Printing a Manual Benefits Billing Invoice in HRS

Overview

This KB explains how to create and print a MANUAL invoice for an employee that is enrolled in Benefits Billing. This will be used when an invoice is needed outside of the normal monthly Benefits Billing calculation process which is run on the Tuesday evening, on or before to the 20th of each month.

Process Considerations:

Examples of when to use this function:

You may click on the links below to navigate directly to a section:


Instructions


1. Navigate to the Reprint Statement page: Benefits > Benefits Billing > Create Statements > Reprint Statements

2. Click the Add New Value tab.

3. Enter a Print ID and click the Add button.
Step1U
4. Enter the relevant billing period (format is YYMM).

5. Enter the EMPLID that needs a reprint in the EMPLID box.
 
6. If additional EMPLID’s are required, click the (+) button and repeat step 5.

7. After all EMPLID’s are entered click the Save button.
reprint_replace_pic
8. Navigate to the Print Billing Statement Page: Benefits > Benefits Billing > Create Statements > Print Billing Statements

9. Click the Add a New Value tab.

10. Enter the Run Control ID, which is the same as the Print ID used in the reprint page, and click the Add button.
Step3U
11. Leave the Language drop down as English.

12. Verify accuracy of Billing Period field. Enter the most current benefits billing period that was processed.
Note: Running for a future billing period can break the module.
13. Enter "CURRENT DATE" in the field for Statement Date and Date for determining Past Due.

14. Check the Reprint checkbox.

15. Enter the Print ID you used on the Reprint Statement page and click Run.

16. Click OK.

17. Click the Process Monitor link at the top of the page.
Step 4-1U
18. Click on the Refresh button until the Run Status reaches "Success" and the Distribution Status reaches "Posted", then click on the Details link.
process_scheduler_replace
19. On the Process Detail page, click View Log/Trace then select the PDF file from the file list.
View Log Trace

PDF File
20. Review the invoice statement then print and distribute to employee as applicable.



Additional Resources

Related KBs:
Related Links:

Get Help

  • Click HERE to contact UW Shared Services - Service Operations Department or HERE for the UWSS IT HelpDesk if you have any issues with these instructions.