Attached please find the Company Info BOSS for AFFCO. Please confirm once build and audit is complete.

Thanks,
Jackie

Hi Jackie Sivigny,

We have almost done with the document provided for AFFCO Company Information

Following are our two queries:
1. As per the boss document in >> Payroll schedules “Semi-Monthly” and “Monthly” Only “Pay Dates” is given in excel sheet.

Please provide “Pay Periods”(Start and End date)

As of now we have kept the system generated “Pay periods” as it is.
Please check and verify and let us know your thoughts on this.

2. In company information >> Company Contact Information >> for “Charlie Kirchhoff” mandatory field “Email” and “Phone Number” is not provided. Request you to please provide these details. Thank you.

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CC: Vijay Siddha, Satya, Mandar Kulkarni, Venkatesh Pujari, Jaideep Vinchurkar, Prajakta Belhe, Amanulla Mulla

1. Pay dates are the only fields that should be entered. Gray fields should be ignored in BOSS and in site. Ignore Pay Period Start and End Dates in the site.

2. I have attached a revised BOSS with the contact info for Charlie

Hello Venkatesh Pujari,
Could you please look in to this? Thanks.

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CC: Vijay Siddha, Satya, Jaideep Vinchurkar, Sumeet.Kolge, Amanulla Mulla, Prajakta Belhe

Hi Jackie Sivigny,

Thank You for the quick response.

We have updated the contact the details for Charlie. But please note that as per your first point i.e ignore pay period start and end date this is not possible. Because in the current system Pay Period Start and End Dates cannot be blank. Let us know what should be done for both the payroll schedules ?

Mandar Kulkarni

Thanks,
Venkatesh

sorry I should have been more clear. No adjustment needs to be made to the pay start and end dates. They can remain as the system generated dates. Let me know if there is anything else.

Hi Jackie Sivigny,

While editing the payroll schedules I have observed that the Pay Dates that have been provided are very less as compared to the pay periods generated by the System. Please let us know what should be done for both the payroll schedules.

Mandar Kulkarni

Thanks,
Venkatesh

Hello - I have attached the Plans & Rates BOSS for build as well. I hid the Life and User Defined plan tabs as I still need to audit. I will attach a new P&R version with those tabs exposed as soon as audited. Please target to have these done by 10/10.

Any questions/concerns let me know.

thanks,
Jackie

Hi Mandar Kulkarni,

Due to time constraint I was not to work on this. Please could you take this forward as Jackie needs this to be done by 10/10/2017.

Thanks,
Venkatesh

Hello Jackie Sivigny

As Venkatesh Pujari mention above, the Pay Dates are provided in the sheet for "Semi-Monthly" are from 01/10/2017 To 12/25/2018
And for “Monthly” is from 01/31/2017 to 12/31/2017

However the system generated pay dates are more than it is provided in the excel sheet.
(Refer below screen shot)

Please let us know your thoughts on this. Thank you!
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CC: Mandar Kulkarni, Venkatesh Pujari, Vijay Siddha, Prajakta Belhe, Amanulla Mulla

Thanks Sumeet! Correct - you can ignore the dates above and beyond the dates outlined in the BOSS. In subsequent years, we will update those as pay schedules are provided by Client. Anything else let us know. Thanks!

Hello Jackie Sivigny,

We are almost done with the "Plans and Rates" (Benefit Type: Provider, Health Tier labels, Health Plans ) document, we will have a round of review tomorrow.

Here is a query we have:
As per the document in health plans >> Plans 8 to plan 21 >> under cost and coverage >> Cost Deduction Schedule is provided in the sheet as "Monthly".

However as per the document we have following payroll schedules in the system:

• Monthly-Cobra
• Semi-Monthly

(Refer below screen shot)

As of now we have selected as "Monthly-Cobra", let us know if our understanding is correct.

Please let us know your thoughts on this. Thank you.

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CC: Mandar Kulkarni, Vijay Siddha, Jaideep Vinchurkar, Venkatesh Pujari, Amanulla Mulla, Prajakta Belhe

Hello,

You are absolutely correct in your selection. For the plans identified as Monthly it should be aligned to Monthly COBRA. Sorry I should have caught that in my review.

thanks,
Jackie

Hello,

I have attached another Plans & Rates BOSS that is titled "AFFCO - 2 - Plans and Rates BOSS 1009" - this contains all of the remaining plans requiring your build. Additionally, I have attached the EE Self Service BOSS for update as well. I will attach the remaining 3 BOSS documents once audit and/or build out is complete.

