We have two issues going on with the spending credits. Please see below, research and advise.
1. Brett Godey is not showing any spending credits for the vacation sell. HUB (Barbie Frizel) helped this person to enroll on 11/7/2017 and they have a confirmation statement showing the correct spending credits. When I look in the "view history" is looks like Barbie changed the vacation sell amount from 60 hours to -Select- but when I run a report with the form answer response and effective date is shows that the amount selected is 60 with the same time/date stamp. Can you please tell me why the credits are no longer showing.
2. Please run the election detail report below. The Spending Credits Allotted is not equaling the amount actually allotted. If I total the Spending Credits Applied and the Spending Credits Remaining I get the correct number. The number displayed in the system for Credits Allotted is correct
3. Is there a way to get the Total spending credits allotted/applied rather than showing on a report for each benefit? Can this be accomplished through an export maybe?
apxSpecs
Debbie Kulling
added a comment - one thing we noticed is that Barbie went in on 12/4 and changed the demographic page and the status. Could that have reverted the credits back to zero
Point #2: Yes, There is a problem in current implementation for report while show spending credits (Remaining and Allotted). Currently we are showing Spending Allotted Amount = Spending Applied Amount + Spending Remaining Amount. But, Spending Remaining Amount appearing same to the employee against all credit allocated benefits. To resolve this problem will require some code changes while calculations spending credits while show on report but for this will require development approval so that we can schedule this in upcoming sprint.
Point #1 and #3 update will get from enrollment & export team respectively.
Umesh Kadam/Jyoti Mayne, please check point #1 (i.e. Credit pool is not allotted to mentioned (Brett Godsey) employee) and update.
Parmeshwar Jumbad (Inactive)
added a comment - Hi Debbie Kulling ,
Below are the updates from report team:
Point #2: Yes, There is a problem in current implementation for report while show spending credits (Remaining and Allotted). Currently we are showing Spending Allotted Amount = Spending Applied Amount + Spending Remaining Amount. But, Spending Remaining Amount appearing same to the employee against all credit allocated benefits. To resolve this problem will require some code changes while calculations spending credits while show on report but for this will require development approval so that we can schedule this in upcoming sprint.
Point #1 and #3 update will get from enrollment & export team respectively.
Umesh Kadam / Jyoti Mayne , please check point #1 (i.e. Credit pool is not allotted to mentioned (Brett Godsey) employee) and update.
Ganesh Sadawarte / Vinayak Kulkarni , please check point #3 , if this can be accomplish through export?
Please let us know if more details required.
CC: Prasanna Karlekar Amruta Lohiya Gaurav Sodani
Concern: EE 'Brett Godey' is not showing any spending credits for the vacation sell
Cause: Initially mentioned EE got proper credit pool with 1/1/18 effective date. As he is having 'PTO sell credit' 60 hours value effective from 1/1/18.
On 2017-12-04 07:14:25.710 date-time, following employee data change with 12/4/17 effective date. So system found him ineligible from 12/4/17 date and deleted his credit pool data.
Jyoti Mayne
added a comment - Hi Debbie Kulling ,
Please find below details for #point1:
Concern: EE 'Brett Godey' is not showing any spending credits for the vacation sell
Cause: Initially mentioned EE got proper credit pool with 1/1/18 effective date. As he is having 'PTO sell credit' 60 hours value effective from 1/1/18 .
On 2017-12-04 07:14:25.710 date-time, following employee data change with 12/4/17 effective date. So system found him ineligible from 12/4/17 date and deleted his credit pool data.
Correction: We have recalculated his credit.
Ganesh Sadawarte Please check #point3.
Yes we can get Total spending credits allotted/applied as per employee rather that each benefit on export.
We have created Test_ATC_Allocated_Applied_Credits template on ATC. Please refer exported file from view exported screen of Test_ATC_Allocated_Applied_Credits.
Ganesh Sadawarte (Inactive)
added a comment - Hi Debbie Kulling ,
Please find below details of point #3.
Yes we can get Total spending credits allotted/applied as per employee rather that each benefit on export.
We have created Test_ATC_Allocated_Applied_Credits template on ATC. Please refer exported file from view exported screen of Test_ATC_Allocated_Applied_Credits .
Let us know if you need any other information.
CC- Vinayak Kulkarni , Samir , Gaurav Sodani
Thanks,
Ganesh
I would imagine that many other employees had changes after OE to their records. Can you please can the data base and provide a list of the impacted employees. Once we have the list the data can be corrected.
