MyBenefits Manager AMS Catalyst User Guide
MyBenefits Manager AMS Catalyst User Guide
Accommodations ................................................................................................. 47
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MyBenefits for Managers Overview
The MyBenefits Absence Management and Disability functionality on the MetLife MyBenefits
website provides a secure environment for your managers with entitlements to their direct
reports, to review and monitor disability claims and absences. Upon navigation to either
online.metlife.com/benefits or mybenefits.metlife.com, the user will be brought to the main
page.
Note: Not all features in this User Guide will be available to all customers
To get started from the main page, enter the users group name in the upper right-hand corner.
A drop-down menu of organizations may appear with options to choose from (if more than one
match is found). Click Next to locate the users group/company name.
NOTE: The user will be prompted to access the MyBenefits website by either clicking on login
for existing users or clicking register for new users. Registration will be required for new users
and standard login will be required for existing users. To register, see the Registration login
experience below. For all registered users, they will be prompted to enter their username and
password. Secure authentication will be required for registration and maybe required for
ongoing login verifications.
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After clicking “Next”, the user will be brought to the View your benefits page. The new user will click
“Register” and the existing user will click “Login”.
Registration/Login experience
To register, click the blue “Register” button and complete the requested information.
Upon successful registration, the user will be asked to Login to your account. Enter your
Username and Password.
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Upon successful registration, the user will have access to their account/benefits.
For existing users, click “Login” and they will be brought to the Log in to Your Account
page.
Once the user has entered their Username and Password, they will click the blue “Log In”
button.
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Users who have not accessed their benefits in last six months and/or are using a different
device will be asked to enter a Secure Authorization code that will be sent to their email
address / mobile number entered in the registration page. Enter the code, which is valid
for 15 minutes, and click “Next”.
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Once logged into the portal, the user will be greeted with the Welcome to MyBenefits! page. The
Manager can access claims/absences of their Direct Reports' from the My Accounts Page. The user
could click "My Accounts" tab on the blue ribbon or click "View My Accounts" link on the "Where can
we take you?" card to access the My Accounts page.
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My Accounts Page
Once logged in, the user will see their own coverages within the individual product cards, including
Absence Management and Disability claim information that includes claim details. If the user has other
coverages, these may be accessed by hovering over “My Accounts” in the blue navigation bar and
clicking the appropriate hyperlink. See the MyBenefits Absence Management and Disability User
Guide for Employees for full details of the Employee experience.
As a Manager user, to access claims/absences pertaining to their direct reports, click the
"Manage Direct Reports' Absences" available on the "Absence Management" Card or from the "I Want
to" drop down.
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My Manager Experience
By clicking on the “Manage Direct Reports’ Absences” link at the bottom of the Absence Management
and Disability card or by clicking the “I Want To" drop down from the Absence Management and
Disability card and selecting “Manage Direct Reports’ Absences”, a pop-up box will appear requiring
the user to confirm they are a manager.
Once selecting “Yes, Show Details”, the user will be brought to the View and Manage
Absences/Claims page starting with the Absence Overview tab.
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Manage Direct Report Absences and Claims
View and Manage Absences/Claims:
The View and Manage Absences/Claim page provides the user with access to the following views:
• Absence Overview
• Current Claims
• Daily Status
• Absence Inquiry
Absence Overview
The Absence Overview page includes the following cards:
• View Absences – View their most recent direct report claims/absences
• Search - Using the drop-down Search by option, the user can search direct reports by:
o Employee Last Name, ID Number, SSN
o Claim Number/ Absence Number
o Show All Direct Reports providing a list of direct reports
• Backup Absence Manager – Assigning an individual access to their direct reports when
the Manager is unavailable
• MyBenefit Manager Reports – Reports will provide Managers with details into their
Employees’ leave activity.
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View Absences:
When direct report current absences/claims are available, they will be listed in the View
Absences card. Clicking on the blue direct report’s name will bring the user to the List View
page which is discussed later in this guide.
Search:
To find a direct report Absence/Claim, the user can select from the following dropdown options.
