How You Get the Latest Benefits Relationship Information for a Worker
To update a worker's benefits relationship information, click Refresh on the Benefits Relationship tab of the Manage Benefits Relationship page in the Benefits Service Center page.
Conditions That Affect Refresh Processing
Refresh processing varies based on these conditions:
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Whether benefits relationships already exist for the worker
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Whether the worker's assignments are already associated with benefits relationships
How the Refresh Processing Works
The following table describes the results of the refresh processing for each condition.
Condition |
Processing |
---|---|
Benefits relationships don't exist for the worker |
Creates worker benefits relationships for life event processing or unrestricted life event processing. The refresh processing creates benefits relationships only if the corresponding values exist for the worker's legal entity or country on the Configure Default Benefits Relationship page. |
Worker is terminated or transferred to another legal entity |
End dates the assignment record associated with the benefits relationship as of the termination date |
Worker's primary assignment has changed or is incorrect |
Associates the new assignment with the benefits relationship |