBP), even if an earlier enrollment was waived or denied.
• All changes apply and will be in effect only from January 1 of the following calendar year.

Step

Action

Action by HR

01

HR to send an email for open enrollment, with a link to myHR Self-Service (available only on World Bank’s intranet) where staff can request changes to MBP enrollment.

Action by Staff

02

Staff to enroll the eligible dependents via myHR Self-Service (available only on World Bank’s intranet) if the eligible dependents are already in the household.

Country office (CO) staff who do not have access to myHR Self-Service (available only on World Bank’s intranet) should send a request to HR Operations with the required supporting documents.

Action by HR

03

HR to perform the following actions:

a)    Review the form for accuracy.

b)    Verify the supporting documents provided for the requested change.

On approval:

• Enroll the eligible family members in MBP.
• Send a confirmation email to the staff member on the enrollment.

If rejected, send the staff member an email letting him/her know the reason for the request being rejected.