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Cigna Leave Solutions ® iAM SELF-SERVICE User Guide for Employees August 2016

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Page 1: Cigna Leave Solutions - Home - Weld County · 3 Introduction Cigna Leave Solutions® Interactive Absence Manager (iAM) self-service portal offers employees 24/7 access to their leave

Cigna Leave Solutions® iAM SELF-SERVICE

User Guide for Employees

August 2016

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iAM Self-Service User Guide for Employees

Table of Contents

Section Page

Introduction 3

Accessing Employee Self-Service 3

Disability/Leave of Absence Page 6

Employee Home Page 7

Navigation Links 8

Create New Leave Request 9

Intermittent Leave Request 18

Time Off Absence Request 23

Reduced Work Week Request 25

Change Leave Functionality 27

Change Leave Dates 30

Cancel a Leave 31 All Cigna products and services are provided exclusively by or through operating subsidiaries of Cigna Corporation, including Life Insurance of North America and Cigna Life Insurance Company of New York. The Cigna name, logo, and other Cigna marks are owned by Cigna Intellectual Property, Inc. All models are used for illustrative purposes only. 08/16 © 2016 Cigna. Some content provided under license.

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Introduction Cigna Leave Solutions® Interactive Absence Manager (iAM) self-service portal offers employees 24/7 access to their leave information, such as the status of their leave and hours they have used as well as hours remaining for a leave plan. The iAM Self-Service User Guide for Employees presents and illustrates the self-service functionality and tools available to users. This will include how to create a new leave request and/or change a leave end date. The objective of the iAM Self-Service User Guide is to provide employees with an understanding of the self-service capabilities that are available to them. This guide will also provide instructions on how to navigate the web-site, use the tools to access information and complete leave-related activities.

Accessing Employee Self-Service Go to the www.myCigna.com URL to access the iAM self-service web portal to submit a disability claim, request a leave and/or check the status of their leave. www.myCigna.com Once you are at www.myCigna.com, enter your User ID and Password to access myCigna. If this is your first time logging in, instructions are presented on the log in side bar under the “Who can register for myCigna?” header.

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myCigna Home After logging on to myCigna.com, the user’s personalized home landing page will be displayed. From the home page, the user can access information about their Cigna benefits and services provided through their employer using the horizontal navigation bar on the top of the page. The navigation bar has three tabs: “Review My Coverage,” “Manage Claims & Balances” and “Manage My Health.” The user can either click on the tabs in the navigation bar to go to its main page or ‘hover’ over the tab to view the drop down menu to access specific their individual benefit/service coverage and claim information.

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Review My Coverage Tab Using the “Review My Coverage” drop down menu, the user will see his/her available coverage types displayed. Select Disability/Leave of Absence to access plan information and self-service tools to request a leave.

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Disability/Leave of Absence On the Disability/Leave of Absence page, the user can access his or her leave account on the iAM leave system by clicking on Submit a Disability Claim; Request a Leave or Check Your Leave Status. This will take the user to his or her Employee Home page on the iAM system. Information pertaining to the reasons that an employee may qualify for a leave and the functionality available to users through this self- service site is provided.

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Employee Home Page The Employee Home page is the first screen that a user sees when he/she has accessed the Employee iAM self-service portal. Self-service capabilities and available leave information is identified on this page to help the user find the information they need.

The Employee Home page has three sections:

1. Introductory Welcome Message that includes a list of available capabilities (e.g. view summary of open and closed leave, cancel a leave that has not yet started, etc.)

2. Leave of Absence section where the user can access the Create New Leave Request wizard and access Open

and Closed Leaves 3. The employee’s personal (demographic) and employment information that is provided by the employer and loaded

into the leave system

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The Employee Home page provides navigation links that enable the user to access leave of absence related resources and tools. The following section of the iAM Self-Service User Guide for Employees describes these navigation tools. Navigation Links Navigation links also provide users access to resources applicable to their leave administration program. These links appear above in the upper right hand corner of any web-page in the self-service application. The links include:

• Documents & Forms • Settings & Preferences • Site Help • Log Out

Documents and Forms Link Clicking on Documents and Forms will provide the user access to resource documents, such as family state leave laws summaries, Cigna Leave Solutions’ standard certifications and forms, as well as company-specific documents (if applicable).

Settings & Preferences The user can edit or change passwords for the site or their email address.

