Docstoc

CMS ument

Document Sample
CMS ument Powered By Docstoc
					                           HCM 8.9 Troubleshooting Guide
                                  Benefits Administration




Last Revised:   07/06/07

DRAFT
HCM 8.9 Benefits Administration                                                            Troubleshooting Guide




REVISION CONTROL

Document Title:                   HCM 8.9 Troubleshooting Guide: Benefits Administration

Author:                           CMS Central

File Reference:                   HCM 8.9_HR_BenAdm_Troubleshooting BenAdmin_BPG_20060125.doc



 Date            By                 Action                                                      Pages
 11/14/05        T Hines            Release of New Document                                     All
 11/15/05        S Emery            Final Format Edits / Post to Web                            All
 1/25/06         T Hines            Updated reports to reflect custom/delivered names           1, 21-24
 07/06/07        M Sandoval         Added a note to introduction section                        1




Review/Approval History

 Date            By                 Action                                                      Pages




Last Revised: 07/06/07                                                                                        ii
HCM 8.9 Benefits Administration                                                                                                    Troubleshooting Guide



Table of Contents
                                                                                                                                                         Page
Introduction.................................................................................................................................................... 1
1.0      Benefits Administration Reports Discussed Within This Guide .......................................................... 1
2.0      Benefits Administration Pre-Processing ............................................................................................. 2
         2.1   CSUBAS01 – CSU Benefits Administration Pre-Processing ................................................... 2
               Navigation and Description ...................................................................................................... 2
               Page Shot ................................................................................................................................. 2
3.0      Benefits Administration Post-Processing............................................................................................ 5
         3.1   CSUBAS02 – CSU Benefits Administration Post-Processing ................................................. 5
               Navigation and Description ...................................................................................................... 5
4.0      Benefits Administration Audit Reports ................................................................................................ 5
         4.1   BAS003 – Benefits Administration Preparation and Election Errors Report ............................ 6
               Navigation and Description ...................................................................................................... 6
               Page Shot ................................................................................................................................. 6
               Error Information (if applicable) ............................................................................................... 6
         4.2   CSUBAS27 – Employee Processing Status Report Summary .............................................. 19
               Navigation and Description .................................................................................................... 19
               Page Shot ............................................................................................................................... 19
         4.3   CSUBAS08 – Report on Flagged Items ................................................................................. 21
               Navigation and Description .................................................................................................... 21
               Page Shot ............................................................................................................................... 21
         4.4   BAS010 – Ineligible Participants Report ................................................................................ 23
               Navigation and Description .................................................................................................... 23
               Page Shot ............................................................................................................................... 23
         4.5   BAS001 – Eligible Participants Report ................................................................................... 24
               Navigation and Description .................................................................................................... 24
               Page Shot ............................................................................................................................... 24
         4.6   BAS006 – Missing Elections Report ...................................................................................... 26
               Navigation and Description .................................................................................................... 26
               Page Shot ............................................................................................................................... 26




Last Revised: 07/06/07                                                                                                                                         iii
HCM 8.9 Benefits Administration                                                         Troubleshooting Guide




Introduction
The Benefits Troubleshoot Guide is provided to detail some actions to take and what to look for during a
Benefits Administration process and some actions to take against errors or reports.
This guide details the Benefits Administration reports that have been incorporated into the delivered
PeopleSoft Benefits Administration process. This guide will provide information on each of the reports
to provide assistance in resolving problems on the reports.
This document will contain all the reports that fall within the process, information about the report, and
some tips and tricks on what to look for and how to handle it if you find an error situation. Granted, we
cannot come up with every scenario that may occur, but this guide will give an extensive list of examples
of things to look for. The individuals working the reports will still need to thoroughly check them out to
make sure nothing is missed on a daily basis.
The processes and reports will be broken down into the following sections that pertain to the different
levels of processing that occur throughout the whole nightly batch process:
 Benefits Administration Pre-Processing
 Benefits Administration Post-Processing
 Benefits Administration Audit Reports
NOTE: Once a campus has implemented Benefits Administration, access to update the Base Benefits
tables manually should be restricted or eliminated. This is due to the fact that Ben Admin will process
events and write the results to the Base Benefits tables. In addition, Ben Admin processing tables stores
information related to the event processed. If the Base Benefits tables are updated manually, this will
cause the Ben Admin processing tables to be out-of-sync and may create issues with other integrated
processes that rely on this information, i.e. SCO Interface process.
As stated in the Ben Admin Implementation Guide, CMS only recommends that a campus allow the Base
Benefits tables to be updated manually for enrollments prior to the Ben Admin Start Date. If a campus
has a need to update this Base Benefits tables manually they should LOG A HELP DESK TICKET and
report the issue to CMS.


1.0       Benefits Administration Reports Discussed Within This Guide
The following reports and process are detailed in this guide to provide error resolution alternatives to
those that have already been identified.
 Report Name                         Description                          Owner
 CSUBAS01.SQR                        Benefit Administration Pre-
                                     Processing
 CSUBAS02.SQR                        CSU Benefits Administration Post-
                                     Processing
 CSUBAS08.SQR                        Report on Flagged Items
 CSUBAS27.SQR                        Employee Processing Status Report
                                     Summary
 BAS003.SQR                          Election Errors Report
 BAS001.SQR                          Eligible Participants Report
 BAS006.SQR                          Missing Elections Report
 BAS010.SQR                          Ineligible Participants Report




Last Revised: 07/06/07                                                                            Page 1 of 26
HCM 8.9 Benefits Administration                                                       Troubleshooting Guide



2.0       Benefits Administration Pre-Processing
The Benefits Administration is made up of three phases, the first phase is the pre-processing phase. The
pre-processing phase is made up of one job, CSUBAS01. The purpose of this job is to prepare events and
employee information for the delivered PeopleSoft COBOL Benefits Administration job.
2.1     CSUBAS01 – CSU Benefits Administration Pre-Processing

Navigation and Description

 Navigation                                     Description
 Benefits > Manage Automated Enrollment >       The CSU Pre-Processing step is used to prepare events and
 Events > CSU On-Demand Pre-Processing          employees for Benefits Administration processing.

Page Shot




The CSU Pre-Processing step is used to prepare employees and events for the Benefits Administration
COBOL step. Elig Config values are setup to be derived based on other employee data to determine
benefits eligibility. This process automates those functions.
This pre-processing step performs 4 functions:
     Evaluates Employee Information To Set Duration – Duration is how long a benefits eligible
        participant is has worked or is schedule to work at the CSU. The following criteria is followed in
        order to meet duration:
        1. Assume duration requirement is not met
        2. Select all current active job rows, for each row
                  a. Skip if JOBCODE excluded from benefits
                  b. If AB211
                           i. If CSU_APPT_DUR = Q1
                                   1. If previous job row for the position had met duration and was not a
                                       termination and the current row has an FTE of 0.4.
                                           a. Duration requirement is met
                          ii. If CSU_APPT_DUR = Q2, S1, or Y1-5
                                   1. Duration requirement is met
                  c. Else
                           i. If CSU_APPT_END_DT is blank
                                   1. Duration requirement is met
                          ii. If difference between REHIRE_DT (or HIRE_DT if no REHIRE_DT) and
                              CSU_APPT_END_DT is greater than or equal to 6 months and 1 day
                                   1. Duration requirement is met




Last Revised: 07/06/07                                                                          Page 2 of 26
HCM 8.9 Benefits Administration                                                         Troubleshooting Guide



                          iii. If the previous job row for the position had met duration and was not a
                                termination and the current row has an FTE of 0.5.
                                    1. Duration requirement is met
         3. If duration is not met based on current active jobs, select all currently non-active job rows
              where duration had been met (ELIG_CONFIG1=Y), for each row
                  d. Skip if JOBCODE excluded from benefits
                  e. If REHIRE_DT (or HIRE_DT if no REHIRE_DT) of one of the currently active job
                      rows in benefit record number 0 is less than or equal to the REHIRE_DT (or
                      HIRE_DT if no REHIRE_DT) of one of the term rows select. [This indicates that a
                      current active job not meeting duration was active prior to and during an appointment
                      of a job that met duration]
                            i. Duration requirement is met
                  f. If REHIRE_DT (or HIRE_DT if no REHIRE_DT) of one of the currently active job
                      rows is greater than or equal to the REHIRE_DT (or HIRE_DT if no REHIRE_DT)
                      of the term row and less than or equal to the effective date of the term row. [This
                      indicates that a current active job not meeting duration was active subsequent to a job
                      that met the duration requirement, and that both were active during the same time
                      frame between the hire date of the job not meeting duration and the termination of the
                      job meeting duration]
                            i. Duration requirement is met
         4. Update ELIG_CONFIG1 for all current active jobs, setting it to Y if duration was found to be
              met else N.
        Performs Primary Job Maintenance - As delivered, the primary job designation is assigned to
         the lowest active employee record within a benefit record number. If all jobs within a Benefit
         Record are terminated at any point in time, the job with the lowest employee record is designated
         as the primary job. Eligibility rules need to evaluate an employee’s primary job and the data
         associated with that specific position. The lowest employee record number logic is not sufficient
         for determining the primary job as it relates to benefits eligibility in the CSU. The following
         criteria need to be used in order to determine the primary job when an employee is in multiple
         current, active positions (Note: when only one position matches the criteria, no further criteria
         need to be evaluated):
         1. Employee Status
                  • Active, Leave, Leave with Pay, Short work break, Suspended
                  • Retired, Retired with Pay, Retired-Pension Administration
                  • All others
         2. Employee Type
                  • Salaried
                  • Hourly
                  • Exception Hourly (not used)
                  • Not Applicable (not used)
         3. Highest FTE
         4. Hierarchy based on Union Code
              Note: this hierarchy is used only to try to assign the primary job flag when both FTE and
              duration are equal. The benefit plans will be structured within the benefit program to
              correctly reflect the differing hierarchy of options for plans such as Life AD&D, LTD, etc.
                  • M98
                  • M80
                  • R03
                  • C99
                  • R11 (TA)


