3Manage Benefits Processing and Uploads

This chapter contains the following:

This table lists benefits reports and analytics.

Name or Type of Report or Analytic Description Navigation

Life Event Summary

Analytic that provides details of life events in different statuses in your enterprise. You can also view details by legal employer, benefit group, location, and payroll.

Benefits > Evaluation and Reporting

The Summary section on the Overview page contains the life event summary. The Life Events tab in this section enables you to view details by legal employer, benefit group, location, and payroll.

Close Action Items

A process that generates details of participant enrollments that contain pending action items.

Benefits > Evaluation and Reporting

On the Overview page Summary section, select the Processes tab. Expand Election Processes, and click Submit for the Close Action Items row.

Person Enrollment Summary Report

Displays the benefit enrollments for participants.

Reports and Analytics > Shared Folders > Human Capital Management > Benefits > Enrollment

Enrollment Kit Report

Displays, by participant, a choice list of programs, plans, and options in which the participant may elect to enroll, as well as areas for the participant to designate dependents and beneficiaries.

Reports and Analytics > Shared Folders > Human Capital Management > Benefits > Enrollment

Real-Time Analysis: Participant Enrollment Results - Weekly

Displays, for each participant, the benefit enrollments that they elected or where given by default.

Reports and Analytics > Shared Folders > Benefits > Transactional Analysis Samples

Real-Time Analysis: Totals by Life Event - Weekly

Displays the status of the life events and their corresponding counts in table and graph formats.

Reports and Analytics > Shared Folders > Benefits > Transactional Analysis Samples

Real-Time Analysis: Totals by Life Event Name for Potential Life Events - Weekly

Displays, by potential life event, the total for each status of the life event as well as the cumulative total for all statuses of the life event.

Reports and Analytics > Shared Folders > Benefits > Transactional Analysis Samples

Real-Time Analysis: Totals by Life Event Status for Potential Life Events - Weekly

Displays the status of the life events and their corresponding totals in table and graph formats; the table includes a grand, cumulative total of all life event statuses.

Reports and Analytics > Shared Folders > Benefits > Transactional Analysis Samples

Real-Time Analysis: Totals by Location - Potential Life Events- Weekly

Displays, by location, the total for each status of the life event as well as the cumulative total for all statuses of the life event.

Reports and Analytics > Shared Folders > Benefits > Transactional Analysis Samples

Benefits process parameters control aspects of Oracle Fusion Benefits evaluation and reporting processes. You select parameters to limit the persons and benefits objects for processing of eligibility evaluation, electable choices, and enrollment information.

  • The list of parameters that appears for each process depends on the process that you select.

  • Required parameters have an asterisk before the description.

  • Some parameters contain default values that you can override, as required.

Note: A person or benefits object must meet all criteria, based on the parameters you select, to be included in the result of the evaluation process.

The following table describes the benefits process parameters:

Benefits Process Parameters Description

Common Processing Parameters

These parameters are common to most benefits evaluation and reporting processes.

Effective Date

Used to determine eligibility, electability, and as a reference for deriving start and stop dates for enrollment, coverage, and rates.

  • For life event processes, the effective date is the date on which the life event occurred.

  • For scheduled processes, the effective date is equal to the life event occurred date.

Validate

Specify whether to update the database with the process results.

Options are:

  • Roll back - database will not be updated

    This option enables you to view the results of the process without making changes to the database.

  • Save - database will be updated

A best practice is to run the process without updating the database and view the results in the audit log. After you are satisfied with the results, rerun the process and select the parameter option that saves the results to the database.

Organization Name

Restrict processing to employees, and their related persons, whose primary assignment is associated with the organization name that you select.

Benefits Group

Restrict processing to persons in the benefits group that you select.

Location

Restrict processing to employees, and their related persons, whose primary assignment is in the location that you select.

Legal Entity

Restrict processing to active employees, and their related persons, in the legal entity that you select.

Person Name

Restrict processing to the identified person.

Person Type

Restrict processing to the person type that you select.

