Reviewing Benefits Administration Process Results
This section discusses how to review Benefits Administration process results.
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Page Name |
Definition Name |
Usage |
|---|---|---|
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BAS_MESSAGES |
Review errors that occurred during the last batch of BenAdmin processing. |
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BAS_PARTIC_SUM |
Review employee counts for all available status values. Review process results for schedules. |
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BenAdmin Processing Controls (benefits administration processing controls) |
BAS_PARTIC_PRC1 |
Review the processing status of specific participant event records using the following pages: |
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BAS_PARTIC_INQ1 |
Review status, processing, and eligibility information for a selected participant and event. |
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BAS_PARTIC_INQ2 |
Review plan type details for a selected participant and event, including dependent and investments information when applicable (through page links). |
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BAS_PARTIC_INQ4 |
Review costs and credits for a participant and plan type. |
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PASSIVE_EVENT_HIST |
Review passive event history for a specified process date. |
Use the Benefits Processing Messages page (BAS_MESSAGES) to review errors that occurred during the last batch of BenAdmin processing.
Navigation:
Note: You can also run the following reports to review Benefits Administration processing errors: Invalid Benefit Elections, Missing Elections, and Ineligible Participant (for Open Enrollment schedules only).
The event ID for Open Enrollment processes is always 0, because the system opens one Open Enrollment event for all participants in the Open Enrollment schedule during the initial run of the OE process.
A message often requires additional information or help in identifying the specific plan type or benefit option involved. Additional data is displayed in the generic Message Data area and is described in the message text.
Categories of Errors
When you run the Benefits Administration process, you might expect the following categories of errors:
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Error Category |
Description |
Solution |
|---|---|---|
|
Program Assignment |
Participant events are assigned to multiple benefit programs. Occurs during the first phase of Benefits Administration processing. |
Review eligibility rules and benefit program setups for errors. The system reviews the participant's program assignment during the next Benefits Administration run. |
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Option Preparation (occurs during first phase) |
A participant is eligible for a benefit program, but an error occurs in the determination of option eligibility, credit, or deduction calculations. Typical errors result from deduction calculations—for example, omitting the age from an age-graded rate table. This error occurs during the first phase of Benefits Administration processing. |
Adjust the participant's personal, employment, and job information or program eligibility and deduction information. |
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Election Validation |
The system cannot validate participant benefit option elections, dependent and beneficiary assignments, or investment allocations. This error occurs during the second phase of Benefits Administration processing. |
Return to the data entry pages and ensure that correct election information has been entered into the system. |
Use the Enrollment Schedule Summary page (BAS_PARTIC_SUM) to review employee counts for all available status values.
Review process results for schedules.
Navigation:
This example illustrates the fields and controls on the Enrollment Schedule Summary page. You can find definitions for the fields and controls later on this page.
Note: The Schedule table shows the state of the schedule population at the current moment, so if you have participant events marked for finalization but have not run the process, they will show up in Finalize Totals. Once you run the process for that schedule, all events marked for finalization will be finalized and will not appear in Finalize Totals.
This page shows a cumulative total over the entire history of the schedule. You may occasionally retire an Event Maintenance schedule (mark it to allow No New Events,) and create a new schedule for new statistics.
Process Status Totals
Only one event can be open for any one participant and benefit record number combination at a time. However, these totals represent the sum of all events, open or closed.
Event Status Totals
Voided events are not considered for any further processing.
Process Indicator Totals
View the participant event totals that currently have been requested to go through reprocessing.
When the system actually reprocesses events, the system removes them from these lists of totals as appropriate.
Finalize Totals
Displays the number of participant events that are currently marked to be finalized or to have defaults applied to them, but which have not yet been run through the Benefits Administration process.
You can flag individual events to be finalized and to have option defaults applied to them by selecting the Final check box for those events in the Controls page of the Processing Controls Update component.
Elig Changed Totals (eligibility changed totals)
View the number of participant events that may need to be reprocessed.