Last Revised: 07/06/07                                                                            Page 3 of 26
HCM 8.9 Benefits Administration                                                         Troubleshooting Guide



                • R04
                • R12
                • R02, R05, R07, R09
                • R01
                • R06
                • R10
                • R08
                • Other
       5. Longest duration of appointment
       6. Lowest employee record number
       The primary job indicator must be set correctly for all employees prior to the benefit
       administration process. The custom process must ensure that the primary job effective as of the
       event date is set according to the criteria listed above.
     Finalize Events Initiated From Job Entry- When the benefits administration process
       determines that an employee is eligible for certain benefit plans, as delivered, the process does
       not finalize and write to base benefits until all plans requiring election entry have been elected. In
       order to ensure that the automated benefit plans (i.e., life, vision, and in some cases LTD) are
       finalized immediately, all events originating from Job Data should be finalized based on the
       following criteria:
       1. Event was triggered from Job Data (BAS_ACTION_SOURCE=’TJ’)
       2. Event is Open (EVENT_STATUS = ‘O’)
       3. In a PR-Prepared or NT-Notified BAS Process Status (BAS_PROCESS_STATUS in
           (‘PR’,’NT’)
       4. Process Indicator is ‘Normal (PROCESS_IND=’N’)
       5. Event is not set to finalize (FINALIZE_ENROLL=’N’)
       6. Event is not disconnected (BAS_EVT_DISCONNECT=’N’)
       7. Event is neither an Open Enrollment nor a Snapshot event? (EVENT_CLASS not in
           (‘OE’,’SNP’)
       This process only needs to be run during both the batch run of the benefits administration process,
       as well as On-Demand Event Maintenance. This process will always run prior to the delivered
       COBOL process so that the events that need to be finalized will always be set prior to the
       COBOL process running.
    7. Create Run Control Backup and Restore Procedure - The automated benefits process can
       either be run in batch or ad hoc mode. In order for the process to complete successfully, certain
       custom CSU processing must take place before and after the delivered automated process
       (COBOL) is run. This feature of the pre-processing step is that the process creates a backup of
       the run control inside the table and every time it runs it restores the original so there is always a
       run control in the table. This is important because during every batch run, the COBOL always
       runs twice, so there has to be an automated way of putting the run control out there because the
       batch process deletes it after every run. This allows the process to run unmonitored without risk
       of data not being processed.

All four steps need to happen prior to the running of the COBOL process every time the batch flow runs.
For On-Demand processing, only steps 2 and 3 need to run as the On-Demand process does not use a run
control as it is already supplied on the page so it doesn’t need to create the run control. Step 4 also does
not need to be done while using On-Demand as the finalize flag is on the On-Demand page so if the event
needs to be finalized the user can just manually check the box while they are there processing the event.




Last Revised: 07/06/07                                                                            Page 4 of 26
HCM 8.9 Benefits Administration                                                                  Troubleshooting Guide




3.0       Benefits Administration Post-Processing
The Benefits Administration is made up of three phases, the third phase is the post-processing phase. The
post-processing phase is made up of one job, CSUBAS02. This job creates two reports, which report
information that has transpired during the run of Benefits Administration. These two jobs look for error
situations in the data that may need to be resolved.

3.1       CSUBAS02 – CSU Benefits Administration Post-Processing

Navigation and Description

 This report is part of the nightly batch processing and cannot be produced by running from a
 run control on a page.

         This process will run to do the following tasks:

         Eligible for Benefits but Terminated Plans - Produces a report of employees who had Medical,
         Dental, Flex Med or Flex Den plan terminations due to loss of eligibility who still have a benefit
         eligible active job position. This report is used by the benefits as a trigger to enter permitting
         events for the termed plans so a form can be submitted to cancel.
         JOB Changes Prior to Ben Admin Start Date - Produces a report of any job transactions effective
         dated prior to the start date of Benefits Administration where the transaction was input the date the
         process is run. Ben Admin won‟t recognize effects on events from activity that happens prior to the
         Ben Admin start date; it just ignores the information and requires the users to police this activity.
         This report makes sure those types of changes are not lost.



4.0       Benefits Administration Audit Reports
The Daily Audit Reports are a collection of reports that give detailed and summary information about the
nightly Benefits Administration processing. Each report in the collection will produce listings of valid
situations and it will also list situations that would be considered to be in error or invalid. This guide will
help to point out the differences on each report between the valid and the invalid situations and give some
recommendations on the actions required to fix the invalid situations.




Last Revised: 07/06/07                                                                                     Page 5 of 26
HCM 8.9 Benefits Administration                                                               Troubleshooting Guide



4.1       BAS003 – Benefits Administration Preparation and Election Errors Report

Navigation and Description

 Navigation                                        Description
 Benefits > Manage Automated Enrollment >          This report is delivered by PeopleSoft and will produce, by
 Events > Investigate Exceptions > Invalid         schedule, a detailed listing of all errors/warning situations
 Elections Report                                  produced during the previous night‟s benefits administration
                                                   processing. This report will list the schedule, the emplid, the
                                                   error message description, and the information that is the
                                                   cause of the error. The last part is probably the most
                                                   important because it points you basically to the place you
                                                   need to go to fix the problem. Not every message on this
                                                   listing is an error situation, some are just warnings to identify
                                                   coordination issues that, if unchecked, could turn into an error
                                                   situation.

Page Shot




Error Information (if applicable)
Things to look for: To resolve Prep Error (PE) or Election Error (EE) situations, all you will need to do
is fix the job data to resolve the Prep Error, and correct the data entry for the Election Error. There is no
need to set anything on the Event Status Update page to resolve these errors. Just by fixing the data and
saving it, ben admin will know to look at the situation and try to finalize it again. The only detail that will
not show on this listing will be for error messages that correspond to disconnected events.
The following is a list of all the different error messages that could possibly show up on the Benefits
Administration Error Listing with the meaning of the error and how to resolve it. The items in bold are
error messages have the possibility of showing up more frequently than any of the others. This is not a
complete list, error messages that would not have the possibility of showing up like message for credits,




Last Revised: 07/06/07                                                                                   Page 6 of 26
HCM 8.9 Benefits Administration                                                               Troubleshooting Guide