We had to load the vacation sell credit as of 1/1/18 so that the vacation sell would work correctly for Open Enrollment. What can we do to prevent this issue from happening next year?
Debbie Kulling
added a comment -
I would imagine that many other employees had changes after OE to their records. Can you please can the data base and provide a list of the impacted employees. Once we have the list the data can be corrected.
We had to load the vacation sell credit as of 1/1/18 so that the vacation sell would work correctly for Open Enrollment. What can we do to prevent this issue from happening next year?
Now that I think about this a bit more. Why would an employee data change make him ineligible for the vacation sell? Those values are on separate forms?
Debbie Kulling
added a comment - Now that I think about this a bit more. Why would an employee data change make him ineligible for the vacation sell? Those values are on separate forms?
Can we confirm that no one else was impacted? Most likely this one EE was not the only one with post OE changes to their records.
Can we look at this specific scenario of the vacation sell credit being loaded with a 1/1/18 effective date? This was needed so that OE would work correctly, but we need to understand if this is not the correct way to do this, so we can come up with a solution prior to the client’s next OE.
Jennifer Reed (Inactive)
added a comment - Two questions need to be answered:
Can we confirm that no one else was impacted? Most likely this one EE was not the only one with post OE changes to their records.
Can we look at this specific scenario of the vacation sell credit being loaded with a 1/1/18 effective date? This was needed so that OE would work correctly, but we need to understand if this is not the correct way to do this, so we can come up with a solution prior to the client’s next OE.
Parmeshwar Jumbad (Inactive)
added a comment - Hi Debbie Kulling ,
Regarding point #2: To start development on this we need an approval. After approval we will plan in upcoming sprints.
CC: Prasanna Karlekar Gaurav Sodani Gaurav Sodani
Question 1: Can we confirm that no one else was impacted? Most likely this one EE was not the only one with post OE changes to their records.
Comment: We have scanned all employees and found attached 28 EEs EE List needed credit pool recal.xlsx credit pool were deleted with retro employee data changes. Please provide us approval for their credit pool recalculation.
Question 2: Can we look at this specific scenario of the vacation sell credit being loaded with a 1/1/18 effective date? This was needed so that OE would work correctly, but we need to understand if this is not the correct way to do this, so we can come up with a solution prior to the client’s next OE.
Comment: To avoid issue of credit pool deletion in future, for any employee data change i.e Demographic, Payroll, Additional form etc. effective date should be greater than or equal to 1/1/8.
Question 3: Now that I think about this a bit more. Why would an employee data change make him ineligible for the vacation sell? Those values are on separate forms?
Comment:
EE 'Brett Godey' got 'Vacation Sell Credit 60hrs' credit pool with 1/1/18 effective date. 'Vacation Sell Credit 60hrs' credit pool is having All BE Status 60hrs eligibility rule mapped. This eligibility rule is having following additional criteria. PFA screenshot.
When with retro effective date of 12/4/17 employee data change was made, system check eligibility of plan, rate and credit pool with 12/4/17 date. Here as credit pool is having vacation form eligibility set, system checked credit pool eligibility with 12/4/17. But as EE is having vacation form value effective with 1/1/18 date. So system found him ineligible with 12/4/17 date and deleted credit pool data which is correct.
Jyoti Mayne
added a comment - Hi Debbie Kulling ,
Please find below details:
Question 1: Can we confirm that no one else was impacted? Most likely this one EE was not the only one with post OE changes to their records.
Comment: We have scanned all employees and found attached 28 EEs EE List needed credit pool recal.xlsx credit pool were deleted with retro employee data changes. Please provide us approval for their credit pool recalculation .
Question 2: Can we look at this specific scenario of the vacation sell credit being loaded with a 1/1/18 effective date? This was needed so that OE would work correctly, but we need to understand if this is not the correct way to do this, so we can come up with a solution prior to the client’s next OE.
Comment: To avoid issue of credit pool deletion in future, for any employee data change i.e Demographic, Payroll, Additional form etc. effective date should be greater than or equal to 1/1/8.
Question 3: Now that I think about this a bit more. Why would an employee data change make him ineligible for the vacation sell? Those values are on separate forms?
Comment:
EE 'Brett Godey' got 'Vacation Sell Credit 60hrs' credit pool with 1/1/18 effective date. 'Vacation Sell Credit 60hrs' credit pool is having All BE Status 60hrs eligibility rule mapped. This eligibility rule is having following additional criteria. PFA screenshot.
