Process Status and Entering, Validating, and Loading Elections
In the second phase of the Benefits Administration process, you enter participant elections into the system through the data entry pages and then run Benefits Administration to validate those elections and load them into the benefits tables and to PeopleSoft Payroll for North America.
This table describes status values that you might encounter:
| Process Status | Description | Next Processing Steps |
|---|---|---|
|
ET - Entered |
A benefits administrator (or the employee through PeopleSoft eBenefits) has entered the participant's new elections into the system, and they are ready for validation by the Benefits Administration process. Participant events with a process status of ET can have a prior process status of PR, NT, or RE (Reentered). |
If no errors occur with the elections, the elections are posted to the appropriate benefit and payroll tables, and the system updates the process status to FE. If errors occur, the status becomes EE. If you run the Benefits Administration process with Finalize selected, EE participant events are brought to FE status, and the system goes through the normal validation and load procedure for all elections. If any of the employee's choices are invalid, event rules are consulted to determine whether current elections or defaults should be loaded. |
|
EE - Election Error |
The system encountered an error in processing the elections for the participant associated with the event. No elections are posted to the Manage Base Benefits business process tables. Errors are posted to the Message table and are identified by participant and event. The previous process status was either ET or EE. |
No further processing occurs for this participant event. You need to correct the errors by reentering employee elections and run the Benefits Administration process again. Alternatively, you can force finalize this participant event to finalize it with errors. The system loads the default values for the associated participant's erroneous benefit option elections. If a dependent/beneficiary or investment choice is in error, the system loads the employee's option choice but does not load the dependent/beneficiary or investment choice. You can generate confirmation statements for participants whose events have an EE process status; the form indicates the plan information in error along with the valid plan choices. |
|
FE - Finalized - Enrolled |
Benefits Administration processing is complete for the participant event. All elections have been validated and loaded to the appropriate Manage Base Benefits business process and Payroll for North America tables. Events reach this status either from a process status of ET, EE, or PR, or if you force finalize a participant. If the participant came from a process status of PR due to a loss of all eligibility, the system inserts a termination row for each of the participant's current elections. |
You need to generate and deliver a confirmation form to the participant associated with the event. To change a participant's elections after they've been finalized (for example, if a participant wants to correct information on the confirmation statement), you can reprocess them by giving the associated event a process status of RE (reentered) in the Event Status Update page and rerunning the Benefits Administration process. |
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