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  1. WORKTERRA
  2. WT-12677

Wacker Neuson Corporation - 1/1/2018 dates for OE

    Details

    • Type: Support Activity
    • Status: Resolved
    • Priority: Critical
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:
      None
    • Support Task Type:
      Data Correction
    • Environment:
      Production
    • Reported by:
      Client
    • Company:
      Wacker Neuson Corporation
    • Module:
      BenAdmin - Enrollment
    • Severity:
      Simple

      Description

      Hi Dev -

      Client would like to move ALL enrollments to a 1/1/18 effective date. The elections should term 12/31/17 and then re-enrolled into the same plan with same election for 1/1/18. There are 4 employees that have elections that are not 1/1/18 and have a pending election. We can manually do those if needed (Listed below in comments).

      All 1/1/18 elections do not need to be changed, they can stay as is. We are requesting dev's assistance due to the large amount of elections.

      Please provide an ETA so that we can work towards a test payroll file for this client.

      Amit Thorve
      Deborah Larue

      Please provide a report before and after. I also have ran one as well. Please let me know if you have any questions!

      Jenni

        Attachments

          Activity

          umesh.kadam Umesh Kadam (Inactive) logged work - 06/Dec/17 05:30 PM
          • Time Spent:
            3h
             

            Analysis
            Discussion with Amit Thorve & Ganesh
            Shared details with Client regarding Data Correction Steps

          jjsassy99 Jennifer Johnson (Inactive) created issue -
          jjsassy99 Jennifer Johnson (Inactive) made changes -
          Field Original Value New Value
          Link This issue relates to CT-3464 [ CT-3464 ]
          umesh.kadam Umesh Kadam (Inactive) made changes -
          Assignee Satya [ ID10004 ] Umesh Kadam [ umesh.kadam ]
          Status Open [ 1 ] In Progress [ 3 ]
          Hide
          umesh.kadam Umesh Kadam (Inactive) added a comment -

          Hi Jennifer Johnson,

          Which report do you want before and after data correction? Could you please share report name?

          Also please share list of 4 employees for which enrollments are pended.

          Thanks and Regard,
          :: Umesh Kadam

          CC : Satya, Amruta Lohiya, Jyoti Mayne, Ganesh Sadawarte, Santosh Balid

          Show
          umesh.kadam Umesh Kadam (Inactive) added a comment - Hi Jennifer Johnson , Which report do you want before and after data correction? Could you please share report name? Also please share list of 4 employees for which enrollments are pended. Thanks and Regard, :: Umesh Kadam CC : Satya , Amruta Lohiya , Jyoti Mayne , Ganesh Sadawarte , Santosh Balid
          Hide
          umesh.kadam Umesh Kadam (Inactive) added a comment -

          Hi Jennifer Johnson,

          Please find our analysis below :

          • There are 44 plans for which we can move their enrollments to 01/01/2018 effective date.
          • Total 4122 enrollments will be moved during this.
          • During analysis, we found only one employees (i.e. John Her) whose 3 elections are pending for approval. Please share list of other employees if you found any.
          • Please note : If employee is NOT eligible for particular plan in 2018 then EE's election in that plan will be terminated with termination date 12/31/2017.

          We will perform following steps for this request

          1. Share "Enrollment Report" before moving all enrollments to a 01/01/2018 effective date.
          2. Move all enrollments of 44 plans to a 01/01/2018 effective date.
          3. Re-calculate rates (if needed)
          4. Re-calculate policy numbers (if needed)
          5. Share "Enrollment Report" after moving all enrollments to a 01/01/2018 effective date.

          Thanks and Regards,
          :: Umesh Kadam

          CC : Amit Thorve, Satya, Amruta Lohiya, Jyoti Mayne, Ganesh Sadawarte, Santosh Balid

          Show
          umesh.kadam Umesh Kadam (Inactive) added a comment - Hi Jennifer Johnson , Please find our analysis below : There are 44 plans for which we can move their enrollments to 01/01/2018 effective date. Total 4122 enrollments will be moved during this. During analysis, we found only one employees (i.e. John Her) whose 3 elections are pending for approval. Please share list of other employees if you found any. Please note : If employee is NOT eligible for particular plan in 2018 then EE's election in that plan will be terminated with termination date 12/31/2017. We will perform following steps for this request Share "Enrollment Report" before moving all enrollments to a 01/01/2018 effective date. Move all enrollments of 44 plans to a 01/01/2018 effective date. Re-calculate rates (if needed) Re-calculate policy numbers (if needed) Share "Enrollment Report" after moving all enrollments to a 01/01/2018 effective date. Thanks and Regards, :: Umesh Kadam CC : Amit Thorve , Satya , Amruta Lohiya , Jyoti Mayne , Ganesh Sadawarte , Santosh Balid
          rakeshr Rakesh Roy (Inactive) made changes -
          Module Parent values: BenAdmin(10100) Parent values: BenAdmin(10100)Level 1 values: Enrollment(10107)
          amruta.lohiya Amruta Lohiya made changes -
          Assignee Umesh Kadam [ umesh.kadam ] Rohit Shete [ rohit.shete ]
          amruta.lohiya Amruta Lohiya made changes -
          Assignee Rohit Shete [ rohit.shete ] Abhilash Warkari [ abhilash.warkari ]
          abhilash.warkari Abhilash Warkari (Inactive) made changes -
          Remaining Estimate 0h [ 0 ]
          Time Spent 8h [ 28800 ]
          Worklog Id 95164 [ 95164 ]
          abhilash.warkari Abhilash Warkari (Inactive) made changes -
          Assignee Abhilash Warkari [ abhilash.warkari ] Umesh Kadam [ umesh.kadam ]
          umesh.kadam Umesh Kadam (Inactive) made changes -
          Time Spent 8h [ 28800 ] 11h [ 39600 ]
          Worklog Id 95173 [ 95173 ]
          abhilash.warkari Abhilash Warkari (Inactive) logged work - 07/Dec/17 05:30 PM
          • Time Spent:
            8h
             

