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Version Date Modified Size Author Changes ... Change note
82 26-Nov-2021 10:22 33 KB jaiken to previous
81 26-Nov-2021 10:22 33 KB jaiken to previous | to last WORK FLOW IN OPEN ENROLLMENT ==> WORKFLOW IN OPEN ENROLLMENT

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WORKFLOW IN OPEN ENROLLMENT
WORKFLOW IN OPEN ENROLLMENT

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!!!USING WORKFLOW WITH OPEN ENROLLMENT
Workflow may be used in accordance with Open Enrollment to help make the process flow more fluidly and less cumbersome for the Benefit Administrator.
!!!USING WORK FLOW WITH OPEN ENROLLMENT
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Work flow may be used in accordance with Open Enrollment to help make the process flow more fluidly and less cumbersome for the Benefit Administrator.
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!!Suitable Workflow in Open Enrollment
The following are example workflows that may be used to help ease the flow of the Open Enrollment process.
!!!Suitable Workflow in Open Enrollment
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!Notification of a Life / Work Event
The following are example workflows that may be used to help ease the flow of the Open Enrollment process.
!!Notification of a Life / Work Event
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;Step 1 - Define Workflow Action in IMWA:
;[Step 1 - Define Workflow Action in IMWA|]
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;[Step 2 – Define User Calc in IMUC|]
The second step requires a user calc to be created to send the email to the Administrator.
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;Step 2 – Define UserCalc in IMUC:
The second step requires a UserCalc to be created to send the email to the Administrator.
;[User Calc|USER_CALC_CODE]:It is suggested to prefix the UserCalc code with WF_OE to easily identify the workflow UserCalcs for Open Enrollment.
;[Description|DESCRIPTION]:Should state what the UserCalc is meant for.
;[User Calc|USER_CALC_CODE]:It is suggested to prefix the user calc code with WF_OE to easily identify the workflow user calcs for Open Enrollment.
;[Description|DESCRIPTION]:Should state what the user calc is meant for.
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;[Status|USER_CALC_STATUS]: In order for the action to be processed, the UserCalc must have a status of “In Production”. UserCalcs are published in [IMUCA].
;[User Calc Type |USER_CALC_TYPE]:All workflow UserCalcs must have the type set to ‘Calculation’.
;[Status|USER_CALC_STATUS]: In order for the action to be processed, the user calc must have a status of “In Production”. User calcs are published in [IMUCA].
;[User Calc Type |USER_CALC_TYPE]:All workflow user calcs must have the type set to ‘Calculation’.
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*Line 10: This line checks to see if an insert into the table has been done.
*Line 15: This line checks to see if the Open Enrollment Type is 02 (Life / Work Event).
*Line 20: This line calls the workflow action (OE NEW L/W EVENT) which was defined in the first step and will send the email notice to employee 42032.
*Line 99999: This line will indicate the end of the UserCalc.
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Line 10: This line checks to see if an insert into the table has been done.
Line 15: This line checks to see if the Open Enrollment Type is 02 (Life / Work Event).
Line 20: This line calls the workflow action (OE NEW L/W EVENT) which was defined in the first step and will send the email notice to employee 42032.
Line 99999: This line will indicate the end of the usercalc.
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;Step 1 - Define Workflow Action in IMWA:
;[Step 1 - Define Workflow Action in IMWA|]
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;[Message|MEDIA_NAME]:If Email was specified for Type, the From email address must be specified. If Message was specified the field must be left blank.
;[Message|MEDIA_NAME]:If Email was specified for Type, the From email address must be specified. If Message was specified the field must be left blank
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;[Step 2 – Define User Calc in IMUC|]
The second step requires a user calc to be created to send the email to the Administrator.
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;Step 2 – Define User Calc in IMUC:
The second step requires a UserCalc to be created to send the email to the Administrator.
;[User Calc|USER_CALC_CODE]: It is suggested to prefix the UserCalc code with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For example, WF_OE_PROOF_REQ.