Person Selection Formula

Restrict processing to persons identified by the selected formula.

Postal Code Range

Restrict processing to employees, and their related persons, whose primary assignment location is included in the specified postal code range.

Life Event Parameters

These parameters relate to life events, dates, and statuses.

Life Event

Restrict processing to persons who have the life event that you select.

Note: This parameter applies only to life event processes and temporal processes.

Life Event Occurred Date

Restrict processing to persons with a life event that occurs on the date that you select.

From Occurred Date

Start of the date range for the following processes:

  • Reopen Life Events

  • Back Out Life Events

  • Purge Backed-Out or Voided Life Event Data

To Occurred Date

End of the date range for the following processes:

  • Reopen Life Events

  • Back Out Life Events

  • Purge Backed-Out or Voided Life Event Data

Apply Defaults

Specify whether to assign the default benefit object to participants during the evaluation process.

Resulting Status

Life event status after the Back Out Life Events process completes.

Options are:

  • Unprocessed

  • Voided

  • Manual

Loss of Eligibility Tracking Life Event

Status of the tracking life event after the process determines that the designee is ineligible.

Options are:

  • Set to Processed status

  • Remain in Started status

Detect Temporal Events

Specify whether and which types of temporal events to include in the process.

Adjust Open Enrollment Window Parameters

These parameters appear only for the Adjust Open Enrollment Window process.

New Enrollment End Date

Last date on which a person can enroll in the program or plan.

New Processing End Date

Last date on which the benefits administrator can apply elections.

New Default Enrollment Date

When processing enrolls persons in the program or plan if they fail to make an election.

Number of Days to Extend

Number of days to extend the current open enrollment end date so that employees can make elections.

Benefits Object Parameters

These parameters relate to benefits programs, plans, and options, and include payroll.

Program Name

Restrict processing to participants and persons eligible for the specified program.

Note: Processing includes the program, plans in that program, and options in plan in the program.

Plan Name

Restrict processing to participants and persons eligible for the specified plan.

Plan Type

Restrict processing to participants and persons eligible for the specified plan type.

Note: Processing includes all active plans and options in plan of the selected plan type.

Plans Not in Programs

Restrict evaluation processing of participants and persons eligible for plans not in program.

Only Programs

Restrict evaluation processing to participants and persons eligible for all programs only.

Option Name

Restrict processing to participants and persons eligible for the specified option.

Payroll

Restrict processing to employees, and their related persons, whose primary assignment is associated with the payroll name that you select.

Compensation Object Selection Rule

Restrict processing by compensation object using the specified formula.

Purge Life Event Data Parameters

These parameters apply to the Purge Backed-Out or Voided Life Event Data process only.

Life Event Type

Remove life events of the specified type.

Backed Out Status

Life event status for purging.

Options are:

  • Voided

  • Backed out

Note: Selecting Backed out purges data related to both Backed out and Voided life events during processing.

Delete Life Events

Remove life events with a Voided or Backed out status.

Delete Voided Potential Life Events

Remove potential life events with a Voided status.

Void Potential Life Events with Status

Voids potential life events that belong to any of these statuses:

  • Detected

  • Manual

  • Unprocessed

The audit report and log file contain statistics on the total number of life events deleted. It also contains information about person numbers, life events deleted, life event name, life event occurred date, and life event status.

Administrative Parameters

Various processes use these parameters, except as noted.

Assigned Life Event Date

When the scheduled life event is assigned to participants.

Example: As an open life event or administrative life event

Audit Log

Create an audit log for the process.

Concurrent Request

Process run record request identification number that contains the data to be purged.

Note: This description only applies to the Purge Participation Evaluation Audit Data process.

Close Enrollment Action Items

These parameters apply to the Close Enrollment Action Items process.

Batch Name

Select a batch that you created using the Upload Enrollment Certifications workbook to close all action items in that workbook.

Action Item

Select a specific action item to close.

Close Previous Optional Action Items

Select Yes to close optional action items that do not cause suspension. For example, you might want to close For Your Information types of action items where it might not be necessary to see a certificate before closing.