group coverage errors, pension table errors, rollovers for savings plans, have been completely left off the
list.
 Message ID      Description                                Suggested Resolution
 000005          The deduction code displayed below was     Table Setup: Check the associate's Benefit Program,
                 not found in the deduction table.          make sure that the spelling of the Deduction Code
                                                            matches the row in the Deduction Table. Either change
                                                            the Benefit Program or the Deduction Table entry to
                                                            match the other. Rerun the process following the 'Prep
                                                            Error' procedure.
 000011          The pay group displayed below was found    Table Setup: Determine the associate's company and
                 but is currently inactive.                 paygroup on Job Data. Then, lookup the company/
                                                            paygroup combination in the Paygroup Table. Either
                                                            change the associate's paygroup or activate the
                                                            paygroup on Paygroup Table. Rerun the BenAdmin
                                                            process following the 'Prep Error' procedure.
 000014          The pay group displayed below was not      Table Setup: Determine the associate's company and
                 found in the pay group table.              paygroup on Job Data. Then, determine whether the
                                                            paygroup should be added to the Paygroup Table. If
                                                            not, correct the associate's paygroup on Job Data.
                                                            Rerun the BenAdmin process following the 'Prep Error'
                                                            procedure.
 000015          The pay calendar entry displayed below     Table Setup: Coordinate with payroll to run the pay
                 was not found in the pay calendar table.   calendar setup program for the indicated paygroup.
                                                            Rerun the BenAdmin process following the 'Prep Error'
                                                            procedure.
 000023          The company displayed below was not        Table Setup: Determine the associate's company on
                 found in the company table.                Job Data. Then, determine whether the company
                                                            should be added to the Company Table. If not, correct
                                                            the associate's company on Job Data. Rerun the
                                                            BenAdmin process following the 'Prep Error' procedure.
 000024          The company displayed below was found      Table Setup: Determine the associate's company on
                 but is currently inactive.                 Job Data. Then, determine whether the company
                                                            should be active on the Company Table. If not, correct
                                                            the associate's company on Job Data. Rerun the
                                                            BenAdmin process following the 'Prep Error' procedure.
 000027          The benefit plan displayed below was not   Table Setup: Check the Benefit Plan Table to ensure
                 found in the appropriate benefit table.    benefit plan has been set up. If it exists, then check the
                                                            associate‟s Benefit Program Table to ensure that the
                                                            benefit plan exists as an option. Correct where
                                                            appropriate and rerun the BenAdmin process following
                                                            the 'Prep Error' procedure.
 000030          An age-graded rate was not found for the   Review the Age Graded Rate Table set-up for the
                 employee's category.                       benefit specified / table ID specified. Review the
                                                            associate‟s age / sex to ensure it applies to the table
                                                            data. Many times this error is caused by no sex or
                                                            birthdate being specified in Personal Data. Correct
                                                            where appropriate and rerun the BenAdmin process
                                                            following the 'Prep Error' procedure.
 000039          The Coverage Group for the Life/ADD        Review the Life and AD/D Plan Table for the benefit
                 plan was not found.                        plan specified to ensure the proper Coverage Group
                                                            Code is present. Correct where appropriate and rerun
                                                            the BenAdmin process following the 'Prep Error'
                                                            procedure.




Last Revised: 07/06/07                                                                                   Page 7 of 26
HCM 8.9 Benefits Administration                                                                 Troubleshooting Guide




 Message ID      Description                                  Suggested Resolution
 000056          The form displayed below was not found       Review the Form Table for the form ID specified. Correct
                 in the Form Table.                           where appropriate and rerun the BenAdmin process
                                                              following the 'Prep Error' procedure.
 000070          There is no birth date provided for this     Review the associate‟s Personal Data page to ensure
                 employee. The employee participates in       that a birth date is specified on the page. Correct where
                 the life insurance plan identified below.    appropriate and rerun the BenAdmin process following
                 That plan uses an age-graded rate table      the 'Prep Error' procedure.
                 to determine costs and requires a birth
                 date.
 000087          The Benefit Program defined for this         Review the Ben Prog Partic record for the associate and
                 employee was not found.                      then the Benefit / Deduction Program Table for the
                                                              specified program. Correct where appropriate and rerun
                                                              the BenAdmin process following the 'Prep Error'
                                                              procedure.
 000088          The Benefit Program defined for this         Review the Benefit / Deduction Program Table status for
                 employee was inactive for the current        the program specified. Correct if appropriate and rerun
                 check date.                                  the BenAdmin process following the 'Prep Error'
                                                              procedure.
 000089          The Benefit Plan / Deduction Code is not     Review the Benefit / Deduction Program Table for the
                 found for the Benefit Program defined for    specified plan / deduction. Correct if appropriate and
                 this employee.                               rerun the BenAdmin process following the 'Prep Error'
                                                              procedure.
 000090          The Calculation Rules table was not found    Review the Benefit / Deduction Program Table for the
                 for the Benefit defined.                     specified calc rules ID. Correct if appropriate and rerun
                                                              the BenAdmin process following the 'Prep Error'
                                                              procedure.
 000099          The Service Rate Table named below was       Review the Service Rate Table for the specified service
                 not found in the database.                   rate ID. Correct where appropriate and rerun the
                                                              BenAdmin process following the 'Prep Error' procedure.
 000100          The service value for this employee was      Review the message detail. The first value is the Plan
                 not found in the ranges defined for this     Type, next is the table name, and finally, the table type.
                 Service Rate Table or the Service Step       Determine the benefit and table ID assigned to the plan.
                 Table. The first value is the Plan Type,     Then review the Service Rate Table or Service Step
                 next is the table name, and finally, the     Table with which the Plan Type is associated. Correct
                 table type.                                  where appropriate and rerun the BenAdmin process
                                                              following the 'Prep Error' procedure.
 000128          During Program Assignment, it was            Associates can only be eligible for one benefit program
                 determined that this employee is eligible    per empl record. Review the Eligibility Rules Table,
                 for more than one program. The Eligibility   comparing the data there with the data on the
                 Rules Tables need to be modified to make     associate‟s record. Correct data where eligibility
                 Program eligibility unique. One error        duplicates exist. Rerun the BenAdmin process following
                 message will be generated for each           the 'Assgn Error' procedure.
                 eligible program. (MSGData1: Benefit-
                 Program)
 000129          During Program Assignment, it was            The bottom row of the associate‟s Ben Prog Partic
                 determined that this employee is not         record should be effective dated to match that of the
                 eligible for any Benefit Program. The        effective date of the bottom row of their Job record (Hire
                 system attempted to terminate current        record). Review the associate‟s Ben Prog Partic
                 participation, but no current                record. If no data exists which matches the Hire date,
                 PS_Ben_Prog_Partic record was found          insert a row with the effective date matching the
                 (default Hire record is missing).            effective date of the Hire record. Rerun the BenAdmin
                                                              process following the 'Assgn Error' procedure.




Last Revised: 07/06/07                                                                                     Page 8 of 26
HCM 8.9 Benefits Administration                                                                  Troubleshooting Guide




 Message ID      Description                                  Suggested Resolution
 000132          The indicated salary-rate was not found      Review the Salary Rate Table to ensure proper set up of
                 on the Salary_Rate_Tbl. (MSGData1:           rate information. Correct where appropriate and rerun
                 Plan-Type; MSGData2: Benefit-Plan;           the BenAdmin process following the 'Prep Error'
                 MSGData3: Table-Id)                          procedure.
 000133          The indicated flat-rate was not found on     Review the Flat Rate Table to ensure proper set up of
                 the Flat_Rate_Tbl. (MSGData1: Plan-          rate information. Correct where appropriate and rerun
                 Type; MSGData2: Benefit-Plan;                the BenAdmin process following the 'Prep Error'
                 MSGData3: Table-Id)                          procedure.
 000149          Informational Only: The system               This message indicates that two events have processed
                 encountered a new enrollment action for      for the individual that have overwritten one another
                 which a Benefit Enrollment record already    meaning the deduction begin date was the same for
                 exists with the same Effective Date. The     both events. This may be a coordination issue
                 system deleted the current Benefit           depending on which event was processed last. Check
                 Enrollment record (and all associated        your events to make sure they processed in correct
                 dependent/beneficiary and investment         order.
                 records where applicable) and replaced it
                 with the new enrollment. (MSGData1:
                 Plan-Type; MSGData2: EffDt)
 000150          The Event Rule for this Plan Type            This message indicates that the Elect Required flag has
                 requires that an election be made (the       been turned on for this particular event and that no
                 Election-Required indicator on               election was made for this event. Peruse the Benefit /
                 Bas_Event_Rules is 'Y'es) but no Option-     Deduction Program Table to find the Event Rules ID
                 Cd has been specified on                     associated with the plan type indicated. Now review the
                 Bas_Partic_Plan. (MSGData1: Plan-Type)       Event Rules Table using the proper Event Rules ID.
                                                              Correct where appropriate and rerun the BenAdmin
                                                              process following the 'Election Error' procedure.
 000151          The Option-Cd elected on                     Review the Benefit / Deduction Program Table for the
                 Bas_Partic_Plan does not exist as an         specified plan type and option. If data is correct, re-enter
                 eligible 'O' or 'W' entry on                 the Emplid in the Election Entry pages and correct the
                 Bas_Partic_Optn. (MSGData1: Plan-Type;       option code in error. If data on the Benefit / Deduction
                 MSGData2: Option-Cd)                         Program Table is in error, correct where appropriate and
                                                              rerun the BenAdmin process following the 'Election
                                                              Error' procedure.
 000152          The Option-Cd elected on                     Peruse the Benefit / Deduction Program Table to find
                 Bas_Partic_Plan requires proof of            the Event Rules ID associated with the Plan Type
                 insurability (the Proof-Required-Indicator   indicated. Now review the Event Rules Table using the
                 on Bas_Partic_Optn is 'Y'es) but the         proper Event Rules ID. If the rule is incorrect, correct
                 Proof-Received-Indicator is still 'N'o.      where appropriate. If the rule is correct and proof has
                 (MSGData1: Plan-Type; MSGData2:              not been received, the associate is not eligible for the
                 Option-Cd)                                   benefit until such time as proof is received. Rerun the
                                                              BenAdmin process following the 'Election Error'
                                                              procedure.
 000153          A Life_ADD_Tbl record was not found for      Review the Life and AD/D Table to ensure proper set up
                 the indicated 2x Plan Type being             of the benefit plan indicated. Correct where
                 processed on Bas_Partic_Plan.                appropriate and rerun the BenAdmin process following
                 (MSGData1: Plan-Type; MSGData2:              the 'Election Error' procedure.
                 Benefit-Plan; MSGData3: Event-Dt)