After selecting your search criteria, enter in the requested information and click the Find button.
• Employee name – If there are multiple direct reports with the same last name a list will
be provided. Select the appropriate employee by clicking on the blue hyperlinked name.
This will bring the user to the “List View" page of the direct report’s claims and absences
• Employee ID (if applicable) – Brings the user to the “List View” page of the direct report’s
claims and absences
• Employee SSN - Brings the user to the “List View” page of the direct report’s claims and
absences
• Claim number – Brings the user to the “Event” page for that direct report’s occurrence
• Absence number - Brings the user to the “Event” page for that direct report’s occurrence
• Show all Direct Reports – Brings the user to the “Direct Reports” page including all
direct reports
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Click on the “Show All Direct Reports” link to view the list of direct reports.
*Instruction’s for filing a claim/absence are available in a separate user guide. (MyBenefits -
GSSP Catalyst Manager Intake User Guide)
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When clicking on the Direct Reports name (hyperlinked) the List View will appear.
List View:
The List View page provides the list of claims for a direct report.
By selecting the “+” icon in the list, users can expand a specific absence to view more details
of that absence. Users also have the option of selecting “Expand All” to view more details
for all available absence.
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Overview:
From the List View, the Overview tab is available. The Overview tab provides the user with that
direct report’s Time Remaining/Balance and Employee Information cards.
• The Time Remaining / Balance card provides a view of the employee’s Time Balance for
all leave programs available to that employee.
• Each program will display the Time Taken, Time Available and Entitlement Period. By
selecting each program link, the top of the card will illustrate the details for that program
in a visual format.
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Employee Information:
The user will be provided with information on the direct report. By clicking on the “Details”
arrow, additional information is shown.
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Backup Manager:
The Backup Manager allows the user to assign access to another individual to their direct report’s
information during their absence.
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MyBenefit Manager Reports:
The reports will provide Managers with insight into their Employees’ leave activity,
empowering Managers to make key staffing decisions to drive business operational
results.
Accessing MyBenefits
Manager Reports card
Once logged into the MyBenefits
portal, the Manager will click on
“View My Accounts”
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Current Claims
The Current Claims tab offers three options to view claims:
1. Summary View
2. Detailed Absences View
3. Detailed Claims View
The “Summary View”, which is the default option on the Current Claims tab, provides a
summary of all absences and claims by coverage type. Each available program/coverage has
a card which displays applicable claims by status.
Statuses with available claims will display with blue hyperlink and when selected, the user
is navigated to a list of claims associated to that status. If there are no available claims for
a status, it will display in black text and will not hyperlink.
• To view a list of all claims related to a specific program/coverage, select the arrow ‘>’ to the right
of the card header. All claims related to that card will be viewable in a list based on the user’s
security access.
• To view a list of all claims related to a specific status, select the status hyperlink within the card. All
claims related that status will be viewable in a list based on the user’s security access.
• Example: Selecting the LTD arrow ‘>’ within the card will take the user to a detail list of all
LTD claims.
• Example: Selecting the “Approved” hyperlink within the LTD card will take the user to a summary of
all LTD approved claims.
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The “Detailed Absence View” provides detailed information on all available absences and
displays in order of Received Date, beginning with the most recent absence. The information
displayed for each absence which includes: Name, EE#/SSN, Number, Status, Start Date, End
Date and Action.
By selecting the Action icon, a user can download the details of an absence in a PDF.
A user can select the download icon at the top of the claims list to download a list of all
absences displayed on the screen in an Excel file.
By selecting the “+” icon in the list, users can expand a specific absence to view more details
of that absence. Users also have the option of selecting “Expand All” to view more details
for all available absence.
The “Detailed Claims View” provides more detailed information on all available disability claims
and displays in order of Received Date, beginning with the most recent claim. The information
displayed for each claim includes: Name, EE#/SSN, Number, Type, Status, Date of Disability
and Received Date.
By selecting the Action icon, a user can download the details of an absence in a PDF.
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A user can select the download icon at the top of the claims list to download a list of all
absences displayed on the screen in an Excel file.