Please target having these done by EOB 10/11.

Thanks,
Jackie

Hello,

I just attached the PDHT mapping BOSS as well. Please target having that completed as well by EOB 10/11. Any questions/concerns let me know.

Thanks again,
Jackie

Hello All,
Sumeet.Kolge, Venkatesh Pujari, Amanulla Mulla, Prajakta Belhe, Arpita Verma, Shaikh Ateeque, Satya,

Let's take this up today.

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CC: Vijay Siddha, Satya, Jaideep Vinchurkar

Hello Jackie Sivigny,

We are done with the first step of implementing all the documents provided by you (life and PDHP)

Here are the queries we have:

1. As per the PDHP Document >> the followings sheets named in the document:

ACTIVE COBRA BCBS
COBRA BCBS
BCBS
ACTIVE COBRA VISION
ACTIVE COBRA Dental DHMO
Active COBRA Dental PPO
Active COBRA Medical5KPPO
ActiveCOBRAMedical1KPPO
Active COBRA Medical2.5KPPO

We would like to know, in which plan the above health tiers should be mapped?

2. In Company Information >> EDS

Enroll Now- Deductible Buffer
Enroll Now- Universal Life

These fields are not provided in benefit types as per document "Plans and Rates", hence we have skipped these fields.

3. In life plan >> plan no 2 >> "Hourly Basic AD&D" the plan type is given in sheet under "Basic Life and AD&D" benefit type.

However there is no such benefit type as per the document provided, as of now as per our understanding we have entered the plan "Hourly Basic AD&D" in benefit type "Basic Employee AD&D".

Please let us know if our understanding is correct.

4. In life plan 7,9,11 >> as there is no PDF document "Lincoln EOI" is provided, hence we have left this field.

Please let us know your thought on this.

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CC: Vijay Siddha, Satya, Prasad Patil, Venkatesh Pujari, Amanulla Mulla, Prajakta Belhe, Arpita Verma, Shaikh Ateeque, Mandar Kulkarni

You guys are great! See below.

1. The only tiers that should exist in the site are EE, EE+SP, EE+CH, EE+2CH, EE+SP+CH and EE+SP+2CH. Those are the only ones that should also have values attached in PDHT mapping.

2. That is fine. We can add this later. We are still in process of determining if needed as User Defined or Life.

3. Your understanding is accurate.

4. I apologize I added yesterday but must not have saved. I just added and double checked that it saved. If you could attach the form to the plans identified that would be great!

Anything else let me know.

Thanks,
Jackie

Hi Jackie Sivigny,

The only tiers that exists in the site are EE, EE+SP, EE+CH, EE+2CH, EE+SP+CH and EE+SP+2CH.

However, below is our concern:

In customizer >> benefit library >> plan design health tier mapping document>> sheet name

1.ActiveCOBRAMedical 1 KPPO
(Refer screen shot)

2.Active COBRA Medical2.5KPPO
3.Active COBRA Medical5KPPO
4.Active COBRA Dental PPO
5.ACTIVE COBRA Dental DHMO
6.ACTIVE COBRA VISION
7.BCBS
8.COBRA BCBS
9.ACTIVE COBRA BCBS

In which plans we have to add these plan design health tier mapping?
Please let us know your thoughts, Thank you!

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CC: Mandar Kulkarni, Satya,Vijay Siddha, Venkatesh Pujari, Prasad Patil

Sorry about that am following now. See below.

Active COBRA Medical 1k PPO - should be Active Medical 1000 PPO
Active COBRA Medical 2.5k PPO - should be Active Medical 2500 PPO
Active COBRA Dental PPO - should be Active Dental PPO
Active COBRA Dental DHMO - should be Active Dental DHMO
Active COBRA Vision - should be Active Vision
In the BCBS tab it is plan BCBS Medical PPO1K - should be BCBS Medical PPO 2000
COBRA BCBS - should be COBRA Medical PPO 2000
Acitve COBRA BCBS should be Active Medical PPO 2000

Hello,

I just attached the Rates BOSS and Other Core Build BOSS to this ticket. Can we have this final part of build completed by 10/12? If you could complete by EOB 10/11 it would be amazing but realize that is a short TAT.