Note: To run the process correctly, you use either the Batch Name parameter, or the Action Item and Close Previous Optional Action Items parameters.

How You Purge Benefits Staging Data

Use the Purge Stage Data process to free up space and improve performance. The process deletes staging data that was created as a result of benefit extracts and spreadsheet loaders. You can find this process in the Evaluation and Reporting work area, Processes tab, Maintenance Processes section.

Caution: The process permanently removes data. You can't recover it.

Select the Source

You can remove staging data that belongs to either benefits extracts or spreadsheet loaders. In the Process Details page, use the Source Type list. If you want to delete the data by batch, select the request ID or batch name from the Source Key field, and submit the process.

Remove Data during a Specific Period

You can also enter a specific time period between which you want to delete the data. Use the From Date and To Date fields. You can only delete data that's older than 6 months from today's date. This check is in place to prevent you from accidentally deleting data that you might still require.

For example, assume that today's date is 1st January 2019. When you set the period from January 1, 2018 to December 31, 2018, the process deletes the data only up to June 30, 2018.

Spreadsheet Loaders

You can download person benefit group information to the integrated Microsoft Excel workbook. Use the integrated workbook to view and edit person benefit group assignments for multiple persons and groups. Then, upload your changes back into the application database.

The basic process for managing person benefit groups using the workbook is:

  1. Generate and populate the workbook.

  2. Edit, add, and delete person benefit groups in the workbook.

  3. Upload edits.

  4. Resolve errors.

Repeat these steps as many times as required to accommodate revisions.

Generating and Populating the Workbook

In the Evaluation and Reporting work area:

  1. In the Upload Person Benefit Groups row of the Person Data Loaders tab, click the Go to Task button.

  2. In the Upload Person Benefit Groups dialog box, enter a session effective date.

  3. Click Prepare in Workbook.

Editing, Adding, and Deleting Person Benefit Groups in the Workbook

After the download is complete, view, edit, add, and delete existing person benefit group assignments.

  • Edit the Benefits Group value.

    The upload process ignores edits in any other columns.

  • Insert a row to add a person benefit group assignment.

  • Delete data from the application database using these steps:

    1. Double-click the Mark for Deletion field in each workbook row that you want to delete.

    2. Click Delete Selected Rows.

Tip:
  • You can't edit or enter the effective date in the workbook. To change the effective date, use one of these methods:

    • Generate a new workbook with the new session effective date.

    • Edit the date directly in the application using the Manage Benefit Groups task in Plan Configuration work area.

  • You can't retrieve data deleted as part of the upload process.

Uploading Edits

After you complete your edits, click Upload.

The process:

  1. Uploads into the application database the workbook rows marked as Changed

  2. Uses the session effective date that you set when generating the workbook as the start date for any edits or new group assignments that you entered in the workbook

  3. End dates the prior group assignments as of the previous day for each edited row

  4. Retains the history

  5. Deletes permanently all of the related effective-dated records from the application database for each workbook row that is marked for deletion

For each row marked for deletion in the workbook, the application permanently deletes all of the related effective-dated records from the application database.

Resolving Errors

The upload process automatically updates the Status field in each workbook row. If there are errors that require review, the process:

  1. Rolls back the change in the application database

  2. Sets the workbook row status to Upload Failed

  3. Continues to the next workbook row

To view and resolve an error:

  1. Double-click Update Failed in the Status field.

  2. Fix any data issues in the workbook.

  3. Upload the latest changes.

You can download person benefit balance information to the integrated Microsoft Excel workbook where you can add, edit, and delete balances. Then, upload your changes back into the application database tables.

The basic process for managing person benefit balances using the workbook is:

  1. Generate and populate the workbook.

  2. Edit, add, and delete person benefit balances in the workbook.

  3. Upload edits.

  4. Resolve errors.

Repeat these steps as many times as required to accommodate revisions.

