Hi Jennifer,

Below are the details for #2:

Concern:
‘Walter Thornton’ is getting Blue Shield PPO 2000 ABHP enrollment for the month of January 2017.

Cause:
Employee has done enrollment into Blue Shield PPO 2000 ABHP on 10/19/2016 3:56:47 PM .

Next day 10/20/2016 09:39:00 AM on ‘Your Enrollment Starts Here’ form ‘’Your Enrollment selection 'A' was changed to 'B', which made employee ineligible for ‘Blue Shield PPO 2000 ABHP’ and it was terminated by end of month policy (since No Termination date policy applied at Plan level)

Customization:
Below are the correct customization suggestion for this scenario:
At plan level: “Update Elections for Termination” policy should be set as: ‘Use Waiting Period: XX Days before Date of Change (1)”

Please let us know if we should correct enrollment for these plans and change this customization?

I am looking into two other points and will share details soon.

Regards,
Satya Prakash

Below are the details for #3:

Concern:
Not able to remove Ex-Spouse from Primary Beneficiary Designation.

Cause:
Customization for ‘Employee Optional Life Plan’ Beneficiary designation has been set to – Requires Spouse as primary Beneficiary.
Because of this flag as soon as employee enrolls in this plan, by default spouse gets designated as 100% Primary Beneficiary.

Spouse relationship has been changed to Ex-spouse, but because of this flag customization employee is not able to delete Beneficiary designation.

Customization:
In case Beneficiary designation should be allowed to delete, below is the customization suggestion at Plan level:

Note: As per mail ‘removing the ex wife from workterra’- please let us know in case we should just remove ‘Ex-spouse’ from Primary beneficiary or shall we switch “jessica cahill[Friend]” from 100% secondary beneficiary to Primary Beneficiary?

Below are current Beneficiary designated for “Colby Earl”:

I will update you with #1 observations soon.

For below two issue correction has been done:

#2: Can you please look at this employee's account ASAP? Why is it putting him into Blue Shield for the month of January?!- Walter Thornton (sent to us 10/20)
[Correction Done]

#3: Spouse designation issue – sent to us last week and it’s still an issue this week (Colby Earl) (sent to us 10/20)

[Correction Done]

I will update you for Ex-spouse should drop from coverage after getting ineligible.

Hi Venkatesh,

Issues have been resolved for mentioned employees, however below are 3 action item pending from our side:

1. Plan End Date set to 12/31/2016 to following Plans:
• I am electing County Medical Dental and Vision benefits
• I am electing OE3 Health Trust Medical Dental Vison
• I am waiving Medical Dental and Vision benefits
Action Item: Need to Terminate their Election/Rate/Billing from 12/31/2016.

2. Plan End Date set to 06/30/2016 to following plans:
• OE3 Health Trust Plan A
• OE3 Health Trust Kaiser Plan B
Action Item: Need to Terminate their active elections/Rate/Billing from 06/30/2016

3. Verify Employee’s confirmation statement
We need to Verify 5 employee’s confirmation statement/enrollment summary from each below class. There are total 337 employees which have completed employee workflow, however due to incorrect OE setup, plans were not terminated. I have fetched random list of around 20 employees from each class [El Dorado - SSN to verify confirmation statement.txt] for which we need to verify they do not have active enrollment in any terminated plan.

Please share your observation.

Regards,
Satya Prakash

Hi Satya,

I have done the 3 points which were pending from our side on El Dorado company Production.

Thanks,
Venkatesh

I found 3 plans terminating on 12/31/2016 having active enrollments. Plans name are given below,

• Health Savings Account (HSA)
• FSA-Health Care Spending Account
• FSA-Dependent Care Spending Account
  I have terminated all active enrollments of these plans with 12/31/2016.

Rakesh Roy Hrishikesh Deshpande

Hi Venkatesh,

Please attach testing status for mentioned employees (#3).

Regards,
Satya Prakash

Hi Amber Love-Jones,

Please find the attached zip file of the confirmation statement reports for different class combination employees for which the testing has been completed.Password for the zip file is Eldorado@1234.

