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  1. WORKTERRA
  2. WT-1488

Need to populate the highlighted fields with enroller usernames

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    Details

    • Type: Enhancement
    • Status: Production Complete
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: 1.0
    • Component/s: BenAdmin
    • Labels:
      None
    • Module:
      BenAdmin - Export
    • Reported by:
      Client
    • Company:
      Lily
    • Item State:
      Production QA - Production Deployed
    • Sprint:
      WT Sprint 2
    • Dev Estimates:
      64
    • QA Estimates:
      16

      Description

      Cottingham & Butler used their SISCO call center to enroll the Lily employees into their Unum benefits (Accident/CI). C&B paid for an administrative seat for each of those SISCO call center reps so we could track which call center rep elected which employee. The call center usernames in WORKTERRA are the same as their username in Unum. Jason (C&B) would like to see a report of which call center reps enrolled which employees. This is critical for their benefit set up. David Rhodes and Steve Allison have asked me to create a JIRA and attach the files which need to be populated.

      Waverly from Unum shared exactly what she is looking to receive:
      “What we need on the file is the username of the benefit counselor (SISCO call center employee) that enrolled each individual, not their name. We had asked when we set this up to have the usernames for WorkTerra match the usernames for our proprietary enrollment system, as this allows us to check licensure without having to re-request social security numbers for each individual when we get the file.”

        Attachments

        1. attachments (2).zip
          84 kB
        2. Lily_WT1488.zip
          56 kB
        3. WT-1488.ods
          10 kB
        4. WT-1488- Expose Enroller Details Implementation.doc
          17 kB

          Activity

            People

            Assignee:
            kwalker Kevin Walker (Inactive)
            Reporter:
            etuckey Evan Tuckey (Inactive)
            Account Executive:
            Kevin Walker (Inactive)
            Developer:
            Rajendra Pawar (Inactive)
            QA:
            Hrishikesh Deshpande (Inactive)
            Votes:
            0 Vote for this issue
            Watchers:
            6 Start watching this issue

              Dates

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              Updated:
              Resolved:
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