Last Revised: 07/06/07                                                                                      Page 9 of 26
HCM 8.9 Benefits Administration                                                                 Troubleshooting Guide




 Message ID      Description                                  Suggested Resolution
 000154          The PS_Job record which triggered a          Review the associate‟s Job record matching the Empl
                 previous event can no longer be found        Rcd #, Effective Date and / or Effective Date Sequence
                 (the record may have been deleted).          # indicated. If proper data exists, contact your technical
                 Because of this, the Event can not be        support person for assistance. If data does not exist,
                 processed any further. (MSGData1:            the associate can no longer be processed in this Event
                 Event Date)                                  Maintenance cycle for the event, due to the deletion of
                                                              Job data. Examine more closely the event that had
                                                              been processed to see if any action needs to be done.
                                                              If the event was already finalized it may now need to be
                                                              voided.
 000155          No Schedule could be found to process a      Review the Schedule Table to ensure proper set up of
                 new event. A Schedule-Id must exist that     the schedule indicated. If none exists, add a Schedule
                 matches the employee‟s Company and           to the table including the proper BAS Group ID for
                 BAS-Group-ID. (MSGData1: Company;            processing Event Maintenance. Restart COBOL
                 MSGData2: BAS-Group-Id)                      process with “None” Reprocess radio button turned on.
 000156          The Option-Cd elected on                     This message will only occur when the Life-ADD-Covrg
                 Bas_Partic_Plan requires that a flat         type on Life_ADD_Tbl is '3' -Specify on associate
                 coverage amount be supplied (the Life-       Record. Review the Life and AD/D Table to ensure that
                 ADD-Covrg code is '1') but the Flat-         the data established is correct for the benefit plan in
                 Amount on Bas_Partic_Plan is zero. (This     question. If data is correct, re-enter the EmplID in the
                 message will only occur when the Life-       Election Entry pages and supply the flat amount of
                 ADD-Covrg type on Life_ADD_Tbl is '3' -      insurance. If data on the Life and AD/D Table is in error,
                 Specify on Employee Record).                 correct where appropriate and rerun the BenAdmin
                 (MSGData1: Plan-Type; MSGData2:              process following the 'Election Error' procedure.
                 Option-Cd)
 000157          The Option-Cd elected on                     This message will only occur when the Life-ADD-Covrg
                 Bas_Partic_Plan requires that a salary       type on Life_ADD_Tbl is '3' -Specify on associate
                 coverage factor be supplied (the Life-       Record. Review the Life and AD/D Table to ensure that
                 ADD-Covrg code is '2') but the Factor-       the data established is correct for the benefit plan in
                 Xsalary on Bas_Partic_Plan is zero. (This    question. If data is correct, re-enter the EmplID in the
                 message will only occur when the Life-       Election Entry pages and supply the salary coverage
                 ADD-Covrg type on Life_ADD_Tbl is '3' -      factor for the proper insurance coverage calculation. If
                 Specify on Employee Record).                 data on the Life and AD/D Table is in error, correct
                 (MSGData1: Plan-Type; MSGData2:              where appropriate and rerun the BenAdmin process
                 Option-Cd)                                   following the 'Prep Error' procedure.
 000158          The Option-Cd elected on                     This message will only occur when the Life-ADD-Covrg
                 Bas_Partic_Plan requires that a Benefits     code on Life_ADD_Tbl is '3' - Specify on associate
                 Base (either the Annual or BenefitsBase      Record. Review the Life and AD/D Table to ensure that
                 salary) be indicated for use in the          the data established is correct for the benefit plan in
                 calculation of Factor-Times-Salary life      question. If data on the Life and AD/D Table is in error,
                 coverage amounts (the Life-ADD-Covrg         correct where appropriate. If data is correct, review the
                 code is '2') but the Benefits-Base flag on   associate‟s Job Data to ensure that an Annual Rate or
                 Bas_Partic_Plan is blank. (This message      Benefits Base Rate is specified. If one is not present,
                 will only occur when the Life-ADD-Covrg      contact the Payroll Supervisor for corrective action. If a
                 code on Life_ADD_Tbl is '3' - Specify on     salary is present, contact your technical support person
                 Employee Record) (MSGData1: Plan-            for assistance. When data is corrected, rerun the
                 Type; MSGData2: Option-Cd)                   BenAdmin process following the 'Election Error'
                                                              procedure.




Last Revised: 07/06/07                                                                                    Page 10 of 26
HCM 8.9 Benefits Administration                                                                    Troubleshooting Guide




 Message ID      Description                                    Suggested Resolution
 000159          The Option-Cd elected on                       Review the Life and AD/D Table to ensure that the data
                 Bas_Partic_Plan requires that a coverage       established is correct for the benefit plan in question. If
                 calculation method be specified, but the       data on the Life and AD/D Table is in error, correct
                 Life-ADD-Covrg code on Bas_Partic_Plan         where appropriate. If „3‟ - Specified in associate Record
                 is neither '1'(Flat Amount) nor '2'(Factor     is turned on review the associate‟s Job Data - Use - Job
                 Xsalary). (This message will only occur        Data) to ensure that an Annual Rate or Benefits Base
                 when the Life-ADD-Covrg code on                Rate is specified. If one is not present, contact the
                 Life_ADD_Tbl is '3' - Specify on Employee      Payroll Supervisor for corrective action. If „4‟ - Special
                 Record) (MSGData1: Plan-Type;                  Calculation Routine or „5‟ - Sum of Dependent Coverage
                 MSGData2: Option-Cd)                           is turned on, contact your technical support person for
                                                                assistance. When corrections are complete, rerun the
                                                                BenAdmin process following the 'Election Error'
                                                                procedure.
 000160          The Option-Cd elected on                       Review the Life and AD/D Table to ensure that the data
                 Bas_Partic_Plan is not defined as              established is correct for the benefit plan in question. If
                 "Specify on Employee Record" (the Life-        data on the Life and AD/D Table is in error, correct
                 ADD-Covrg code on Life_ADD_Tbl is not          where appropriate. If data is correct, re-enter the
                 '3'), but one of the fields Flat-Amount or     EmplID in the Election Entry pages and delete the Flat
                 Factor-Xsalary on Bas_Partic_Plan is not       Amount or Factor –x Salary for the proper insurance
                 equal to zero. These two fields can only       coverage calculation. When corrections are complete,
                 be used when the Life Plan is "Specify on      rerun the BenAdmin process following the 'Election
                 Employee Record". (MSGData1: Plan-             Error' procedure.
                 Type; MSGData2: Option-Cd)
 000161          A Savings_Plan_Tbl record was not found        Review the Savings Plan Table to ensure proper set up
                 for the indicated 4x Plan Type being           of the benefit plan indicated. Correct where
                 processed on Bas_Partic_Plan.                  appropriate and rerun the BenAdmin process following
                 (MSGData1: Plan-Type; MSGData2:                the 'Election Error' procedure.
                 Benefit-Plan; MSGData3: Event-Dt)
 000162          For the Option-Cd indicated on                 Review the Savings Plan Table to ensure proper set up
                 Bas_Partic_Plan, the employee has              of the benefit plan indicated. If data is correct, re-enter
                 elected before-tax contributions on a          the EmplID in the Election Entry pages and delete the
                 "Percent of Gross" basis (the Savings-         Flat Deduction Amount data and enter the correct
                 Covrg field equals '2') but the Flat-Ded-      before-tax Percent of Gross. Correct where appropriate
                 Amt field on Bas_Partic_Plan is not equal      and rerun the BenAdmin process following the 'Election
                 to zero. (MSGData1: Plan-Type;                 Error' procedure.
                 MSGData2: Option-Cd)
 000163          The employee's before-tax Savings Plan         Review the Savings Plan Table and correct the
                 contribution rate (the Pct-Gross field on      associate Before Tax Investment Limited To amount.
                 Bas_Partic_Plan) is greater than the           Correct where appropriate and rerun the BenAdmin
                 maximum allowed percentage contribution        process following the 'Election Error' procedure.
                 on the Savings_Pln_Tbl (Empl-Pct-Btax
                 field). (MSGData1: Plan-Type;
                 MSGData2: Option-Cd)
 000164          For the Option-Cd indicated on                 Review the Savings Plan Table to ensure proper set up
                 Bas_Partic_Plan, the employee has              of the benefit plan indicated. If data is correct, re-enter
                 elected before-tax contributions on a          the EmplID in the Election Entry pages and delete the
                 "Flat-Amount" basis (the Savings-Covrg         Percent of Gross data and enter the correct Flat
                 field equals '1') but the Pct-Gross field on   Deduction Amount. Correct where appropriate and
                 Bas_Partic_Plan is not equal to zero.          rerun the BenAdmin process following the 'Election
                 (MSGData1: Plan-Type; MSGData2:                Error' procedure.
                 Option-Cd)




