This page (revision-6) was last changed on 26-Nov-2021 10:22 by Kevin Higgs

This page was created on 26-Nov-2021 10:22 by KateN

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Version Date Modified Size Author Changes ... Change note
6 26-Nov-2021 10:22 3 KB Kevin Higgs to previous
5 26-Nov-2021 10:22 2 KB JEscott to previous | to last
4 26-Nov-2021 10:22 2 KB JEscott to previous | to last
3 26-Nov-2021 10:22 2 KB JMyers to previous | to last
2 26-Nov-2021 10:22 2 KB KateN to previous | to last
1 26-Nov-2021 10:22 2 KB KateN to last

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At line 2 removed 3 lines
!!Processing Information
Mass updates may be performed for employee benefits. This may be for the purposes of mass enrolling new hires into required plans/coverages, or ending benefits for terminated employees or employees that no longer qualify based on IBSC. These types of changes would be done through the Update Benefit Enrollments (UBEN) form.\\
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To use the UBEN to enroll employees in a coverage;\\
1) The benefit must be established on [IBSC]\\
2) The [IBSC] must have an "Election Default Coverage" defined\\
3) The [IBSC] must have a participation rule of 'Required'\\
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For employees that no longer qualify for a coverage based on the [IBSC], their enrollment status will be changed to "Pending Removal".
These records will be updated by UBEN to "Not Enrolled" as of the processing date specified.
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!!Report Parameters & Filters
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|Entity|Mandatory, LOV available\\Limits the process to the entity specified.
|Plan|Mandatory, LOV available\\The benefit plant to be processed for the employees selected.
|As Of Date|Mandatory, Date, LOV available\\Benefit election and enrollment records are selected up to and including the As Of Date (Cut-off) supplied on the selection form.
|Termination Date|Mandatory, Date, LOV available\\Benefit election and enrollment records are selected for employees terminated up to and including the termination date supplied on the selection form.
|Exception Level|Mandatory, LOV available, defaults as <Exceptions Only>\\This field indicates the level of logging desired.
|Trial|Mandatory, LOV available, defaults as <No>\\If ‘No’ then the update is committed. If ‘Yes’ then the update is not committed and the process may be run again.
|__Entity__|__Mandatory, LOV available__\\Limits the process to the entity specified.
|__Plan__|__Mandatory, LOV available__\\The benefit plant to be processed for the employees selected.
|__As Of Date__|__Mandatory, Date, LOV available__\\Benefit election and enrollment records are selected up to and including the As Of Date (Cut-off) supplied on the selection form.
|__Termination Date__|__Mandatory, Date, LOV available__\\Benefit election and enrollment records are selected for employees terminated up to and including the termination date supplied on the selection form.
|__Exception Level__|__Mandatory, LOV available, defaults as <Exceptions Only>__\\This field indicates the level of logging desired.
|__Trial__|__Mandatory, LOV available, defaults as <No>__\\If ‘No’ then the update is committed. If ‘Yes’ then the update is not committed and the process may be run again.
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|People|Mandatory, Multiple selection, and LOV available\\A People List may be used to indicate specific employee transaction to be processed.
|Person Code|Mandatory, Multiple selection, and LOV available\\This is the person code(s) of specific employee(s) to be processed.
|Department|Mandatory, Multiple selection, and LOV available\\This field limits the report to specified departments.
|Authorization|Mandatory, Multiple selection, and LOV available\\This field limits the report to specified authorization levels.
|Location|Mandatory, Multiple selection, and LOV available\\This field limits the report to specified locations.
|Org Level|Mandatory, Multiple selection, and LOV available\\This field limits the report to specified organizational levels.
|Unit|Mandatory, Multiple selection, and LOV available\\This field limits the report to specified units.
|Group|Mandatory, Multiple selection, and LOV available\\This field limits the report to specified groups.
|Assignment Type|Mandatory, LOV available\\You may limit processing of employees to the type of assignment they currently have.
|Status|Mandatory, Multiple selection, and LOV available\\You may limit the processing of employees to their employment status.
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![Notes|Edit:Internal.UBEN]
[{InsertPage page='Internal.UBEN' default='Click to create a new notes page'}]
|__People__|__Mandatory, Multiple selection, and LOV available__\\A People List may be used to indicate specific employee transaction to be processed.
|__Person Code__|__Mandatory, Multiple selection, and LOV available__\\This is the person code(s) of specific employee(s) to be processed.
|__Department__|Mandatory, Multiple selection, and LOV available__\\This field limits the report to specified departments.
|__Authorization__|__Mandatory, Multiple selection, and LOV available__\\This field limits the report to specified authorization levels.
|__Location__|__Mandatory, Multiple selection, and LOV available__\\This field limits the report to specified locations.
|__Org Level__|__Mandatory, Multiple selection, and LOV available__\\This field limits the report to specified organizational levels.
|__Unit__|__Mandatory, Multiple selection, and LOV available__\\This field limits the report to specified units.
|__Group__|__Mandatory, Multiple selection, and LOV available__\\This field limits the report to specified groups.
|__Assignment Type__|__Mandatory, LOV available__\\You may limit processing of employees to the type of assignment they currently have.
|__Status__|__Mandatory, Multiple selection, and LOV available__\\You may limit the processing of employees to their employment status.