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

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

I need an update on Point 1 today. Please advise asap. When can I expect a response on point 3

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.

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?

Also can you confirm that the report mentioned in point 2 has been fixed.

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?

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.

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

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

Please proceed with the correction for the 28 employees

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.

Hi Debbie Kulling,

We have recalculated 28 EEs credit pool.

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

New JIRA WT-13147 is created for Third point related to export.

New JIRA WT-13149 is created for second point related to report.

CC: Amruta Lohiya Prasanna Karlekar Gaurav Sodani

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

I will test it out today. Thank you

I testing on the ATC first thing this morning and now it is gone. Did someone inactivate it?

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?

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

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

Satya Are we still scanning this daily? I haven't seen an update in a while.

Hi Debbie Kulling,

During today's scanning found 1 EE 'Frank Sistare' and recalculated his credit pool.

Cc: Rohan J Khandave, Satya

Hi Debbie Kulling,

No data found for scanning for period 2/8 to 2/15.

Cc: Rohan J Khandave

Test cases attached in jira

Hi Gary Cunningham,

No data found during scanning for period 2/9 to 2/23.

Cc: Rohan J Khandave

Hi Gary Cunningham,

No data found during scanning for period 2/24 to 2/28.

Cc: Rohan J Khandave

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

Hi Gary Cunningham

No data found during scanning for period 3/1 to 3/13.

Cc: Rohan J Khandave

Please check as deployed on LB.

Hi Jyoti Mayne

ATC updates should be sent to Deb Kulling as I am not assigned to this client.. Thanks

CC: Rohan J Khandave

Environment: Code map
Scenario verification in progress
Basic functionality working properly.
will continue remaining scenarios on Monday

Verified all attached scenarios through UI and Import.

For SA utility It not working with this known issue this jira is moving to stage

We have verified attached scenario - Scenario.xls

Observed that it is working as expected.Hence marking ready for production.

Thanks,
Mahendra

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

Hi Debbie Kulling
This is deployed in production, Could you please confirm so we can close this ticket.
Thanks
Monika

I have closed this ticket