When with retro effective date of 12/4/17 employee data change was made, system check eligibility of plan, rate and credit pool with 12/4/17 date. Here as credit pool is having vacation form eligibility set, system checked credit pool eligibility with 12/4/17. But as EE is having vacation form value effective with 1/1/18 date. So system found him ineligible with 12/4/17 date and deleted credit pool data which is correct.
Cc: Jennifer Reed , Gaurav Sodani
HUB reviewed the spending credit export. It does not appear that the export is pulling the correct credit values either.
Joseph Bolduc for example has 36.04 allotted and applied but in the system he has 98.07 allotted and 19.40 applied and David Brassard has 68.04 allotted and 50.55 applied but the report shows 100.54. Paul Grillo on the report shows 1304.1 but the system shows 621.27 allotted and applied.
Debbie Kulling
added a comment - HUB reviewed the spending credit export. It does not appear that the export is pulling the correct credit values either.
Joseph Bolduc for example has 36.04 allotted and applied but in the system he has 98.07 allotted and 19.40 applied and David Brassard has 68.04 allotted and 50.55 applied but the report shows 100.54. Paul Grillo on the report shows 1304.1 but the system shows 621.27 allotted and applied.
Template was exporting monthly amounts and also not considering dependent only plans. We have made necessary customization changes to consider employee payroll schedule and as well as dependent only plans while calculating credit amounts.
Please refer last exported file of Test_ATC_Allocated_Applied_Credits and let us know if you find anything wrong.
Ganesh Sadawarte (Inactive)
added a comment - Hi Debbie Kulling ,
Template was exporting monthly amounts and also not considering dependent only plans. We have made necessary customization changes to consider employee payroll schedule and as well as dependent only plans while calculating credit amounts.
Please refer last exported file of Test_ATC_Allocated_Applied_Credits and let us know if you find anything wrong.
CC- Vinayak Kulkarni
Thanks,
Ganesh
Parmeshwar Jumbad (Inactive)
added a comment - New JIRA WT-13149 is created for second point related to report.
CC: Amruta Lohiya Prasanna Karlekar Gaurav Sodani
We are working on scanning all clients to check credit pool customization with form data and will share updates.
We have updated all employees form data effective date to 1/1/17 and all credit pool start date to 1/1/18 on ATC For HSPL on production. Access rights are given to your username 'deb'.
Jyoti Mayne
added a comment - Hi Debbie Kulling ,
No record found during today's scanning on ATC.
We are working on scanning all clients to check credit pool customization with form data and will share updates.
We have updated all employees form data effective date to 1/1/17 and all credit pool start date to 1/1/18 on ATC For HSPL on production. Access rights are given to your username 'deb'.
Cc: Jennifer Reed , Nagini Indugula , Jackie Sivigny , Amruta Lohiya , Rohan J Khandave , Satya , Gaurav Sodani
When I tested this morning the change corrected the issue. Can you confirm that these effective date changes will not been seen on payroll files and that the company administrator is not going to see this 1/1/2017 date anywhere?
Debbie Kulling
added a comment - When I tested this morning the change corrected the issue. Can you confirm that these effective date changes will not been seen on payroll files and that the company administrator is not going to see this 1/1/2017 date anywhere?
Mentioned effective date changes will not roll out on payroll file. But effective date change of employee form data will get seen on View History screen at employee level. PFA screen shot.
We have scanned all companies on production and found none of the company is having credit pool customization with employee form data eligibility.
No record found during today's scanning on ATC.
Please confirm shall we proceed with the correction on Live company?
Jyoti Mayne
added a comment - Hi Debbie Kulling ,
Mentioned effective date changes will not roll out on payroll file. But effective date change of employee form data will get seen on View History screen at employee level. PFA screen shot.
We have scanned all companies on production and found none of the company is having credit pool customization with employee form data eligibility.
No record found during today's scanning on ATC.
Please confirm shall we proceed with the correction on Live company?
Cc: Rohan J Khandave
No record found during today's scanning. Above effective date changes of employee form data from 1/1/18 to 1/1/17 is not yet done on Production main company. Please confirm and give approval if that needs to be done on main company.
Jyoti Mayne
added a comment - Hi Debbie Kulling ,
No record found during today's scanning. Above effective date changes of employee form data from 1/1/18 to 1/1/17 is not yet done on Production main company. Please confirm and give approval if that needs to be done on main company.
Cc: Rohan J Khandave
Jyoti Mayne
added a comment - Hi Debbie Kulling ,
During today's scanning found 1 EE 'Frank Sistare' and recalculated his credit pool.
Cc: Rohan J Khandave , Satya
Umesh Kadam (Inactive)
added a comment - Hi All,
Please find attached document WT_13088_Analysis_Retro_Date_Scenarios.xls for scenarios and changes discussed design team meeting.
