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  1. WORKTERRA
  2. WT-13244

Irvine - Travys Dizol Payroll Deductions

    Details

    • Type: Support Activity
    • Status: Resolved
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: BenAdmin
    • Labels:
      None
    • Support Task Type:
      Data Audit
    • Environment:
      Production
    • Reported by:
      Client
    • Company:
      City of Irvine
    • Module:
      BenAdmin - Export
    • Issue Importance:
      Must Have
    • Severity:
      Simple

      Description

      per client:
      The above EPT employee elected coverage in 2017; however, his payroll deduction information was apparently not sent over to the City so the City never took deductions from his paycheck. Can you check to see if his elections were in fact sent on the City’s payroll deduction report, or if there was a problem with the information.

        Attachments

          Activity

          amarra Ashley Marra (Inactive) created issue -
          Cindy.Wibbing Cindy Wibbing (Inactive) made changes -
          Field Original Value New Value
          Attachment Payroll_DIZOL missing deduction.docx [ 72635 ]
          Cindy.Wibbing Cindy Wibbing (Inactive) made changes -
          Environment Production [ 18442 ]
          Issue Type Task [ 3 ] Support Activity [ 10301 ]
          Key EDI-2939 WT-13244
          Project WorkTerraEDI [ 10300 ] WORKTERRA [ 10000 ]
          Status New [ 10508 ] Open [ 1 ]
          Support Task Type Data Audit [ 18401 ]
          Workflow WorkTerraEDI_NW_Ver3 [ 62836 ] WT_Support [ 62897 ]
          Hide
          Cindy.Wibbing Cindy Wibbing (Inactive) added a comment -

          Hi Satya,

          I looked for the payroll deduction that would have gone over on the 12/15/2016 global payroll file called _Irvine Payroll 2013 BW Changes File but I do not see a deduction on the file.
          Can you please let us know if a deduction exported out for this employee Payroll ID 10118 for the Kaiser Traditional - PT plan on any of the payroll files. It would have been the Employee only tier with a deduction amount.

          I have attached a screen shot of the election history.

          Thanks!
          Cindy

          Show
          Cindy.Wibbing Cindy Wibbing (Inactive) added a comment - Hi Satya, I looked for the payroll deduction that would have gone over on the 12/15/2016 global payroll file called _Irvine Payroll 2013 BW Changes File but I do not see a deduction on the file. Can you please let us know if a deduction exported out for this employee Payroll ID 10118 for the Kaiser Traditional - PT plan on any of the payroll files. It would have been the Employee only tier with a deduction amount. I have attached a screen shot of the election history. Thanks! Cindy
          Cindy.Wibbing Cindy Wibbing (Inactive) made changes -
          Assignee Cindy Wibbing [ cindy.wibbing ] Satya [ ID10004 ]
          Hide
          Cindy.Wibbing Cindy Wibbing (Inactive) added a comment -
          Show
          Cindy.Wibbing Cindy Wibbing (Inactive) added a comment - cc Chris Ellenberger
          Hide
          Prashant.samal Prashant Samal (Inactive) added a comment -

          Hello Vinayak,

          Please take this ahead , you can include Yogita in the Analysis.

          ______________________________________________________________________
          Satya Vinayak Kulkarni Yogita Bhadane

          Show
          Prashant.samal Prashant Samal (Inactive) added a comment - Hello Vinayak, Please take this ahead , you can include Yogita in the Analysis. ______________________________________________________________________ Satya Vinayak Kulkarni Yogita Bhadane
          Prashant.samal Prashant Samal (Inactive) made changes -
          Assignee Satya [ ID10004 ] Vinayak Kulkarni [ vinayak.kulkarni ]
          Vinayak.Kulkarni Vinayak Kulkarni (Inactive) logged work - 01/Feb/18 08:37 AM
          • Time Spent:
            2h
             
            <No comment>
          rajendra.pawar Rajendra Pawar (Inactive) made changes -
          Attachment screenshot-1.png [ 72698 ]
          rajendra.pawar Rajendra Pawar (Inactive) logged work - 01/Feb/18 02:39 PM - edited
          • Time Spent:
            2h
             
            <No comment>
          Hide
          rajendra.pawar Rajendra Pawar (Inactive) added a comment -

          Hi Cindy Wibbing,

          Please find below details for the reported employees enrollment, record were not sent in 2016 due to current year flag was set to yes when enrollment was added.