;[Description|DESCRIPTION]: This field should state what the UserCalc is meant for
;[User Calc|USER_CALC_CODE]: It is suggested to prefix the user calc code with WF_OE to easily identify the workflow user calcs for Open Enrollment. For example, WF_OE_PROOF_REQ.
;[Description|DESCRIPTION]: This field should state what the user calc is meant for
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;[Status |USER_CALC_STATUS]: In order for the action to be processed the UserCalc must be published in [IMUCA]
;[User Calc Type|USER_CALC_TYPE]: All workflow UserCalcs must have a type of 'Calculation'.
;[Status |USER_CALC_STATUS]: In order for the action to be processed the user calc must be published in [IMUCA]
;[User Calc Type|USER_CALC_TYPE]: All workflow user calcs must have a type of Calculation
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*Line 10 : This field checks to see if an insert into the table has been done
*Line 20 : This field checks to see if the event requires proof
*Line 30: This field calls the workflow action defined in the first step (OE PROOF REQ) and will issue a message to the current identity logged into the application.
*Line 99999: This line will indicate the end of the UserCalc.
Line 10 : This field checks to see if an insert into the table has been done
Line 20 : This field checks to see if the event requires proof
Line 30: This field calls the workflow action defined in the first step (OE PROOF REQ) and will issue a message to the current identity logged into the application.
Line 99999: This line will indicate the end of the usercalc.
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!Notification of a New Open Enrollment Period
!!Notification of a New Open Enrollment Period
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;Step 1 - Define Workflow Action in IMWA:
;[Step 1 - Define Workflow Action in IMWA|]
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;[Status |EVENT_STATUS]:This field must be set to 'In Production' in order for the action to be picked up in [IMUC]
;[Status |EVENT_STATUS]:This field must be set to In Production in order for the action to be picked up in [IMUC]
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;Step 2 – Define UserCalc in IMUC:
;[User Calc|USER_CALC_CODE]: It is suggested that the UserCalc code should prefixed with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For this example, it may called [WF_OE_NEW_PERIOD].
;[Description |DESCRIPTION]: This field should state what the UserCalc is meant for.
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;[Step 2 – Define User Calc in IMUC|]
;[User Calc|USER_CALC_CODE]: It is suggested that the user calc code should prefixed with WF_OE to easily identify the workflow user calcs for Open Enrollment. For this example, it may called WF_OE_NEW_PERIOD.
;[Description |DESCRIPTION]: This field should state what the user calc is meant for.
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;[Status|USER_CALC_STATUS]: In order for the action to be processed, the UserCalc must be published in [IMUCA].
;[User Calc Type|USER_CALC_TYPE]: All workflow UserCalcs must have a type of 'Calculation'.
;[Status|USER_CALC_STATUS]: In order for the action to be processed, the user calc must be published in [IMUCA].
;[User Calc Type|USER_CALC_TYPE]: All workflow user calcs must have a type of Calculation.
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*Line 10 : This line checks to see if an insert into the table has been done, if so proceed with the rest of the UserCalc if not exit.
*Line 20: This line calls the workflow action (OE NEW PERIOD) defined in the first step and will send the email to the employees.
*Line 99999: This line will indicate the end of the usercalc.
Line 10 : This line checks to see if an insert into the table has been done, if so proceed with the rest of the user calc if not exit.
Line 20: This line calls the workflow action (OE NEW PERIOD) defined in the first step and will send the email to the employees.
Line 99999: This line will indicate the end of the usercalc.
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!Notification of Submission of Elections
!!Notification of Submission of Elections
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;Step 1- Define Workflow Action in IMWA:
;[Step 1- Define Workflow Action in IMWA|]
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;[Step 2: – Define User Calc in IMUC|]
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;Step 2 – Define User Calc in IMUC:
;[User Calc|USER_CALC_CODE]: It is suggested that the UserCalc code should prefixed with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For this example WF_OE_EMAIL_SUB is used.
;[User Calc|USER_CALC_CODE]: It is suggested that the user calc code should prefixed with WF_OE to easily identify the workflow user calcs for Open Enrollment. For this example WF_OE_EMAIL_SUB is used.
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;[Status |USER_CALC_STATUS]: In order for the action to be processed the UserCalc must be published in [IMUCA].