Last Revised: 07/06/07                                                                                       Page 11 of 26
HCM 8.9 Benefits Administration                                                                    Troubleshooting Guide




 Message ID      Description                                    Suggested Resolution
 000165          For the Option-Cd indicated on                 Review the Savings Plan Table to ensure proper set up
                 Bas_Partic_Plan, the employee has              of the benefit plan indicated. If data is correct, re-enter
                 elected after-tax contributions on a           the EmplID in the Election Entry pages and delete the
                 "Percent of Gross" basis (the Savings-         Flat Deduction Amount data and enter the correct after-
                 Covrg-Atax field equals '2') but the Flat-     tax Percent of Gross. Correct where appropriate and
                 Ded-Amt-Atax field on Bas_Partic_Plan is       rerun the BenAdmin process following the 'Election
                 not equal to zero. (MSGData1: Plan-            Error' procedure.
                 Type; MSGData2: Option-Cd)
 000166          The employee's after-tax Savings Plan          Review the Savings Plan Table and correct the
                 contribution rate (the Pct-Gross-Atax field    associate After Tax Investment Limited To amount.
                 on Bas_Partic_Plan) is greater than the        Correct where appropriate and rerun the BenAdmin
                 maximum allowed percentage contribution        process following the 'Election Error' procedure.
                 on the Savings_Pln_Tbl (Empl-Pct-Atax
                 field). (MSGData1: Plan-Type;
                 MSGData2: Option-Cd)
 000167          For the Option-Cd indicated on                 Review the Savings Plan Table to ensure proper set up
                 Bas_Partic_Plan, the employee has              of the benefit plan indicated. If data is correct, re-enter
                 elected after-tax contributions on a "Flat-    the EmplID in the Election Entry pages and delete the
                 Amount" basis (the Savings-Covrg-Atax          Percent of Gross data and enter the correct Flat
                 field equals '1') but the Pct-Gross-Atax       Deduction Amount. Correct where appropriate and
                 field on Bas_Partic_Plan is not equal to       rerun the BenAdmin process following the 'Election
                 zero. (MSGData1: Plan-Type;                    Error' procedure.
                 MSGData2: Option-Cd)
 000168          The employee has elected a Savings Plan        Re-enter the EmplID in the Election Entry pages and
                 option, but no contribution rate has been      enter the correct data required for the associate
                 specified (the combined sum of Pct-            enrollment for the Savings Plan. Correct where
                 Gross, Pct-Gross-Atax, Flat-Ded-Amt and        appropriate and rerun the BenAdmin process following
                 Flat-Ded-Amt-Atax fields on                    the 'Election Error' procedure.
                 Bas_Partic_Plan equals zero).
                 (MSGData1: Plan-Type; MSGData2:
                 Option-Cd)
 000169          The employee has elected a Savings Plan        Review the Savings Plan Table (Define Business Rules
                 option, but the total contribution rate (sum   - Administer Base Benefits - Setup) to find the associate
                 of Pct-Gross and Pct-Gross-Atax fields on      Investment Limited To Percentage. Re-enter the
                 Bas_Partic_Plan) is greater than the           EmplID in the Election Entry pages and enter the proper
                 maximum allowed combined percentage            percentages to be less than or equal to the total
                 contribution on the Savings_Pln_Tbl            investment limit. Correct where appropriate and rerun
                 (Empl-Limit-Pct field). (MSGData1: Plan-       the BenAdmin process following the 'Election Error'
                 Type; MSGData2: Option-Cd)                     procedure.
 000171          The total of percentage allocation of all      Re-enter the EmplID in the Election Entry pages and
                 Savings Plan investment options is invalid     enter the proper percentages for investment purposes,
                 (the Investment-Pct fields for each            ensuring that all percentages are equal to 100%. Correct
                 Investment-Opt elected on                      where appropriate and rerun the BenAdmin process
                 Bas_Partic_Invt are greater than zero, but     following the 'Election Error' procedure.
                 are not equal to 100%. (MSGData1: Plan-
                 Type; MSGData2: Option-Cd)
 000172          The indicated Investment-Opt elected on        Review the Savings Plan Table for the Investment
                 Bas_Partic_Invt was not found as an            Options set up. If incorrect, add or delete the proper
                 active, eligible option in the                 investment options. Re-enter the EmplID in the Election
                 Savings_Inv_Tbl. (MSGData1: Plan-Type;         Entry pages and enter the proper investment option(s).
                 MSGData2: Option-Cd; MSGData3:                 Correct where appropriate and rerun the BenAdmin
                 Investment-Opt)                                process following the 'Election Error' procedure.




Last Revised: 07/06/07                                                                                       Page 12 of 26
HCM 8.9 Benefits Administration                                                               Troubleshooting Guide




 Message ID      Description                                  Suggested Resolution
 000173          The employee elected an FSA Plan             Re-enter the EmplID in the Election Entry pages and
                 option, but the Empl-Contributn-Amt or       enter the proper associate Contribution Amount of
                 Annual-Pledge fields on Bas_Partic_Plan      Annual Pledge amount for the FSA plan. Correct where
                 are less than or equal to zero.              appropriate and rerun the BenAdmin process following
                 (MSGData1: Plan-Type; MSGData2:              the 'Election Error' procedure.
                 Option-Cd)
 000174          The employee elected an FSA Plan             Review the Benefit / Deduction Program Table for the
                 option, but the Annual_Pledge amount         amount specified as the FSA Minimum Annual Pledge.
                 specified on Bas_Partic_Plan is less than    Re-enter the EmplID in the Election Entry pages and
                 the minimum allowed on Ben_Defn_Plan         enter the proper Annual Pledge amount for the
                 (Min-Annual-Contrib). (MSGData1: Plan-       associate. Correct where appropriate and rerun the
                 Type; MSGData2: Option-Cd)                   BenAdmin process following the 'Election Error'
                                                              procedure.
 000175          The employee elected an FSA Plan             Review the Benefit / Deduction Program Table for the
                 option, but the Annual_Pledge amount         amount specified as the FSA Maximum Annual Pledge.
                 specified on Bas_Partic_Plan is more than    Re-enter the EmplID in the Election Entry pages and
                 the maximum allowed on Ben_Defn_Plan         enter the proper Annual Pledge amount for the
                 (Max-Annual-Contrib). (MSGData1: Plan-       associate. Correct where appropriate and rerun the
                 Type; MSGData2: Option-Cd)                   BenAdmin process following the 'Election Error'
                                                              procedure.
 000184          The employee has covered a dependent         Review the Dependent / Beneficiary to review the
                 or assigned a beneficiary on the             established dependents and/or beneficiaries the
                 Bas_Partic_Dpnd table whose                  associate has listed. Correct data, where appropriate.
                 Dependent-Benef Id could not be found in     Re-enter the EmplID in the Election Entry pages and
                 the base Dependent_Benef table.              enter the correct dependent / beneficiary ID on the
                 (MSGData1: Plan-Type; MSGData2:              proper page. Correct where appropriate and rerun the
                 Option-Cd; MSGData3: Dependent-Benef)        BenAdmin process following the 'Election Error'
                                                              procedure.
 000185          The employee has specified on                Re-enter the EmplID in the Election Entry pages and
                 Bas_Partic_Dpnd the Id of a beneficiary      enter the correct beneficiary ID on the proper page for
                 (type 'B') to be covered under a Plan Type   the Plan Type specified. Correct where appropriate and
                 that only allows dependents (types 'D' or    rerun the BenAdmin process following the 'Election
                 'O'). Only "dependents" may be covered       Error' procedure.
                 under Plan Types 1X, 24 and 25.
                 (MSGData1: Plan-Type; MSGData2:
                 Option-Cd; MSGData3: Dependent-Benef)
 000186          The employee has specified on                Re-enter the EmplID in the Election Entry pages and
                 Bas_Partic_Dpnd the Id of a dependent        enter the correct dependent ID on the proper page for
                 (type 'D') to be an assignee under a Plan    the Plan Type specified. Correct where appropriate and
                 Type that only allows beneficiaries (types   rerun the BenAdmin process following the 'Election
                 'B' or 'O'). Only "beneficiaries" may be     Error' procedure.
                 covered under Plan Types 20, 21, 22, 4X
                 and 8X. (MSGData1: Plan-Type;
                 MSGData2: Option-Cd; MSGData3:
                 Dependent-Benef)
 000187          The employee has elected a Dependent         Re-enter the EmplID in the Election Entry pages moving
                 Coverage Plan Type (eg., 24 or 25).          to the proper page for the Plan Type specified. Delete
                 While specifying the dependents to be        the beneficiary percentages entered. Correct where
                 covered on Bas_Partic_Dpnd, beneficiary      appropriate and rerun the BenAdmin process following
                 percentages were entered. This is not        the 'Election Error' procedure.
                 valid for these Plan Types. (MSGData1:
                 Plan-Type; MSGData2: Option-Cd)