            Data Analysis.
            Data Correction on Hspl.
            Pulled report
            verification.
            Data correction on main(RollOVer)
            Verification.
            Discussion With Vinanty.
            Discussion with Umesh

          umesh.kadam Umesh Kadam (Inactive) logged work - 07/Dec/17 05:30 PM
          • Time Spent:
            3h
             

            Data verification
            Policy number re-calculation
            Pulling out Enrollment Report
            Shared details with client for each data correction steps

          umesh.kadam Umesh Kadam (Inactive) made changes -
          Attachment After_Enrollment_Report_2018.xls [ 69600 ]
          umesh.kadam Umesh Kadam (Inactive) made changes -
          umesh.kadam Umesh Kadam (Inactive) made changes -
          Attachment Before_Enrollment_Report.xls [ 69602 ]
          umesh.kadam Umesh Kadam (Inactive) made changes -
          Attachment Affected_Plans.xls [ 69603 ]
          Hide
          umesh.kadam Umesh Kadam (Inactive) added a comment - - edited

          Hi Jennifer Johnson,

          We have moved ALL enrollments to 01/01/2018 effective date. Please check and confirm.

          Please find below status of all STEPs mentioned above:

          1. Share "Enrollment Report" before moving all enrollments to a 01/01/2018 effective date.
          ---- Please find attached document Before_Enrollment_Report.xls.

          2. Move all enrollments of 44 plans to a 01/01/2018 effective date.
          ---- Please find list of affected plans in Affected_Plans.xls.

          3. Re-calculate rates (if needed)
          ---- Rate re-calculation not needed as all rates were moved with enrollment roll-over.

          4. Re-calculate policy numbers (if needed)
          ---- We have re-calculated policy numbers for affected plans.

          5. Share "Enrollment Report" after moving all enrollments to a 01/01/2018 effective date.
          ---- Please find attached After_Enrollment_Report_2016-2017.xls and After_Enrollment_Report_2018.xls.

          I will share password for attached document in separate mail.

          Thanks and Regards,
          :: Umesh Kadam

          CC : Amit Thorve, Satya, Gaurav Sodani, Amruta Lohiya, Jyoti Mayne, Ganesh Sadawarte, Santosh Balid

          Show
          umesh.kadam Umesh Kadam (Inactive) added a comment - - edited Hi Jennifer Johnson , We have moved ALL enrollments to 01/01/2018 effective date. Please check and confirm. Please find below status of all STEPs mentioned above: 1. Share "Enrollment Report" before moving all enrollments to a 01/01/2018 effective date. ---- Please find attached document Before_Enrollment_Report.xls . 2. Move all enrollments of 44 plans to a 01/01/2018 effective date. ---- Please find list of affected plans in Affected_Plans.xls . 3. Re-calculate rates (if needed) ---- Rate re-calculation not needed as all rates were moved with enrollment roll-over. 4. Re-calculate policy numbers (if needed) ---- We have re-calculated policy numbers for affected plans. 5. Share "Enrollment Report" after moving all enrollments to a 01/01/2018 effective date. ---- Please find attached After_Enrollment_Report_2016-2017.xls and After_Enrollment_Report_2018.xls . I will share password for attached document in separate mail. Thanks and Regards, :: Umesh Kadam CC : Amit Thorve , Satya , Gaurav Sodani , Amruta Lohiya , Jyoti Mayne , Ganesh Sadawarte , Santosh Balid
          umesh.kadam Umesh Kadam (Inactive) made changes -
          Assignee Umesh Kadam [ umesh.kadam ] Jennifer Fernandes [ jjsassy99 ]
          Resolution Done [ 10000 ]
          Status In Progress [ 3 ] Resolved [ 5 ]
          umesh.kadam Umesh Kadam (Inactive) made changes -
          Time Spent 11h [ 39600 ] 14h [ 50400 ]
          Worklog Id 95184 [ 95184 ]
          Transition Time In Source Status Execution Times
          Umesh Kadam (Inactive) made transition -
          Open In Progress
          7m 47s 1
          Umesh Kadam (Inactive) made transition -
          In Progress Resolved
          23h 5m 1

            People

            Assignee:
            jjsassy99 Jennifer Johnson (Inactive)
            Reporter:
            jjsassy99 Jennifer Johnson (Inactive)
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            0 Vote for this issue
            Watchers:
            2 Start watching this issue

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              Updated:
              Resolved:

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