jd edwards - automate benefits enrollment leveraging ess work files

Prepared by

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This session is to share the design of automating the benefits enrollment leveraging ESS work files.

Session ID#: 2015JDE-101600

@SmartbridgeLLC

Chakravarthy Janga

Sr. Manager, Enterprise Systems

Smartbridge

Automate Benefits enrollment leveraging ESS work files

• Silence Audible Devices• Note Fire Exits• Partake of Refreshments• Note Quest Staffers (green shirts)• Complete Feedback Form• Ask Questions

Welcome and Please:

Administrative Notes2

Automate benefits enrollment leveraging ESS work files

■ Introduction■ Review Requirements■ Review Design■ Review Challenges■ Questions

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Agenda


Chakravarthy Janga

Sr. Manager, Enterprise Systems Consulting Services

Chakravarthy Janga has been an employee of Smartbridge since inception in 2003 and currently manages the JDE technical team in the Enterprise Systems practice. During his tenure, Chakravarthy provided consulting services for architecture and implementation of numerous JD Edwards implementations, upgrades, customizations, and interfaces for customers in Food and Beverage, Distribution, Oil & Gas and Government.

Smartbridge, is a full-service consulting firm providing technology, strategy, and implementation services to businesses. As consultants, we strengthen business solutions by working together with our clients to combine strategy, people, process, and technology for successful project results. As value creators, we provide the tools, methodology, and intellectual capital for lasting growth.

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Speaker Introduction


■ Automate Open Enrollment using data from TPA.

■ Provide solution to enable admin user to modify or change benefits if required

■ Automate weekly benefits changes using data from TPA

▪ Benefits changes for Active Employees

▪ Enrollment for New Employees

■ Schedule the weekly process

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Requirements


■ Customizations to ESS applications.▪ Select Employees for Self-service (P5508ESS)▪ The ESS Life Events use the AB# in the user profile to perform the Life Event

steps

▪ Life event entry can only be performed by the employee for their records.

▪ Customization done to enable HR staff to select an employee and perform

ESS using the Life Events

Enrollment Event Code comes from PO, else hard coded to NHR (New Hire)

Enrollment Event Type is based on Enrollment Event Code. Set based on SPHD in UDC 08/BE for EECD. If ‘1’ set it else Set to ‘2’.

Double click on employee or Row exit ESS Director, goes to P5505410 and address number of the employee is passed in Form interconnect.

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Design


■ Customizations to ESS applications.▪ Custom Self-service Director (P5505410)▪ This application is a copy of P05410.

▪ The custom application will work based on the address number passed to

it instead of going by the person running the application.

▪ Customization done

Added Address number, Display Marital status, Display salary, Display DOB, Display Where-Next & Enrollment Event Code to the Form Data Structure

Set PO Values based on FI Values coming in from earlier application.

Assigned FI address Number to address Number Variable to be used for processing the enrollment

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Design


■ Batch UBE(s) to load and process benefits info

▪ Enrollment text file with benefits information provided by TPA in csv format

▪ Staging table (F5708030) in JDE to load file and Maintenance Application (P5708030)

▪ Batch job (R5708030L) to load the file into Staging table

▪ Batch job (R5708030) to process the data in staging table▪ Validate Data and report exceptions

▪ End enrollment if required

▪ Write new enrollments to ESS work files

▪ Batch jobs to process ESS work files into live tables

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Design

Automate benefits enrollment leveraging ESS work files 9

Design – Flow Chart


■ Load and Maintain Source Data

▪ TPA sends info in text file in csv format

▪ Batch job (R5708030L) to load the file into Staging table (F5708030)

▪ Maintenance Application (P5708030) to correct any data if required or enquiry on error records

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Design


■ Validate Source Data and Load into ESS work files (R5708030)

▪ Process all records from F5708030 and update the EDSP after processing

▪ Process employee and their dependents as following▪ Validate if the employee is still active and only process if active

▪ For dependent, use the AN8 passed in or creates a new AN8 for new dependents.

▪ Create records in the ESS work files for employee & dependents / Beneficiaries

▪ Derive a ESIGN and use the same for the whole batch of records

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Design


■ Employee Enrollment Processing (R5708030)

▪ Validation

▪ Check for active employee.

▪ Validate Benefit Group and Plan enrollment if eligible

▪ Create record per employee in F054101W (Employee Personal Profile Information Work Table)

▪ Create approval record for above table in F05420 (Work Flow Approval Table)

▪ Create 1 record per employee/plan in F085520W (Available Plans and Plan Options by employee Work Table)


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Design


■ Dependent/Beneficiary Enrollment Processing (R5708030)

▪ Validation

▪ Check for active employee.

▪ Validate Benefit Group and Plan enrollment if eligible

▪ Create record per Dep./Ben. in F054101W (Employee Personal Profile Information Work Table)


▪ Create 1 record per Dep./Ben. per plan in F085536W (Dependent/Beneficiary X-ref Work Table)


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Design


■ Schedule ESS jobs for End-End process▪ Run Standard ESS Purge Jobs

▪ Download benefits file from TPA

▪ Run Custom batch job to load file

▪ Run Custom batch job to process file

▪ Run ESS standard jobs to process data from work files to live tables

▪ R054104 (Update Employee Personal Information to Live Tables)

▪ R085524 (Update Benefits Information to Live Tables)

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Design


■ Processing Benefits changes using ESS work files

▪ Ending the enrollment was not working as expected

▪ Worked with Oracle but could not resolve the issue

▪ Added code to UBE to end the enrollment and process new enrollments through ESS

■ Bad dates from TPA

▪ Validation caught most of the issues

▪ Bad start and end dates

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Challenges

Automate benefits enrollment leveraging ESS work files 16

Questions?

Thank you for your input!

Please complete the session evaluationWe appreciate your feedback and insightSession ID#: 2015JDE-101600

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Sri [email protected]

Victor LangVice President, Enterprise [email protected]

Chakravarthy JangaSr. Manager, Enterprise [email protected]

SmartbridgeHouston Office

[email protected]

jd edwards - automate benefits enrollment leveraging ess work files

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