Last Revised: 07/06/07                                                                                  Page 13 of 26
HCM 8.9 Benefits Administration                                                                Troubleshooting Guide




 Message ID      Description                                   Suggested Resolution
 000188          The employee has assigned benefits            Re-enter the EmplID in the Election Entry pages moving
                 under a Plan using percentage                 to the proper page for the Plan Type specified. Change
                 allocations, but the percentages do not       the beneficiary percentages to total 100%. Correct
                 total 100% for both primary and               where appropriate and rerun the BenAdmin process
                 contingent beneficiaries. (MSGData1:          following the 'Election Error' procedure.
                 Plan-Type; MSGData2: Option-Cd)
 000192          The employee has assigned benefits            Re-enter the EmplID in the Election Entry pages moving
                 under a Plan using flat-amount                to the proper page for the Plan Type specified. Enter an
                 allocations, but has failed to designate an   excess beneficiary or change one of the beneficiaries
                 "excess" beneficiary. An excess               already designated as the excess beneficiary, leaving
                 beneficiary must be specified to handle       flat amount blank. Correct where appropriate and rerun
                 the possibility that the coverage amount      the BenAdmin process following the 'Election Error'
                 exceeds the specified flat allocations.       procedure.
                 (MSGData1: Plan-Type; MSGData2:
                 Option-Cd)
 000193          The sum of the Health Care FSA and            Re-enter the EmplID in the Election Entry pages moving
                 Dependent Care FSA Annual-Pledge              to the proper page for the Health Care spending account
                 fields on Bas_Partic_Plan is greater than     benefit. Review the pledge amount entered. Now scroll
                 allowable combined maximum as defined         to the Dependent Care spending account benefit and
                 on Ben_Defn_Pgm (the FSA-Max-Annl-            review the pledge amount entered there. Add the two
                 Pldg field). (MSGData1: Plan-Type;            amounts together and adjust the totals according to the
                 MSGData2: Option-Cd)                          FSA Maximum Pledge Amount specified on the Benefit /
                                                               Deduction Program Table. Correct where appropriate
                                                               and rerun the BenAdmin process following the 'Election
                                                               Error' procedure.
 000195          Based on the Event date being                 Contact the Payroll Supervisor to have him/her establish
                 processed, the Pay-Begin-Date for the         the missing periods in the pay calendar table. Correct
                 next pay period cannot be determined          where appropriate and rerun the BenAdmin process
                 from PS_Pay_Calendar. Establish the           following the 'Election Error' procedure.
                 missing periods in the pay calendar.
                 (MSGData1: Company; MSGData2: Pay-
                 Group; MSGData3: Event-Dt)
 000196          Based on the Event date being                 Contact the Payroll Supervisor to have him/her establish
                 processed, the Pay-Begin-Date for the         the missing periods in the pay calendar table. Correct
                 current pay period cannot be determined       where appropriate and rerun the BenAdmin process
                 from PS_Pay_Calendar. Establish the           following the 'Election Error' procedure.
                 missing periods in the pay calendar.
                 (MSGData1: Company; MSGData2: Pay-
                 Group; MSGData3: Event-Dt)
 000197          Based on the Event date being                 Contact the Payroll Supervisor to have him/her establish
                 processed, the Pay-Begin-Date for the         the missing periods in the pay calendar table. Correct
                 next full pay period cannot be determined     where appropriate and rerun the BenAdmin process
                 from PS_Pay_Calendar. Establish the           following the 'Election Error' procedure.
                 missing periods in the pay calendar.
                 (MSGData1: Company; MSGData2: Pay-
                 Group; MSGData3: Event-Dt)




Last Revised: 07/06/07                                                                                   Page 14 of 26
HCM 8.9 Benefits Administration                                                                 Troubleshooting Guide




 Message ID      Description                                   Suggested Resolution
 000198          While processing an event for this            When an individual moves between benefit programs
                 employee which involves a transfer            the Ben Admin process will use the newly assigned
                 between Benefit Programs, the system          benefit program‟s event rules to determine how to
                 could not find an applicable Event Rule on    process an event. However, for Plan Types that are not
                 PS_Ben_Defn_Plan to use to terminate          in the new benefit program, the process goes back to
                 the employee‟s current elections.             the previous program to determine how to process the
                 (MSGData1: Plan-Type; MSGData2:               Plan Type. If the Plan Type is not in the previous
                 Benefit-Program; MSGData3: Event-Dt)          program either, then the process does not know how to
                                                               handle the Plan Type. Most of the time the COBOL
                                                               process wills abend. In very few instances you will get
                                                               this message. In either case, to resolve, you will need to
                                                               manually fix the data and prepare options again on the
                                                               event.
 000199          A Bas_Partic_Cost record required for         Review the Benefit / Deduction Program Table- Cost
                 computing the indicated option's price or     page for the Plan Type and option ID indicated. Enter
                 credit amount cannot be found.                the appropriate rate information. Most of the time this
                 (MSGData1: Plan-Type; MSGData2:               will abend the COBOL batch process. In the event that
                 Option-Id)                                    you do get this message the event should be in a “Prep
                                                               Error” status and you should be able to just rerun the
                                                               process once the program entry is corrected.
 000200          The employee has elected a Plan Type          Re-enter the EmplID in the Election Entry pages moving
                 that requires covered dependents, but no      to the proper page for the Plan Type specified. Enter
                 dependents (Dependent-Benef types 'D'         the covered dependents for the Health Plans the
                 or 'O') have been specified on                associate is enrolled in or change the coverage code to
                 Bas_Partic_Dpnd. Dependents must be           „1‟ associate Only. Correct where appropriate and rerun
                 specified under Plan Types 1X, 24 and         the BenAdmin process following the 'Election Error'
                 25. (MSGData1: Plan-Type; MSGData2:           procedure.
                 Option-Cd)
 000201          The employee has elected a Plan Type          Re-enter the EmplID in the Election Entry pages moving
                 that requires assignment of beneficiaries,    to the proper page for the Plan Type specified. Enter
                 but no beneficiaries (Dependent-Benef         the correct dependent information or make sure the
                 types 'B' or 'O') have been specified on      coverage code is correct for the plans the associate is
                 Bas_Partic_Dpnd. Beneficiaries must be        enrolled in. Correct where appropriate and rerun the
                 specified under Plan Types 20, 21, 22, 4X     BenAdmin process following the 'Election Error'
                 and 8X. (MSGData1: Plan-Type;                 procedure.
                 MSGData2: Option-Cd)
 000202          The employee has elected a Savings Plan       Re-enter the EmplID in the Election Entry pages moving
                 that requires the selection of investment     to the proper page for the Plan Type specified. Enter
                 options, but no investment entries exist on   the investment option for the benefit plan specified.
                 Bas_Partic_Invt. (MSGData1: Plan-Type;        Correct where appropriate and rerun the BenAdmin
                 MSGData2: Option-Cd)                          process following the 'Election Error' procedure.
 000220          Dependent enrolled in a health plan is        Re-enter the EmplID in the Election Entry pages moving
                 deceased as of the event date.                to the proper page for the Plan Type specified. Enter
                                                               the correct dependent information or make sure the
                                                               coverage code is correct for the plans the associate is
                                                               enrolled in. Correct where appropriate and rerun the
                                                               BenAdmin process following the 'Election Error'
                                                               procedure.
 000221          A dependent who is an ex-spouse with a        Re-enter the EmplID in the Election Entry pages moving
                 marital status date less than or equal to     to the proper page for the Plan Type specified. Enter
                 the event date may not be enrolled in a       the correct dependent information or make sure the
                 health plan.                                  coverage code is correct for the plans the associate is
                                                               enrolled in. Correct where appropriate and rerun the
                                                               BenAdmin process following the 'Election Error'
                                                               procedure.




