Hi Jennifer Johnson,

As per your note we cross-checked the scenarios for re-hire auto enrolled plans and below are our observations,

Case 1:

1.Rehire – Under 13

EE name- Seth Allen

We changed EEs status to re-hired and then entered “other reason” as Under 13
Now as per setting / for re- hire EEs in company information, if an EE is rehired and other reason is selected as “under 13” then his effective date of rehire is selected as date of election. Refer below screen shots,
Rehire setting at company

Enroll now screen of an EE with effective date.

2.Rehire-over 13

EE name- Seth Allen

If an EE is rehired and selected "other reasons" as for say “Rehired over 13 “
Then the EE will get effective date as per the rule set "first of the month following 1 month from date of re-hire”
Refer screen shots for below EE, we selected re-hired date as 15 Aug 2017 therefore as per the rules he got 1 Oct 2017.
Rehire setting at company

Enroll now screen of an EE with effective date.

The effective dates for the auto enrolled plans are showing correctly in both the cases for re-hire under 13 and re-hire over 13

Case 2:

For auto enrolled plans if you want to set effective date at plan level , for instance “Basic life AD&D- basic Employee Life” is an auto enrolled plan , therefore in plan design>>plan design eligibility rule >>re-hire rule can be set at plan level, refer below screen shot.

The system is behaving as expected as there are no Re-hire rule set at plan level, therefore the system will consider the re-hire rule at company level>> company information>>new/rehire rules.

This similar issue was also reported earlier refer to my comments under JIRA WT-9454.

Please do let us know if you have any queries. Thank you!
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CC: Mandar Kulkarni, Jaideep Vinchurkar, Satya, Vijay Siddha, Hrishikesh Deshpande, Jyoti Mayne

Dev -

These plans below should all be auto enrolled: ( When looking at this from an OVER 13 - these plans below should all start 8/1/17)
Basic Employee Life
Basic Employee Life - Exec
Long Term Disability
Long Term Disability - Exec
Employee Assistance Program
Short Term Disability

In the screen shot above - you are in the enroll now section - If you go to the confirmation statement you will see there are still issues. The windows open correctly but the Auto Enrolled benefits do not show correctly.

EAP / STD have no General plan design rules
LTD / Basic Life have a rule but it is not correct ( it is set to 1st of the month following date of change as their is no rule for 1 month from date of hire/change)

If you rehire someone on 6/12/17 their EAP /STD are effective 6/12 but their LTD and Basic Life are showing 7/1 - My issue is that either way you will not be able to get the 8/1 date as per the rehire rule.

Shouldn't the rehire effective date rule DRIVE the auto enrolled benefits? There is no way to drive 2 different rehire rules from a plan level. Should't it work like New Hires?

Jenni

Hello Jennifer Johnson,

As per your request in above comment “If you rehire someone on 6/12/17 their EAP /STD are effective 6/12 but their LTD and Basic Life are showing 7/1 - My issue is that either way you will not be able to get the 8/1 date as per the rehire rule”

We tried this scenarios for basic life and ltd plan by making use of the rehire rule at plan level; basic life>>eligibility rules; selected “use waiting period “*and set rule as *“first of the month following 1 month from date of re-hire”

We got effective date 8/1 date , refer below screen shots of confirmation statements and enroll now screen;

Additionally the system can consider re-hire rule either at plan level (if there is such setting for re-hire for particular plan, if not then system will consider rule at company level)
Or
At company level>> new hire-re-hire rules (if you want to set re-hire rules same for all plan.)

If you have any other query than this, request you to please help us to understand better with an example; it would be really helpful for us for our further analysis.

If you have any queries do let us know. Thank you!
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CC: Mandar Kulkarni, Vijay Siddha, Jaideep Vinchurkar, Satya, Prasad Patil

Dev -

So my main question is that we have 2 different Rehire rules for the plans listed above. I know if I change the Rehire rule at plan level, it will consider that rule. But with having 2 different rules, I would expect that if the rules were removed from the plan level and the Rehire rules were set up correctly, that the rehire rule would drive the auto enrolled plans.

From what I am reading above, you are saying that the company rule is coming into affect and not the rehire rule from Compnay level?

Our end result is to allow (based on the Under13 and NULL extra eligibility) the rehire rules from company level to drive the auto enrolled plans similar to how a new hire recieves the auto enrolled benefits if there were different new hire rules.

Let me know if this helps!

Jenni

Hello Jennifer Johnson,

We tried the scenarios for “Under 13” rule and “New-hire/Re-hire- All - null extra eligibility rule”:

1.“New-hire/Re-hire- All - null extra eligibility rule”
We tried the scenarios by making some changes in Null extra eligibility rule and we were successfully able to drive auto enrolled plans with their effective dates as per you mention in above comments.
In company information>> new-hire/re-hire all rule>> eligibility settings set as below,
Refer screen shots below,

(To note: Please check the changes made in extra eligibility rule in above screen shot )

Then we tried the scenarios for random EE,
Election for the above mentions plans (auto enrolled) STD, LTD, Basic Life, EAP were successfully set to 8/1/2017 as per the rules set at new-hire/re-hire rules set "first of the month following 1 month from date of re-hire"

We tested these scenarios for EE “Karen L An” changed status with other reason as “NULL” with rehire date 14/6/2017.

As per the “Null extra eligibility” rule, the EE got the benefit election as 8/01/2017 for STD, LTD, Basic Life and EAP. Refer below screen shot of enroll now screen and confirmation statement.