The system flags these events when the HR data used for processing event eligibility is changed, a new row affecting eligibility is inserted, or the row used for eligibility is deleted.
Three categories of eligibility changes exist: address (state or postal code), job information, and multiple jobs (changes to primary job flags).
Out-of-Sequence Event Totals
View the number of events that have been processed out of sequence by the system for the selected schedule.
An out-of-sequence event might need to be reprocessed because an earlier, opened event might have changed the defaults, eligibility, or event rule processing results for the later, closed event.
Disconnect Event Totals
View the number of disconnected events detected by the system during processing for the selected schedule.
Events can become disconnected when one or more of the HR records (PERSON, PERS_DATA_EFFDT, EMPLOYMENT, JOB) that is needed for eligibility processing for the event have been deleted.
Use the BenAdmin Processing Controls (benefits administration processing controls) page (BAS_PARTIC_PRC1) to enter search criteria to review the processing status of specific participant event records.
Navigation:
This example illustrates the fields and controls on the BenAdmin Processing Controls page to enter search criteria to review process results for participant events. You can find definitions for the fields and controls later on this page.
Enter your search criteria for the set of participant event records that you want to review or update. When you initiate a search, the system displays the results page to review the process status information of the participant event records that match your search criteria.
Note: You might use the Schedule Summary page to get an idea of the overall processing status of your schedule before using the Processing Controls Update pages.
Field or Control |
Description |
|---|---|
Schedule ID and Empl ID (employee ID) |
You must use one or the other of these options as selection criteria to focus your search on either a participant or a schedule. Note: Selecting a particular employee ID locates all event records for that employee with a process status value assigned to him or her: only one event will be open, but multiple ones might be closed or void events. |
Finalize/Apply Defaults |
Locates events that have been flagged to be finalized or have option defaults applied. You flag events this way with the Final check box on the Processing Controls Update - Controls page. |
Use the BenAdmin Processing Controls (benefits administration processing controls) page (BAS_PARTIC_PRC1) to review the processing status of specific participant event records.
Navigation:
This example illustrates the fields and controls on the BenAdmin Processing Controls page. You can find definitions for the fields and controls later on this page.
This page displays the results from the criteria in the search fields.
Field or Control |
Description |
|---|---|
Process Indicator |
Tells the system the event status to which you want to reprocess the specific participant event on the next Benefits Administration run. |
Addr Elig Chg (address eligibility change), Mult JobChg (multiple job change), and Job Elig Chg (job eligibility change) |
Indicates that event eligibility changes, insertions, or deletions have occurred and the participant event may need to be reprocessed. If you determine that the event does not need reprocessing, you can deselect these check boxes to indicate this fact, although these flags are only informational. |
Disconnected |
Indicates that an event has been disconnected and can no longer be processed. Disconnected events are events that have lost rows in one of the core HR tables: PERSON, PERS_DATA_EFFDT, EMPLOYMENT, or JOB. |
Final/Dflt (final/default) |
Indicates that you want to finalize default benefit option elections or apply them to a specific participant event on the next run of the Benefits Administration process for the schedule to which the participant event is assigned, or both. |
Use the Participant page (BAS_PARTIC_INQ1) to review status, processing, and eligibility information for a selected participant and event.
