BN - Updating UW Benefits Tab on Job Data

This document provides step by step instructions on how to add a row on Job Data to update the values on the UW Benefits Tab.

Procedure At-A-Glance
Category: Eligibility Updates
Audience: Benefit Administrators; UW Service Center
Overarching Process: Benefits
Navigation: Workforce Administration > Job Information > Job Data
Jump To:

General Description

Benefits Administration relies on specific critical Job Data fields to determine an employee's eligibility for benefits.  These fields include the Employee Class (Empl_Class), FTE, Salary (in some cases), Continuity, Officer Code, and the values listed on the UW Benefits Tab.  There are instances where the information on the UW Benefits Tab is not entered at the time of hire or rehire or has changed over time and needs to be updated so the employee is assigned to the appropriate Benefit Program and/or will be charged the correct premiums for insurances.  This procedure documents the steps needed to add a sequenced row on Job Data to make those entries.

Process Inputs

  • Empl_ID

Process Outputs

  • Sequenced row on Job Data

Process Considerations

  • Lines of communication between campus HR Administrators and BN Administrators are critical to ensure data entry is done correctly.


    • If information needs to be updated on an historical row of data (row is not the most current row on Job Data) a ticket will need to be opened and assigned to the UW Service Center to update that information on your behalf.

    Procedure Steps

    1.  Navigate to:  Workforce Administration > Job Information > Job data


    2.  Click the plus sign on the current row on Job Data to add a new row.

    Add a Row

    3.  The system will default the row's Effective Date to today's date.  Change the date to the Effective Date of the change you are making on Job Data. 

    Effective Date

    NOTE:  If the Effective Date is the same date as the current row, you will need to change the Sequence to 1.

    Sequenced Row

    4.  Click the red Calculate Status and Dates button.

    Calculate Status Button

    5.  Change the Action field to "Data Change" and the Action/Reason field to "BN Eligibility Update"

    Action Reason

    6.  Click on the arrow at the top right of the screen to reveal additional tabs.  Click on the UW Benefits Tab.

    More Tabs


    7.  Enter the information for a new hire or change existing information as needed.


    8.  Click the Save button


    During overnight processes, the Populate Eligibility Configuration process will run followed by Benefits Administration (Ben Admin) and assess whether the employee should be reassigned to a new Benefit Program as of the date of the row.  If the employee is moving to a different Benefit Program, they will appear on the MSC Event Evaluation Report.  These processes can be run ad hoc by the Benefit Administrator on the campus.  For more information on these processes, please reference the KB documents listed below.

    Related Policies, Job Aids and Forms:

    Related Policies

    Related Job Aids

    Related Forms

      • N/A

      Keywords:Health Rate Field, Rehired Annuitants, Prior, Previous, WRS, Wisconsin Retirement System, out of state, tier 3, state group health, SGH, benefit service date, benefit exception field, 2011,   Doc ID:57946
      Owner:Joanna B.Group:Human Resource System (HRS)
      Created:2015-11-03 16:23 CDTUpdated:2016-06-24 09:44 CDT
      Sites:Human Resource System (HRS)
      Feedback:  0   0