Generating and Populating the Workbook

In the Evaluation and Reporting work area:

  1. In the Upload Person Benefit Balances row of the Person Data Loaders tab, click the Go to Task button.

  2. In the Upload Person Benefit Balances dialog box, enter a session effective date.

  3. Click Prepare in Workbook.

Editing, Adding, and Deleting Person Benefit Balances in the Workbook

After the download completes, view, edit, add, and delete person benefit balances.

  • Edit the Value, Primary Assignment, and Benefits Relationship values.

    The upload process ignores edits in any other columns.

  • Insert a row to add a person balance.

    For each new balance, you must enter a value in either the Primary Assignment or Benefits Relationship field, but not both.

  • Delete data from the application database using these steps:

    1. Double-click the Mark for Deletion field in each workbook row that you want to delete from the application database.

    2. Click Delete Selected Rows.

Tip:
  • You can't edit or enter the effective date in the workbook. To change the effective date, use one of these methods:

    • Generate a new workbook with the new session effective date.

    • Edit the date directly in the application using these steps:

      1. Search for the person in the Benefits Service Center page.

      2. Click the Person Benefit Balances task.

  • You can't retrieve data deleted as part of the upload process.

You can't edit or enter the effective date in the workbook. To change the effective date, you must generate a new workbook with the new session effective date. You can also edit the date directly in the application. Search for the person in the Benefits Service Center page, then use the Person Benefit Balances task.

Uploading Edits

After you complete your edits, click Upload.

The process:

  1. Uploads to the application tables only those rows marked as Changed

  2. Uses the session effective date that you set when you generated the workbook as the start date for any edits or new person benefit balances that you entered in the workbook

  3. End dates prior balances as of the previous day for each edited row

  4. Retains the history

  5. Deletes permanently all of the related effective-dated records from the application database for each workbook row that's marked for deletion

Generate a new workbook after the successful upload to verify your edits.

You can download person habit information, such as disability tobacco usage, to the integrated Microsoft Excel workbook. Use the integrated workbook to view and edit the data and upload the changes to the database.

The basic process for managing person habits data using the workbook is:

  1. Generate and populate the workbook.

  2. Edit, add, and delete person habits in the workbook.

  3. Upload edits.

  4. Resolve errors

Repeat these steps as many times as required to accommodate revisions.

Generating and Populating the Workbook

  1. On the Person Data Loaders tab in the Evaluation and Reporting work area, click Prepare Person Habits in Workbook.

  2. In the generated workbook, enter the session effective date.

  3. Click Download to retrieve the records that are effective as of the date that you entered in step 1.

Editing, Adding, and Deleting Person Habits in the Workbook

After the download completes, you can view, edit, add, and delete existing person habits data.

  • Edit the Student Status, Disability Status, Disability Type, Tobacco Use, Covered in Another Plan, and Plan values only.

    The upload process ignores edits in any other columns.

  • Insert a row to add habit data for a new person.

    To identify the person, you must enter either the person number or these three values, in their respective fields:

    • First name

    • Last name

    • Date of birth

    As denoted in the column header, person type is required for each new row.

Tip:
  • You can't edit or enter the effective date in the workbook. To change the effective date, use one of these methods:

    • Generate a new workbook with the new session effective date.

    • Edit the date by searching for the person in the Benefits Service Center page and then opening the Manage Contacts page.

  • You can't retrieve data deleted as part of the upload process.

  • You can verify disability status and tobacco usage for only participants in the application user interface. To verify disability status and tobacco usage for dependents, you must:

    1. Generate the integrated workbook.

    2. Download the person habit information for the relevant dependents.

Uploading Edits

After you complete your edits, click Upload to load into the application database the rows that are marked as Changed.

The process:

  1. Uses the session effective date that you set when you generated the workbook as the start date for any edits or new rows that you entered in the workbook

  2. End dates the prior data row as of the previous day

  3. Retains the history

  4. Deletes permanently all of the related effective-dated records from the application database

Resolving Errors

The upload process automatically updates the Status field in each workbook row. If there are errors that require review, the process:

  1. Rolls back the change in the application database

  2. Sets the workbook row status to Upload Failed

  3. Continues to the next workbook row

To view and resolve an error:

  1. Double-click Update Failed in the Status field.

  2. Fix any data issues in the workbook.

  3. Upload the latest changes.

Upload Bill Payments Using the Integrated Workbook

Use the Upload Billing Payments integrated Microsoft Excel workbook to record and adjust benefit billing payments for multiple participants. Then, upload your changes back into the application database.