By selecting the “+” icon in the list, users can expand a specific absence to view more details of
that absence. Users also have the option of selecting “Expand All” to view more details for all
available claims.
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Filtering Claim/Absence Results
On the “Current Claims” tab, users can customize claim search results by specifying a
Date Range, or by applying additional filters using Advanced Search Filters.
Date Range
By selecting the Date Range option, users can specify claim search results to include:
• Past Month
• Last 3 Months
• Last 6 Months
• Date Range –the user will enter a specific date range
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Advanced Search Filters
Users can customize and refine the Claim Search results by selecting the “Use this link for
advanced filter options” hyperlink, available within the Current Claims and Absence Inquiry
Tabs. Upon clicking the “ ” icon or “ Use this link for advanced filter options” hyperlink, the
user is presented with the following options:
• Claim/Absence Type
• Claim/Absence Status
• Work State
The advanced filters can be combined to offer flexibility in how the data is searched and
displayed. For example, if the user only wants to see approved STD claims from a
specific work state, the advance search filters assist in customizing this search.
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Claim/Absence Type
When selecting “Claim/Absence Type” from the Filter By options, users will be able to
choose specific claim and absence types to search.
Users will see a card with all available filter options on the left under “Your Search
Options”. Select your options by clicking on the box next to the applicable Claim/Absence
Type. Then your selections will appear on the right under the “Your Search Criteria” card.
Then click “Search”.
Upon clicking “Search”, the “Claim/Absence” summary view will return based on the
selected filters. To complete another search, the user can select “Clear Search” to remove
the current filters, or the user can click on the “Filter By” drop-down for additional options.
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To view a list of all claims related to a specific program/coverage, select the arrow ‘>’ to the
right of the card header. All claims related to that card will be viewable in a list based on the
user’s security access.
To then view a list of all claims related to a specific status, select the status hyperlink within
the card. All claims related to that status will be viewable in a list based on the user’s
security access.
• Example: Selecting the “Approved” hyperlink within the STD card will take the
user to a summary of all STD approved claims.
Claim/Absence Status
When selecting “Claim/Absence Status” from the Filter By options, users will be able
to choose from a list of all available statuses by claim or absence.
Users will see a card with all available filter options on the left under “Your Search
Options”. Select your options by clicking on the box next to the applicable Claim/Absence
Status. Then your selections will appear on the right under the “Your Search Criteria” card.
Then click “Search”.
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Upon clicking “Search”, the “Claim/Absence” summary view will return based on the
selected filters. To complete another search, the user can select “Clear Search” to remove
the current filters, or the user can click on the “Filter By” drop-down for additional options.
To view a list of all claims related to a specific program/coverage, select the arrow ‘>’ to the
right of the card header. All claims related to that card will be viewable in a list based on the
user’s security access.
To then view a list of all claims related to a specific status, select the status hyperlink within
the card. All claims related to that status will be viewable in a list based on the user’s
security access.
• Example: Selecting the “Approved” hyperlink within the STD card will take the
user to a summary of all STD approved claims.
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Work State
When selecting “Work State” from the Filter By options, users will be able to choose
from a list of all available work states.
Users will see a card with all available filter options on the left under “Your Search
Options”. Select your options by clicking on the box next to the applicable state. Then
your selections will appear on the right under the “Your Search Criteria” card. Then click
“Search”.
Upon clicking “Search”, the “Claim/Absence” summary view will return based on the
selected filters. To complete another search, the user can select “Clear Search” to remove
the current filters, or the user can click on the “Filter By” drop-down for additional options.
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To view a list of all claims related to a specific program/coverage, select the arrow ‘>’ to the
right of the card header. All claims related to that card will be viewable in a list based on the
user’s security access.
To then view a list of all claims related to a specific status, select the status hyperlink within
the card. All claims related to that status will be viewable in a list based on the user’s
security access.
• Example: Selecting the “Approved” hyperlink within the STD card will take the
user to a summary of all STD approved claims.
