You must enroll online in your benefits before they will start. Complete the online enrollment if you:

• Are new to state employment AND your position entitles you to benefits (all full time classified position and some part time classified positions)
• Are eligible for benefits, even if you are declining them.
• Are transferring to IDOC from another state agency.

Instructions for Completing the Online Enrollment

1. Visit the State Controllers Office (SCO) Website
2. Log in to Luma
3. Click the Navigation Menu and then click Infor Global HR.
4. Select Employee from the Application Switcher and then select Benefits from the left-side menu.
5. Select the Life Events tab on the Benefits page. Then, select the New Hire Life Event under the My Current Life Events section. Finally, select Resume Event on the far right-side of the page.
   • Note: The New Hire Life Event was auto-generated and the Event Date should match your employment start date.
   • Note: Employees may need to personalize their view to capture the fields.
6. Review the instructions for completing your New Hire enrollment. Then, click the Next button in the upper right-hand corner of the page.
7. Review the Taxation Election section.
8. Optional – If you wish to make changes to Taxation Elections click the Change Election button. Otherwise, move to step 10.
9. Select one of the following radio buttons:
   • Pre Tax -- Premiums deducted before federal, state, or Social Security/Medicare taxes are withheld, which would lower your taxable income.
   • After Tax--Premiums deducted after the aforementioned taxes are deducted. Then, click the Submit button.
10. Review the Contact Information page.
11. Optional – Select the Add Phone icon to add Telephone, Pager, or Fax information. Otherwise, move to step 13.
12. Complete the Add A Telephone Pager Or Fax Number form. Then, click the Submit button.
13. Optional – Select the Add Email icon to add an Email Address. Otherwise, move to step 15.
14. Complete the Add An Email Address form. Then, click the Submit button.
15. Review the Emergency Contacts section.
16. Optional – Click the Add Contact icon on the Emergency Contacts row to add Emergency Contact information. Otherwise, skip to step 18.
17. Optional – Complete the Add Emergency Contact form. Then, click the Submit button.
18. Click the Next button in the upper right-hand corner of the page.
19. Review the Dependents And Beneficiaries page. Click the Add icon to add a beneficiary.
20. Complete the Add Dependent Or Beneficiary form. Then, click the Submit button.
21. Click the Enroll button in the upper right-hand corner of the page.
22. Review the plans in the Enrollment - Medical Plan section. Click the Select button on the plan of your choosing.
    • Note: You MUST select either a Medical Plan or select to Waive a Medical Plan. If you choose to waive medical, it will show $0.00 being charged to the employee, but there will be a cost listed in the Employer field.
    • Note: The selected plan will automatically move to the top of the plans once you click the Select button.
    • Note: To participate in HSA, you must select the High Deductible Health Plan with HSA in the Medical Plan section. 
    • Note: If you see a red bar with an explanation of errors on the selected benefit, do the following to resolve the error:
      • Click the Resolve Errors button to review errors that need to be resolved.
        Example: You need to enroll dependents for the plan selected.
      • If you find that you selected this benefit in error, click the Withdraw button and select a different plan.
    • Note: If your dependent that you are wanting to enroll is not listed, you will need to click Create New Dependent. You will be redirected to the Dependents And Beneficiaries page, where you can add the dependent(s), then return to your Life Event to complete the enrollment. To find the Create New Dependent button scroll to the bottom of the Medical Plan form.
23. Click the Next button in the upper right-hand corner of the page.
24. Review the plans in the Enrollment - Dental section and then, click the Select button on the plan of your choosing. 
    • Note: You MUST select either a Dental Plan or select Waive a Dental Plan. If you choose to waive dental, it will show $0.00 being charged to the employee, but there will be a cost listed in the Employer field.
    • Note: The selected plan will automatically move to the top of the plans once you click the Select button.
    • Note: If you see a red bar with an explanation of errors on the selected benefit do the following to resolve the error:
      • Click the Resolve Errors button to review errors that need to be resolved.
        Example: You need to enroll dependents for the plan selected.
      • If you find that you selected this benefit in error, click the Withdraw button and select a different plan.
    • Note: If your dependent that you are wanting to enroll is not listed, you will need to click Create New Dependent. You will be redirected to the Dependents And Beneficiaries page, where you can add the dependent(s), then return to your Life Event to complete the enrollment. To find the Create New Dependent button, scroll to the bottom of the Dental form.
