Auto Enrollment Process Review for Benefit Management

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This detailed document outlines the Auto Enrollment Process Review for benefit management, covering actions such as enrolling employees into retirement plans, terminating benefit deductions, and handling errors. It provides a comprehensive overview of the processes involved in managing benefits effectively within an organization.

  • Benefit Management
  • Auto Enrollment
  • Employee Benefits
  • Process Review
  • HR

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  1. AUTO ENROLLMENT (E-188) Process Review Agnieszka Pederson, HCM Functional Analyst

  2. AUTO ENROLLMENT PROCESS REVIEW Auto Enrollment process is scheduled by SBCTC Central Payroll staff to run at the end of business day on the last workday of each payroll processing cycle. This process is designed to perform the following benefit related actions: Auto enrolls retirement plan enrollees into a correct age bracketed retirement plan when employee s age changes. Auto enrolls benefit eligible employees (employees set up with SB1 benefit program) into HCA Average Cost deduction (000990). It also auto terminates HCA Average Cost deduction for employees no longer eligible for benefits; employes must be set up with SB0 benefit program. At employment termination time, this process terminates employee s benefit plans and changes SB1 benefit program to SB0. All plans terminated through this process are terminated with an effective date that is the first day of the next month. 2

  3. AUTO ENROLLMENT PROCESS REVIEW This process ends spending account enrollments (FSA, HAS, DCAP plans) at the end of each calendar year. Enrolls a retirement eligible employee into a default retirement plan after appropriate waiting period has expired. Calculates and updates LTD ABBR rates for classified, exempt, hourly and full-time academic employees. Auto enrolls SBRP enrolled employees into HERP Supplemental Funding general deduction as well as it ends it based on employee s eligibility. Produces errors when it cannot make an update. QHC_BA_E188_AUTOENR_ERROR_LOG query. 3

  4. QUESTIONS? 4

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