Perform these basic steps to manage bill payments using the workbook:

  1. Generate and populate the workbook.

  2. Record payment information.

  3. Upload the data.

  4. Resolve errors if required.

Repeat these steps as many times as required to accommodate revisions.

Generating and Populating the Workbook

Perform these steps:

  1. In the Evaluation and Reporting work area, Person Data Loaders tab, click the Go to Task button in the Upload Billing Payments row.

  2. Click Prepare in Workbook.

Enter each payment record or adjustment record in a new row in the spreadsheet.

Uploading Edits

After you complete entering data, in the Billing tab that is available on the Excel toolbar, click Upload.

Resolving Errors

The upload process automatically updates the Status field in each workbook row. If there are errors that require review, the process:

  1. Rolls back the change in the application database

  2. Sets the workbook row status to Upload Failed

  3. Continues to the next workbook row

To view and resolve an error:

  1. Double-click Update Failed in the Status field.

  2. Fix any data issues in the workbook.

  3. Upload the latest changes.

You can enroll participants in various programs, plans, and options using the integrated Microsoft Excel workbook. You can also designate dependents and beneficiaries in participant-enrolled plans.

The high-level process for managing benefit enrollments using the integrated workbook is:

  1. Prepare and upload data to interim table, resolving any identified workbook errors.

  2. Upload enrollments batch to database tables, resolving any identified processing errors.

Preparing and Uploading Enrollment Workbook Data to Interim Tables

You can process multiple life events by entering different effective dates in different workbook rows to handle successive historical changes for an individual. This preserves and uploads legacy historical data.

The Upload Benefit Enrollments batch process uses the effective date when:

  • Fetching person details

  • Validating dependents

  • Processing participant life events

The basic process for preparing and uploading workbook data to interim tables is:

  1. Generate the workbook.

  2. Create a batch of enrollment data.

  3. Upload edits into the interim database table.

  4. Resolve workbook data errors.

The details of this process are covered in the Uploading Enrollment Workbook Data to Interim Tables: Procedure topic.

Uploading Enrollments Batch to Database Tables

After you upload your changes to an interim database, you run the Upload Benefit Enrollments batch process.

The participant enrollment portion of this batch process:

  1. Creates a potential life event

  2. Processes this life event

  3. Creates enrollments

  4. Populates rates and coverage amounts

  5. Closes life events

The basic process for uploading workbook data to the application tables with the batch process is:

  1. Run the Upload Benefit Enrollments batch process.

  2. Download the enrollment processing results and fix any errors.

  3. Review the results and reprocess.

The details of this process are covered in the Uploading Benefit Enrollments Batch to Database Tables: Procedure topic.

This topic details the information required when you enter batch records in the integrated Microsoft Excel workbook for benefit enrollments.

  1. After completing the integrated workbook, you upload the rows to an interim batch table.

  2. After all workbook rows upload without errors, you run the Upload Benefit Enrollments batch process in the Evaluation and Reporting work area.

Workbook Column Explanations

Required fields are marked with an asterisk, *, and you must enter a value for them.

Note: Values that you enter in name fields must exactly match the values already in the application. This applies to names of participants, programs, plans, options, dependents, beneficiaries, and life events.
Column Description

Changed

Marked automatically when you edit or add a row in the workbook

The upload process loads only these rows to the interim batch table.

Mark for Deletion

Double-click this cell to mark the row for deletion.

When you click Delete Selected Rows, the upload deletes the data from the interim batch tables so that it’s not available for the batch process.

Status

Provided automatically by the upload process for each row after it loads the data into the interim batch table

For rows with errors, click Upload Error to see the details.