;[User Calc Type|USER_CALC_TYPE]:All workflow UserCalcs must have a type of 'Calculation'.
;[Status |USER_CALC_STATUS]: In order for the action to be processed the user calc must be published in [IMUCA].
;[User Calc Type|USER_CALC_TYPE]:All workflow user calcs must have a type of Calculation.
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There are two variables required for this workflow UserCalc.
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There are two variables required for this work flow user calc.
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*Line 10 : This line checks to see if an update has been done.
*Line 15 :This line sets a variable equal null to the old election stage.
*Line 16 :This line sets a variable equal null to the new election stage.
*Line 17: This line checks if the variable for old election stage does not equal the variable for the new election stage.
*Line 20: This line checks if the new election stage equals 10 (Submitted).
*Line 30: This line calls the workflow action defined in [IMWA] (OE SUBMITTED) and will email person code 42032.
*Line 99999: This will end the user calc.
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Line 10 : This line checks to see if an update has been done.
Line 15 :This line sets a variable equal null to the old election stage.
Line 16 :This line sets a variable equal null to the new election stage.
Line 17: This line checks if the variable for old election stage does not equal the variable for the new election stage.
Line 20: This line checks if the new election stage equals 10 (Submitted).
Line 30: This line calls the workflow action defined in [IMWA] (OE SUBMITTED) and will email person code 42032.
Line 99999: This will end the user calc.
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!Notification of Approved/Not Approved Elections
!!Notification of Approved/Not Approved Elections
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;Step 1 - Define Workflow Action in IMWA – Action for Approved Elections:
;[Step 1- Define Workflow Action in IMWA – Action for Approved Elections|]
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;Step 2 - Define Workflow Action in IMWA – Action for Not Approved Elections:
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;[Step 2: Define Workflow Action in IMWA – Action for Not Approved Elections|]
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__Step 3 – Define User Calc in IMUC__
;[User Calc|USER_CALC_CODE]:It is suggested that the user calc code should prefixed with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For this example WF_OE_APR/NAPR is used.
;[Description |DESCRIPTION]: This field should state what the UserCalc is meant for.
;[Step 3: – Define User Calc in IMUC|]
;[User Calc|USER_CALC_CODE]:It is suggested that the user calc code should prefixed with WF_OE to easily identify the workflow user calcs for Open Enrollment. For this example WF_OE_APR/NAPR is used.
;[Description |DESCRIPTION]: This field should state what the user calc is meant for.
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;[Status |USER_CALC_STATUS]: In order for the action to be processed, the UserCalc must be published in [IMUCA].
;[User Calc Type |USER_CALC_TYPE]: All workflow UserCalcs must have a type of 'Calculation'.
;[Status |USER_CALC_STATUS]: In order for the action to be processed, the user calc must be published in [IMUCA].
;[User Calc Type |USER_CALC_TYPE]: All workflow user calcs must have a type of Calculation.
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__Variables__
There are two variables required for this workflow UserCalc.
||Name||Type||Initial Value||Length
|new_election_stage|Char| |
|old_election_stage|Char| |
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*Line 10: This line checks to see if an update has been done.
*Line 20: This line sets a variable equal null to the old election stage.
*Line 30: This line sets a variable equal null to the new election stage.
*Line 35: This line checks if the variable for old election stage does not equal the variable for the new election stage.
*Line 40: This line checks if the new election stage equals 50 (Approved).
*Line 50: This line calls the Approved workflow action defined in [IMWA].
*Line 60: This line checks if the new election stage equals 92 (Not Approved).
*Line 70: This line calls the Not Approved workflow action defined in [IMWA].
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----
!!HR Changes Creating Open Enrollments
Workflow may be used to trigger an open enrollment when an HR change is entered in the system. For example, an event and open enrollment may be automatically created when a new hire is entered in the system or when an employee is hired.
Line 10: This line checks to see if an update has been done.
