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BN - Process Indicators and Event Process Statuses

GENERAL DESCRIPTION:

PeopleSoft Benefits Administration processes all participant Events by using the appropriate Event rule and
Event Classification that has been set up for each covered Plan Type to evaluate what effect, if any, the Event
has on an employee's benefits eligibility. Each participant Event goes through the following four steps: Assign
Benefit Program, Prepare Options, Enter Elections, and Finalize Enrollments. Occasionally a Benefit
Administrator will need to reprocess an Event to recognize eligibility or enrollment changes. Below is a
description of each status found in Benefits Administration and how they interact.

PROCESS CONSIDERATIONS:

Event Status: An Event typically has 3 statuses: Open, Closed, or Voided. Events must have an Event
Status of "Open" to be processed or reprocessed. The first grid below shows a description of Event
Statuses.

Process Indicator: Benefits Administration takes each Event through four main steps: Assign Benefit
Program, Prepare Options, Enter Elections, and Finalize Enrollments. The Process Indicator tells you to
what stage of Benefits Administration an Event has been processed. The second grid below shows all
possible Process Indicators.

Event Process Status: As Benefits Administration attempts to perform it's four main steps, the Event
Process Status will indicate whether or not it has completed each step and without errors. The third grid
below shows all possible Event Process Statuses.

You may click on the links below to navigate directly to a section:

EVENT STATUSES:
PROCESS INDICATORS:
EVENT PROCESS STATUSES:
ADDITIONAL RESOURCES:

EVENT STATUSES:

Event
Description
Status
Processed by the system on the next run of the Benefits Administration process. Only one event can
Open
be open for an employee ID and benefit record number combination. Event Status can be updated to
(O)
Closed automatically by the system or manually on the Event Status Update page.
Closed Not currently processed by the system. Closed events can be updated to Open, either by the system or
(C) manually, if no other events for the employee ID and benefit record number combination are Open.
Has been backed out of the system and all eligibility processing related to it has been reversed. In
Void effect, it is as if the event never occurred. To change event status to Void, use the Controls page or
(V) Event Status Update page. Events with an event status of Void can be updated to Open or Closed
through event reprocessing.

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PROCESS INDICATORS:

Process
Processing
Indicator
Assign Event status must be Open. Schedule assignment is not reviewed or changed. Elections for
Benefit participant events are rolled back (deleted) from the Base Benefit enrollment tables. Program
Program eligibility is determined again. Option eligibility, cost credits, defaults, and pre-entry are
(A) recalculated. The system attempts to reprocess participants to PR status.
Event status must be Open. Schedule assignment, program assignment, and option eligibility are
Elect
not reviewed or changed. The system rolls back elections from Base Benefit enrollment tables but
Options
retains them on a table. The process re-validates elections for this event and loads them, if no
(E)
errors occur, back into the Base Benefit enrollment tables, resetting the final process status to FE.
Normal
Processing Standard processing for Benefits Administration.
(N)
Event status must be Open. Schedule assignment and program assignment are not reviewed or
Prepare
changed. Elections for participant events are rolled back (deleted) from the Base Benefit
Options
enrollment tables. The system recalculates option eligibility, cost credits, defaults, and pre-entry
(P)
information. The system attempts to reprocess participants to PR status.
Use to correct election errors for finalized events when enrollment information has been loaded to
benefit tables. Event status must be Open. Schedule assignment, program assignment, and option
Re-enter eligibility are not reviewed or changed. The system rolls back elections from Base Benefit
(R) enrollment tables but retains them on a table. The system leaves the event at a process status of
RE. When you post election changes to the data entry component, the system updates the process
status to ET.
The system updates the event status to Void and removes the event from processing. The system
does not review schedule assignment, program assignment, and option eligibility. If the event is in
Void (V)
a process status of FE-Enrolled, elections are rolled back from Base Benefit enrollment tables but
retains them on a table. The system leaves the event at a process status of RE.

EVENT PROCESS STATUSES:

Process
Reason Benefit Administrator Action
Status
Review and fix Benefit Flag as needed.

