Wiki: UBPOE

PROCESS BENEFIT OPEN ENROLLMENTS#

Processing Information#

• The UBPOE is a new update process run by the Benefit Administrator to batch process the employee elections. Once run, the elections are processed into IBEN with new effective dates that are the Coverage effective date. • The report is run for a particular event type and date frame

Report Parameters & Filters#

Report Parameters
Entity	Mandatory, LOV Available. Specify which entity the open enrollment period was for.
Event Type	Mandatory, LOV Available. Specify the Event Type that will be processed.
As of Date	Mandatory. Benefit Election and Enrollment records are selected up to and including the As Of Date.
Enrollment Open Date	Mandatory, Date. This date is used to determine which Open Enrollment period to process.
Enrollment Close Date	Mandatory, Date. This date is used to determine which Open Enrollment period to process.
Coverage Effective	Optional, Date. This parameter allows the user to override the Coverage Effective date generated by the Benefit Components.
Premium Effective	Optional, Date. This parameter allows the user to override the Premium Effective date generated by the Benefit Components.
Sort Option	Mandatory, LOV available. Employees will be printed in this order on the report.
Print Employee Details	Optional. The UBPOE may be run to display or not to display the details of the Open Enrollment in the report.
Exception Level	Mandatory, LOV available. This will determine the level of trace the report is run at.
User Comment	Optional. This allows the user who is running the report to add a comment in the report.

Report Filters
People List	The report may be filtered to run for a list of people.
Person	The report may be filtered to run for a particular employee.
Location	The list of employees may be filtered to a specific location.
Auth Area	The list of employees may be filtered to a specific Auth Area.
Department	The UBOE may be filtered to run for a particular Department.
Unit	The UBOE may be filtered to run for a specific unit.
Group	The UBOE may be run for a particular Group of employees.
Assignment Type	The employees may be filtered to a specific assignment type.
Employment Status	The employees may be filtered to a specific employment status.