*Enrollment Type

Enter this value based on the person for whom you’re entering the data.

Valid values are:

  • Participant Enrollment

  • Dependent Designation

  • Beneficiary Designation

*Effective Date

Used when:

  • Fetching person details

  • Validating dependents

  • Processing participant life events

Enter the date in your standard local format.

*Person Number

PARTICIPANT_PERSON_NUMBER, a unique numeric identifier for the participant for whom to process the enrollment changes

Additional Person Identifier

Reserved for the application, don't use.

Program Name

Must be valid as of the effective date.

Plan Name

Must be valid as of the effective date.

Plan Disenrolled From

Reserved for the application, don't use.

Option

Must be valid as of the effective date.

Option Disenrolled From

Reserved for the application, don't use.

*Life Event

Must be valid as of the effective date.

*Life Event Occurred Date

Benefits processing derives the existence of a started life event based on the combination of this date and the specified life event.

Enter the date in your standard local format.

Original Participant Enrollment Date

Doesn't affect processing, the upload updates the field for the participant enrollment record.

Enter the date in your standard local format.

Create Potential Life Event

Yes: The process determines whether the participant has a potential life event for the combination of the life event name, life event occurred date, and benefit relationship. If there is no valid potential life event, it creates and processes one.

No: The process doesn't create the potential event or process life events automatically. You must manually add the life event using the Potential Life Event tab.

*Benefit Relationship

Must be valid for the participant as of the effective date

Benefits processing derives a valid started life event for the participant based on this value.

Rate Amount

If you enter a rate amount, ensure that there is no value in coverage amount.

Coverage Amount

If you enter a coverage amount, ensure that there is no value in rate amount.

Disenrolled Coverage Amount

Reserved for the application, don't use.

Date of Birth

Dependent's or beneficiary's date of birth

Enter the date in your standard local format.

Beneficiary Organizations and Trusts

Enter the name of the existing beneficiary organization or trust. If the beneficiary organization or trust doesn't exist as of the effective date, the beneficiary designation process fails.

To create the organization or trust, which you can then use in the workbook, use the Beneficiary Organizations task in the Benefits Service Center page.

Primary Beneficiary Percentage

If you enter a percentage amount, ensure that there is no value in beneficiary amount.

Contingent Beneficiary Percentage

If you enter a percentage amount, ensure that there is no value in beneficiary amount.

Beneficiary Amount

If you enter a beneficiary amount, ensure that there is no value in beneficiary percentage.

Close Life Event Date

Date on which you want to close the life event

Enter the date in your standard local format.

*Close Life Event

Yes: The process attempts to close the life event that it’s processing, which is useful if it’s processing multiple life events for the same participant, dependent, or beneficiary.

No: The process doesn't close the life event, leaving it in the started state.

Suspended results or pending action items don't allow the life event to close. In such cases, it remains unchanged and you must close this event before attempting to process the next event.

Batch Line ID

Don't modify.

Uniquely identifies the batch line, which is referenced in error messages.

Message

Don't modify.

Describes any errors that occurred during the Upload Benefits Enrollments batch process.

Reprocess the batch after correcting the errors.

Row Batch Status

Don't modify.

Indicates the Upload Benefits Enrollments batch processing status for the row, such as COMPLETE or ERROR.

Key

Don't modify.

Internal value used for Upload Benefits Enrollments batch processing.

Options to Reevaluate Eligibility of Designees for Enrollment

You specify whether participants can make enrollment changes when a dependent is found ineligible by the Reevaluate Designee Eligibility process. When the process finds a dependent ineligible for an offering, it creates the Loss of Eligibility tracking life event for the participant.

When you select parameters for the process in the Evaluation and Reporting work area, select one of the Loss of Eligibility Tracking Life Event statuses:

  • Set to Processed status

  • Remain in Started status

Set to Processed Status

By default, the life event is set to Processed status, which prevents participant enrollments.

Remain in Started Status

Select this status to start an enrollment window to enable enrollments.