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The event must be defined in [IBET] and the [Allow Auto Open Enrollment|ALLOW_AUTO_OPEN_ENROLLMENT] toggle must be checked ON in [IBET], in order for the open enrollment to be generated for the HR change. If the toggle is not checked, then the event will still be created but the Open Enrollment will not be. If proof is required for the event, the event will be created but not the Open Enrollment.
Line 20: This line sets a variable equal null to the old election stage.
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!Scenario 1 – Employee Gets Married; the Married Date is Populated in IEPI:
__Step 1 – Define Workflow Action in IMWA__
;[Action|EVENT_CODE]:It is suggested to prefix all Open Enrollment workflow actions with OE. For this example, CREATE MAR OE will be used as the Action.
;[Status|EVENT_STATUS]:This field must set to In Production in order for the action to be picked up in [IMUC].
;[Triggered in Product |WORKFLOW PRODUCTS]:This field should be set to WF_EPS since the trigger will fire when a Marriage Date is entered in [IEPI] for the employee.
;[Action Directed To|EVENT_RECIPIENT_TYPE]:Since this is going to the employee, ‘Employee’ should be chosen.
;[Type|EVENT_MEDIA]:‘Open Enrollment’ should be selected in this field.
;[Open Enrollment|MEDIA_NAME]:The Event Code from [IBET] must be specified.
\\
__Step 2 – Define User Calc in IMUC__
;[User Calc|USER_CALC_CODE]: It is suggested that the UserCalc code should prefixed with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For this example, it may called WF_OE_MARRIAGE.
;[Description |DESCRIPTION]: This field should state what the UserCalc is meant for.
;[Product|PRODUCT_CODE]:This field should be set to WF_EPS.
;[Status|USER_CALC_STATUS]: In order for the action to be processed, the UserCalc must be published in [IMUCA].
;[User Calc Type|USER_CALC_TYPE]: All workflow UserCalcs must have a type of 'Calculation'.
Line 30: This line sets a variable equal null to the new election stage.
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__Lines__
||Line||CMD||Type 1||Operand 1||OPER||Type 2||Operand 2||Type 3||Operand 3||If GOTO||Else GOTO
|10|IF|OV|EPS.MARRIED_DATE|NE|D|02-JAN-0001| | |99999| 20
|20|IF|NV|EPS.MARRIED_DATE|NE|D|02-JAN-0001| | |30|99999
|30|ACT|AC|CREATE MAR OE|LOG|$S|AS-OF-DATE|RT|Employee|99999|
|99999|EXIT| | | | | | | | |
Line 35: This line checks if the variable for old election stage does not equal the variable for the new election stage.
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*Line 10: This line checks to see if the old value for Married Date in [IEPI] does not equal 02-Jan-0001.
*Line 20:This line checks to see if the new value for Married Date in [IEPI] does not equal 02-Jan-0001.
*Line 30:This line calls the workflow action, CREATE MAR OE, that was defined in step 1 in [IMWA] which will cause an open enrollment for the marriage life event to be created.
*Line 99999: This will end the UserCalc.
Line 40: This line checks if the new election stage equals 50 (Approved).
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!Scenario 2 – An New Employee is Entered in Personality
__Step 1 - Define Workflow Action in IMWA__
;[Action|EVENT_CODE]:It is suggested to prefix all Open Enrollment workflow actions with OE. For this example, OE NEWHIRE will be used as the Action.
;[Status|EVENT_STATUS]:This field must set to 'In Production' in order for the action to be picked up in [IMUC].
;[Triggered in Product |WORKFLOW PRODUCTS]:This field should be set to WF_EASD.
;[Action Directed To|EVENT_RECIPIENT_TYPE]:Since this is going to the employee, ‘Employee’ should be chosen.
;[Type|EVENT_MEDIA]:‘Open Enrollment’ should be selected in this field.
;[Open Enrollment|MEDIA_NAME]:The Event Code from [IBET] must be specified.
\\
__Step 2 – Define User Calc in IMUC__
;[User Calc|USER_CALC_CODE]: It is suggested that the UserCalc code should prefixed with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For this example, it may called WF_OE_NEWHIRE.
;[Description |DESCRIPTION]: This field should state what the UserCalc is meant for.