          1) 2016 OE file sent date : 11/10/2016
          2) Enrollment added on 12/14/2016 with enrollment effective date 02/01/2017
          3) Next change file ran on 12/15/2016 with current year flag was yes : so in this file this enrollment was not sent as enrollment was effective next year as off file run date.
          4) Enrollment terminated on 10/19/2017 with termination date 12/31/2017.
          5) 2017's first test OE file exported on 11/14/2017(manually exported by Chris) had this record,

          Please see below snap

          Please let us know if any queries.

          Rajendra Pawar Vinayak Kulkarni

          Show
          rajendra.pawar Rajendra Pawar (Inactive) added a comment - Hi Cindy Wibbing , Please find below details for the reported employees enrollment, record were not sent in 2016 due to current year flag was set to yes when enrollment was added. 1) 2016 OE file sent date : 11/10/2016 2) Enrollment added on 12/14/2016 with enrollment effective date 02/01/2017 3) Next change file ran on 12/15/2016 with current year flag was yes : so in this file this enrollment was not sent as enrollment was effective next year as off file run date. 4) Enrollment terminated on 10/19/2017 with termination date 12/31/2017. 5) 2017's first test OE file exported on 11/14/2017(manually exported by Chris) had this record, Please see below snap Please let us know if any queries. Rajendra Pawar Vinayak Kulkarni
          rajendra.pawar Rajendra Pawar (Inactive) made changes -
          Remaining Estimate 0h [ 0 ]
          Time Spent 3h [ 10800 ]
          Worklog Id 103156 [ 103156 ]
          rajendra.pawar Rajendra Pawar (Inactive) made changes -
          Component/s BenAdmin [ 10000 ]
          Issue Importance Must Have [ 11800 ]
          Module Parent values: BenAdmin(10100) Parent values: BenAdmin(10100)Level 1 values: Export(10110)
          Original Estimate 0h [ 0 ]
          rajendra.pawar Rajendra Pawar (Inactive) made changes -
          Assignee Vinayak Kulkarni [ vinayak.kulkarni ] Rajendra Pawar [ rajendra.pawar ]
          Status Open [ 1 ] In Progress [ 3 ]
          rajendra.pawar Rajendra Pawar (Inactive) made changes -
          Assignee Rajendra Pawar [ rajendra.pawar ] Cindy Wibbing [ cindy.wibbing ]
          Resolution Done [ 10000 ]
          Status In Progress [ 3 ] Resolved [ 5 ]
          yogita.bhadane Yogita Bhadane (Inactive) logged work - 01/Feb/18 04:17 PM
          • Time Spent:
            1.5h
             

            Analysis of issue reported and Internal discussion.

          Cindy.Wibbing Cindy Wibbing (Inactive) made changes -
          Attachment screenshot-2.png [ 72701 ]
          Hide
          Cindy.Wibbing Cindy Wibbing (Inactive) added a comment -

          Hi,
          The file for OE drops the terminations. I pulled the file before the OE file that was sent and the values was 0 (see screenshot) so the employee would not have received the deduction even if it was exported on the file.

          Not sure why the enrollment for Kaiser was zero.

          cc Chris Ellenberger

          Show
          Cindy.Wibbing Cindy Wibbing (Inactive) added a comment - Hi, The file for OE drops the terminations. I pulled the file before the OE file that was sent and the values was 0 (see screenshot) so the employee would not have received the deduction even if it was exported on the file. Not sure why the enrollment for Kaiser was zero. cc Chris Ellenberger
          Hide
          Cindy.Wibbing Cindy Wibbing (Inactive) added a comment -
          Show
          Cindy.Wibbing Cindy Wibbing (Inactive) added a comment - cc Rajendra Pawar
          Cindy.Wibbing Cindy Wibbing (Inactive) made changes -
          Assignee Cindy Wibbing [ cindy.wibbing ] Rajendra Pawar [ rajendra.pawar ]
          Hide
          Cindy.Wibbing Cindy Wibbing (Inactive) added a comment - - edited

          Hi Rajendra Pawar
          Can you let us know why the enrollment for 02/01/2017 did not export on any file in 2017? The flag was current year, but did the election get flagged not to send. This record was never triggered on an OE file? The flag would have been future election = No and this triggered the record to export?

