PROCESS BENEFIT OPEN ENROLLMENTS#
Processing Information#
The UBPOE is an update process run by the Benefit Administrator to batch process the employee elections from the Open Enrollment period. Once run, the elections are processed into IBEN.
The UBPOE will only process APPROVED elections found within the parameters and filters defined.
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. |
