WORKTERRAProject Type: software

WORKTERRA

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  1. WORKTERRA
  2. WT-1488

Need to populate the highlighted fields with enroller usernames

    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

      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

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          9 older comments
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          rajendra.pawar Rajendra Pawar (Inactive) added a comment -

          Changing Dev Due Date to 26/Apr/16. Because priority was changed for enhancement(WT-1871).

          Show
          rajendra.pawar Rajendra Pawar (Inactive) added a comment - Changing Dev Due Date to 26/Apr/16. Because priority was changed for enhancement( WT-1871 ).
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          rajendra.pawar Rajendra Pawar (Inactive) added a comment -

          Affected files...

          App/BusinessLogic/CollectionManager/CollectionManager.vb
          App/BusinessLogic/Employee/ImportExportSettings.vb
          App/BusinessLogic/ImportExportDTS/CommonExportRoutines.vb
          App/BusinessLogic/ImportExportDTS/ExportConstants.vb
          App/BusinessLogic/ImportExportDTS/ExportProcess.vb
          App/BusinessLogic/ImportExportDTS/ExportProcessRowwise.vb
          App/BusinessLogic/ImportExportDTS/ExportProcessXML.vb

          Online DB changes
          4_WT1488_WTB_Export_NewData_Fields

          MasterDB DB changes
          UDF – OES_UDF_Export_EnrollerDetails
          SP – OES_SP_Export_GetEnrollerDetails
          6_WT1488_WTB_Export_NewData_Fields
          36_WT1488_WTB_Export_NewTable_Export_TempEnrollerDetails

          Show
          rajendra.pawar Rajendra Pawar (Inactive) added a comment - Affected files... App/BusinessLogic/CollectionManager/CollectionManager.vb App/BusinessLogic/Employee/ImportExportSettings.vb App/BusinessLogic/ImportExportDTS/CommonExportRoutines.vb App/BusinessLogic/ImportExportDTS/ExportConstants.vb App/BusinessLogic/ImportExportDTS/ExportProcess.vb App/BusinessLogic/ImportExportDTS/ExportProcessRowwise.vb App/BusinessLogic/ImportExportDTS/ExportProcessXML.vb Online DB changes 4_WT1488_WTB_Export_NewData_Fields MasterDB DB changes UDF – OES_UDF_Export_EnrollerDetails SP – OES_SP_Export_GetEnrollerDetails 6_WT1488_WTB_Export_NewData_Fields 36_WT1488_WTB_Export_NewTable_Export_TempEnrollerDetails
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          hrishikesh.deshpande Hrishikesh Deshpande (Inactive) added a comment -

          This Enhancement is working as expected on LB.

          Field Name : "Enroller user Name"

          Verified that Export will pull user Name of Enroller and export on file on mapping of This filed.

          Verified for Payroll Template, Employee Template, Row wise and Column wise feeds.

          Show
          hrishikesh.deshpande Hrishikesh Deshpande (Inactive) added a comment - This Enhancement is working as expected on LB. Field Name : "Enroller user Name" Verified that Export will pull user Name of Enroller and export on file on mapping of This filed. Verified for Payroll Template, Employee Template, Row wise and Column wise feeds.
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          hrishikesh.deshpande Hrishikesh Deshpande (Inactive) added a comment -

          This is working well on Stage. Ready for Production.

          Show
          hrishikesh.deshpande Hrishikesh Deshpande (Inactive) added a comment - This is working well on Stage. Ready for Production.
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          hrishikesh.deshpande Hrishikesh Deshpande (Inactive) added a comment -

          Kevin Walker Evan Tuckey

          Hi Kevin/Evan,

          This Enhancement is Deployed and working as expected on Production.

          We have exposed 4 new fields, Please see below :

          1) "Enrollment Enroller User Name" - This filed will pull User ID of enroller.
          2)* "Enrollment Enroller User Role" *- This filed will pull User Role like Admin, Partner of enroller.
          3) "Enrollment Enroller User First Name" - This filed will pull First Name of enroller.
          4) "Enrollment Enroller User Last Name" - This filed will pull Last Name of enroller.

          Note : Lily Feeds has requirement only for Enroller User Name. We have exposed other fields for future use.

          We have mapped Enroller User Name field on below Lily feeds.

          Lily_Payroll_CriticalIllness
          Lily_Payroll_Accident.

          Please let us know in case of any questions on this.

          Thanks,
          Hrishikesh.

          Show
          hrishikesh.deshpande Hrishikesh Deshpande (Inactive) added a comment - Kevin Walker Evan Tuckey Hi Kevin/Evan, This Enhancement is Deployed and working as expected on Production. We have exposed 4 new fields, Please see below : 1) "Enrollment Enroller User Name" - This filed will pull User ID of enroller. 2)* "Enrollment Enroller User Role" *- This filed will pull User Role like Admin, Partner of enroller. 3) "Enrollment Enroller User First Name" - This filed will pull First Name of enroller. 4) "Enrollment Enroller User Last Name" - This filed will pull Last Name of enroller. Note : Lily Feeds has requirement only for Enroller User Name. We have exposed other fields for future use. We have mapped Enroller User Name field on below Lily feeds. Lily_Payroll_CriticalIllness Lily_Payroll_Accident. Please let us know in case of any questions on this. Thanks, Hrishikesh.

            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

              Created:
              Updated:
              Resolved:
              Dev Due Date:
              Pre-Prod Due Date:
              Production Due Date: