Understanding the Current Dependent and Beneficiary Workfile

When you build the Current Dep/Ben X-Reference Work Table (F085537W), the system searches these tables:

  • Employee Master Information (F060116)

  • Employee Enrollment (F08330)

  • Dep/Ben to Employee Plan X-Reference (F08336)

  • Participant File (F08901)

  • Primary Care Physician Table (F08338)

  • Dep/Ben X-Reference Tag Table (F08336B)

  • Plan/Plan Option Tag Table (F08320B)

The system obtains employee dependent and beneficiary records that are associated with plans, and records that are not associated with plans. The system then saves this information in the Current Dep/Ben X-Reference Work Table. When employees use self service to change their benefits or update information, the system uses information from this file to display their current dependents and beneficiaries. You should run this program before employees use benefit self service features.

You can build the workfile for open enrollment or for a current enrollment event type. The workfile stores the records for both types of events. The program maintains the dependent and beneficiary records separately for each event type.

Running this program checks for active and inactive dependents and beneficiaries and saves the information in the workfile. All dependent and beneficiary information is saved in the workfile even if the dependent or beneficiary is not currently covered by employee benefit plans or benefit plan options so that an employee can re-enroll an inactive dependent.

Before building the workfile, if the system finds unprocessed dependent or beneficiary records for an employee, the system prints the record on an exception report without processing the employee and proceeds to the next employee. The system does not include participants who are deceased.