Details

    • Type: Support Activity
    • Status: Resolved
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:
      None
    • Support Task Type:
      Data Correction
    • Reported by:
      Client
    • Module:
      BenAdmin - Report
    • Severity:
      Simple

      Description

      Hello,

      Per the client:

      Issue: Yesterday I updated the User Defined Field- Life and ADD Insurance 50K field, for all active employees. I needed to choose “not elected” or “elected”. I made this BCC Admin Change effective 4/1/17 for all employees.

      I inadvertently updated this for three terminated employees and this caused the termination date to change for these employees resulting in credits on the bill for Oct.

      Please see Helen Carnes as an example. Her history shows that changing her UDF caused her termination date to change from 6/30/17 to 4/1/17. I tried to undo the error by using a BCC admin change effective 4/1/17 again and removing the UDF selection. This did not correct the error.

      Please see the billing adjustments below that should not be occurring.

      June 2017 Adjustment:
      CARNES HELEN Regular FT (40 HRS/Week) AFSCME Terminated $-1288.22 Option 2 PPO

      May 2017 Adjustment:
      CARNES HELEN Regular FT (40 HRS/Week) AFSCME Terminated $-1288.22 Option 2 PPO
      April 2017 Adjustment:
      CARNES HELEN Regular FT (40 HRS/Week) AFSCME Terminated $-1288.22 Option 2 PPO

      The other two employees with the same issue are:

      Margarita Flores termed 5/31
      Victoria Hutchens termed 9/30

      Please advise on how to correct.

      Thank you,
      Kira Hamilton
      Debbie Kulling

        Attachments

          Issue Links

            Activity

            Kira.Hamilton Kira Hamilton (Inactive) created issue -
            prasanna Prasanna Karlekar (Inactive) made changes -
            Field Original Value New Value
            Module Parent values: BenAdmin(10100) Parent values: BenAdmin(10100)Level 1 values: Report(10109)
            prasanna Prasanna Karlekar (Inactive) made changes -
            Assignee Vijay Siddha [ vijays ] Prasanna Karlekar [ prasanna ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Module Parent values: BenAdmin(10100)Level 1 values: Report(10109) Parent values: BenAdmin(10100)
            Hide
            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Amruta Lohiya,

            We need data correction help from Enrollment team.
            Please let us know, once the data is corrected so that we can verify the invoice once.

            Thank you!

            cc: Gaurav Sodani, Jyoti Agrawal

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Amruta Lohiya , We need data correction help from Enrollment team. Please let us know, once the data is corrected so that we can verify the invoice once. Thank you! cc: Gaurav Sodani , Jyoti Agrawal
            prasanna Prasanna Karlekar (Inactive) made changes -
            Assignee Prasanna Karlekar [ prasanna ] Amruta Lohiya [ amruta.baheti ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Developer Prasanna Karlekar [ prasanna ] Amruta Lohiya [ amruta.baheti ]
            amruta.lohiya Amruta Lohiya made changes -
            Assignee Amruta Lohiya [ amruta.baheti ] Avnish Yadav [ avnish.yadav ]
            avnish.yadav Avnish Yadav (Inactive) made changes -
            Status Open [ 1 ] In Development [ 10007 ]
            Hide
            avnish.yadav Avnish Yadav (Inactive) added a comment -

            Hi Kira Hamilton,

            We are working this. We will update you on this.

            Thanks,
            Avnish Y

            CC-- Amruta Lohiya

            Show
            avnish.yadav Avnish Yadav (Inactive) added a comment - Hi Kira Hamilton , We are working this. We will update you on this. Thanks, Avnish Y CC-- Amruta Lohiya
            prasanna Prasanna Karlekar (Inactive) logged work - 13/Sep/17 10:30 PM
            • Time Spent:
              0.5h
               

              JIRA go through
              Record verification
              Scenario discussion with Enrollment team

            rakeshr Rakesh Roy (Inactive) made changes -
            Module Parent values: BenAdmin(10100) Parent values: BenAdmin(10100)Level 1 values: Report(10109)
            avnish.yadav Avnish Yadav (Inactive) made changes -
            Issue Type Bug [ 1 ] Support Activity [ 10301 ]
            Status In Development [ 10007 ] Open [ 1 ]
            Support Task Type Data Correction [ 11203 ]
            Workflow WT_Defects [ 51892 ] WT_Support [ 52096 ]
            avnish.yadav Avnish Yadav (Inactive) made changes -
            Status Open [ 1 ] In Progress [ 3 ]
            avnish.yadav Avnish Yadav (Inactive) made changes -
            Link This issue relates to WT-11099 [ WT-11099 ]
            Hide
            avnish.yadav Avnish Yadav (Inactive) added a comment -

            Hi Prasanna Karlekar,

            We have corrected enrollment data of below employees on production.

