BN - WED - Income Continuation Insurance Missing/Incorrect ABBR Report

GENERAL DESCRIPTION:

Income Continuation Insurance (ICI) requires an Annual Benefit Base Rate (ABBR) for the payroll process to accurately calculate the insurance premiums to charge each payroll. When employees are missing an ICI ABBR, the system will revert to annual salary which has not been rounded according to the rules for ICI. Benefit Administrators need to review the employee's job and compensation data and update or add an ABBR accordingly.

PROCESS CONSIDERATIONS:
  • This report will return a list of employees with an ABBR of less than $1,000 OR those missing an ABBR for Income Continuation Insurance.
  • The ABBR should be entered or fixed prior to the first payroll in which Income Continuation Insurance premiums will be charged.  ABBR effective date cannot be earlier than the hire date on each Employee Record.
  • An ICI 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.  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.
  • 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.  Please note:  clicking the WiscIT button will not automatically create a ticket for you in Cherwell.

ANNUAL BENEFIT BASE RATE AMOUNTS:

    • First Year:  Must be based on an estimated annual salary during the first year an employee is eligible for the WRS. 
    • Existing Employees:  The Annual ICI Process will then update the ABBR each year based on the prior WRS year's earnings.
    • Mid-Year:  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.
    • Transfers:  The Income Continuation Insurance ABBR must be based on the Transfer Record received by the receiving department/institution.



    PROCEDURE STEPS:

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

    2.  Click on the hyperlink for the UW_BN_ICI_ABBR query.


    9.2 WED Query

    3.  A current list of employees who are missing an ICI ABBR or who have an ABBR of less than $1,000 will be displayed. This list will be refreshed each evening.  (Note:  Empl_ID's that appear as hyperlinks in the list have more than one error.  This often occurs if the employee has a missing or incorrect SGL ABBR as well as the ICI error.)


    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 WED Claimed By


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

    9.2 Link to Correct


    6.  The employee's Update ABBR page will be displayed.  Click on the magnifying glass icon to select the ABBR type of ICI.

    9.2 Look Up ABBR


    7.  To ensure that the correct ABBR is entered, you will need to navigate to the employee's JOB Data pages to obtain the date they became eligible for ICI and their annual salary.  Click the "New Window" hyperlink in the top right corner of your screen to open a second window to obtain this data.

    9.2 New Window

    8.  Navigate to Workforce Administration > Job Information > Job Data and enter the employee's Empl_ID and click Search.

    9.  On the Work Location Tab verify the employee's ICI eligibility date.  In our example, the employee became eligible for WRS as of the Date of Hire.

    9.2 WED DOH

    10.  Click on the Compensation tab to obtain the employee's estimated annual salary which is the basis for the ICI ABBR for initial hires.  In this case the salary needs to be rounded up to the next highest $1000.  For an annual salary of $35, 360 the ABBR that should be entered into HRS is $36,000.  (For an example of multiple jobs, Empl Rcd 0 salary of $14,300.00 and a Empl Rcd 1 salary of $14,500.00 are added together and rounded up to the nearest thousand to become $29,000.00.)

    9.2 WED Annual Salary


    11.  To add the employee's ABBR, click back on your Update ABBR window, or navigate to Benefits > Employee/Dependent Information > Update ABBRs.

    12.  Enter ICI in the Annual Benefit Base Rate Type field.  The Effective Date used must be equal to or prior to the deduction effective date of their Income Continuation Insurance enrollment.  In our example, we are adding an ABBR Type of "ICI," an Effective Date of "9/8/2016" (which is the date of hire) and an ABBR amount of "36000".  (Please note:  do not use commas or decimal points when entering an ABBR.  The system will add these for you when you save.)  When all information has been added, click the Save button to save the record.

    9.2 WED Add ABBR

    13.  To verify that you now have the correct ICI ABBR entered into the system, navigate back to Benefits > Employee/Dependent Information > Review ABBRs.  Enter the employee's ID number in the Empl_ID field and click Search.  You should see the ABBR listed with the correct Base Rate Type, Effective Date, and Amount.

    9.2 WED ABBR Verified

    https://kb.wisc.edu/images/group61/shared/9.2_Warning_Sign.png  Warning!  The Annual Benefit Base Rate is based on the estimated annual earnings for the year in which they are initially enrolling for coverage.  It will be based on the prior year's reported WRS earnings thereafter.  Benefit Administrators should not change an ABBR unless it was entered incorrectly or there has been a permanent FTE change for the employee.  Salary changes do not warrant a change in the ICI ABBR.



    ADDITIONAL RESOURCES:

    Related KBs:

    Related Links:




    Keywords:Annual Benefit Base Rate ICI WRS Earnings Disability Insurance disabled benefits deductions premiums rates UW_BN_ICI_ABBR 3Z 3Y   Doc ID:46246
    Owner:Joanna B.Group:Human Resource System (HRS)
    Created:2015-01-15 14:12 CDTUpdated:2017-02-22 09:24 CDT
    Sites:Human Resource System (HRS)
    Feedback:  0   0