          Thanks!
          Cindy

          Show
          Cindy.Wibbing Cindy Wibbing (Inactive) added a comment - - edited Hi Rajendra Pawar Can you let us know why the enrollment for 02/01/2017 did not export on any file in 2017? The flag was current year, but did the election get flagged not to send. This record was never triggered on an OE file? The flag would have been future election = No and this triggered the record to export? Thanks! Cindy
          Cindy.Wibbing Cindy Wibbing (Inactive) made changes -
          Resolution Done [ 10000 ]
          Status Resolved [ 5 ] Reopen [ 4 ]
          rajendra.pawar Rajendra Pawar (Inactive) made changes -
          Status Reopen [ 4 ] In Progress [ 3 ]
          rajendra.pawar Rajendra Pawar (Inactive) logged work - 02/Feb/18 09:11 AM
          • Time Spent:
            4h
             
            <No comment>
          Hide
          rajendra.pawar Rajendra Pawar (Inactive) added a comment -

          Hi Cindy Wibbing,

          Please see in-line dev comments

          1) Not sure why the enrollment for Kaiser was zero?
          Dev's comment : Yes, on 11/14/2017's exported file record was present with Zero. Because enrollments was terminated on 10/19/2017 and also Enrollment Termination Payroll Indicator is mapped. Enrollment Termination Payroll Indicator sends employee cost 0.00 for terminated enrollments.This the main reason record came with Zero.

          2) Can you let us know why the enrollment for 02/01/2017 did not export on any file in 2017?
          Dev's comments : 2016's OE file sent on or before 12/05/2016, after that Enrollment added on 12/14/2016 with enrollment effective date 02/01/2017, File was change file throughout the year.
          Next change file ran on 12/15/2016 with current year flag was yes. so in this file this enrollment was not sent as enrollment was effective next year as off file run date.

          As 2016 OE file was already sent, current year flag should have been set to No. This step was missed for 12/15/2016's file only. Then on 12/21/2016 current year flag set to No.

          3) The flag would have been future election = No and this triggered the record to export?
          Dev's comments : Yes if the flag have been future election No then records would export on February's first file. But that customization depends on clients requirements.

          Please let us know if you need call or any queries on this.

          Rajendra Pawar Vinayak Kulkarni

          Show
          rajendra.pawar Rajendra Pawar (Inactive) added a comment - Hi Cindy Wibbing , Please see in-line dev comments 1) Not sure why the enrollment for Kaiser was zero? Dev's comment : Yes, on 11/14/2017's exported file record was present with Zero. Because enrollments was terminated on 10/19/2017 and also Enrollment Termination Payroll Indicator is mapped. Enrollment Termination Payroll Indicator sends employee cost 0.00 for terminated enrollments.This the main reason record came with Zero. 2) Can you let us know why the enrollment for 02/01/2017 did not export on any file in 2017? Dev's comments : 2016's OE file sent on or before 12/05/2016, after that Enrollment added on 12/14/2016 with enrollment effective date 02/01/2017, File was change file throughout the year. Next change file ran on 12/15/2016 with current year flag was yes. so in this file this enrollment was not sent as enrollment was effective next year as off file run date. As 2016 OE file was already sent, current year flag should have been set to No . This step was missed for 12/15/2016's file only . Then on 12/21/2016 current year flag set to No. 3) The flag would have been future election = No and this triggered the record to export? Dev's comments : Yes if the flag have been future election No then records would export on February's first file. But that customization depends on clients requirements. Please let us know if you need call or any queries on this. Rajendra Pawar Vinayak Kulkarni
          rajendra.pawar Rajendra Pawar (Inactive) made changes -
          Time Spent 3h [ 10800 ] 7h [ 25200 ]
          Worklog Id 103206 [ 103206 ]
          rajendra.pawar Rajendra Pawar (Inactive) made changes -
          Remaining Estimate 0h [ 0 ] 1h [ 3600 ]
          Time Spent 7h [ 25200 ] 6h [ 21600 ]
          Worklog Id 103156 [ 103156 ]
          rajendra.pawar Rajendra Pawar (Inactive) made changes -
          Assignee Rajendra Pawar [ rajendra.pawar ] Cindy Wibbing [ cindy.wibbing ]
          Resolution Done [ 10000 ]
          Status In Progress [ 3 ] Resolved [ 5 ]
          yogita.bhadane Yogita Bhadane (Inactive) made changes -
          Remaining Estimate 1h [ 3600 ] 0h [ 0 ]
          Time Spent 6h [ 21600 ] 7.5h [ 27000 ]
          Worklog Id 103336 [ 103336 ]
          Hide
          Prashant.samal Prashant Samal (Inactive) added a comment -

          Hi All,

          Should we close this issue?

