Where Policy Meets Process Presented by: Joanna Bauer.
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Where Policy Meets Process On-Demand Processing and ADM events Presented by: Joanna Bauer
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Transcript of Where Policy Meets Process Presented by: Joanna Bauer.
Where Policy Meets Process
On-Demand Processing and ADM events
Presented by:
Joanna Bauer
Where Policy Meets Process
MSC Event Evaluation Report
• Reviewing the report• Identifying problems• Correct way to process or fix employee
problems
Where Policy Meets Process
MSC Event Evaluation Report
Where Policy Meets Process
How To Review
• What should the employee be eligible for based on Job Data and your campus expectation?
• Is the continuity code correct based on appointment duration and expected Job End Date?
• Is the Benefit Flag setup on the correct EMPL RCD?
Where Policy Meets Process
How To Review
Incorrect Job Data or Benefit Flags must be fixed before processing any event.
Where Policy Meets Process
MSC Event Evaluation Report
Event Date
Current Benefit Program
New Benefit Program
Message
8/25/2014 U02 G02 Grad No Longer WRS Eligible
Where Policy Meets Process
What is wrong with this Picture?
Where Policy Meets Process
What is wrong with this Picture?
Where Policy Meets Process
What is right with this Picture?
Where Policy Meets Process
MSC Event Evaluation Report
Event Date
Current Benefit Program
New Benefit Program
Message
4/24/2014 C02 LMT No Longer Benefits Eligible
Where Policy Meets Process
What is wrong with this Picture?
Where Policy Meets Process
What is wrong with this Picture?
Where Policy Meets Process
What is right with this Picture?
Where Policy Meets Process
Situation
Employee was terminated in error and rehired back.
Where Policy Meets Process
What is wrong with this Picture?
Where Policy Meets Process
What is wrong with this Picture?
Where Policy Meets Process
What is right with this Picture?
Where Policy Meets Process
Eligibility Changing Incorrectly
Incorrect event processing:• Temporarily close
event• Void the event• Processing the event
to close
Accurate event processing:• Change Benefit Flag• Correct Job Data• WiscIt for UW
Service Center for help
Where Policy Meets Process
Why do we care?
• If the Job Data and/or Benefit Flag have not been fixed then any other Job Data change will trigger another MSC event to appear on your report with the same issue.
• ICI Annual Category changes and Open Enrollment will drive the employee into the incorrect benefit program.
Where Policy Meets Process
Event Reprocessing Priority
1. Oldest to Newest Event Date
2. Lowest to Highest Event Priority
3. Lowest to Highest Event ID
Where Policy Meets Process
Assign Program vs Re-Enter
Assign Program• Benefit Program
eligibility has changed
• Event currently opened in Prepare status and enrollments were changed
Re-Enter• Change to
Elections in existing ADM/SAV event
Where Policy Meets Process
ADM and SAV Events
Issues:• All events must be processed to close or
voided. Do not leave the event open.• Benefit Service Date determines ICI
Early enrollment eligibility.• Do not create ADM or SAV events
effective after the employee’s termination
Where Policy Meets Process
Process to Close vs Void
Process to Close• Event was created
and enrollment changes have been entered
Void• Event was created
in error and not needed
Where Policy Meets Process
Benefit Flag
Where Policy Meets Process
Benefit Flag
Where Policy Meets Process
Benefit Flag
Where Policy Meets Process
Rebuild Benefit Flags
Where Policy Meets Process
Rebuild Benefit Flags
• Process will remove all flag history and reset the flag to the lowest active EMPL RCD.
• Process must be run to pickup corrections to Job Data hire/rehire and terminations.
Where Policy Meets Process
Populate Eligibility Config
Always run Populate Eligibility Config when you change Job Data or Benefit Flag before processing events.
Location: Benefits > Manage Automated Enrollment > Events > Populate Eligibility Config
Where Policy Meets Process
MSC Event Evaluation Report
Events appearing One Day:• New Hire/Rehire• Address Changes
Events appearing until Benefit Administrator processes the event:• Benefit Program is changing
Where Policy Meets Process
MSC Event Evaluation Report
Event Date
Current Benefit Program
New Benefit Program
Message
7/01/2014 U02 CL1 **ICI Eligibility Change**
Things to consider:• Does the Benefit Flag need to be change?• Is the employee receiving another position?• If correct, is employee going to be paid consistently
and enough to cover deductions on the payroll or should they be setup in Benefits Billing?
Where Policy Meets Process
MSC Event Evaluation Report
Event Date
Current Benefit Program
New Benefit Program
Message
6/01/2014 G01 U02 *Grad Eligible for WRS*
Things to consider:• Does the Benefit Flag need to be change?• Is the employee suppose to be eligible for WRS due to
position change or WRS Lookback?• Did the employee meet the minimum hour criteria?
Where Policy Meets Process
MSC Event Evaluation Report
Event Date
Current Benefit Program
New Benefit Program
Message
5/26/2014 G01 LMT *No Longer Benefits Eligible
Things to consider:• Does the Benefit Flag need to change?• Was the employee terminated in error?• Is the employee going to be receiving another benefits
eligible Job?
Where Policy Meets Process
MSC Event Evaluation Report
Event Date
Current Benefit Program
New Benefit Program
Message
6/26/2014 U02 U02 **ICI Eligibility Change**
Things to consider:• Is the Benefit Service Date correct? It should reflect the
WRS State service date on all active EMPL RCDs.• If correct, be sure to process create a ADM event to
change coverage on the correct effective date.
Where Policy Meets Process
MSC Event Evaluation Report
Event Date
Current Benefit Program
New Benefit Program
Message
7/01/2014 U02 C02 **ICI Eligibility Change**
6/15/2014 C02 U02 **ICI Eligibility Change**
Things to consider:• Does the Benefit Flag need to change?• Eligible to enroll into ICI Classified/Unclassified plan.• If correct, be sure to change ERA plan enrollment.
Where Policy Meets Process
MSC Event Evaluation ReportEvent Date
Current Benefit Program
New Benefit Program
Message
5/26/2014 U02 U01 Prog Change due to Union or %
6/1/2014 C02 C01 Prog Change due to Union or %
Things to consider:• Does the Benefit Flag need to change?• Is the decrease in FTE change for three months or
more?• Is the Health Rate field in Job Data accurate?• Is the employee receiving another position?
Where Policy Meets Process
Dependent Information
Effective Date should be:• At time of hire override the default effective
date for dependents to the employee date of hire. Current default is the event effective date.
• If the employee has no dependent at the time of hire then use UW System Follow Life Events Chart for reference on the OHRWD Administration area: http://www.uwsa.edu/ohrwd/admin/
Where Policy Meets Process
Review
• Verify Job Data and Benefit Flag is correctly setup
• Remember to run Populate Eligibility Config process on any changes to Job Data and Flag before processing events
• Reprocess the event back to “Assign Program” to pickup the changes made to Job Data and Benefit Flags
Where Policy Meets Process
Review
• Void unwanted ADM or SAV events• Process events to close• Use caution when rebuilding Benefit
Flags
Where Policy Meets Process
References
• MSC Event Evaluation* (KB #16795)• Benefit Flag (KB #20455)• Dependent Maintenance (KB #16418)• Adding Events to the BAS Activity Table (KB
#16921)• When to Use ADM Event (KB #16855)• Processing a SAV Event (KB #17970)• Re-opening An Employee’s Event (KB#18972)• OHRWD Administrative Area:
http://www.uwsa.edu/ohrwd/admin/