Daily Status
The Daily Status View displays the Claim/Absence Card providing a count of status change
transactions for a specific date. The search result default is for the prior day and allows the user
to search up to the prior 31 calendar days.
Example: If a user wants to check the Daily Status View on 02/07/2023, they will be provided with a summary
of claims that had a status change on 02/06/2023 or they can choose to view activity for another day
by entering a specific date within the prior 31 calendar days.
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Clicking the blue status hyperlink will take the user to the list of claims for that specific status on the
date searched.
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Absence Inquiry
The Absence Inquiry page allows users to view absences in various formats. When the user selects
the Absence Inquiry tab, the page will be defaulted to the Absence Calendar View.
The Absence Calendar View provides a summary of absences for the current month by
day. By selecting one of the numbers in the calendar, the user will be taken to a list view of
all active claims on that day.
Users can select another Month by selecting the arrow icon and scrolling to another month and
selecting another year by selecting a new year in the year dropdown.
Using the icons, users can alternate between the calendar view (left icon) and list view
(right icon). The user can set their date range and select a list of various reports from the
Absence View dropdown.
Date Range
• Past Month
• Last 3 Months
• Last 6 Months
• Date Range – here users can select specific From and To dates
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Absence View
The Date Range and Absence View options allows a user to tailor the dates and absence types
they wish to view. Users also have the ability to utilize the Advanced Search Filters to further
specify details of what they would like to view.
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View the Absence/Claim Experience
After conducting a search to an absence or claim number from anywhere in the site, the user is
navigated to the Absence/Claim Experience page.
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In the Absence/Claim page, the user will see all applicable program and claim types based on
entitlement under this one viewing experience for absences and claims for this employee for this one
occurrence. This may include the tracking of absences under the Leave Tracking section which
includes program and leave request details, certifications, status by program and descriptions and the
results of claims by claim type, status and details under the Wage Protection section. Where
applicable, may include the Accommodations section for ADA claims the category, type, ADA
Specialist’s name, start and end details and whether accommodated.
• Header – This section will contain the MetLife Event #, Reference #, Employee
Name, Request Submit Date
• MLE # - This number is a high-level reference number given to an employee that
refers to their overall claim/occurrence. Individual claim and absence number(s)
will be assigned based on coverage and the situation.
• Reference Number – The absence or claim number selected in your search
criteria.
• Employee name – Name of the claimant/employee
• Request submitted on - The date the claims/absences were submitted to
MetLife
• Date as of – This provides the date and time for which all claim and absence
details have been updated through
• Employee ID # - The unique identifier specific to the claimant. For security
purposes, the first 5 digits will be masked if the value is equal to the claimant’s
SSN
• Expected Return to Work date - The date provided to approximate the date
that the claimant is expected to return to work
• Contact Phone – This will include the claim office direct phone number
• Associated claim(s): where applicable within this occurrence
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Leave Tracking
The heading for this section provides key details specific to each Leave Request that has been
submitted for the absence, including:
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By selecting the + View More button, the user will be able to see the following additional details:
• Leave Program – All Leave Programs associated with the Leave Request
• Program Status – The corresponding Program Status for each Leave Program
• Program Status Reason – Displays when Program Status is not equal to ‘Accepted’
• Decision Days
• View Program Details –The Decision Days specific to the Leave Program when the
Program Status is ‘Accepted’
• View Leave Request Details – Includes all Decision Days for all Leave Programs with
a Program Status of ‘Accepted’. This may be downloaded.
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For the View Program Decision Days and the View Leave Request Decision
Days pages, both links will include the following information, except where noted:
A filter option will be present in the bottom right-hand corner. It will default to ‘Show 10
results per page’, but options will be available to display in increments of 25, 50, and
100 depending on how many results per claimant.
If there are multiple pages depending on the number of results, the page numbers will
be present in the bottom center and can be selected for navigation
Download will be an option available within the “View Leave Request Details” link.
Users can click the button to receive a download of the claimant’s decision days.
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Current Certification
The Current Certification section will provide the most recent information specific to the
certification. If available, it will also provide the frequency and duration for the absence.