;[Product|PRODUCT_CODE]:This field should be set to WF_EASD.
;[Status|USER_CALC_STATUS]: In order for the action to be processed, the UserCalc must be published in [IMUCA].
;[User Calc Type|USER_CALC_TYPE]: All workflow UserCalcs must have a type of 'Calculation'.
Line 50: This line calls the Approved workflow action defined in [IMWA].
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__Lines__
||Line||CMD||Type 1||Operand 1||OPER||Type 2||Operand 2||Type 3||Operand 3||If GOTO||Else GOTO
|10|IF|CF|NewHire|EQ|B|TRUE| | |20|99999
|20|ACT|AC|OE_NEWHIRE|LOG|$S|AS-OF-DATE|RT|Employee|99999|
|99999|EXIT| | | | | | | | |
Line 60: This line checks if the new election stage equals 92 (Not Approved).
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*Line 10: This line checks to see if the custom function, NEWHIRE, equals True.
*Line 20: This line will call the workflow action defined in IMWA for the new hire.
\\
----
!!!Suitable Proactive Workflow in Open Enrollment
Line 70: This line calls the Not Approved workflow action defined in [IMWA].
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!!Detecting Life Events
A proactive workflow is needed to detect significant milestones that affect benefits such as a child turning 18. An email should be sent to the Benefit Administrator to notify them that this event must be handled.
!Scenario 1 - Student Recipient Will Surpass The Maximum Student Age Limit Next Month.
__Step 1 - Define Workflow Action in IMWA__
;[Action|EVENT_CODE]:It is suggested to prefix all Open Enrollment workflow actions with OE. For this example, OE STUDENT 2 OLD will be used as the Action.
;[Status|EVENT_STATUS]:This field must set to In Production in order for the action to be picked up in [IMUC].
;[Triggered in Product |WORKFLOW PRODUCTS]:This field should be set to WF_ECT since the workflow action is based on the [P2K_HR_CONTACTS] table.
;[Action Directed To|EVENT_RECIPIENT_TYPE]:Since this is going to a specific person, typically the person in charge of the benefit elections, Specific Employment should be chosen. The specific person code will be later defined in [IMUC].
;[Type|EVENT_MEDIA]:This field can be set to either Email or Message.
;[Email|MEDIA_NAME]: If Email was specified for Type, the From email address must be specified. If Message was specified this field must be left blank.
\\
__Step 2 – Define User Calc in IMUC__
;[User Calc|USER_CALC_CODE]: It is suggested to prefix the UserCalc code with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For example, WF_OE_STUD_2_OLD.
;[Description|DESCRIPTION]: This field should state what the UserCalc is meant for
;[Product |PRODUCT_CODE]:This field should be set to WF_ECT.
;[Status |USER_CALC_STATUS]: In order for the action to be processed the UserCalc must be published in [IMUCA]
;[User Calc Type|USER_CALC_TYPE]: All workflow UserCalcs must have a type of 'Calculation'.
;[Usage|USER_CALC_USAGE]: Pro active workflow must have a usage of Pro-Active WF
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__Lines__
||Line||CMD||Type 1||Operand 1||OPER||Type 2||Operand 2||Type 3||Operand 3||If GOTO||Else GOTO||Description
|10|ACT|AC|OE STUDENT 2 OLD| LOG|$S|AS-OF-DATE|RT|42032|99999| |<<EID.FIRST_NAME>> <<EID.LAST_NAME>> student child recipient, <<ECT.FIRST_NAME>> <<ECT.LAST_NAME>> , is turning 25 next month. The student will surpass the maximum student age defined for the benefit.
|99999|EXIT| | | | | | | | | |
----
!HR Changes Creating Open Enrollments
Workflow may be used to trigger an open enrollment when an HR change is entered in the system. For example, an event and open enrollment may be automatically created when a new hire is entered in the system or when an employee is hired.
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*Line 10: This line calls the workflow action defined in [IMWA] (OE STUDENT 2 OLD) during the first step and will send an email to person code 42032.