[email protected]

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Site Help Link The iAM User Guide for Employees can be accessed via the Site Help Link.

Log Out Link The user can close and exit the application by clicking on the Log Out Link. Navigation links appear on all pages throughout the self-service application to provide the user easy access to leave-related resources and tools from anywhere in the self-service application. Create New Leave Request When clicking on Create New Leave Request, the user is presented with a series of pages that direct the user to review and verify information and enter pertinent leave information (such as leave reason, dates of leave, etc.) to submit a new leave. The user can stop and save the information entered at any step in the process (for instance leave reason, provider information or leave type) and finish it later by clicking on the Save and Finish Later button in the lower right-hand corner of each page. All fields with a “*” are required fields. The first page that the user sees is the Personal Information ‘header bar’ highlighted in green directly under the user’s name. The instructions direct the user to review and verify his or her pre-populated personal information to ensure its accuracy. If any of the information is incorrect, the user should update the editable fields as well as notify his or her employer to update any non-editable fields. The user clicks Next to go to the next page and continue the leave request process.

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Employment Information The second header bar displays the Employment Information (shaded in green) located directly under the Personal Information header bar, which is now gray. A user can return to the Personal Information page by clicking the revisit link located on the far right hand side in its header bar. Each subsequent step will automatically be displayed in the header bar. The user can return to any step in the process by clicking on the revisit link in a header bar. The Employment Information screen presents pre-populated employment information that the user needs to review to verify that it is accurate and notify his or her manager to update any non-editable fields.

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Leave Reason The third header bar displays the Leave Reason (shaded in green) located directly under the Employment Information header bar. The user can select the leave reason from a drop-down menu. For our first example, we will create a leave for “Pregnancy/Maternity.”

When the user clicks on Next, the system will automatically display the applicable screens that the user needs to complete for a specific leave reason. The information asked for can vary depending on the leave reason.

Provider Treatment Dates The user can enter the provider name and phone number and first, last and next treatment dates. Up to three providers can be added

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Pregnancy The user must complete the “Related Person Information” section when the user wants to include leave time to care for the newborn child immediately after birth for bonding. The user must click on the radio button adjacent to “Add New Contact/Family Member” to create a new contact or the radio button adjacent to the “family member name” listed if previously entered for a prior leave. When a family member needs to be added, the user enters the family member information and relationship type, and then clicks Next to proceed to the next step. Note* If the newborn baby’s name is unknown please enter baby for the first name and the employees last name.

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Leave Dates The user needs to enter the Start Date and End Date of the leave or estimated dates, as well as the Last Day Worked. If the Start Date and/or End Date are unknown, the user can select the Unknown checkbox and enter the last day worked.

“Estimated return to work full duty” is the estimated date that the employee will be able to return to his or her job. Because this date may change, the user should enter a date based on the information known at the time of the leave request.

Leave Type After entering the leave dates, the user then determines the leave type. For this example, the leave type is continuous since the employee is away from work as of the leave start date through the leave end date. The information that the user provides can vary by the leave type. There are three leave types:

• Continuous Leave • Intermittent Leave • Reduced Schedule

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Short-term Disability (STD) At this point in the process, the STD page is displayed as the iAM system has automatically confirmed that the user is eligible f o r STD coverage based on the information provided by the employer. The user needs to provide the information outlined on the page so Cigna can process the STD claim. Note: This page will only be displayed when the user has STD coverage or their STD coverage applies to the leave reason.

Note: Benefit Offset \/\/hen a user selects "Yes" from the drop-down menu to the question: "Applied for or Receiving Other Benefits" on the STD questionnaire, the Benefit Offset page will appear. The Benefit Offset questions must be completed if the user has applied for or is receiving benefits from other sources such as Social Security Disability, Pension, No-Fault, etc. The user can select the appropriate benefit source from the drop-down menu, enter the amount received, and click on the Add button.

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Hospital Admission The next step is to provide Hospital Admission information as outlined below. In this scenario, the employee was hospitalized for a normal delivery.

Leave Summary The Leave Summary page provides the user with a summary of the leave request. The user can review the leave information and make any changes in a given section by clicking on the revisit links to the right of any one of the header bars. After reviewing and/or editing the information entered, the user clicks the Submit button. The leave is not complete until the user clicks on the Submit button on the next page.