Activity
When the link is selected a pop-up box will appear with the following data specific to the
absence activity:
A filter option will be present in the bottom right-hand corner. It will default to ‘Show 10
results per page’, but options will be available to display in increments of 25, 50, and 100
depending on how many results per claimant.
If there are multiple pages depending on the number of results, the page numbers will be
present in the bottom center and can be selected for navigation
To return to the absence/disability claim page, the user can click the “X” in the upper right-
hand corner
Correspondence
When the Correspondence link is selected a screen overlay will appear with the following data
specific to correspondences that MetLife generated related to the absence. Please note that this
link will only display to users with the proper entitlement.
The results will default to display the correspondences that were generated in the past 90 days,
but the user can customize the results by entering a different Start Date and/or End Date and
selecting “SEARCH”.
If there are more than 20 correspondences within the results, the user will need to select the link
in the bottom right corner titled ‘Click here to view more correspondences’.
If there are no results for the search criteria, the user will see the following message –
‘Currently, there are no records available to display. The user can change the search criteria.’
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To view available details, select either the “Expand All” or the “+” next to each item. If
additional information is available based on the user’s entitlement, the “View Document” link
will appear. Click the link which will open the document for viewing
To return to the absence/disability claim page, the user can click the “X” in the upper right-hand
corner.
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Wage Protection
The heading for this section provides key details specific to each paid program that has been
approved for the absence, including:
By selecting the “+ View More” button, the user will be able to see the following additional
details:
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View Payment History
When the link for View Payment History is selected, a screen overlay will display all payments
that have been made to that point.
• Employee – The name of the employee
• Reference Number – A unique number automatically assigned to the absence.
• Benefit Start Date – The date that the paid benefit can begin.
• Approved Through Date – The date that the paid benefit is approved through.
• Payment Date – The date that the payment was issued.
• Pay From – The first date that the payment is from for the Payment Date.
• Pay Through – The end date that the payment is from for the Payment Date.
• Payable To – Identifies whom the payment was made
• Payment Method – The method in which the payment will be received for the Payment
Date.
• Payment Amount – The payment amount that has been issued for the Payment Date.
• Total Records will display in the bottom left-hand corner.
A filter option will be present in the bottom right-hand corner. It will default to ‘Show 10 results
per page’, but options will be available to display in increments of 25, 50, and 100 depending
on how many results per claimant.
If there are multiple pages depending on the number of results, the page numbers will be
present in the bottom center and can be selected for navigation.
To return to the absence/disability claim page, the user can click the “X” in the upper right-hand
corner.
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Details
When the Details link is selected, a pop-up box will display data that is specific to the paid
leave.
There is text present at the top of the pop-up box instructing the user to report any
discrepancies identified to MetLife via the Add Comment / Document feature in the Additional
Actions section.
To return to the absence/disability claim page, the user can either select the “X” in the upper
right-hand corner or the ‘CLOSE’ button in the bottom right-hand corner.
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Appeal information (if applicable)
If an appeal has been filed for a claim, the below information may appear:
• Received Date
• Acknowledgement Letter Sent
• Decision and Date
• Status and Date
• Determination Due Date Reason Description”
Activity
When the Activity link is selected a pop-up box will appear with the following data specific to
the absence activity:
To view available details, select either the “Expand All” or the “+” next to each item. If
additional information is available based on the user’s entitlement, the View Document link will
appear. Click the link which will open the document for viewing.
A filter option will be present in the bottom right-hand corner. It will default to ‘Show 10 results
per page’, but options will be available to display in increments of 25, 50, and 100 depending
on how many results per claimant.
If there are multiple pages depending on the number of results, the page numbers will be
present in the bottom center and can be selected for navigation
To return to the absence/disability claim page, the user can click the “X” in the upper right-hand
corner
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Correspondence
When the Correspondence link is selected a pop-up box will appear with the following data
specific to correspondences that MetLife generated related to the absence. Please note that this
link will only display to users with the proper entitlement.