            1. Helen Carnes
            2. Margarita Flores
            3. Victoria Hutchens

            Thanks,
            Avnish Y

            CC--Amruta Lohiya

            Show
            avnish.yadav Avnish Yadav (Inactive) added a comment - Hi Prasanna Karlekar , We have corrected enrollment data of below employees on production. 1. Helen Carnes 2. Margarita Flores 3. Victoria Hutchens Thanks, Avnish Y CC-- Amruta Lohiya
            avnish.yadav Avnish Yadav (Inactive) made changes -
            Assignee Avnish Yadav [ avnish.yadav ] Prasanna Karlekar [ prasanna ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Attachment WT-11058.xlsx [ 61505 ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Attachment WT-11058_AffectedEmployees.xlsx [ 61506 ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Attachment WT-11058.xlsx [ 61505 ]
            Hide
            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Kira Hamilton,

            We have corrected election data related to Life Insurance and ADD plans for mentioned 3 employees.
            Other plans elections for these employees also got affected on 9/7/2017 and their termination date got set to 4/1/2017. Please find the attached list WT-11058_AffectedEmployees.xlsx of impacted elections.

            Please let us know, if we need to correct all the election data from the list WT-11058_AffectedEmployees.xlsx or not.

            Thank you!

            cc: Debbie Kulling, Avnish Yadav, Gaurav Sodani

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Kira Hamilton , We have corrected election data related to Life Insurance and ADD plans for mentioned 3 employees. Other plans elections for these employees also got affected on 9/7/2017 and their termination date got set to 4/1/2017. Please find the attached list WT-11058_AffectedEmployees.xlsx of impacted elections. Please let us know, if we need to correct all the election data from the list WT-11058_AffectedEmployees.xlsx or not. Thank you! cc: Debbie Kulling , Avnish Yadav , Gaurav Sodani
            prasanna Prasanna Karlekar (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Assignee Prasanna Karlekar [ prasanna ] Kira Hamilton [ kira.hamilton ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            prasanna Prasanna Karlekar (Inactive) logged work - 15/Sep/17 12:00 AM
            • Time Spent:
              1.5h
               

              Data correction verification
              Analysis on incorrect retro adds coming on Invoice

            Hide
            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Kira Hamilton,

            We will need time for correction and verification.
            Kindly update.

            Thank you!

            cc: Debbie Kulling, Gaurav Sodani, Avnish Yadav

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Kira Hamilton , We will need time for correction and verification. Kindly update. Thank you! cc: Debbie Kulling , Gaurav Sodani , Avnish Yadav
            prasanna Prasanna Karlekar (Inactive) logged work - 16/Sep/17 01:00 AM
            • Time Spent:
              0.25h
               

              JIRA update

            Hide
            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Kira Hamilton and Debbie Kulling,

            Gentle Reminder!
            Kindly update us on corrections mentioned in WT-11058_AffectedEmployees.xlsx as this is going to impact Sea Tac's Oct-2017 invoice.
            Please note that we will also need time for Enrollment and Billing Data correction and verification.

            cc: Gaurav Sodani, Avnish Yadav

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Kira Hamilton and Debbie Kulling , Gentle Reminder! Kindly update us on corrections mentioned in WT-11058_AffectedEmployees.xlsx as this is going to impact Sea Tac's Oct-2017 invoice. Please note that we will also need time for Enrollment and Billing Data correction and verification. cc: Gaurav Sodani , Avnish Yadav
            prasanna Prasanna Karlekar (Inactive) made changes -
            Remaining Estimate 0h [ 0 ]
            Time Spent 0.5h [ 1800 ]
            Worklog Id 79190 [ 79190 ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Time Spent 0.5h [ 1800 ] 2h [ 7200 ]
            Worklog Id 79221 [ 79221 ]
            Hide
            Kira.Hamilton Kira Hamilton (Inactive) added a comment -

            Hi Prasanna Karlekar,

            Thank you for looking into this and I apologize for the delayed response.

