BN - Ben Admin Schedule Summary

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 CONSIDERATIONS:

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PROCEDURE STEPS:

1.  Navigate to: Benefits > Manage Automated Enrollment > Review Processing Results > Schedule Summary

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

9.2U Schedule Run Control

3.  You can now review the BenAdmin Schedule Summary and determine if we are close to our goal of 100% of all Events closed or voided.


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

Schedule Summary
        

Below is an example of an closed schedule with all events processed.

9.2 Schedule with No Open Events


ADDITIONAL RESOURCES:

Related KBs:

Related Links:

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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 09:03 CSTUpdated:2017-08-29 07:10 CST
Sites:Human Resource System (HRS)
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