Let us know once build is complete and QAT is done.

Any questions let us know.

Thanks,
Jackie

CC. Debbie Kulling

Hello Jackie Sivigny

We are done with implementing the document provided by you.

Following are our queries:

Health rates Queries

Query 1
There is a Eligibility rule 'Status Classification of Special' used for subrates in which additional eligiiblity criteria is 'And-Status Classification-Equal to-Special'

However, in the system, the field is 'Special Classification'
(Please refer the attached screenshot)

Currently we have created the eligibility rule as shown in the above screenshot. Please let us know if any changes are required.

Query 2

Rate # 5 'Dental PPO'
Subrate # 2 'Pelstar'

Employer Pre tax Contribution is -0.0100 however, system is not accepting negative values.

Qualifying Event Queries

Query 1: QE No. 3 . Qualifying Event name: Divorce

Field Name: Select Benefit Plan Type

As per sheet, the data provided is : "Flex,HSA,EE Voluntary Product (Life, AD&D, CI, etc.)Flex"
However this options is not available in this field, as of now we have selected 'All Benefit Types' option.

Query 2: QE No. 8
Qualifying Event name: Demographic Information Change

Field Name: Select Benefit Plan Type

As per sheet, the data provided is : "No Plans Included in QE"
However we need to select at least one option of the field, as of now we have selected 'All Benefit Types' option.

ACA Queries:

Query 1:

As per Other core build document >> Measure and stability >> there were 2 eligibility rules given

However we cannot add two eligibility rules for one standard rule.

Hence we have added two standard rules naming "721127845" and "274328997"

Query 2:
In ACA Parameters there is a field 'Safe Harbor Cost In %' for which the value is not mentioned in the excel sheet. We have left the value for that field as it is as shown in the figure.
(Please refer the screen shot Below)

let us know the value to be entered in percentage.

Please let us know your thoughts on above issues. Thank you!

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CC: Mandar Kulkarni, Prasad Patil, Vijay Siddha, Satya, Venkatesh Pujari, Prajakta Belhe, Shaikh Ateeque, Arpita Verma,Amanulla Mulla

Health Rates Queries
Query 1 - you are correct. sorry I should have caught that in my audit of custom forms.
Query 2 - please ignore the negative values. sorry I should have caught this. I will advise broker on go forward how to complete.

Qualifying Event Queries
Query 1: QE No. 3 . Qualifying Event name: Divorce - please just de-select Medical, Dental and vision plans

Query 2: QE No. 8 Qualifying Event name: Demographic Information Change - please just select the Basic Life plans

ACA Queries:
Query 1: As per Other core build document >> Measure and stability >> there were 2 eligibility rules given - I would agree with that direction

Query 2:
In ACA Parameters there is a field 'Safe Harbor Cost In %' for which the value is not mentioned in the excel sheet. We have left the value for that field as it is as shown in the figure. - I agree with that direction

AND I just want to say THANK YOU again for your work on this! Let us know once the QA is complete and we can check another build off of our list.

Thanks again,
Jackie

Thank you Jackie Sivigny !

Query 2:
As of now we have not entered any values in
Subrate 'Pelstar' of the rate 'Dental PPO'.

QE Divorce:

As requested, Medical, Dental and Vision Benefit types are De-selected.

QE Demographic Information Change

For QE 'Demographic Information Change' please let us know the list of the Benefit types which are to be selected.

We will have complete round of review of all the documents received. Once we are done we will hand it over to QA team for testing.
Thank you,
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CC: Mandar Kulkarni, Vijay Siddha, Sumeet.Kolge, Venkatesh Pujari, Prajakta Belhe, Shaikh Ateeque, Arpita Verma, Amanulla Mulla

Hello Jackie Sivigny

We have reviewed all documents, during our review we found one query below :

In Life plans as per the document "Plans and rates", 'Manager Basic Life AD&D' Plan is showing under 'Basic Employee Life' Benefit type.

But in 'AFFCO 2A Rate Tool New ' document the Rate "Basic AD&D" is mapped to 'Manager Basic AD&D'.