            Per the client, I’ve reviewed the list. Yes, all of the election data does need to be corrected.

            There should be no credits and no billing on the Oct invoice for any of these employees. Their names should not appear under adjustments for any of the previous months.

            Please let me know when I can re-run the invoice.

            Thank you,
            Kira Hamilton
            Debbie Kulling

            Show
            Kira.Hamilton Kira Hamilton (Inactive) added a comment - Hi Prasanna Karlekar , Thank you for looking into this and I apologize for the delayed response. Per the client, I’ve reviewed the list. Yes, all of the election data does need to be corrected. There should be no credits and no billing on the Oct invoice for any of these employees. Their names should not appear under adjustments for any of the previous months. Please let me know when I can re-run the invoice. Thank you, Kira Hamilton Debbie Kulling
            Hide
            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Avnish Yadav,

            Please see above comment from Kira. We need to correct all the election data.
            Let us know, once the corrections are done so that we can correct the Billing data and verify the invoice.

            Thank you!

            cc: Amruta Lohiya, Gaurav Sodani

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Avnish Yadav , Please see above comment from Kira. We need to correct all the election data. Let us know, once the corrections are done so that we can correct the Billing data and verify the invoice. Thank you! cc: Amruta Lohiya , Gaurav Sodani
            prasanna Prasanna Karlekar (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Assignee Kira Hamilton [ kira.hamilton ] Avnish Yadav [ avnish.yadav ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Time Spent 2h [ 7200 ] 2.25h [ 8100 ]
            Worklog Id 79604 [ 79604 ]
            Hide
            avnish.yadav Avnish Yadav (Inactive) added a comment -

            Hi Prasanna Karlekar,

            We have corrected enrollment data for given employee. Please verify same at your end and let us know in case of any issue/concern.

            Thanks,
            Avnish Y

            CC-- Amruta Lohiya,Gaurav Sodani

            Show
            avnish.yadav Avnish Yadav (Inactive) added a comment - Hi Prasanna Karlekar , We have corrected enrollment data for given employee. Please verify same at your end and let us know in case of any issue/concern. Thanks, Avnish Y CC-- Amruta Lohiya , Gaurav Sodani
            avnish.yadav Avnish Yadav (Inactive) made changes -
            Assignee Avnish Yadav [ avnish.yadav ] Prasanna Karlekar [ prasanna ]
            Hide
            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Avnish Yadav,

            Did Billing corrections on HSPL copy and verified the invoice.

            Following enrollment related corrections still needs to be done:
            Employee: CARNES HELEN
            Plan: EHCW Fee

            Employee: FLORES MARGARITA
            Plans: Option 2 PPO, Superior Vision, STD, LTD, EHCW Fee

            Please let us know, once done.
            Accordingly can correct Billing Data and verify the invoice.

            Thank you!

            cc: Gaurav Sodani, Amruta Lohiya

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Avnish Yadav , Did Billing corrections on HSPL copy and verified the invoice. Following enrollment related corrections still needs to be done: Employee: CARNES HELEN Plan: EHCW Fee Employee: FLORES MARGARITA Plans: Option 2 PPO, Superior Vision, STD, LTD, EHCW Fee Please let us know, once done. Accordingly can correct Billing Data and verify the invoice. Thank you! cc: Gaurav Sodani , Amruta Lohiya
            Hide
            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Kira Hamilton,

            This will be done by tomorrow i.e. 20-Sep-2017.

            Thank you!

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Kira Hamilton , This will be done by tomorrow i.e. 20-Sep-2017. Thank you!
            prasanna Prasanna Karlekar (Inactive) made changes -
            Assignee Prasanna Karlekar [ prasanna ] Avnish Yadav [ avnish.yadav ]
            Hide
            avnish.yadav Avnish Yadav (Inactive) added a comment -

            Hi Prasanna Karlekar,

            We have corrected only those record that are mention in attached excel sheet. Now we have corrected each and every enrollment of given employees.

            Please let us know in case of any issue/concern.