Thanks and Regards,
:: Umesh Kadam
CC : Rohan J Khandave
Debugging and Analysis for code change
Discussion with Amruta for discrepancies in Rate allocation scenarios (Rates configured for two or more years)
Discussion with Rohan and Jyoti regarding discussed scenarios with discrepancies
Gary Cunningham (Inactive)
added a comment - Hi Jyoti Mayne
ATC updates should be sent to Deb Kulling as I am not assigned to this client.. Thanks
CC: Rohan J Khandave
Rashmita Dudhe (Inactive)
added a comment - Environment: Code map
Scenario verification in progress
Basic functionality working properly.
will continue remaining scenarios on Monday
Rashmita Dudhe (Inactive)
added a comment - Verified all attached scenarios through UI and Import.
For SA utility It not working with this known issue this jira is moving to stage
Mahendra Mungase (Inactive)
added a comment - We have verified attached scenario - Scenario.xls
Observed that it is working as expected.Hence marking ready for production.
Thanks,
Mahendra
Mahendra Mungase (Inactive)
added a comment - Hi Debbie Kulling
We have verified this issue on Production and observed that it is fixed.
Can you please verify at your end and comments here.
Thanks,
Mahendra
We have two issues going on with the spending credits. Please see below, research and advise.
1. Brett Godey is not showing any spending credits for the vacation sell. HUB (Barbie Frizel) helped this person to enroll on 11/7/2017 and they have a confirmation statement showing the correct spending credits. When I look in the "view history" is looks like Barbie changed the vacation sell amount from 60 hours to --Select-- but when I run a report with the form answer response and effective date is shows that the amount selected is 60 with the same time/date stamp. Can you please tell me why the credits are no longer showing.
2. Please run the election detail report below. The Spending Credits Allotted is not equaling the amount actually allotted. If I total the Spending Credits Applied and the Spending Credits Remaining I get the correct number. The number displayed in the system for Credits Allotted is correct
!image-2018-01-12-13-01-35-575.png|thumbnail!
!image-2018-01-12-13-02-02-621.png|thumbnail!
3. Is there a way to get the Total spending credits allotted/applied rather than showing on a report for each benefit? Can this be accomplished through an export maybe?
We have two issues going on with the spending credits. Please see below, research and advise.
1. Brett Godey is not showing any spending credits for the vacation sell. HUB (Barbie Frizel) helped this person to enroll on 11/7/2017 and they have a confirmation statement showing the correct spending credits. When I look in the "view history" is looks like Barbie changed the vacation sell amount from 60 hours to --Select-- but when I run a report with the form answer response and effective date is shows that the amount selected is 60 with the same time/date stamp. Can you please tell me why the credits are no longer showing.
2. Please run the election detail report below. The Spending Credits Allotted is not equaling the amount actually allotted. If I total the Spending Credits Applied and the Spending Credits Remaining I get the correct number. The number displayed in the system for Credits Allotted is correct
!image-2018-01-12-13-01-35-575.png|thumbnail!
!image-2018-01-12-13-02-02-621.png|thumbnail!
3. Is there a way to get the Total spending credits allotted/applied rather than showing on a report for each benefit? Can this be accomplished through an export maybe?
apxSpecs
Monika Demla (Inactive)
added a comment - Hi Debbie Kulling
This is deployed in production, Could you please confirm so we can close this ticket.
Thanks
Monika
Bug
High
Parmeshwar Jumbad (Inactive)
made changes -
Jennifer Reed (Inactive)
added a comment - Two questions need to be answered:
Can we confirm that no one else was impacted? Most likely this one EE was not the only one with post OE changes to their records.
Can we look at this specific scenario of the vacation sell credit being loaded with a 1/1/18 effective date? This was needed so that OE would work correctly, but we need to understand if this is not the correct way to do this, so we can come up with a solution prior to the client’s next OE. 
credit pool were deleted with retro employee data changes. Please provide us approval for their credit pool recalculation.
Gaurav Sodani (Inactive)
made changes -
Jennifer Reed (Inactive)
added a comment - Satya Are we still scanning this daily? I haven't seen an update in a while. 
Gary Cunningham (Inactive)
added a comment - Hi Jyoti Mayne
ATC updates should be sent to Deb Kulling as I am not assigned to this client.. Thanks
CC: Rohan J Khandave 
one thing we noticed is that Barbie went in on 12/4 and changed the demographic page and the status. Could that have reverted the credits back to zero