Last Revised: 07/06/07                                                                                    Page 15 of 26
HCM 8.9 Benefits Administration                                                               Troubleshooting Guide




 Message ID      Description                                  Suggested Resolution
 000222          A dependent that is not a student is over    Re-enter the EmplID in the Election Entry pages moving
                 the age limit specified at the benefit       to the proper page for the Plan Type specified. Enter
                 program level as of the event date.          the correct dependent information or make sure the
                                                              coverage code is correct for the plans the associate is
                                                              enrolled in. Correct where appropriate and rerun the
                                                              BenAdmin process following the 'Election Error'
                                                              procedure.
 000223          A dependent that is a student as of the      Re-enter the EmplID in the Election Entry pages moving
                 event date is over the age limit specified   to the proper page for the Plan Type specified. Enter
                 at the benefit program level.                the correct dependent information or make sure the
                                                              coverage code is correct for the plans the associate is
                                                              enrolled in. Correct where appropriate and rerun the
                                                              BenAdmin process following the 'Election Error'
                                                              procedure.
 000224          The benefit program does not allow           Re-enter the EmplID in the Election Entry pages moving
                 coverage for married dependents.             to the proper page for the Plan Type specified. Enter
                                                              the correct dependent information or make sure the
                                                              coverage code is correct for the plans the associate is
                                                              enrolled in. Correct where appropriate and rerun the
                                                              BenAdmin process following the 'Election Error'
                                                              procedure.
 000225          The number of dependents is less than        Re-enter the EmplID in the Election Entry pages moving
                 the minimum defined for the elected          to the proper page for the Plan Type specified. Enter
                 coverage code.                               the correct dependent information or make sure the
                                                              coverage code is correct for the plans the associate is
                                                              enrolled in. Correct where appropriate and rerun the
                                                              BenAdmin process following the 'Election Error'
                                                              procedure.
 000226          The number of dependents enrolled            Re-enter the EmplID in the Election Entry pages moving
                 exceeds the maximum allowed for the          to the proper page for the Plan Type specified. Enter
                 coverage code.                               the correct dependent information or make sure the
                                                              coverage code is correct for the plans the associate is
                                                              enrolled in. Correct where appropriate and rerun the
                                                              BenAdmin process following the 'Election Error'
                                                              procedure.
 000227          A dependent that is a spouse has been        Re-enter the EmplID in the Election Entry pages moving
                 elected for coverage. The coverage code      to the proper page for the Plan Type specified. Enter
                 prohibits spouses from being enrolled.       the correct dependent information or make sure the
                                                              coverage code is correct for the plans the associate is
                                                              enrolled in. Correct where appropriate and rerun the
                                                              BenAdmin process following the 'Election Error'
                                                              procedure.
 000228          A dependent with the relationship of         Re-enter the EmplID in the Election Entry pages moving
                 spouse must be enrolled for the coverage     to the proper page for the Plan Type specified. Enter
                 elected.                                     the correct dependent information or make sure the
                                                              coverage code is correct for the plans the associate is
                                                              enrolled in. Correct where appropriate and rerun the
                                                              BenAdmin process following the 'Election Error'
                                                              procedure.




Last Revised: 07/06/07                                                                                 Page 16 of 26
HCM 8.9 Benefits Administration                                                                Troubleshooting Guide




 Message ID      Description                                  Suggested Resolution
 000232          The FSA Annual Pledge elected cannot         This message is saying that when the enrollment for
                 be less than the total amount of claims      FSA was done, the associate was enrolled in the plan,
                 that have been approved for payment to       but the Annual Pledge amount was less than the total
                 date. Increase the Annual Pledge until it    YTD approved for payment amount for the MER/DCA
                 equals or exceeds the Approved amount,       plan in the calendar year. Correct where appropriate
                 as shown on the FSA Year-to-Date             and rerun the BenAdmin process following the 'Election
                 Activity page. (MSGData1: Plan-Type;         Error' procedure.
                 MSGData2: Option-Cd)
 000233          The FSA Annual Pledge elected cannot         This message is saying that when the enrollment for
                 be less than the total amount of FSA         FSA was done, the associate was enrolled in the plan,
                 contributions that have been deducted to     but the Annual Pledge amount was less than the total
                 date. Increase the Annual Pledge until it    YTD deductions taken for the MER/DCA plan in the
                 equals or exceeds the Contributions          calendar year. Correct where appropriate and rerun the
                 amount, as shown on the FSA Year-to-         BenAdmin process following the 'Election Error'
                 Date Activity page. (MSGData1: Plan-         procedure.
                 Type; MSGData2: Option-Cd)
 000235          The current FSA deduction calculation        This message is saying that when the enrollment for
                 was determined to be negative, indicating    FSA was done, the associate was enrolled in the plan,
                 that the Annual Pledge and the year-to-      but the Annual Pledge amount was less than the total
                 date Deduction Balance for this Plan Type    YTD deductions taken for the MER/DCA plan in the
                 are out of agreement. For consistency, a     calendar year. Correct where appropriate and rerun the
                 zero deduction amount has been               BenAdmin process following the 'Election Error'
                 returned, since negative deductions are      procedure.
                 not supported. Please make adjustments
                 as required either to the employee's
                 benefit election or to his deduction
                 balances. (MSGData1: Plan-Type and
                 Benefit-Plan; MSGData2: Deduction-Code
                 and Class; MSGData3: Calculated
                 negative deduction)
 000236          The employee elected an FSA Plan             This message is saying that when the enrollment for
                 option, but the Annual-Pledge field on       FSA was done, the associate was enrolled in the plan,
                 Bas_Partic_Plan is less than or equal to     but forgot to put in an YTD pledge amount. Correct
                 zero. This is a required entry and must be   where appropriate and rerun the BenAdmin process
                 a positive dollar amount. (MSGData1:         following the 'Election Error' procedure.
                 Plan-Type; MSGData2: Option-Cd)
 000288          No covered dependents were found for         This message is saying that when the enrollment for
                 this Plan. This is a Dependent Life plan-    dependent life was done, no dependents were ever tied
                 type, which requires that each dependent     to the plan, so there may be a problem with imputed
                 covered by the policy be individually        income on dependent life. Correct where appropriate
                 entered. Because no dependents were          and rerun the BenAdmin process following the 'Election
                 found, the Coverage Amount, and              Error' procedure.
                 therefore the resulting Deduction, may
                 have been calculated as $0. This may
                 also impact imputed income calculations.
                 (MSGData1: Plan-Type)
 000292          The employee has an unfinalized event on     This message is telling you that a new event has been
                 a job row that is not the highest sequence   initiated with an event date prior to a finalized future
                 number for that day. This can be caused      event. There may be some coordination issues to deal
                 by someone adding a new row for the day      with so examination of the future event needs to take
                 after event maintenance has already          place and possibly reprocessing of the event.
                 started processing the earlier row. Please
                 review the employee's events and take
                 appropriate action. (MSGData1: Job-
                 EffDate; MSGData2: Job-EffSeq)




Last Revised: 07/06/07                                                                                   Page 17 of 26
HCM 8.9 Benefits Administration                                                                Troubleshooting Guide




 Message ID      Description                                  Suggested Resolution
 000293          The system has found a new sequence          This message is telling you that a new event has been
                 number on this date. The system has          initiated with an event date equal to a currently
                 already processed an event for this date.    processing event. There may be some coordination
                 Please review this employees events. The     issues to deal with so examination of the current event
                 system will not take any automatic action    needs to take place and possibly reprocessing of the
                 against the earlier event. (MSGData1:        event.
                 Job-EffDate; MSGData2: Job-EffSeq)
 000294          This event has become disconnected (the      This message is telling you an event in a Finalized-
                 associated JOB record has been deleted       Enrolled status has been disconnected. The event was
                 or redated). This event has a status of      completed and an enrollment situation was performed
                 Finalized-Enrolled. This means that the      meaning that before the job record was deleted, the
                 system may have made changes to the          event should have been voided. Be sure that there are
                 employee's benefit elections. Review the     no active elections for this disconnected event in Base
                 employee's benefits to see if the            Benefits.
                 employee's benefits should be changed or
                 redated. (MSGData1: Event-Date)
 000295          Informational Only: The system               This message is telling you that a new event has been
                 encountered a new enrollment action for a    initiated with an event date prior to a finalized future
                 Plan Type for which a future dated Benefit   event. There may be some coordination issues to deal
                 Enrollment record already exists. The        with so examination of the future event needs to take
                 existing enrollment record was inserted by   place and possible reprocessing of the event.
                 an event, which precedes the current
                 event. The system deleted the future
                 Benefit Enrollment record (and all
                 associated dependent/beneficiary,
                 investment and billing records where
                 applicable). (MSGData1: Plan_Type;
                 MSGData2: Effdt)




Last Revised: 07/06/07                                                                                   Page 18 of 26
HCM 8.9 Benefits Administration                                                              Troubleshooting Guide



4.2       CSUBAS27 – Employee Processing Status Report Summary

Navigation and Description

 Navigation                                      Description
 Benefits > Manage Automated Enrollment >        This report will produce a detailed listing of all events and their
 Events > Investigate Exceptions > Employee      associated Event Status and Benefits Administration
 Process Status Report                           Processing Status. This is a delivered report that has been
                                                 customized to show only those participants that have had
                                                 activity during the previous run of Ben Admin. This report will
                                                 let you know the status of any event processed during the
                                                 previous run

Page Shot




CSUBAS27 uses the above run control and needs at least a schedule ID to process. Leaving all
checkboxes blank, will allow the report to print information on all BAS Process Statuses, however you
could also check only the boxes of the status’ you would like to see. During the nightly batch process, the
run control will be left unchecked to allow for all status options to be searched.

