BN - WED - BAS Open Action Required Report

GENERAL DESCRIPTION:

Benefit events are created by Address changes, Job Data changes or Benefit Administrators. Events that remain open and have not been processed through to Finalized - Enrolled or Finalized - Prep None prevent other Events from processing and prevents employees from being evaluated appropriately for benefit eligibility and enrollments should changes occur. The BAS Open Action Required report identifies ADM, FSA, or SAV Events that are open and prepared but not Finalized. It will also identify any employees who have an Event with a status of Prepare Error caused by either a missing ABBR or a future dated Event for a time period where no payroll calendars exist in HRS.

PROCESS CONSIDERATIONS:
  • Error lists all employees with an open ADM, FSA, or SAV Event or employees with an open Event in a Prepare - Error Status.  The ADM, FSA, or SAV Event should be finalized or voided if not needed. 
  • The Prepare - Error issue can be addressed by creating an ABBR if one is missing, or if due to a future dated event, temporarily close the Event to allow other Events to continue to process:
    • Income Continuation Insurance and State Group Life use Annual Benefit Base Rates (ABBR) in the payroll calculation of premiums.  These ABBRs are based on an estimated annual salary during the first year an employee is eligible for the WRS.  Annual processes are run to determine the appropriate amounts each year thereafter.  The SGL ABBR must match the coverage amount on the SGL Insurance Application submitted to the Department of Employee Trust Funds (ETF) and must be present in HRS to submit any eBenefit enrollments.
    • An ICI, SGL or SGL7 ABBR must be added to EVERY active Employee Rcd (Empl_Rcd) to ensure that the ICI premiums will calculate correctly regardless of which Empl_Rcd is marked as the Benefits Primary Record.  More information on Benefits Primary Records is available in the Related KB Documents and Job Aids section below. 
    • An ABBR effective date cannot be earlier than the hire date on the Employee Record.
  • Income Continuation Insurance ABBR's MUST be changed mid-year due to permanent changes in FTE or annual salary.  For more information about ICI mid-year changes, please visit the Income Continuation Insurance:  Annual Base Benefit Rate Rules.  Please note:  HRS will NOT recognize a change in ABBR as an Event requiring Benefits Retro to calculate.  In the event an ABBR has been changed after a payroll has run, a payline adjustment will be required to pick up the missing premium.  If you do not have the security to add a payline adjustment, please open a WiscIT and assign it to your AG Group. 
  • If you are missing an ABBR for a date other than the initial date of Income Continuation Insurance eligibility (i.e. an historical row), you will need to use correction to add the effective dated row or contact your AG representative if you do not have a correct history role.

PROCEDURE STEPS:

1.   Log into HRS.  The Workflow Exception Dashboard queries will appear to the right of the main menu.  Error queries appear based on your current security and whether there is an error to fix.

2.  Click on the hyperlink for the UW_BN_OPEN_ACTN_REQ query.

9.2 Dashboard

3.  A current list of employees with open events requiring action by Benefit Administrators will be displayed.  This list will be refreshed each evening.  Empl_ID's that appear as hyperlinks in the list have more than one error.  (This may occur if the employee has a missing or incorrect ICI ABBR.)

9.2 List of Errors

4.  Click the Check to Claim checkbox next to the employee you wish to work on.  Your name will appear in the Claimed By section with the date and time noted.

9.2 Claimed By

5.  Click the BAS_ON_DEM_EM hyperlink for the employee you have claimed.

9.2 Hyperlink to Correct

6.  The employee's On-Demand Event Maintenance page will be displayed.  Note the open event requiring action by Benefit Administrators.

9.2 Event Open


7.  The ADM, FSA, or SAV event should be Finalized by completing the employee's enrollment change or voiding if no enrollment changes are needed.  A Prepare Error will give the following two error messages when attempting to process the event:

  • Missing ABBR error message:  "During benefit rate processing, the system was unable to find an acceptable  match between the rate key value for the employee and the rates defined in the benefit Rate Data table.  Therefore, a rate could not be assigned and a deduction could not be calculated."
  • Future dated error message:  "Based on the Event date being processed, the Pay-Begin-Date for the next full pay period cannot be determined from PS_Pay_Calendar.  Establish the missing periods in the pay calendar."
The missing ABBR can be fixed by setting an ABBR for all Empl Rcds.  Please refer to BN - Annual Benefits Base Rate (ABBR) for additional assistance.  The future dated event can only be temporarily closed since the system will be unable to Finalize until the pay calendar has been setup within HRS.  You can temporarily Close the Event by changing the Process Indicator to "Void" and Process Status to "Disconnect."

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ADDITIONAL RESOURCES:

Related KBs:

Related Links:

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Keywords:WED UW_BN_OPEN_ACTN_REQ On-Demand Benefits Adminstration BenAdmin Prepare Error Prepare Prepared Open Events ADM SAV UIA FSA MSC UCT ICI CAT CPR DTA LOA PLA PAY POS RFL RBK SBK Event Reprocess Event Maintenance   Doc ID:16486
Owner:Joanna B.Group:Human Resource System (HRS)
Created:2011-01-08 19:00 CDTUpdated:2017-02-22 09:03 CDT
Sites:Human Resource System (HRS)
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