Navigation:
This example illustrates the fields and controls on the Participant page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Source |
Displays the event trigger: a changed employee address, or job information; a passive event; or the insertion of a manual event. |
Priority |
Indicates the order of processing for events with different classes that occur for the same benefit record number on the same event date. |
Multi-Activity Indicator |
Indicates multiple activity records from the BAS Activity table had the same benefit record number, event date, and event class, and were merged into a single participant event. |
COBRA Action |
If the event is associated with an action that may make the employee eligible for COBRA coverage, the system displays that action code. |
Empl Record (employment record number), Job Effdt (job effective date), and Effseq (effective sequence) |
The keys of the primary job at the time of the event. See the Eligibility Source grid. |
Addr Effdt (address effective date) |
The effective date of the address (state or postal code) used for eligibility. See Eligibility Source grid. |
Election Source |
How the system received the employee's elections. |
Option Notify, Confirmation Notify, Election Rcvd (election received), and Confirm Rcvd (confirm received) |
The dates that you sent the employee his or her notification and confirmation letters, and the dates those letters were received. |
Available through Self Service |
If this option is selected, the participant can enter elections for the option processing results of this event through the PeopleSoft eBenefits application. |
Eligibility Source |
Shows the source of eligibility data that was used when the event was last processed. The first line is always the effective date of the ADDRESSES table that contributed address data to the eligibility processing. The remaining rows show each job that may have contributed eligibility information and the Primary Job, Include Job for Eligibility, Include Job for Deductions check boxes, used primarily in multiple job processing. |
Use the Plan Type page (BAS_PARTIC_INQ2) to review plan type details for a selected participant and event, including dependent and investments information when applicable (through page links).
Navigation:
This example illustrates the fields and controls on the Plan Type page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Curr Election (current election) |
Options are:
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Enroll Action and Coverage Elect |
Until the event is finalized, these fields have default values of None and Elect. After finalization, Enroll Action can be either:
A participant receives an enroll action of None if the election for the given plan type matches the participant's current election. This way, if the participant stays in the same benefit plan for 20 years, only one enrollment record will exist rather than 20. Participants also receive an enroll action of None if an error occurs with the election, or no current election, when the participant is finalized. |
BAS Error (Benefits Administration system error) |
An error has occurred during eligibility, event rule, or election processing for this plan type. |
Deduction Begin |
The effective date of the coverage. |
Ignore Plan |
Reflects the setting on the Event Rules Table 1 page. |
Billing |
If the Enroll Action has triggered Benefits Billing, then billing parameters appear in this group box. |
Note: Certain plan types (Life, Savings, Flexible Spending Accounts, Pension, and Vacation Buy/Sell) have additional plan-specific election information that appears above the Billing group box. This includes life coverage amount, savings contribution amount and rollover options, pension contribution amount, and vacation hours. A page link may also appear for displaying dependent, beneficiary, or investment information.
Use the Option and Cost page (BAS_PARTIC_INQ4) to review costs and credits for a participant and plan type.
Navigation:
This example illustrates the fields and controls on the Option and Cost page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Default Election |
When selected, this option indicates that the option will be assigned as a default to participants who fail to make their elections. It does not mean that this option has already been assigned to this participant as a default option. |
Proof Required |
When selected, this option means the participant must pass proof rules to legitimately enroll in the plan. These proof rules are stored in the event rules that you have defined for your Benefits Administration system. |
Potential Tax Impact |
Select to indicate whether a calculated deduction includes a possible tax effect, such as imputed income from group term life or dependent life. |
History Only |
Identifies options that the employee is eligible for but are not the result of the current event, and so cannot be chosen. For example, when a participant undergoes an FSC (family status change) event, such as a marriage, the event rules enable the participant only to choose between options that are available as a direct result of the change in coverage status. |
Annual After Tax, Annual Before Tax, and Annual ER |
These fields display the tax-class detail for an option's annual cost as calculated by Benefits Administration. The employer cost represents the sum of any N-Tax and T-Tax cost components. |
After Tax Deduction, Before Tax Deduction, and Employer Deduction |
These fields display the tax-class detail for an option's per-pay-period cost as calculated by Benefits Administration. The employer cost represents the sum of any N-Tax and T-Tax cost components. It does not, however, include imputed income from life insurance plans. |
Use the Passive Benefits Event History page (PASSIVE_EVENT_HIST) to review passive event history for a specified process date.
Navigation:
This example illustrates the fields and controls on the Passive Benefits Event History page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
From Date and To Date |
The system searched this period for passive events during the run of the Benefits Administration process. |
Search |
Enter any combination of search criteria and then click this button to retrieve results that appear in a grid below. |