1. Where Policy Meets Process Presented by: Joanna Bauer

2. Where Policy Meets Process Reports to identify issues and what to watch for: Daily Bi-weekly Monthly

3. Where Policy Meets Process New Hire Hold* (KB#20138) MSC Event Evaluation* (KB #16795) Employee Process Status* (KB #20470) Coverage Termination Date Leave of Absence Report

4. Where Policy Meets Process Report is created as part of the nightly batch processes and delivered to Cypress. It identifies missing data in Job Data. Blank columns indicate Benefit Flag is not setup on active EMPL RCD

5. Where Policy Meets Process Report is created as part of the nightly batch processes and delivered to Cypress.

6. Where Policy Meets Process Report is created ad hoc by institutions and located within HRS.

7. Where Policy Meets Process Location in HRS: Benefits > Manage Automated Enrollment > Investigate Exceptions > Employee Process Status Rpt

8. Where Policy Meets Process Process Status Process Status Code Reason Assign None AN Benefit Flag not setup on the active EMPL RCD. Therefore, the employee is not be evaluated correctly for benefit eligibility and will never appear on the MSC Event Evaluation Report. Assign Error AE Benefits Administration is unable to assign benefit program due to missing or incorrect information on Job Data. AssignedAS Benefits Administration is able to assign benefit program but a prior event has prevented the event from opening to Prepared.

9. Where Policy Meets Process Process Status Process Status Code Reason Prepared Error PE ICI ABBR is missing for the benefit primary EMPL RCD. PreparedPR Benefits Administration has prepared enrollment options and awaiting enrollment entry or event appearing on the MSC Event Evaluation Report and awaiting Benefit Administrator processing. NotifiedNT Self-Service enrollment form already generated. Election enrollment form has been distributed to the employee associated with the event.

10. Where Policy Meets Process Process Status Process Status Code Reason Elections Error EE A discrepancy between coverage code and listed dependents for plan enrollment or the dependent effective date. Re-EnterRE Event was re-open for enrollment entry changes manually by the Benefit Administrator. Elections Entered ET A benefits administrator (or the employee through eBenefits) has entered the employee's new elections into the system, and they are ready for validation by the Benefits Administration process.

11. Where Policy Meets Process Process Status Process Status Code Reason Finalized - Benefit Pgm None FA Benefit Flag not setup on the active EMPL RCD. Therefore, the employee is not be evaluated correctly for benefit eligibility and will never appear on the MSC Event Evaluation Report. Finalized - Prepare None FP The system has assigned the employee event to a benefit program, but the associated employee is not allowed to elect any new options. The unique Job Data changes with no benefit impact will process to FP. Finalized - Enrolled FE Benefits Administration processing is complete for the employee event. All elections have been validated and loaded.

12. Where Policy Meets Process Report is created as part of the nightly batch processes and delivered to Cypress. This report identifies any Job Data termination entered that day.

13. Where Policy Meets Process

14. Exception Reports: Health, Life, SGL, Disability (KB# 27059) Classified Retro Review Query: UW_BN_CLSFD_RETRO (KB# 20583) Arrears Query: UW_BN_ARREARS_BAL

15. Where Policy Meets Process Reports identify when paper applications for enrollments need to be submitted on Hire events.

16. Where Policy Meets Process Location: Reporting Tools > Query > Query Viewer UW_BN_CLSFD_RETRO UW_BN_ARREARS_BAL

17. Where Policy Meets Process

24. When Balances will change After payroll confirmation After Benefit Retro loads to the paysheets After someone manually removes the balance at the UW Service Center

25. Where Policy Meets Process + Employee

26. Where Policy Meets Process Benefits Billing Unclassified Retro Review Query: UW_BN_UNCLSFD_RETRO (KB# 20583) Arrears Query: UW_BN_ARREARS_BAL Half Time Compliance Audit

27. Where Policy Meets Process Location: Reporting Tools > Query > Query Viewer UW_BN_UNCLSFD_RETRO UW_BN_ARREARS_BAL

28. Where Policy Meets Process

33. Report is created ad hoc by campuses and located within HRS. Location: Benefits > Reports > Audits > Half Time Compliance Audit

34. Where Policy Meets Process

36. New Hire Hold* (KB#20138) MSC Event Evaluation* (KB #16795) Employee Process Status* (KB #20470) Exception Reports: Health, Life, SGL, Disability (KB# 27059) Classified and Unclassified Retro Review Query (KB# 20583)