Change Process Indicator to “Assign

Program (AS)” and Event Status to
Assign Benefits Administration was unable to assign a benefit
“Open (O)”.
None program. This could be a result of the Benefit Flag set to
(AN) a terminated Employee Record (Empl_Rcd).
Then reprocess the event and close the
event to Process Status of “Finalized–
Prepare None (FP)” or “Finalized –
Enrolled (FE)”.

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Assign Benefits Administration is unable to assign Benefit Contact your Affinity Group.
Error Program due to missing or incorrect information.
(AE)
Make sure the “Open (O)” and Process
Benefits Administration is able to assign Benefit Program Status “Prepared (PR)” event is
Assigned
because a prior event is Open. It is possible the Open processed to Process Status of
(AS)
Event is appearing on the MSC Event Evaluation report. “Finalized– Prepare None (FP)” or
“Finalized – Enrolled (FE)”.
Setup ABBR for current events. Change
Process Indicator to “Assign Program
(AS)” and reprocess event to Process
Status of “Finalized– Prepare None
Prepare Error in preparation of options. The system has
(FP)” or “Finalized – Enrolled (FE)”.
Error encountered an error. This could be a result of a missing
(PE) ICI ABBR or a missing payroll calendar.
Future events will have to wait until the
pay calendar has been setup in HRS if
missing payroll calendar is the cause of
the error.
Hire and Termination events will
automatically close.

MSC events are appearing on the MSC

The system has calculated eligible options, credits, rates,
Event Evaluation Report awaiting
Prepared and proof requirements for the employee associated with
review.
(PR) the event, and current elections have been identified for
proof, eligibility level, and default processing.
All other events should be processed to
Process Status of “Finalized– Prepare
None (FP)” or “Finalized – Enrolled
(FE)”.
You should follow up with the employee
Notified Employee has accessed the Self Service event but has not
to make sure their elections are
(NT) submitted elections.
submitted timely.
Correct the enrollment code to match
selected dependent.

Contact the Affinity Group to change the

effective date on dependent information.
The system encountered an error in processing the
Change Process Indicator to “Assign
Elections elections for the employee associated with the event. This
Program (AS)” and Event Status to
Error could be a result of the dependent effective dates, or a
“Open (O)”.
(EE) mismatch between coverage code and listed dependents.
It could also be a result of a missing pay calendar.
Then reprocess the event and close the
event to Process Status of “Finalized –
Enrolled (FE)”.

Future events will have to wait until the

pay calendar has been setup in HRS.
Make enrollment change as appropriate
Re-Enter
Benefit Administrator reopened event. and process the event to Process Status
(RE)
of “Finalized – Enrolled (FE)”.
Elections A Benefits Administrator (or the employee through Self ADM, SAV, and UIA events need to be
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Entered Service) has entered the employee's new elections into the processed to a Process Status of
(ET) system and they are ready for validation by the Benefits “Finalized – Enrolled (FE)”.
Administration Process.
Hire events will close automatically.
Review and fix Benefit Flag as needed.

Change Process Indicator to “Assign

Program (AS)” and Event Status to
Finalized “Open (O)”.
Employee event has no program assignment and no
– Benefit
current elections. This could be a result of the Benefit Flag
Pgm Then reprocess the event and close the
being set to a terminated Empl_Rcd. It could also be the
None event to Process Status of “Finalized–
result of an address change when employee is not active.
(FA) Prepare None (FP)” or “Finalized –
Enrolled (FE)”.

Ignore address change events made

when employee was not active.

Finalized
Benefit Administration is acknowledging that the
– Prepare No action.
employee’s eligibility has not changed.
None
(FP)
Finalized
Benefits Administration processing is complete for the
–
employee event. All elections have been validated and Review enrollments.
Enrolled
loaded.
(FE)

ADDITIONAL RESOURCES:

Related KBs:

BN - Benefits Administration Process Overview

BN - List of Benefit Schedules
BN - Enrolling, Changing, or Canceling Coverage Using On Demand Event Maintenance
BN - Reprocessing Events Using On Demand Event Maintenance
BN - Deleting and Voiding Events Using On Demand Event Maintenance
BN - Employee Process Status Report
BN - Ben Admin Schedule Summary

Related Links:

N/A

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