Overview
If you don’t have a file to upload for enrollments there are two ways in which you create enrollment for a new employee manually. The first option is to create a new enrollment and a new Employer Reporting summary record. The second option is to add a new enrollment to an existing non posted Employer Reporting summary. Using the ERIC you are also able to correct enrollment errors as long as the status is valid.
Before you start:
• A new employee needs to be enrolled.
• You do not have an employer reporting file.
Option #1: Create new enrollment and new Employer Reporting summary.
Steps:
(1) Navigate to the Employer Reporting section.
(2) Select Enrollment Detail.
(3) The ERIC displays the Enrollment Lookup screen.
(4) Enter in required search information: SSN and system.
(5) Click New button.
(6) The ERIC displays the Enrollment Maintenance screen.
(7) Enter in all required information.
(8) Click Save.
(9) Click Post
Option #2
Steps:
(1) Navigate to the Employer Reporting section.
(2) Select Employer Report Summary.
(3) The ERIC displays the Employer Report Summary Lookup screen.
(4) Search for existing Employer Report Summary.
(5) The ERIC displays the search results.
(6) Open desired Employer Summary record.
(7) Open Enrollment Header ID within the Enrollment Information tab.
(8) The ERIC displays the Enrollment Header Maintenance screen.
(9) Click New button in the Enrollment Details tab to add your new enrollment.
(10) The ERIC displays the Enrollment Maintenance screen.
(11) Enter in new enrollment information.
(12) Click Save.
What happens next:
• The new enrollment is saved into the ERIC.
• The ERIC populates Enrollment Header Information panel.
• The ERIC checks validations and displays enrollment status:
• Review – Validations have been executed on the Enrollment record and errors are identified that need to be corrected.
• Valid – Validations have been executed on the Enrollment record and no errors exist.
• Void – The Enrollment record has been voided. The voided Enrollment record cannot be used.
• Posted – The data from the Enrollment is posted and the Person record and Member Account are created / updated.
Other Related Information/Notes:
• The ERIC will display an error if the new enrollment is created with a date of death indicated on the person record.
• The ERIC will display an warning if a new enrollment is entered for a Working Retiree prior to 90 days from termination of employment date.
• The ERIC will display an error if a new enrollment record is created for an employee with the same SSN, the same employer, job classification and who does not have a termination date.
• The ERIC will display ‘Possible SSN matches’ if enrollment of a new person matches at least 5 of the 9 digits of the SSN and date of birth or the last name and at least 5 of the 9 digits of the SSN of someone who already exists in the application.
• The ERIC will display an error if an enrollment record is created for a new person with the same SSN, the same employer and job classification of an existing person without a termination date.
• The ERIC will display an error if a new enrollment record is created with the same SSN, same employer and same job classification as an un-posted valid enrollment record that already exists.
• The ERIC allows users to void an enrollment that is not in a posted or voided status and does not have a ‘ready for payment’ or ‘summary submitted’ flag set to yes.
• The ERIC will display an error if a job classification is selected and is not allowed for the selected system.
• The ERIC will display an error is a job classification isn’t selected.
Related Topics:
•View a Message on the Employer Message Board
•Delete a Message on the Employer Message Board
•Update Employer Demographic Information
•Create a New Address for Employer
•Update Existing Employer Address
•Create New Bank Record for Employer
•Update Existing Employer Bank Information
•Update Employer Contact Information
•Create and Maintain Payroll Schedules
•Create and Maintain Supplemental Insurance
•View Service Purchase Agreement Information
•Upload Employer Reporting File
•Correcting Detail Record Errors
•Correct and Maintain Enrollment Detail Records via Enrollment Detail
•Correct and Maintain Demographic Detail Records via Demographic Detail
•Resolving Payroll Detail Errors
•Maintain Employment History Status
•Manually Process Employer Reporting Data
•Process Employer Adjustment File
•Correct Adjustment Detail Records via Adjustment Detail
•Create Adjustment Detail Record