Updating Enrollment for Plan Changes

This procedure outlines the tasks to update all benefits for plans in which coverage, contributions, or general ledger overrides have been added or changed. You can update employee, retiree benefits, and COBRA participant, though these must be updated separately. The update program can only update one plan change at a time. If you have made multiple changes to a plan, you will need to run the update multiple times.

Note: Use this procedure before the payroll cycle in which the new coverage, contribution, or general ledger override records become effective. If you entered plan changes, the payroll earnings and deduction calculation program prompts you to update benefit enrollments and identifies the plan and the record date in need of updating.

To update enrollment for plan changes

Access Plan Update (BN105).
Type the name of the job in the Job Name field.
Type a Job Description. The job description helps you identify a batch job by providing additional information.

Note: To determine which premium needs to be updated, drill around on the Company field and select Employee Premium Status. Benefit plans with a status indicating a change has been made should be included in the plan update parameters.
Complete the form using the following guidelines:

Report Option

Select whether you want to report on employees, COBRA participants, or retirees.

Thru Date

Type the date you want to process plan changes through.

If you need to update benefits for multiple changes to a plan, enter the date of the earliest change first. After the update is complete, run the program again using a thru date equal to the date of the next effective change.

Print deduction

Select whether or not to print updated deductions on the report.

If you leave this field blank, it defaults to Yes.

Report Sequence

Select how you want to sort the report, either by employee and retiree or by process level and department.

Employee Sequence

If you select employee in the Report Sequence field, select how you want employees sorted; either alphanumeric (employee name) or numeric (employee number).

Update

Select either Update or Report Only.

If you select Report Only, the application lists employees with their eligibility dates.

If you select Update, the application creates benefits for eligible employees and lists the new benefits.

First run this form in Report Only to review the updated benefits. Then run this report as Update.
Select the Add function.
Select the Submit function.

Caution:
Do not enter or change benefit enrollments while this update program is running.

Related Reports and Inquiries


To	Use
View records requiring updating	Benefit Status Report (BN220)