          ______________________________________
          Rajendra Pawar Cindy Wibbing Satya

          Show
          Prashant.samal Prashant Samal (Inactive) added a comment - Hi All, Should we close this issue? ______________________________________ Rajendra Pawar Cindy Wibbing Satya
          Vinayak.Kulkarni Vinayak Kulkarni (Inactive) made changes -
          Time Spent 7.5h [ 27000 ] 9.5h [ 34200 ]
          Worklog Id 103360 [ 103360 ]
          Hide
          amarra Ashley Marra (Inactive) added a comment -

          Is there a way to tell if anyone else was effected?

          Show
          amarra Ashley Marra (Inactive) added a comment - Is there a way to tell if anyone else was effected?
          amarra Ashley Marra (Inactive) made changes -
          Resolution Done [ 10000 ]
          Status Resolved [ 5 ] Reopen [ 4 ]
          rajendra.pawar Rajendra Pawar (Inactive) made changes -
          Assignee Cindy Wibbing [ cindy.wibbing ] Rajendra Pawar [ rajendra.pawar ]
          rajendra.pawar Rajendra Pawar (Inactive) made changes -
          Status Reopen [ 4 ] In Progress [ 3 ]
          Hide
          rajendra.pawar Rajendra Pawar (Inactive) added a comment -

          Hi Ashley Marra,

          We scanned such employees and we found only one employee that did not sent over the files.

          Employee : MELISSA FOX. Enrollments added for plans Kaiser, Guardian Incentive PPO, VSP Vision Base Plan on 12/14/2016 with effective date 01/01/2017, But did not export on next file. At that time file criteria was Current Year Election Yes.
          Payroll File No is 9161

          Please let us know if any queries.
          --------------------------------
          Rajendra Pawar Vinayak Kulkarni

          Show
          rajendra.pawar Rajendra Pawar (Inactive) added a comment - Hi Ashley Marra , We scanned such employees and we found only one employee that did not sent over the files. Employee : MELISSA FOX . Enrollments added for plans Kaiser , Guardian Incentive PPO , VSP Vision Base Plan on 12/14/2016 with effective date 01/01/2017 , But did not export on next file. At that time file criteria was Current Year Election Yes. Payroll File No is 9161 Please let us know if any queries. -------------------------------- Rajendra Pawar Vinayak Kulkarni
          rajendra.pawar Rajendra Pawar (Inactive) logged work - 13/Feb/18 01:06 PM
          • Time Spent:
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            <No comment>
          rajendra.pawar Rajendra Pawar (Inactive) made changes -
          Time Spent 9.5h [ 34200 ] 17h [ 61200 ]
          Worklog Id 104409 [ 104409 ]
          rajendra.pawar Rajendra Pawar (Inactive) made changes -
          Assignee Rajendra Pawar [ rajendra.pawar ] Ashley Marra [ amarra ]
          Resolution Done [ 10000 ]
          Status In Progress [ 3 ] Resolved [ 5 ]
          yogita.bhadane Yogita Bhadane (Inactive) logged work - 13/Feb/18 04:21 PM
          • Time Spent:
            1h
             

            Checking whether the employees are sent on file or not.

          yogita.bhadane Yogita Bhadane (Inactive) made changes -
          Time Spent 17h [ 61200 ] 18h [ 64800 ]
          Worklog Id 104605 [ 104605 ]
          Vinayak.Kulkarni Vinayak Kulkarni (Inactive) logged work - 16/Feb/18 11:00 AM
          • Time Spent:
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            <No comment>
          Vinayak.Kulkarni Vinayak Kulkarni (Inactive) made changes -
          Time Spent 18h [ 64800 ] 21h [ 75600 ]
          Worklog Id 105784 [ 105784 ]
          Transition Time In Source Status Execution Times
          Cindy Wibbing (Inactive) made transition -
          NEW Open
          18h 18m 1
          Rajendra Pawar (Inactive) made transition -
          Open In Progress
          21h 46m 1
          Ashley Marra (Inactive) made transition -
          Resolved Reopen
          11d 1h 13m 2
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          Reopen In Progress
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          Rajendra Pawar (Inactive) made transition -
          In Progress Resolved
          4h 28m 3

            People

            Assignee:
            amarra Ashley Marra (Inactive)
            Reporter:
            amarra Ashley Marra (Inactive)
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