1. Where Policy Meets Process Presented by: Joanna Bauer

2. Where Policy Meets Process Reviewing the report Identifying problems Correct way to process or fix employee problems

3. Where Policy Meets Process

4. 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?

5. Where Policy Meets Process Incorrect Job Data or Benefit Flags must be fixed before processing any event.

6. Where Policy Meets Process Event Date Current Benefit Program New Benefit Program Message 8/25/2014U02G02 Grad No Longer WRS Eligible

7. Where Policy Meets Process

10. Event Date Current Benefit Program New Benefit Program Message 4/24/2014C02LMT No Longer Benefits Eligible

11. Where Policy Meets Process

14. Employee was terminated in error and rehired back.

15. Where Policy Meets Process

18. 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

19. Where Policy Meets Process 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.

20. Where Policy Meets Process 1.Oldest to Newest Event Date 2.Lowest to Highest Event Priority 3.Lowest to Highest Event ID

21. Where Policy Meets Process 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

22. Where Policy Meets Process 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

23. Where Policy Meets Process Process to Close Event was created and enrollment changes have been entered Void Event was created in error and not needed

24. Where Policy Meets Process

28. 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.

29. Where Policy Meets Process 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

30. Where Policy Meets Process Events appearing One Day: New Hire/Rehire Address Changes Events appearing until Benefit Administrator processes the event: Benefit Program is changing

31. Where Policy Meets Process Event Date Current Benefit Program New Benefit Program Message 7/01/2014U02CL1**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?

32. Where Policy Meets Process Event Date Current Benefit Program New Benefit Program Message 6/01/2014G01U02*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?

33. Where Policy Meets Process Event Date Current Benefit Program New Benefit Program Message 5/26/2014G01LMT *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?

34. Where Policy Meets Process Event Date Current Benefit Program New Benefit Program Message 6/26/2014U02 **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.

35. Where Policy Meets Process Event Date Current Benefit Program New Benefit Program Message 7/01/2014U02C02**ICI Eligibility Change** 6/15/2014C02U02**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.

36. Where Policy Meets Process Event Date Current Benefit Program New Benefit Program Message 5/26/2014U02U01 Prog Change due to Union or % 6/1/2014C02C01 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?

37. Where Policy Meets Process 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/ http://www.uwsa.edu/ohrwd/admin/

38. Where Policy Meets Process 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

39. Where Policy Meets Process Void unwanted ADM or SAV events Process events to close Use caution when rebuilding Benefit Flags

40. Where Policy Meets Process 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/ http://www.uwsa.edu/ohrwd/admin/