BN - Ben Admin Schedule Summary

This user procedure reviews the Schedule Summary.

Procedure At-A-Glance
Category: Event Maintenance
Audience: UW Benefit Administrators
Navigation:  Benefits > Manage Automated Enrollment > Review Processing Results > Schedule Summary
Jump To:

General Description

A Benefit Schedule allows Benefit Administration to process Events by groups.  The Schedule Summary Table provides statistical data at a glance on Event Statuses for a particular Schedule.  The goal is to make sure all Events are processed to Close with a Status of Finalized Enrolled, Finalized Prepared None, or Finalized Assign None.  Only when all Events are finalized can we be assured that employees have been evaluated appropriately for benefits eligibility.  This Table provides information on the University's overall achievement on processing Events to Closed. 

Process Inputs

  • Schedule ID

Process Outputs

  • Benefit Administration Schedule Summary

Process Considerations

    Procedure Steps

    1.  Click Benefits

    2.  Click Manage Automated Enrollment

    3.  Click Review Processing Results

    4.  Click Schedule Summary

    5.  Enter a Schedule ID or select a Schedule ID by click on the Magnifying Glass button and click on Search.

    Schedule Summary Criteria

    6.  You can now review the BenAdmin Schedule Summary and determine if we are close to our goal.

    Below is an example of an open schedule with events needing to be processed.

    BenAdmin Schedule Summary EV15        

    Below is an example of an closed schedule with all events processed.
    BenAdmin Schedule Summary OE15

    Related Policies, Job Aids and Forms:

    Related Job Aids

    To the top

    Keywords:Benefits, Events, Event Status, Process Status, Process Indicator, Finalize, Disconnected   Doc ID:28470
    Owner:Joanna B.Group:Human Resource System (HRS)
    Created:2013-02-04 10:03 CDTUpdated:2016-06-24 09:41 CDT
    Sites:Human Resource System (HRS)
    Feedback:  0   0