The results will default to display the correspondences that were generated in the past 90 days,
but the user can customize the results by entering a different Start Date and/or End Date and
selecting ‘SEARCH’
If there are more than 20 correspondences within the results, the user will need to select the link
in the bottom right corner titled ‘Click here to view more correspondences’
If there are no results for the search criteria, the user will see the following message –
‘Currently, there are no records available to display. The user can change the search criteria’
To view available details, select either the “Expand All” or the “+” next to each item. If
additional information is available based on the user’s entitlement, the View Document link will
appear. Click the link which will open the document for viewing
To return to the absence/disability claim page, the user can click the “X” in the upper right-hand
corner.
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Accommodations
The heading for this section provides key details specific to each ADA Accommodation request
that has been submitted, including:
• Reference Number – The claim numbers assigned for this occurrence
• Request Date – The date that the claim was received by MetLife
• ADA Specialist – The assigned MetLife ADA Specialist to the claim
• ‘+ View More’ – When selected it will expand the claim to allow users to view additional
details
By selecting the ‘+ View More’ button, the user will be able to see the following additional
details:
Correspondence
When the link is selected a screen overlay will appear with the following data specific to
correspondences that MetLife generated related to the request. Please note that this link will
only display to users with the proper entitlement.
• Employee – The name of the employee that the absence is applicable to.
• Reference Number – A unique number automatically assigned to the request.
• MLE Number – A unique number automatically assigned to the occurrence.
• The results will default to display the correspondences that were generated in the past
90 days, but the user can customize the results by entering a different Start Date and/or
End Date and selecting ‘SEARCH’.
• If there are more than 20 correspondences within the results, the user will need to select
the link in the bottom right corner titled ‘Click here to view more correspondences.’
• If there are no results for the search criteria, the user will see the following message –
‘Currently, there are no records available to display. You can change the search criteria.’
• Date – The date for when the activity occurred to the absence.
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• Document Type – The name of the document that was generated for the
correspondence.
• To return to the absence/disability claim page, the user can click the ‘X’ in the upper
right-hand corner
Additional Actions
Under Additional Actions, the user can obtain additional information or complete additional tasks.
Personal Information
By clicking on the “Personal Information” link, the user can submit updates which will be reviewed by
the case manager. This includes:
• Name
• Gender
• Date of Birth
• EE ID #
• Address
• Date of Hire
• Expected Return to Work
• First Day Absence
• Hours worked per week
• Total hours worked in past 12 months
Download to PDF
By clicking on the “Download to PDF” link, the user will be routed to their desktop Print feature to
print and save a PDF of the absence/disability claim page.
Upon submission:
• The user will be returned to the absence/disability claim page
• The comment/question will be sent to the claim file for review within 5 business days and
the information will become a permanent part of the claim file
• The user will receive a confirmation email after submission; however, the actual content
of the submission will not be included for security purposes
• It is recommended that the user print a copy of the comments to retain for their records
prior to submitting the form
• To return to the absence/disability claim page without completing the submission, either
select “X” in the upper right-hand corner or ‘Cancel’ in the lower left-hand corner. If
‘Cancel’ is selected, the user will be provided the following options:
• GO BACK – If selected, the user will remain within Add Comment / Document
• YES, CANCEL – If selected, the user will return to the absence/disability claim page and
no information entered will be retained or submitted
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Download Forms
By clicking on the “Download Forms” link, the user will be brought to the Documents & Forms
page where if any forms are available for the user disability and absence claims, they will be
available in this section.
• Employee Information
o The Employee Information card provides summary information on the employee,
including:
• Claimant Name
• Customer #
• Customer Name
• Report #
• Work Location
• Work State
• Hours Worked in Last 12 Months
• Avg. Weekly Scheduled Work Hours
• Employment Type
• Employment Status
• Union Group
• Benefit Months
• Date of Hire
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View Preferences
By clicking on the “View Preferences” link or clicking on the “Profile” icon at the top right- hand
side of the page, will bring the user to the preferences page where updates can be made such as
to security questions, etc.
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If You Need Assistance
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