25. Click the Next button in the upper right-hand corner of the page.
26. Review the optional plans in the Enrollment – Flexible Spending Account section. If you choose to ENROLL, move to step 29. If you choose to NOT ENROLL, move to step 29.
27. Click the Select button on the plan of your choosing.
28. Complete the following field on the Enroll In Flexible Spending Account – Health Care form:
    • Pre Tax – Amount
    • Then, click the Submit button.
    • Note: The selected plan will automatically move to the top of the plans once you click the Select button.
29. Click the Next button in the upper right-hand corner of the page.
30. Review the plan in the Enrollment – Basic Life section. Then, click the Select button on the Basic Life plan.
    • Note: This benefit is provided at no additional cost to the employee and must be selected. It will show $0.00 being charged to the employee. There will be a cost listed in the Employer field only.
31. Click the Resolve Warnings button.
32. Click the Select Beneficiary button on the Basic Life pop-up window. Next, select the desired beneficiaries and delegate the benefit accordingly. Finally, click the Submit button.
33. Click the Next button in the upper right-hand corner of the page.
34. Review the optional plan in the Enrollment - NCPERS Life section. If you choose to enroll, click the Select button on the Idaho NCPERS SUPPLEMENTAL RETIREMENT plan.
    • Note: You MUST also set up an account and designate beneficiaries by clicking the NCPERS website link.
35. Click the Next button in the upper right-hand corner of the page.
36. Review the optional plans in the Enrollment – Voluntary Life section. If you choose to enroll, click the Select button the plan of your choosing. Otherwise, skip to step 39.
    • Note: The selected plan will automatically move to the top of the plans once your click the Select button.
37. Click the Resolve Warnings button.
38. Click the Select Beneficiary button to add beneficiaries on the Basic Life pop-up window. Select the desired beneficiaries and delegate the benefit accordingly. Finally, click the Submit button.
39. Click the Next button in the upper right-hand corner of the page.
40. Review the optional plans in the Enrollment – Voluntary Retirement Plans section. If you choose to enroll, click the Select button on the plan of your choosing. Otherwise, skip to step 42.
    • IMPORTANT: If you are enrolling in the State of Idaho 457 plan, you MUST complete the online form that is linked within the plan in Luma.
41. Complete the following fields in the Enroll In (Voluntary Retirement Plan) Choice Amount form:
    • Pre Tax – Amount
    • Then, click the Submit button.
42. Click the Next button in the upper right-hand corner of the page.
43. Review the plan in the Enrollment – Retirement section. Click the Select button on the PERSI BASE PLAN.
    • Note: This benefit is not optional for Idaho State Employees.
44. Click the Next button in the upper right-hand corner of the page.
45. Review the optional plans in the Enrollment - HSA & Lmtd Purpose HCFSA section.
    • Note: These are only eligible if you have also selected a High Deductible Health Plan. If you choose to enroll, click the Select button the plan of your choosing. Otherwise, skip to step 47.
    • Note: The selected plan will automatically move to the top of the plans once you click the Select button.
46. Complete the following field on the Enroll In (plan name) form:
    • Pre Tax – Amount
    • Then, click the Submit button.
47. Click the Next button in the upper right-hand corner of the page.
48. Click the File Folder icon in the following fields to attach any applicable documentation. The links below will direct you to the forms necessary to complete this step:
    • UTMA – Beneficiary Designation for minors
    • Spouse – If you are married and choosing someone other than your spouse as your beneficiary.
    • Note: To access HR and payroll resources to help you with this step, click the https://ogi.idaho.gov/hr-payroll-resources/ link.
49. Click the Next button in the upper right-hand corner of the page.
50. Review your Elections and Cost Summary. Verify your elections, then click Next if there are no changes. 
51. If errors or warnings exist, click the section to the left to review and resolve them. 
    • Note: All Error Messages with a red circle must be resolved before you can submit. Warnings in a yellow triangle do not have to be cleared but should be reviewed. Sometimes, the yellow triangles are present when you only enrolled 2 of the 3 dependents you have listed. If that is correct, there is no action needed.
52. Click the Submit button if everything is correct.
53. Review the Enrollment Terms. Select the Agree To Enrollment Terms checkbox on the Submit pop-up. Finally, click the Submit button.
54. Click the View Confirmation button if you wish to download or print an enrollment confirmation page.
    • Note: A PDF will open in a new browser window.

If you have questions or need assistance including a password reset, contact Human Resources at 208-658-2130. You may also email hr@idoc.idaho.gov.