            Thanks,
            Avnish Y

            CC-- Amruta Lohiya,Gaurav Sodani

            Show
            avnish.yadav Avnish Yadav (Inactive) added a comment - Hi Prasanna Karlekar , We have corrected only those record that are mention in attached excel sheet. Now we have corrected each and every enrollment of given employees. Please let us know in case of any issue/concern. Thanks, Avnish Y CC-- Amruta Lohiya , Gaurav Sodani
            avnish.yadav Avnish Yadav (Inactive) made changes -
            Assignee Avnish Yadav [ avnish.yadav ] Prasanna Karlekar [ prasanna ]
            prasanna Prasanna Karlekar (Inactive) logged work - 19/Sep/17 11:00 PM
            • Time Spent:
              1.5h
               

              Billing data correction and verification
              Discussion with Enrollment team member for more data to be corrected.
              JIRA update

            Hide
            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Kira Hamilton

            We have corrected the data for mentioned employees except for their elections related to EHCW Fee plan.

            Below are the scenarios and queries:
            Employee: CARNES HELEN
            Plan: EHCW Fee
            Scenario: This election was first termed with 6/30 then with 6/1 and then with 4/1.
            Query: What should be actual termination date for this election?

            Employee: FLORES MARGARITA
            Plan: EHCW Fee
            Scenario: This election got terminated with date 9/30 on 9/6.
            But there is problem with cost table.
            For span 1/1 to 3/31 it got rate EHCW with cost $30.68
            For span 4/1 to 9/30 it got rate EHCW 2017 with cost $41.63
            On 9/7, this elections cost effective with 4/1 was termed as never effective.
            Query: Should the termed as never effective cost i.e. one which is effective from 4/1 be terminated with 9/30?

            Please update us on above 2 queries so that these 2 can be corrected too.

            Thank you!

            cc: Gaurav Sodani, Avnish Yadav, Amruta Lohiya

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Kira Hamilton We have corrected the data for mentioned employees except for their elections related to EHCW Fee plan. Below are the scenarios and queries: Employee: CARNES HELEN Plan: EHCW Fee Scenario: This election was first termed with 6/30 then with 6/1 and then with 4/1. Query: What should be actual termination date for this election? Employee: FLORES MARGARITA Plan: EHCW Fee Scenario: This election got terminated with date 9/30 on 9/6. But there is problem with cost table. For span 1/1 to 3/31 it got rate EHCW with cost $30.68 For span 4/1 to 9/30 it got rate EHCW 2017 with cost $41.63 On 9/7, this elections cost effective with 4/1 was termed as never effective. Query: Should the termed as never effective cost i.e. one which is effective from 4/1 be terminated with 9/30? Please update us on above 2 queries so that these 2 can be corrected too. Thank you! cc: Gaurav Sodani , Avnish Yadav , Amruta Lohiya
            prasanna Prasanna Karlekar (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Assignee Prasanna Karlekar [ prasanna ] Kira Hamilton [ kira.hamilton ]
            Hide
            Kira.Hamilton Kira Hamilton (Inactive) added a comment -

            Hi Prasanna Karlekar,

            Per the client:

            Query: What should be actual termination date for this election?
            Helen Carnes: termination date for all benefits- 6/30/17

            Query: Should the termed as never effective cost i.e. one which is effective from 4/1 be terminated with 9/30?
            Margarita Flores: termination date for all benefits -9/30/17

            Thank you!
            Kira Hamilton
            Debbie Kulling

            Show
            Kira.Hamilton Kira Hamilton (Inactive) added a comment - Hi Prasanna Karlekar , Per the client: Query: What should be actual termination date for this election? Helen Carnes: termination date for all benefits- 6/30/17 Query: Should the termed as never effective cost i.e. one which is effective from 4/1 be terminated with 9/30? Margarita Flores: termination date for all benefits -9/30/17 Thank you! Kira Hamilton Debbie Kulling
            prasanna Prasanna Karlekar (Inactive) logged work - 20/Sep/17 08:00 PM
            • Time Spent:
              2.5h
               

              Data correction and verification
              Discussion with Enrollment team member on pending corrections
              JIRA update
              Billing Trigger scenario

            prasanna Prasanna Karlekar (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            Hide
            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Avnish Yadav,

            Please check above comments from Kira.
            Let us know once you are done with the corrections so that we can correct Billing data and verify the invoice.

