Using Work Management in Benefits WorkCenter

The Work Management Framework provides actions and filters for pages within the My Work group box in WorkCenters, allowing users to organize and manage large volumes of transactions more efficiently.

It is important to understand the Work Management Framework from a high-level perspective before applying it to the Benefits WorkCenter. Review Understanding the Work Management Framework prior to reading the following information.

Benefits WorkCenter has implemented Work Management in the My Work group box to help administrators manage benefits exceptions.They can assign exceptions to themselves in bulk, set follow-up dates, add comments, or mark invalid issues as inactive and remove them from the list. Filters make it easy to view transactions by status, such as unassigned, assigned to the current user, inactive, or all transactions. The history of actions taken on each exception is also available for review.

My Work Transactions in Benefits WorkCenter Enabled for Work Management

Benefits provides setup for these My Work transactions or pages in Benefits WorkCenter to support the Work Management feature:

Link ID	Transaction Description
BN_DUP_DEP	Duplicate Dependents based on NID
BN_EE_MISSING_SSN	No SSN Employees - Health Benefits
BN_EE_UNDER_16	Employee Under Age 16
BN_DEP_NOT_QUAL	Dependents Not Qualified
BN_DEP_MISSING_SSN	No SSN Dependents - Health Benefits
BN_EE_SP_HEALTHBEN	Dual Health Plan - Employee / Dependent
BN_EE_OVERAGE_DEP	Employees with Over-Age Dependents
BN_ELIG_TBD	Eligibility Status TBD
BN_PREP_ELECT_ERR	Preparation and Election Error

Note: Work Management is enabled by default for BN_DUP_DEP, BN_EE_MISSING_SSN and BN_EE_UNDER_16.

For more information on enabling Work Management in additional My Work transactions, see Setting Up Work Management for HCM WorkCenters.

Use the Benefits WorkCenter page when Work Management is enabled to access and manage outstanding transactions in various views.

Navigation:

Access the Benefits WorkCenter tile from the My Work section of the PeopleSoft (My Home) Landing Page.

This example illustrates the Benefits WorkCenter for Duplicate Dependents based on NID Page when Work Management is enabled. Both Benefits-related and work management actions are available in the Actions drop-down list for each row.

In this example, the actions View Duplicate Data are Benefits-related actions. The rest are Work Management actions.

When Work Management is enabled for a My Work – Benefits WorkCenter, several changes appear on the corresponding page:

• The Enable Bulk Action button appears above the grid. Select the button to enable multi-row selection in the grid for performing bulk actions.

  When selected, the Actions button is displayed above the grid, rather than alongside each row within the grid. Work Management actions are available for selection.

  This example illustrates the Actions button above the grid when Toggle button is selected.

  

• The View drop-down box appears above the grid.

  One or more people can work on Work Management transactions. If another user acts on a transaction, you can view the transactions assigned to that person by changing your view to All Assigned. This view displays all transactions regardless of who it is assigned to. Select the Exception History action and view the name in the User Name column to discover who is working on a transaction.

• Additional action options are added to the Actions button.

  The existing Benefits-related actions remain available. When Work Management is enabled, additional actions such as Send Notification, Assign to Me, Mark as Inactive, and Exception History become available, depending on the option selected in the View field. For more information, see Understanding the Work Management Framework, Actions by View section.

  Note: The Send Notification does not assign the work item to the user.

The following example demonstrates how you may use the Work Management functionality to help manage the list that appears when you select a My Work transaction or page, such as Duplicate Dependents based on NID.

Your first step might be to inactivate rows that are no longer valid, for example, the employee involved has left the company. To do this:

1. Select the rows in the Unassigned view. Select the Actions button and choose Mark as Inactive.

2. In the Exception Comments window, enter text to indicate why you are inactivating the selected rows.

3. Select Done.

   When you switch to the Inactive view, the inactivated rows are displayed.

Next, you want to assign yourself some transactions to process. To do this:

1. Select the rows in the Unassigned view. Select the Actions button and choose Assign to Me.

2. In the Exception Comments window, verify the follow up date, which defaults from the Work Management page.

3. Enter a comment that describes your action.

4. Select Done.

   When you switch to the Assign to Me view, the rows that you assigned to yourself are displayed, until the follow up date is reached. When the follow up date is reached, the system moves the transaction into the Unassigned view.