I set up a credit pool in Azure for Demo_Lauren. When I look at employee Thomas Andrews, the spending credit options are showing but there isn't an amount (I was expecting to see allotted at $1000).
I do not have the capability to recalculate in Azure so not sure if that is the only thing that needs to happen.
I need to provide this demo today so if one of you could look into it, I would greatly appreciate it.
Custmization deatils on main company
Credit Pool Name : Executive Credit Pool is mapped with Benefit Type : Medical
Plan Design Name : Cigna HDHP
On General Plan Design Page : Plan Uses Credit Pool flag is set No.
if any Plan want use credit Pool Plan Uses Credit Pool flag is must be YES .
I also check CreditPool_Allocation, CreditPool_CashOut tables no records exist for this employee on main company.
I tried below steps on HSPL Copy:
Step 1: set Plan Uses Credit Pool flag is set Yes.
Step 2 : Enroll in plan Effective Date 11/1/2017.
Step 3 : from Enrollment summary get below details select Effective Date 11/1/2017
in this page Enrollment details for enrolled plan are not display.
Spending Credits Allotted $0.00
Spending Credits Applied $0.00
Spending Credits Remaining $0.00
Spending Credits Cash Out $0.00
I checked Credit pool details from back end from Credit Pool Allocation and Credit Pool CashOut table
Vinanti Yadav (Inactive)
added a comment - Hi Jyoti Mayne ,
Please refer below analysis point.
Custmization deatils on main company
Credit Pool Name : Executive Credit Pool is mapped with Benefit Type : Medical
Plan Design Name : Cigna HDHP
On General Plan Design Page : Plan Uses Credit Pool flag is set No.
if any Plan want use credit Pool Plan Uses Credit Pool flag is must be YES .
I also check CreditPool_Allocation, CreditPool_CashOut tables no records exist for this employee on main company.
I tried below steps on HSPL Copy:
Step 1: set Plan Uses Credit Pool flag is set Yes.
Step 2 : Enroll in plan Effective Date 11/1/2017.
Step 3 : from Enrollment summary get below details select Effective Date 11/1/2017
in this page Enrollment details for enrolled plan are not display.
Spending Credits Allotted $0.00
Spending Credits Applied $0.00
Spending Credits Remaining $0.00
Spending Credits Cash Out $0.00
I checked Credit pool details from back end from Credit Pool Allocation and Credit Pool CashOut table
CreditPool_Allocation table:
PreTaxAmount : 400.0000000000
PostTaxAmount : 0.0000000000
EffectiveDate : 2017-11-01 00:00:00
TerminationDate : 2018-06-30 00:00:00
CreditPool_CashOut table :
ID
Amount
TotalRemainingAmount
EffectiveDate
TerminationDate
177
0
600
2017-11-01 00:00:00
2018-06-30 00:00:00
178
0
1000
2018-07-01 00:00:00
NULL
Thanks,
Vinanti
CC : Jaideep Vinchurkar , Amruta Lohiya , Jennifer Leugers
We are working on this. During our initial analysis we have found that, costs are properly getting stored in back end. But while displaying on UI system is populating $0.
Umesh Kadam (Inactive)
added a comment - Hi Jennifer Leugers ,
We are working on this. During our initial analysis we have found that, costs are properly getting stored in back end. But while displaying on UI system is populating $0.
Thanks and Regards,
:: Umesh Kadam
CC : Satya , Amruta Lohiya , Jyoti Mayne , Rohan J Khandave , Harshawardhan Phalake
As per current implementation, system is fetching credit pool information using today's date and as off today there is not credit pool allocated to the employee, hence it is showing $0.00
Umesh Kadam (Inactive)
added a comment - Hi Jennifer Leugers ,
As per current implementation, system is fetching credit pool information using today's date and as off today there is not credit pool allocated to the employee, hence it is showing $0.00
Rohan J Khandave , could you please look into this?
Thanks and Regards,
:: Umesh Kadam
CC : Satya , Amruta Lohiya , Jyoti Mayne
We have made code correction for the JIRA. Please test once deployed on azure.
As system is fetching credit pool information using today's date as it should be fetched from effective date.
Harshawardhan Phalake (Inactive)
added a comment - Hi Sachin Hingole ,
We have made code correction for the JIRA. Please test once deployed on azure.
As system is fetching credit pool information using today's date as it should be fetched from effective date.
Thanks,
Harshawarhdan.
CC: Rohan J Khandave
Sachin Hingole (Inactive)
added a comment - Verified on Azure, working fine.
Now its showing the credit pool as per employee payroll schedule.
Jennifer Leugers - Fix for this is deployed on Azure, Can you please check this.
Hi all - where is this seen in the employee workflow? I'm again testing with Thomas Andrews and I see no mention of the Defined Contribution. I only see it on the confirmation statement ...
Jennifer Leugers
added a comment - Hi all - where is this seen in the employee workflow? I'm again testing with Thomas Andrews and I see no mention of the Defined Contribution. I only see it on the confirmation statement ...
Jennifer Leugers
added a comment - Sorry - one last thing, the employee cost on the confirmation statement is showing the full amount, not the amount minus the applied credits as well.
We have done the settings to show defined contribution on Demo Company_Lauren Azure.
Now You can see defined contribution under from your pocket curtain menu, refer image
The monthly flat amount set as defined contribution for medical plan is $1000, but employee payroll schedule is Bi-weekly. So this monthly amount will be converted to Bi-weekly payroll schedule.
Below are the calculations to convert monthly $1000 to bi-weekly.
To Convert $1000 to Annual amount, multiply it by 12
so it will be $1000*12 = $12000
Now to covert annual amount to Bi-weekly divide it by 26.
$12000*26=461.53
The confirmation statement shows credit allotted and total Employee costs in current Enrollment as well in future enrollment summary section. in same section there is field out of pocket.
Actual Employee cost for all plans is $116.24 and applied credit pool is $80.34 (As $416.53 amount is bi-weekly applied only for medical and medical plan cost for this employee is $80.34),
Now Out of Pocket shows $35.90 (i.e $116.24 - $80.34 = $35.90), refer images
Sachin Hingole (Inactive)
added a comment - Hi Jennifer Leugers
We have done the settings to show defined contribution on Demo Company_Lauren Azure.
Now You can see defined contribution under from your pocket curtain menu, refer image
The monthly flat amount set as defined contribution for medical plan is $1000, but employee payroll schedule is Bi-weekly. So this monthly amount will be converted to Bi-weekly payroll schedule.
Below are the calculations to convert monthly $1000 to bi-weekly.
To Convert $1000 to Annual amount, multiply it by 12
so it will be $1000*12 = $12000
Now to covert annual amount to Bi-weekly divide it by 26.
$12000*26=461.53
The confirmation statement shows credit allotted and total Employee costs in current Enrollment as well in future enrollment summary section. in same section there is field out of pocket.
Actual Employee cost for all plans is $116.24 and applied credit pool is $80.34 (As $416.53 amount is bi-weekly applied only for medical and medical plan cost for this employee is $80.34),
Now Out of Pocket shows $35.90 (i.e $116.24 - $80.34 = $35.90), refer images
Let us know if you need any other details.
Thanks,
Sachin Hingole
Nidhi Kaul Rakesh Roy Rohan J Khandave Hrishikesh Deshpande Prasad Pise Vijayendra Shinde
Bug
High
Vinanti Yadav (Inactive)
logged work - 05/Oct/17 10:19 AM 
Sachin Hingole (Inactive)
made changes -
Khandu Kshirsagar (Inactive)
made changes -
Hi all - just checking to see if there has been any progress on this. Thanks!