            Thank you!

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Avnish Yadav , Please check above comments from Kira. Let us know once you are done with the corrections so that we can correct Billing data and verify the invoice. Thank you!
            prasanna Prasanna Karlekar (Inactive) made changes -
            Assignee Kira Hamilton [ kira.hamilton ] Avnish Yadav [ avnish.yadav ]
            Hide
            avnish.yadav Avnish Yadav (Inactive) added a comment -

            Hi Prasanna Karlekar,

            As per Kira comment we have corrected enrollment data. Please verify same at your end and let us know in case of issue/concern.

            Thanks,
            Avnish Y

            CC--Amruta Lohiya,Gaurav Sodani

            Show
            avnish.yadav Avnish Yadav (Inactive) added a comment - Hi Prasanna Karlekar , As per Kira comment we have corrected enrollment data. Please verify same at your end and let us know in case of issue/concern. Thanks, Avnish Y CC-- Amruta Lohiya , Gaurav Sodani
            avnish.yadav Avnish Yadav (Inactive) made changes -
            Assignee Avnish Yadav [ avnish.yadav ] Prasanna Karlekar [ prasanna ]
            Hide
            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Kira Hamilton,

            We have corrected Enrollment and Billing related data for mentioned 3 employees. Have verified the invoice and mentioned 3 employees are not appearing on Oct 2017 invoice.
            Kindly verify at your end once and do let us know if anything more is required.

            Avnish Yadav: Thank you! for helping out with Enrollment data corrections.

            Thank you!

            cc: Debbie Kulling, Gaurav Sodani, Amruta Lohiya, Avnish Yadav

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Kira Hamilton , We have corrected Enrollment and Billing related data for mentioned 3 employees. Have verified the invoice and mentioned 3 employees are not appearing on Oct 2017 invoice. Kindly verify at your end once and do let us know if anything more is required. Avnish Yadav : Thank you! for helping out with Enrollment data corrections. Thank you! cc: Debbie Kulling , Gaurav Sodani , Amruta Lohiya , Avnish Yadav
            prasanna Prasanna Karlekar (Inactive) made changes -
            Resolution Fixed [ 1 ]
            Status In Progress [ 3 ] Resolved [ 5 ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Assignee Prasanna Karlekar [ prasanna ] Kira Hamilton [ kira.hamilton ]
            prasanna Prasanna Karlekar (Inactive) logged work - 21/Sep/17 10:00 PM
            • Time Spent:
              0.75h
               

              Discussion
              Data correction and verification
              JIRA update

            prasanna Prasanna Karlekar (Inactive) made changes -
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            prasanna Prasanna Karlekar (Inactive) made changes -
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            prasanna Prasanna Karlekar (Inactive) made changes -
            Time Spent 6.5h [ 23400 ] 7.25h [ 26100 ]
            Worklog Id 81397 [ 81397 ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Remaining Estimate 0h [ 0 ] 0.25h [ 900 ]
            Time Spent 7.25h [ 26100 ] 7h [ 25200 ]
            Worklog Id 81191 [ 81191 ]
            Worklog Time Spent 0.25h [ 900 ]
            prasanna Prasanna Karlekar (Inactive) logged work - 19/Dec/17 02:00 AM
            • Time Spent:
              0.25h
               

              Discussion with Enrollment team on correction made against this ticket

            prasanna Prasanna Karlekar (Inactive) made changes -
            Remaining Estimate 0.25h [ 900 ] 0h [ 0 ]
            Time Spent 7h [ 25200 ] 7.25h [ 26100 ]
            Worklog Id 96751 [ 96751 ]
            Transition Time In Source Status Execution Times
            Avnish Yadav (Inactive) made transition -
            Open In Development
            20h 2m 1
            Avnish Yadav (Inactive) made transition -
            In Development Open
            21h 50m 1
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            12s 1
            Prasanna Karlekar (Inactive) made transition -
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              People

              Assignee:
              Kira.Hamilton Kira Hamilton (Inactive)
              Reporter:
              Kira.Hamilton Kira Hamilton (Inactive)
              Account Executive:
              Debbie Kulling
              Developer:
              Amruta Lohiya
              Votes:
              0 Vote for this issue
              Watchers:
              2 Start watching this issue

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                Resolved:

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