Correcting Mistaken Enrollment Using Overrides

Access the Enrollment Overrides form.

To correct a mistaken enrollment using overrides:

1. To locate the employee's plans, complete the Employee Identification field and click Find.

2. Complete the End Status field for the incorrect plan.

   To enter a begin date for the correct plan that is the same as the begin date for the incorrect plan, enter an end status that begins with the letter X. The X end status enables the system to enroll the employee in the new plan for the correct enrollment period and still track the incorrect plan for historical purposes.

   Use Enrollment End Statuses that have a secondary description that begins with X from UDC 08/ES only when no payroll history exists for the plan.

3. Complete the Ending Date field for the incorrect plan and then click OK.

4. To enroll the employee in the correct plan, complete the steps for enrolling employees.

   You must manually refund any incorrect deduction when you correct mistaken enrollment. When you correct the information in the Human Resources system, the system does not automatically generate a refund payment.

   • End Status

     Enter a code that indicates the ending status of an employee's enrollment in a plan. This status represents the reason for ending the old enrollment and is used as the beginning status of any resulting new enrollment.

     You can define this code using UDC 08/ES. See data item XDFS (Status - Enrollment) for restrictions on the allowed values.

     Note: An ending status that begins with the letter X represents a mistaken enrollment.

     You use Enrollment End Statuses that have a secondary description that begins with X from UDC 08/ES only when no payroll history exists for the plan.

   • Enrollment End Date

     Enter the date on which the employee ceases to participate in a benefit plan.

   • Enrollment End Status

     Enter a code that indicates the ending status of an employee's enrollment in a plan. This status represents the reason for ending the old enrollment and is used as the beginning status of any resulting new enrollment.

     You can define this code using UDC 08/ES. See data item XDFS (Status - Enrollment) for restrictions on the allowed values.

     Note: An ending status that begins with the letter X represents a mistaken enrollment.

     You use Enrollment End Statuses that have a secondary description that begins with X from UDC 08/ES only when no payroll history exists for the plan.