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Leave Confirmation The Leave Confirmation page confirms that the leave request has been submitted and provides the user with next steps in the process. For example, in some cases the employee will receive an acknowledgment package that includes the employee’s eligibility notice, instructions to complete the disclosure form that is needed to process the STD claim, and a Notice of Rights and Responsibilities under the Family Medical Leave Act (FMLA). The Leave Confirmation page will include information about available company-specific programs such as an employee assistance program, or other specific processes and procedures, if applicable. The unique leave ID is displayed in the lower left-hand corner of the Leave Confirmation webpage

Leave Successfully Created Message After clicking on Submit, the user is returned to the Employee Home page where a green check mark icon is displayed with a confirmation message that the leave of absence has been successfully created. The completed leave will now be listed under the heading "Open Leaves" and the user can access the leave record by clicking on the Leave ID.

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Employee Name – Leave of Absence The Leave of Absence record provides detailed leave information that is updated daily. The user can find information such as the plans, (for example, FMLA, STD, state family medical, company-specific plans that apply to the leaves, the employee’s eligibility for each applicable plan, plan status, e.g. pending, approved, etc.) hours used/available for each plan and return to work information when available. The Leave Summary section provides eligibility status for each plan that applies to the leave. In our example, FMLA, CT FML and STD plans apply to the leave and the employee is eligible for each plan. However, the employee is not eligible for FMLA starting on 05/09/2016, since FMLA exhausts on 05/08/2016 as noted in the “From Date” and “To Date” columns. CT FML leave entitlement is more generous (16 weeks in 24 months) than FMLA (12 weeks in 12 months), thus making the employee eligible under CT FML through 06/05/2016.

The Forms and Notifications section is where you can locate copies of the leave notifications that have been sent to the employee relative to his/her leave. The user can click on go back to the Employee Summary link in the upper left-hand corner of the web- page to return to the Employee Home page to access other open or incomplete leaves.

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Intermittent Leave Request The next section of the User Guide will walk through the steps to create an intermittent leave for family member’s serious health condition and report intermittent time used. We will then create a reduced work week leave to show how the process for this leave type differs from the intermittent leave. The first two steps presented to any user when creating a new leave request will be the review and editing of the employee’s Personal Information and Employment Information as demonstrated in the first example above. Our next leave examples will begin with the Leave Reason. This is where the pages that are presented to the user may begin to vary due to the specific information needed for a given leave reason. The following example begins with the user selecting the leave reason of a family member’s serious health condition from the drop down menu and clicking on Next.

Provider Treatment Dates The user can complete the Provider Treatment Dates by entering the provider's name and contact information, along with the first, most recent and next treatment dates. Up to three providers can be added.

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Family Serious Health Condition The family member’s name and the employee’s relationship to that family member must be provided. The first time a leave is created for a family member, the user enters pertinent information such as date of birth, phone number, as shown here. In addition, the user must select the appropriate radio button that describes their relationship, for example biological or legal guardian.

After completing this step in the leave request process, the user can click on Save and finish later or click on Next.

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Save and Finish Later When the user clicks on Save and finish later, an information icon and message will appear to confirm that the leave has not been completed and that the user can complete the leave submission process by clicking continue, which is located under the Incomplete Leaves section.

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Leave Dates The user will be required to enter the start and end date of the leave, as well as the last day worked.

Leave Type – Intermittent Leave An intermittent leave is a leave taken in intervals of time rather than one continuous period of time. In this leave scenario, the intermittent leave is defined as a specified number of occurrences in a given period of time, for example two occurrences per month and a specified duration for each occurrence, for instance, up to four hours. This information needs to be entered after the user selects the radio button in front of Intermittent Leave.

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Leave Summary and Leave Confirmation The functionality available on the Leave Summary and Leave Confirmation is consistent for any leave reason and type as outlines above.

Employee Home (Employee Summary) When the leave has been successfully created, a confirmation icon and message will be displayed on the Employee’s Home page. From here, the user can click on the submitted leave ID to go to the Leave of Absence page.

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Time Off Absence Request For an approved intermittent leave, a user can report time used by using the Time Off Requests wizard on the Leave of Absence page. To start, the user clicks on the time off request date in the calendar.