2. Rule- under 13
We tried the same scenario for the same EE “Karen L An”, changed his status with other reason as “under13” with rehire date 14/6/2017.

This EE got election as per the rules set for Under 13 rule at company level. i.e. “effective date of hire”

Refer below screen shot of enroll now screen and confirmation statement for auto enrolled plans.

Please let us know If you have any other query than this, we can discuss this issue on call if it is required.

Do let us know if you are having any other queries Thank you!
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CC: Mandar Kulkarni, Vijay Siddha, Jaideep Vinchurkar, Prasad Patil

Hello Sumeet.Kolge,

Jennifer Johnson is on vacation this week so she asked that I assist in her absence. Both myself and Traci Simpson mirrored the rules mentioned and it did not seem to resolve the issue. A call next week may be best.

The rules that were added to LONG in stage did not include active employees so I will need to add that rule in prior to the call. I hope that's ok.

Let us know when you and the team are available. Jennifer does not get back into the office until Monday at 8a PDT.

Thank you,
Veronica Blanco

Hello Veronica Blanco,

I am available for this call, do let us know your convenient time slots from below:
1. Monday 7:00 AM PST (7:30 PM IST)
2. Tuesday 7:00 AM PST (7:30 PM IST)
Please let us know.

Thank you!
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CC: Mandar Kulkarni, Vijay Siddha, Satya,Prasad Patil,Jennifer Johnson, Traci Simpson

Hello Veronica Blanco, Jennifer Johnson, Traci Simpson,

We have tested this scenarios on Production- Hspl copy LONG also discussed it with development team and below are our observations;

There are 3 rules at company level:
1. New Hire-Rehire ALL
2. Rehire Under 13 weeks
3. Rehire over 13 weeks

1. New hire-rehire ALL- No need to set any additional criteria here in additional eligibility rules.
By doing this the EEs those who are hired other than over13 and under 13, will get this new hire- re-hire rule; it will also drive auto enrolled plans accordingly.
(To Note: for new hire/rehire rule – there is no need to select rehire status other reason; refer below screen shot.)

2. Rehire under 13 weeks- we can set additional criteria as “employee status change other reason equal to – Under 13” in company information>> new-hire rehire rule.
Refer below screen shot,

3. Rehire over 13 weeks- we can set additional criteria as “employee status change other reason equal to – Over13” in company information>> new-hire rehire rule.

To note: For under and over 13 week’s rules we have to select employee other status as per mentioned criteria in the rules.
Refer below screen shot,

I hope I was able to explain the above scenarios, do let us know if you still face any issues or do you need to discuss this over a call. Thank you!

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CC: Mandar Kulkarni, Jaideep Vinchurkar, Vijay Siddha, Satya, Prasad Patil, Veronica Blanco, Jennifer Johnson, Traci Simpson

Hi Guys - Can we set a call?

I really think we need to talk this out.

Jenni

Hello Sumeet.Kolge,

Can we schedule the call for tomorrow at 8a PST? Jenni has another call at 7a. If not, can we please schedule for 7a on Thursday? There is Onboard testing that I need to complete and is dependent on the resolution of this item.

Thank you,

Veronica Blanco

CC Jennifer Johnson

Hello Veronica Blanco,

Yes we can discuss this issue on call today, i will send a separate Webex invitation (From Vijay Siddha's account) to you.

Thank You!
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CC:Mandar Kulkarni, Jaideep Vinchurkar,, Vijay Siddha, Satya, Jennifer Johnson

Hello Jyoti Mayne,

We tried scenarios for re-hire rules and below are our observations:

1.We created new EE and then terminated that EE.

2.We rehired that EE again with today’s effective date and selected other status reason “Under13/Over13”

3.“Under13/Over13” rules are working fine for this EE; no issues found the system is behaving as expected.

4.Now if we consider this scenario, if we try these above scenarios for already terminated status EEs.

5.The “Under13 “*rule is working fine as expected, but the issue is for *"Over13" rule.

6.This EE gets re-hire mode as per rules set in company level for over13 rule, but the auto enroll plans like basic life, Employee assistance programs, etc these plans show incorrect effective date on confirmation statement.
Refer below screen shot.

7.We also checked this from back-end for the field “use re-hire date as effective date” the field was not updated.

Request you to please look into this issue. Thank you!
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CC: Mandar Kulkarni, Jaideep Vinchurkar, Satya, Vijay Siddha,Prasad Patil

Hey Dev - We will need to have an update on this tomorrow.

Thanks!

Jenni

Hi Jennifer Johnson,

Please find below details of our analysis:

We have found that, in case of changing terminated employee's status to rehire, system is not considering Rehire Effective Date Rule customized at company level.

For example, If terminated employee's status is changed to Rehired with 06/23/2017 effective date then system is not cosidering Rehire Effective Date Rule and allocating plan(s) as per Company Level Effective Date Rule. In our case, company level effective date rule is Date of Change. Hence employee is getting elections with 06/23/2017 effective date.

To fix this issue, we have created WT-9927 to consider Rehire Effective Date Rule while allocating core plan to Rehired employees same as new hired employees. We will update you on code fix progress.

Thanks and Regards,
Abhilash Warkari

Cc: Satya, Swapnil Pandhare, Umesh Kadam, Jyoti Mayne

Hi Jennifer Johnson,

Code is fixed WT-9927 and will be available on Stage by 7/3.

CC: Satya, Alankar Chavan, Swapnil Pandhare