hr benefits processes for wfn 2.0/2
TRANSCRIPT
HR Benefits Processes for WFN 2.0/2.1
Agenda
Process the following changes:
Changing Corporate Level Data
– Company Codes
– Employee ID’s/File Numbers
– Corporate Groups
Terminating an Employee
Tracking COBRA events
Integration and Migration details
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File Number and Company Code Changes
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Why Change an Employee’s Co Code?
Most companies have multiple company codes to differentiate groups of employees or sectors of their company:
• Separating Hourly and Salaried Employees
• Separating Physical locations
• Separating different organizations or companies
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Why Change an Employee’s File Number?
There are many reasons you may need to change a file number :
• Lived In State changes
• Worked In State changes
• Change in SUI Taxations
• Company Code transfer
IMPORTANT: If you utilize the Multi-jurisdiction feature you wouldn’t need to change the file number for state and taxation changes.
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Where do I begin?
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• On the ‘Work tab’ select Edit and under ‘Employee Attributes’ click on Change Attributes.
EXAMPLE: Anthony Albright is moving from Co. Code ABC to XYZ.
Changing the Company Code (initial step)
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Select Company Code and Click NEXT
Change File Number (if applicable) and choose Finish
Common Error in changing File Number
• File Numbers can have a setting to be reserved (if all employee file numbers are unique).
• Two employees cannot have the same file number in the same company code
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What File Number is Available?
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Under HR & Benefits Module select:
Company Tab> Settings> Employee Identification> Reserve File Numbers
Select Company Code that you need the next file number for:
Important: If you use ADP’s WorkForce Now Version 2.0-1, please find your next available file number on your ‘Payroll Master Control Report’.
These numbers are reserved
and NOT available
Changing Company Codes/File Number Process
• Updating the Paygroup
If you fail to update the Paygroup when making a company code change – you will likely receive the following error on your payroll log files:
"The Company Code in HRB does not match the Company Code in the job."
Important: You do NOT need to terminate the employees record in the HR & Benefits Module, but you will need to update their pay group.
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Does This Update Payroll?
Depending on your setup, there are different ways that HR will deliver the new company code and file number to Payroll:
• If you have Real Time Integration:
• If you do not have Real Time Integration:
The change will be delivered on your next scheduled payroll connection file.
These numbers are reserved and NOT available
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Corporate Group Changes
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What Are Corporate Groups?
Within ADP’s HR and Benefits Module, Corporate Groups are classified as:
Business Unit (Division)
Location
Class
Department
Pay Group
Union
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Where do I begin?
• On the ‘Work tab’ select Edit and under ‘Corporate Groups’ put in the Effective Date of the change and click on Change Groups.
EXAMPLE: Anthony Albright has been reduced to a part time employee and we need to change his class.
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Changing the Corporate Group Process
Select the appropriate Corporate Group change and Reason.
Reminder: Since Anthony had a change to his company code, we need to also update his pay group to match.
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Corporate Group Change (Continued)
• Employee will not be enrolledNothing will be changed for benefit enrollments (Unless the employee is no longer eligible)
• Activate Profile for self-service enrollmentAllows employee to make their own benefit elections online
• HR Administrator Enrolls EmployeeHR will be responsible to enroll the employee into new benefits
• After selecting the reason, you need to identify how you will manage changes to benefit enrollments.
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Employee Termination Process
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Last Day Worked vs. Termination Date
This is the Last Day Worked. Terminated status will begin on the next day.
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The Termination Process
Tip: Termination reasons can be updated on the HR tab
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The Termination Process
Tip: Benefit Termination reasons can be updated on the HR tab
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The Termination Process
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COBRA event during termination
Recording the COBRA event will create an event on the COBRA tab and also send information via Carrier Connections
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Making the employee eligible for COBRA
Tip: Changing the class to COBRA allows you to enroll the Employee into a COBRA plan post-termination.
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Validation of Termination Process
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Generating a COBRA Form
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If you do not have a COBRA Carrier Connection, you can generate the COBRA form during the termination process
COBRA Event Form
The COBRA form includes the following information:
• Employer Information
• Employee Information
• Dependent Information
• Benefit Enrollment Information
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Viewing COBRA events
COBRA > View
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Event and Integration Log after Termination
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Reviewing COBRA Connection
• Should you have ADP COBRA – a connection can be built at no charge to the COBRA system
• You will be responsible to update ADP COBRA with new plans and rates each year.
• Don’t forget to have new COBRA eligible plans mapped to your COBRA connection (ADP or non-ADP) especially during Open Enrollment. EAP plans may be COBRA eligible. Check with your Plan Administrator to confirm.
• COBRA event and termination must be processed the same day or the event may not be sent on the COBRA connection.
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COBRA Settings
Check your settings
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COBRA Settings
Check your settings
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Adding a COBRA Event to a previously terminated Employee:
Step
1 Open the Employee record in HR/Benefits Solution on the Status > Edit screen
2 Click on the ‘Delete Last Change to Status’ icon
3 Click ‘Ok’ to proceed (employee should now be in an Active status)
4 Go to Benefits > Edit
5 Re-enroll the employee in their previous benefit coverage(s) as of their original enrollment date(s)
6 Return to the Status > Edit screen
7 Follow the steps for ‘Logging a COBRA Event when terminating an employee’
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Integration
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Integration Terminology
Pro Series Webinar
– Real Time Updates
– Real Time New Hire
– On Demand/Scheduled Deductions
– Connections
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Migrating from WFN 2.0to WFN 2.1
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The Migration Process
WFN 2.1 adds the following enhancements:
• New Hire Wizard
• Enhanced Effective Dating
• Payroll Security Permissions (moved to Portal)
• Standard Integration Profile
• Shared Validation Tables (Payroll, HR Benefits, Time)
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The Migration Process
• The Migration Process begins with a Readiness check or evaluation of the current state of your systems
A series of Assessment Reports will be run to identify the data conditions and aid in the review of Validation Tables
• Important: In order to move to any future version of WFN this migration process must occur
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Review
We covered the following processes in today’s session:
Changing Corporate Level Data
Company Codes
Employee ID’s/File Numbers
Corporate Groups
Terminating an Employee
Tracking COBRA events
Integration and Migration details
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Resources
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