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Time Off Request Process The user can enter the number of hours used and designate the time either as Office Visit (Treatment) or for Incapacity/ Unspecified. After clicking the Submit button, the user will return to the Employee Home page.

Summary of Reported Time and Status The "Your time off request has been received' confirmation message will appear on the Employee Home–Summary page which will be updated to show the intermittent absence time that was just submitted as well as all previously reported time in the Time Off Requests section. This provides a chronology of intermittent time used/reported for the leave with detailed information that includes the date, time used, status (pending, approved, or denied) and the reason for the absence.

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Reduce Work Week Request A Reduced Work Week leave is applicable when an employee takes a leave for a specified block of time per day (for instance, four hours) or per week (for instance, three days) during the approved leave. This absence is a set schedule and does not change from week to week as an intermittent leave can, so that the manager knows what days or what portion of the day the employee will be at work Creating a new reduced work week involves the same steps as a new intermittent leave with the exception of the Leave Type information that is required. The Leave Reason selected for our third scenario is Family Member Qualifying Exigency relating to a family member’s call to active military duty. The system displays the Family Member Qualifying Exigency page. Here the user enters the related person information and relationship to the employee. In our example, the spouse is selected as the relationship and then the iAM system will present the appropriate relationship types, legal spouse in this example.

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Leave Dates The user will be required to enter the start and end date of the leave, as well as last day worked.

Leave Type To complete the Leave Type for a reduced work week leave, the employee’s reduced schedule/hours must be entered for each day of the week. If the employee does not work on a specific day of the week or will not be away from work on specific day, the user should enter “0”. Please note that a reduced schedule leave cannot vary. If the schedule is to be variable from week to week, then the Service Center should be contacted.

The last two steps in the process are to review the Leave Summary and Leave Confirmation webpages for this leave.

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Change Leave Functionality The next leave example shows the user how to change leave dates and cancel a leave using the wizard tools available in the employee self-service application. To illustrate these self- service functions, we will first create a continuous leave and then show the steps needed to perform each leave function. Leave Reason – Adoption

Adoption Information The user enters the date or expected date of adoption and needs indicate whether his or her spouse works for the same employer. When the user selects 'Yes', information about the Married Couple Rule will be included in their Acknowledgment Package I Eligibility Notice that is sent after the leave request is completed. Related Persons Information must be completed.

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Leave Dates The user will be required to enter the start and end date of the leave, as well as last day worked.

Leave Type – Leave Summary – Leave Confirmation The last three pages in creating the adoption leave provide the user with the same functionality as outlined in the previous examples. The leave type for the adoption leave scenario is continuous. After clicking on the Submit button on the Leave Confirmation page, the user returns to the Employee Home page where a message is displayed indicating that the leave has been successfully created and provides the user with the leave ID number.

The adoption leave record can be accessed by clicking on the Leave ID in the Open Leave section of the page. The user can use the wizard tools to make changes and updates to the open adoption leave.

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Changes and Updates to Open Leaves Clicking on the leave ID Iink on the employee's home page will bring the user to the leave record that provides pertinent information and access to functionality to change and /or update the leave.

The Cancelled leave and Change leave dates links are located in the upper third section of the leave record.

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Change Leave Dates When clicking on the Change date of leave link, the user will be directed to the Change page and will be prompted to enter the new start and/or end dates (in the case of an extension request). For our adoption leave example, 08/08/2016 is entered as the new start date and 09/09/2016 as the new end date.

The user can change the leave start and/or end date as long as the leave is not concurrent with STD (the STD Claim Manager will handle this change request) and as long as the change dates are not earlier than the original requested start and end dates. Once the new leave dates are entered and submitted, the leave record is updated and the leave date change is reflected on the Employee Home.

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Cancel a Leave To cancel a leave already entered, the user should click on the Cancel Leave link in the leave record and the Cancel Leave page will appear.

The user clicks on the ‘Yes’ – please cancel this leave of absence’ checkbox and then the Submit button to cancel the leave. The check box must be checked for the leave to be cancelled and for the system to generate a successful message as noted below:

The user needs to contact the STD Claim Manager who can complete these tasks. Support and Resources If you have any questions regarding leave administration or specific leave information, contact your Cigna Leave Manager at 888.84.Cigna (888.842.4462). If you have any problems with the self-service application, contact the Customer Support Center at 800.794.4954. Please indicate that your issue is with the iAM manager self-service application.