Use the Formula tab of the Evaluation and Reporting work area to test whether a benefits formula works as expected for a sample participant.

This topic covers the following aspects:

  • Authoring formulas

  • Restrictions

  • Available contexts

  • Formula results

Note: The formula evaluation tool does not change any data when you test a formula.

Authoring Formulas

You create formulas using the Manage Fast Formulas page in the Payroll Administration work area.

Restrictions

You cannot test formulas designed to act on data that is not saved to the database yet. For example, you cannot test these formula types:

  • Person Change Causes Life Event

  • Post Election Edit

You cannot test formulas designed to act on input values received from a process that the formula calls at runtime. For example, you can't test the Rate Periodization formula type. You can still use this tool to test such formulas by creating a version that contains fixed input values available in the code.

Available Contexts

You must provide values to the following contexts to test any benefits formula:

  • Effective date

  • Person name

  • Benefits relationship

You can also provide values to these contexts depending on the formula type:

  • Life event name

  • Program name

  • Plan name

  • Option name

Formula Results

The Formula tab displays the results of the last five formula submissions. The Results window displays the name of the return variable defined in the formula and its value. To view more details, you can download and view the generated log file.

FAQs for Evaluation and Reporting

Yes.

  1. Use the integrated Microsoft Excel workbook to view and edit person benefit group assignments for multiple persons and groups.

  2. Upload your changes back into the application database.

To generate the integrated workbook, in the Evaluation and Reporting work area:

  1. Select the Person Data Loaders tab.

  2. In the Upload Person Benefit Groups task row, click the Go to Task button.

Yes.

  1. Use the integrated Microsoft Excel workbook to:

    • View and edit the benefit balance value, primary assignment, and benefits relationship entries for multiple persons.

    • Add and delete person benefit balances.

  2. Upload your changes back into the application database.

To generate the workbook, in the Evaluation and Reporting work area:

  1. Select the Person Data Loaders tab.

  2. In the Upload Person Benefit Balances task row, click the Go to Task button.

Yes.

  1. Use the integrated Microsoft Excel workbook to view and edit student and disability status, disability type, tobacco usage, and other plan coverage details for multiple persons.

  2. Upload your changes into the application database.

To generate the integrated workbook, in the Evaluation and Reporting work area:

  1. Select the Person Data Uploads tab.

  2. In the Upload Person Habits task row, click the Go to Task button.

Yes.

  1. Use the integrated Microsoft Excel workbook to:

    • Enroll participants in various programs, plans, and options.

    • Designate dependents and beneficiaries in participant-enrolled plans.

  2. Upload your changes into an interim database.

  3. Run the Upload Benefit Enrollments batch process.

To generate the integrated workbook, in the Evaluation and Reporting work area:

  1. Select the Enrollment Uploads tab.

  2. Click Prepare Enrollment Batch in Workbook.

What benefits processes can I schedule on the Schedule Processes page?

You can schedule the following processes:

  • Evaluate Life Event Participation

  • Evaluate Temporal Event Participation

  • Evaluate Unrestricted Event Participation

  • Back Out Life Events

  • Back Out Unrestricted Life Events

  • Close Enrollment

  • Reevaluate Designee Eligibility

  • Purge Backed-Out or Voided Life Event Data

Note: You can schedule these processes from the Processes tab of the Evaluation and Reporting work area too.

How can I view more details on the results of a benefits process?

In the Evaluation and Reporting work area, Monitor Process Request section, click the Report icon of the life event or enrollment process. The Results section indicates the number of person records that:

  • Processed successfully

  • Didn't process

  • Processed with errors

If the person records processed with errors and you want to find out more, click the number indicating the number of records with errors. The following key fields appear depending on the process that was run:

  • Person details, such as number, name, processing status

  • Job details, such as name and process date

  • Life event name

  • Life event occurred date

  • Error message code

  • Error message

Experienced users can also look at the log file in the Monitor Process Request section. The log file provides in-depth details of each person record that was processed. To access the log file, you click the Log File icon of the process. In the window that appears, click the log file link to download it.