Thanks,
Venkatesh

David Rhodes Samir Amruta Lohiya shyam sharma Vijay Siddha Rakesh Roy

Hi Debbie,

We have attached Testing Status for Employees from different classes.

As discussed with Dave, we have scheduled the new termination date rule implementation [JIRA ID: WT-5677] , however as a workaround Company Information -> Termination Date rule needs to set to 'Specific Date Selection: XX days before date of change (1 day)'.

Can you please update this rule customization on El Dorado - production till their open enrollment is going on, so that there won't be any other employee affected with end of month termination.

When this fix is moved to production, we can revert this customization from El Dorado - production.

Regards,
Satya Prakash

This has been changed in Production. Please advise when we can change it back.

Yes Debbie, for El Dorado the open enrollment period is getting over by 10/28 2016. After this date the customization need to be reverted back.

In the meanwhile we will be working on new rule for Termination date and will keep JIRA TIcket WT-5677 updated with its status.

Regards,
Satya Prakash

The employees who chose option b should be waived out of the medical, dental and vision effective 1/1/2017, however, they are getting 1/2/2017 termination dates. This is not correct. Please advise. Sample attached.

Satya This is causing issues with the client. From the client: "I just terminated a retiree using 9/30/16 as the date and the date that populates is 10/2/16. This is happening when people waive coverage too" We cannot have incorrect dates. Please advise asap. Samir Amruta Lohiya

Hi Deborah Mascot,

We are looking into mentioned issue and will update you soon on this.

Regards,
Satya Prakash

Cc: Samir Amruta Lohiya Vijay Siddha

Deborah Mascot

Hi Debbie,

We observed that customization changes done for 'Termination Date Policy' is not correct.

It should be 'XX days before data of change' However currently it has been changed to 'XX days from Data of change'.

That's why elections are getting terminated from 01/02/2016, instead of 12/31/2016.
I am correcting the customization and will update affected records as well.

Regards,
Satya Prakash

Samir Amruta Lohiya Vijay Siddha Rakesh Roy

Hi Deborah Mascot,

We have corrected customization for Termination date rule. and observed that below employees had been affected due to this:

We have terminated their Medical/Dental/Vision elections from 12/31/2016. Can you please confirm for their 2017 elections if they need to select other enrollment or they want to waive.

Please let us know in case any changes required from development.

Regards,
Satya Prakash

Cc: Samir Vijay Siddha Amruta Lohiya Rakesh Roy

Satya Can you make sure the below dates are corrected to the Actual Termination Date noted:
Name Given Term Date Actual Term Date
Jeffrey Whitlock 1/1/2017 12/31/2017
Eric Vanleeuwen 1/2/2017 12/31/2017
Caitlin Hayden 1/2/2017 12/31/2017
David Brownstein 1/2/2017 12/31/2017
Benjamin Basquez 1/2/2017 12/31/2017
Ricardo Flores 1/2/2017 12/31/2017
Stephen Beck 1/31/2017 12/31/2017
Alan Rosen 1/31/2017 12/31/2017
Fredrick Salonga 1/31/2017 12/31/2017
Walter Thornton 1/31/2017 12/31/2017
Lisa Dubois 10/28/2017 10/31/2017
Steven Pedretti 10/28/2017 10/31/2017
Steven Payne 10/31/2017 10/31/2017

Deborah Mascot
Hi Debbie,

As per our discussion, we have not done further correction to these records, since these were previously set termination date of 12/31/2016. Please let us know in case any further action required on these records.

Thanks & Regards,
Satya Prakash

Cc: Samir Rakesh Roy Vijay Siddha Jaideep Vinchurkar

Hi Debbie,

Since El Dorado Open enrollment period has been over on 10/28. can you please revert the customization for Termination Date Policy at Company Information -> Effective Date/Termination Date Rule page?

The fix for new rule has been planned with Development and you can check its status in JIRA ID: WT-5677.

Regards,
Satya Prakash

I did this correction. Please do correct the records noted with the effective dates noted in the attached. Book2.xlsx

Hi Deborah Mascot,

As per our discussion, termination date correction for mentioned users has been done on production. Please find updated sheet. El_Dorado_TermDate_Corrections.xlsx

Regards,
Satya Prakash

Cc: Samir Vijay Siddha