The event must be defined in IBET and the Allow Auto Open Enrollment toggle must be checked ON in IBET, in order for the open enrollment to be generated for the HR change. If the toggle is not checked, then the event will still be created but the Open Enrollment will not be. If proof is required for the event, the event will be created but not the Open Enrollment.
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__Step 3 - Define Where Clause in IMWC or IMDAO__
Where Clauses are used in Personality to conditionally select data from a table. In the case of Pro Active WorkFlow, they are created to help the system filter data based on the specified criteria. This is done so that the [UserCalcs|USERCALC] do not have to be created with the conditions defined which helps ease the amount of work required by the back end processes. As a result, by the time the [UserCalc|USERCALC] is called the data has already been filtered down to the appropriate records.
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This example first filters the all of the data in the [P2K_HR_CONTACTS] table for birth dates that are not null.
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The system then filters the data to determine if any of the contacts are turning 25 next month. The system is told to do this by using the Operator ‘Formatted Equals’ and the value being <<AS_OF_DATE>> +1M-25y, the [format symbol|DESCRIPTION] should be MMyyyy.
The system then filters the data further by checking to see which records have the [student indicator|STUDENT_INDICATOR] turned on in [IECT].
;[Data Source|DATA_SOURCE_NAME]: The table in which the data in the where clause is retrieved from. For this example, the [P2K_HR_CONTACTS] table must be defined.
;[Where Clause|WHERE_CLAUSE_CODE]:This field holds the name of the UserCalc. For this example, OE_STUDENT_2_OLD will be used.
;[Usage|WHERE_CLAUSE_USAGE]:The usage of the where clause is stated here. For this example, 'User Defined' must be selected.
;[Description|DESCRIPTION]:This field holds a brief description of the intent of the where clause.
||Type||Predefined||Column Name||Operator||Value||Format Symbol
|Ad Hoc| |BIRTH_DATE| Is Not Null| |
|Ad Hoc| |BIRTH_DATE|Formatted Equals| <<AS_OF_DATE>>+1M-25y|MMyyyy
|Ad Hoc| |STUDENT_INDICATOR|Is Not Null| |
\\
__Step 4 - Run UMPWF to Start the Pro-active Workflow__
The [UMPWF] function must be run to start the pro-active workflow. The idea behind the [UMPWF] is that the pro active workflow UserCalcs can be scheduled to run on a regular basis.
The [UMPWF] would be run with the following parameters:
|Product|WF_ECT
|UserCalc Code|WF_OE_STUD_2_OLD
|Where Clause|OE_STUDENT_2_OLD
\\
!Scenario 2 – Child Recipient Has Surpassed the Maximum Child Age Limit.
__Step 1 - Define Workflow Action in IMWA__
;[Action|EVENT_CODE]:It is suggested to prefix all Open Enrollment workflow actions with OE. For this example, OE_CHILD_2_OLD will be used as the Action.
;[Status|EVENT_STATUS]:This field must set to In Production in order for the action to be picked up in [IMUC].
;[Triggered in Product |WORKFLOW PRODUCTS]:This field should be set to WF_ECT since the email will fire when a contact surpasses the coverage age restriction.
;[Action Directed To|EVENT_RECIPIENT_TYPE]:Since this is going to a specific person, typically the person in charge of the benefit elections, Specific Employment should be chosen. The specific person code will be later defined in [IMUC].
;[Type|EVENT_MEDIA]:This field can be set to either Email or Message.
;[Email|MEDIA_NAME]: If Email was specified for Type, the From email address must be specified. If Message was specified this field must be left blank.
\\
__Step 2 – Define User Calc in IMUC__
;[User Calc|USER_CALC_CODE]: It is suggested to prefix the UserCalc code with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For example, WF_OE_CHD_2_OLD.
;[Description|DESCRIPTION]: This field should state what the UserCalc is meant for
;[Product |PRODUCT_CODE]:This field should be set to WF_ECT.
;[Status |USER_CALC_STATUS]: In order for the action to be processed the UserCalc must be published in [IMUCA]
;[User Calc Type|USER_CALC_TYPE]: All workflow UserCalcs must have a type of 'Calculation'.
;[Usage|USER_CALC_USAGE]: Pro active workflow must have a usage of Pro-Active WF
__Lines__
||Line||CMD||Type 1||Operand 1||OPER||Type 2||Operand 2||Type 3||Operand 3||If GOTO||Else GOTO||Description
|10|ACT|AC|OE_CHILD_2_OLD|LOG|$S|AS-OF-DATE|RT|42032|99999| |<<EID.FIRST_NAME>> <<EID.LAST_NAME>> has a child recipient, <<ECT.FIRST_NAME>> <<ECT.LAST_NAME>>, who is turning 18 next month. This child may no longer qualify for their benefits.
|99999|EXIT| | | | | | | | | |
*Line 10: This line calls the workflow action defined in [IMWA] (OE STUDENT 2 OLD) during the first step and will send an email to person code 42032.
\\
__Step 3 - Define Where Clause in IMWC__
Where Clauses are used in Personality to conditionally select data from a table. In the case of Pro Active workflow, they are created to help the system filter data based on the specified criteria. This is done so that the UserCalcs do not have to be created with the conditions defined which helps ease the amount of work required by the backend processes. As a result, by the time the UserCalc is called the data has already been filtered down to the appropriate records.
Where clauses can be created in either [IMWC] or [IMDAO].
This where clause filters the [birth date|BIRTH_DATE] and as of date to be next month minus 19 years ago. The where clause is also filtering for son, daughter, step-son and step-daughter.
This example first filters the data for [birth dates|BIRTH_DATE] that are not null.
The system then filters the data to determine who is turning 19 next month. The system is told to do this by using the Operator ‘Formatted Equals’ and the value being <<AS_OF_DATE>> +1M-19y, the [format symbol|DESCRIPTION] should be ddMMyyyy.
The system then filters the data further by checking to see which contact records have the relation of 05 (daughter), 06 (son), 07 (step-daughter) and 08 (step-son).
;[Data Source|DATA_SOURCE_NAME]: The table in which the data in the where clause is retrieved from. For this example, the [P2K_HR_CONTACTS] table must be defined.
;[Where Clause|WHERE_CLAUSE_CODE]:This field holds the name of the UserCalc. For this example, OE_CHILD_2_OLD will be used.
;[Usage|WHERE_CLAUSE_USAGE]:The usage of the where clause is stated here. For this example, User Defined must be selected.
;[Description|DESCRIPTION]:This field holds a brief description of the intent of the where clause.
||Type||Predefined||Column Name||Operator||Value||Format Symbol
|Ad Hoc| |BIRTH_DATE|Is Not Null| |
|Ad Hoc| |BIRTH_DATE|Formatted Equals|<<AS_OF_DATE>> 0D+1M-19Y|ddMMyyyy
|Ad Hoc| |RELATION|In|05, 06, 07, 08|
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__Step 4 - Run UMPWF to Start the Pro-active Workflow__
The [UMPWF] function must be run to start the pro-active workflow. The idea behind the [UMPWF] is that the pro active workflow UserCalcs can be scheduled to run on a regular basis.
The [UMPWF] would be run with the following parameters:
|Product|WF_ECT
|UserCalc Code|WF_OE_CHD_2_OLD
|Where Clause|OE_CHILD_2_OLD
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!!Election Reminder
Reminder emails should be sent to employees who have not yet completed their elections, as requested by Benefit Administrators.
!Proactive Workflow to Detect Life Events
A proactive workflow is needed to detect significant milestones that affect benefits such as a child turning 18. An email should be sent to the Benefit Administrator to notify them that this event must be handled.
At line 382 removed 48 lines
__Step 1 - Define Workflow Action in IMWA__
;[Action|EVENT_CODE]:It is suggested to prefix all Open Enrollment workflow actions with OE. For this example, OE REMINDER will be used as the Action.
;[Status|EVENT_STATUS]:This field must set to In Production in order for the action to be picked up in [IMUC].
;[Triggered in Product |WORKFLOW PRODUCTS]:This field should be set to WF_BOEE since the email will fire when a new Open Enrollment Period is created.