Things to look for: Some common things to look for will be events in the following situations:
 Open events with an Election Error (EE) or Prep Error(PE) Benefits Administration Processing
   Status - These events are in an error status and should show up on your BAS003 report.
 Open events with an Assigned (AS) Benefits Administration Processing Status - These events are
   fine and occur because an event was started while another event was still in process. When this
   happens the new event closes when it gets to Assigned and waits till the current event finishes. It
   then will open up but takes another run of the Benefits Administration process to take it to the next
   step.




Last Revised: 07/06/07                                                                                 Page 19 of 26
HCM 8.9 Benefits Administration                                                          Troubleshooting Guide



   Open Events with an Entered (ET) Benefits Administration Processing Status - These events would
    be an error situation and would need immediate attention. There are only two reasons an event would
    go to an ET status, first, the Election Entry page has been populated and saved, and second, would be
    that the process to set the TER events to be finalized has been run. In both cases the events should
    have gone to the next step during the BenAdmin run and they did not, causing this error situation. If
    you find some events in this situation, then that is an indication that the nightly run of Ben Admin
    either abended with an error or has not yet finished.
   Closed Events with an Assigned (AS) Benefits Administration Processing Status - These events are
    a valid situation. This just means that there is another event prior to this event that is being processed
    and that this event has to wait until the other event finishes before it is allowed to process. When the
    other event finishes, the event that is Closed and Assigned will open and then take another Ben
    Admin run to go to the next step.
   Disconnected Events in a Finalized-Enrolled(FE) Benefits Administration Processing Status -
    These events are an invalid situation. This means that a job record that was attached to a Finalized
    event has been deleted or the effdt/sequence has been changed without, first, voiding the finalized
    event .If the job record was not deleted but was changed, another event should have already started
    for that revised job record. So, if you change the existing job record back to its original state, you
    will disconnect that event as well. If the job record was deleted or changed, be sure that there are no
    benefit elections on that event that are still active in the Base Benefits tables.



CSUBAS27 Sample Report:




Last Revised: 07/06/07                                                                            Page 20 of 26
HCM 8.9 Benefits Administration                                                            Troubleshooting Guide



4.3       CSUBAS08 – Report on Flagged Items

Navigation and Description

 Navigation                                      Description
 Benefits > Manage Automated Enrollment >        This report is delivered by PeopleSoft and will list participant
 Events > Investigate Exceptions > Report on     events that have been flagged by the system during
 Flagged Items                                   processing. The system will flag events that have had job,
                                                 address, or union eligibility information changes, events that
                                                 have been processed "out of sequence," and events that have
                                                 been disconnected during processing. Events that have been
                                                 flagged by the system in these circumstances may require
                                                 reprocessing.

Page Shot




CSUBAS08 uses the above run control and needs at least a Schedule ID, Start Date and End Date to
process. By leaving all the checkboxes blank, it will allow the report to print information on all
Eligibility Change flags, however you could also check the box of the specific change flag you would like
to report on.
Things to look for:
      Address Eligibility Changed Flag – This flag will be checked if there is a change in address that
         affects the job row. If there is a 9/1/2003 event created from a Job row, and there is an 8/15/2003
         change of address entered, the Address Eligibility Changed flag will appear on the 9/1/2003 event
         in Event Status Update and on this report. The existing event may need to be reprocessed, if the
         address change affects Benefits eligibility.
      MultiJob Indicator Changed Flag – This flag will be checked if Multiple Jobs functionality is
         being used and information affecting eligibility was changed, inserted, or deleted after the event




Last Revised: 07/06/07                                                                               Page 21 of 26
HCM 8.9 Benefits Administration                                                       Troubleshooting Guide



         had begun processing. The event my need to be reprocessed if the change made affects more than
         one of the employees jobs. This is not currently used at Option One Mortgage.
        Job Eligibility Changed Flag – This flag will be checked if there is a correction to an existing
         Job row where one of the following fields is changed. The existing event may need to be
         reprocessed, if the Job change affects Benefits eligibility. Note: After analysis has been
         completed, the flags should be cleared in the Event Status Update page. The following is the list
         of eligibility fields that if changed that will set this flag:
              o Officer Code
              o Location
              o Empl Class
              o Employee Type
              o Regular/Temporary
              o Company/Pay Group
              o Employee Status
              o FLSA Status
              o Benefits Status
              o Full/Part Time Indicator
              o Salary Administration Plan
              o Salary Grade
              o Elig Config 1 – 9
              o Standard Hours
              o FTE
              o Regulatory Region
              o Union Code
        Event Disconnected Flag – This flag will be checked for events that have been disconnected
         because their rows in the Personal Data or Job pages have been deleted or updated after
         processing began, or because one or more of the HR records needed for eligibility processing no
         longer exist. If the event was disconnected, be sure that there are no benefit elections on that
         event that are still active in the Base Benefits tables.
        Event Out of Sequence Flag – This flag will be checked on events that were processed out of
         order. This happens when a participant event is started through the Benefits Administration
         process and then another event associated with the same participant is triggered with an event
         date prior to the first event. The system closes the first event and opens/processes the second
         event because Benefits Administration will only process one event per participant at a time. The
         first event may need to be reprocessed if the second event affects Benefits eligibility




Last Revised: 07/06/07                                                                        Page 22 of 26
HCM 8.9 Benefits Administration                                                              Troubleshooting Guide



CSUBAS08 Sample Report:




4.4       BAS010 – Ineligible Participants Report

Navigation and Description

 Navigation                                       Description
 Benefits > Manage Automated Enrollment >         This report is delivered by PeopleSoft and will produce, by
 Events > Investigate Exceptions > Ineligible     schedule, all the individual participants that are not allowed to
 Participants Report                              be processed through BenAdmin due to some kind of data
                                                  error. The following statuses will appear: Assign Error(AE),
                                                  Assign None(AN), and Prep Error(PE). Assign Error usually
                                                  indicates that an individual is eligible for two benefit programs
                                                  based on their eligibility data. Assign None usually indicates
                                                  that an individual is eligible for no benefit programs based on
                                                  their eligibility data. Prep Error usually indicates that an
                                                  individual has had some kind of data error in their eligibility
                                                  that is preventing options from being prepared. Usually
                                                  indicates a missing pay calendar.

Page Shot




BAS010 uses this run control, which just contains a schedule ID prompt variable. Only the ineligible
participants will print on this report, no detailed event information.
Things to look for: If there is anyone on this report you will need to fix the data problem with their
eligibility and Benefits Administration will process automatically. Normally an Assign None error will
not stay in that status but will go automatically to a Finalized-Assign None (FA) status. In this case, after
fixing the data problem you will need to reprocess the event back to Assign Benefit Program.




Last Revised: 07/06/07                                                                                 Page 23 of 26
HCM 8.9 Benefits Administration                                                         Troubleshooting Guide



BAS010 Sample Report:




4.5       BAS001 – Eligible Participants Report

Navigation and Description

 Navigation                                   Description
 Benefits > Manage Automated Enrollment >     This report is delivered by PeopleSoft and will produce, by
 Events > Investigate Exceptions > Eligible   schedule, all the individual participants that are allowed to
 Participants Report                          make some kind of election while their event is being
                                              processed. Only those individuals that are allowed to make
                                              an election will show up on this report. This is not a very
                                              useful report for Open Enrollment as virtually everyone is
                                              allowed to make some kind of election.

Page Shot




Last Revised: 07/06/07                                                                            Page 24 of 26
HCM 8.9 Benefits Administration                                                        Troubleshooting Guide



BAS001 uses this run control, which has an enhanced checkbox for printing detailed event information.
By clicking on the Include Option Detail checkbox, all the option information for the eligible participant
will print on the report.
Things to look for: Use this report as your guide to data entry for the day.
BAS001 Sample Report:




Last Revised: 07/06/07                                                                          Page 25 of 26
HCM 8.9 Benefits Administration                                                            Troubleshooting Guide



4.6       BAS006 – Missing Elections Report

Navigation and Description

 Navigation                                     Description
 Benefits > Manage Automated Enrollment >       This report is delivered by PeopleSoft and will produce a
 Events > Investigate Exceptions > Missing      listing of all events that are still in a Prepared (PR) status.
 Elections Report                               This means that the event is awaiting data entry and will not
                                                go further until it is done. This report is similar to BAS001, but
                                                shows employee information instead of event information. It is
                                                mainly used as a guide to contact associates with delinquent
                                                elections.

Page Shot




BAS006 uses this run control, which just contains a schedule ID prompt variable. Only the ineligible
participants will print on this report, no detailed event information.
Things to look for: There is generally not a need for this report in the CSU environment due to the fact
that most people know what they will be doing before the event is even started. However this report
would be useful to check to see if something was started that was overlooked and never finalized or had
elections keyed.
BAS006 Sample Report:




Last Revised: 07/06/07                                                                               Page 26 of 26

				
DOCUMENT INFO
Shared By:
Categories:
Tags: Angie, Everhart
Stats:
views:296
posted:5/18/2011
language:English
pages:29