Please confirm whether 'Manager Basic Life AD&D' comes under 'Basic Employee Life' or 'Basic Employee Life AD&D'

Please let us know your thougts on this. Thank you!
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CC: Mandar Kulkarni, Vijay Siddha, Prasad Patil, Venkatesh Pujari, Prajakta Belhe, Shaikh Ateeque, Amanulla Mulla, Arpita Verma

We have reviewed all documents, during our review we found one query below :

In Life plans as per the document "Plans and rates", 'Manager Basic Life AD&D' Plan is showing under 'Basic Employee Life' Benefit type.

But in 'AFFCO 2A Rate Tool New ' document the Rate "Basic AD&D" is mapped to 'Manager Basic AD&D'.

Please confirm whether 'Manager Basic Life AD&D' comes under 'Basic Employee Life' or 'Basic Employee Life AD&D'—“Manager Basic Life AD&D” should come under “Basic Employee Life AD&D”

Hi Debbie Kulling, Jackie Sivigny,

As per your note above we have moved "Manager Basic Life AD&D" Plan under benefit type "Basic Employee AD&D"

We are done with Implementation and review of entire documents, now we are assigning it to QA team for testing.

Hi Prasad Pise,

Request you to please take it ahead.Thanks!

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CC: Vijay Siddha, Satya, Venkatesh Pujari, Prajakta Belhe, Amanulla Mulla, Shaikh Ateeque, Arpita Verma,Jaideep Vinchurkar, Mandar Kulkarni

Hi Amita Sangani & Sanjana Jadhav

Please start testing for Affco BOSS setup.

Let me know in case of any queries.

Thanks
-Prasad
CC: Mandar KulkarniRakesh RoyHrishikesh DeshpandeSachin HingoleSatyaSumeet.KolgeVenkatesh Pujari

Hi Prasad Pise,

Completed Boss setup.

1.Verified SS mode-QE
2.Verified all links using using partner login
3.Verified all links on employee level.

Following issues observed:
1.WT-11231
2.WT-11626
3.WT-11389

Refer attached checklist:
QA_CL_WT-11356_Boss setup .ods

CC: Rakesh Roy Prasad Pise Hrishikesh Deshpande Sachin Hingole Mandar Kulkarni

Thanks,
Sanjana Jadhav

Hi,
I have completed detailed testing with Admin level and Employee SSM and Dashboard testing.

Some Issue I have found-
1. Rejection Report Issue-WT-11389
2. Admin Enrollment Report issue WT-11506
3. Incomplete Enrollment Notification- benefit Wise Issue -WT-11231
4.Learn about Income Protection benefits -WT-11474

Please refer attached checklist for more details-
QA_CL_WT-11356_CompanyMove_To_Stage.xls

CC:Sachin Hingole,Prasad Pise,Rakesh Roy,Hrishikesh Deshpande

Hello,

I just wanted to confirm that QA of the BOSS build is complete (site build matches BOSS). We are having the Client go in this morning to begin UAT this morning. Let us know ASAP.

Thanks,
Jackie

Hi Jackie Sivigny,

The BOSS build is complete from our side and QA side. The site build matches with BOSS. There are some issues which the QA has reported but those are not related to the setup. The issues are being looked after by Dev team. Please let us know if you any queries on this.

Sumeet.Kolge,Mandar Kulkarni

Thanks,
Venkatesh

Great - thank you!

Hi Mandar Kulkarni,

We have completed testing from our side. Could you please look into this?

CC:Sachin Hingole,Prasad Pise,Rakesh Roy,Hrishikesh Deshpande,Satya,Jaideep Vinchurkar,Sanjana Jadhav

Hello Jackie Sivigny

We have completed the implementation and QA testing as well for this company. following are issues the reported by QA team and currently development team is looking into it

WT-11389
WT-11231
WT-11626

Please do let us know if you need any information.Thank you!
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CC: Mandar Kulkarni, Satya, Venkatesh Pujari, Prajakta Belhe, Amanulla Mulla, Prasanna Karlekar, Swapnil Pandhare,Ganesh Sadawarte, Vinayak Kulkarni

Hi Jackie Sivigny,
Marking this one as Resolved, please reopen in case any further action required, thanks.