;[Action Directed To|EVENT_RECIPIENT_TYPE]:Since this action is going to the employees, ‘Employee’ should be chosen.
;[Type|EVENT_MEDIA]:Email should be specified in this field.
;[Email|MEDIA_NAME]: Since Email was specified for Type, the From email address must be specified.
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__Step 2 – Define User Calc in IMUC__
;[User Calc|USER_CALC_CODE]: It is suggested to prefix the UserCalc code with WF_OE to easily identify the workflow UserCalcs for Open Enrollment. For example, WF_OE_REMINDER.
;[Description|DESCRIPTION]: This field should state what the UserCalc is meant for
;[Product |PRODUCT_CODE]:This field should be set to WF_BOEE.
;[Status |USER_CALC_STATUS]: In order for the action to be processed the UserCalc must be published in [IMUCA]
;[User Calc Type|USER_CALC_TYPE]: All workflow UserCalcs must have a type of 'Calculation'.
;[Usage|USER_CALC_USAGE]: Pro active workflow must have a usage of Pro-Active WF
__Lines__
||Line||CMD||Type 1||Operand 1||OPER||Type 2||Operand 2||Type 3||Operand 3||If GOTO||Else GOTO||Description
|10|ACT|AC|OE REMINDER|LOG |$S|CURRENT-DATE|RT|Employee| 99999| | This is a reminder that the benefit open enrollment period will be closing on <<BOE.ELECTION_CLOSE_DATE>>. Please ensure that you make your election decisions and submit your choices on or before this date.
|99999|EXIT| | | | | | | | | |
*Line 10: This field calls the workflow action defined in [IMWA].
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__Step 3 - Define Where Clause in IMWC__
Where Clauses are used in Personality to conditionally select data from a table. In the case of Pro Active workflow, they are created to help the system filter data based on the specified criteria. This is done so that the UserCalcs do not have to be created with the conditions defined which helps ease the amount of work required by the backend processes. As a result, by the time the UserCalc is called the data has already been filtered down to the appropriate records.
Where clauses can be created in either [IMWC] or [IMDAO].
The where clause would filter through the open enrollment periods to locate those that are 'open' and whose close date is one week away from the as of date. The system will then filter through the open enrollment to locate employee open enrollments which are 'open' meaning they have not been submitted yet.
;[Data Source|DATA_SOURCE_NAME]: The table in which the data in the where clause is retrieved from. For this example, the [P2K_BE_OPEN_ENROLLMENT_EES] table must be defined.
;[Where Clause|WHERE_CLAUSE_CODE]:This field holds the name of the UserCalc. For this example, OE REMINDER will be used.
;[Usage|WHERE_CLAUSE_USAGE]:The usage of the where clause is stated here. For this example, User Defined must be selected.
;[Description|DESCRIPTION]:This field holds a brief description of the intent of the where clause.
||Type||Predefined||Column Name||Operator||Value||Format Symbol
|Ad Hoc| |BOE_ID.ELECTION_CLOSE_DATE|Formatted Equals|<<AS_OF_DATE>> +7d|ddMMyyyy
|Ad Hoc| |ELECTION_STAGE|Equals|01|
|Ad Hoc| |BOE_ID.OPEN_ENROLLMENT_STATUS|Equals|01|
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__Step 4 - Run UMPWF to Start the Pro-active Workflow__
The [UMPWF] function must be run to start the pro-active workflow. The idea behind the [UMPWF] is that the pro active workflow user calculations can be scheduled to run on a regular basis.
The [UMPWF] would be run with the following parameters:
|Product| WF_BOEE
|UserCalc Code|WF_OE_REMINDER
|Where Clause|OE REMINDER
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![Notes|Edit:Internal.WORK+FLOW+IN+OPEN+ENROLLMENT]
[{InsertPage page='Internal.WORK+FLOW+IN+OPEN+ENROLLMENT' default='Click to create a new notes page'}]
!Election Reminder
Reminder emails should be sent to employees who have not yet completed their elections, as requested by Benefit Administrators.
This page (revision-82) was last changed on 26-Nov-2021 10:22 by jaikenTop