咨询方法与工具资料库file18【精品文档】

WHEN RESP.
LEVEL
STEP
#
PROCEDURE 1.0000 Action on Paycheck Generated Procedures
Daily C 1.1000 Pick up Action on Paycheck reports from Records Control each morning. Daily C 1.2000 Sort Action on Paycheck reports by transaction type:
∙Termination/Go on SLOAC
∙Reinstatement/Return from SLOAC
∙Retirement
∙Other non-benefit related items
Daily S 1.3000 Delegate work to appropriate employees.
Daily S 1.3100 Ensure that all transactions are processed according to specified procedures.
∙Termination/Go on SLOAC - Step 2.4000
∙Reinstatement/Return from SLOAC - Step 2.4000
∙Retirement - Step 1.4000
∙Other non-benefit related items
Daily C 1.4000 Log all retirees on Retiree Log.
BiWkly P 1.4100 Match retiree log to P2R forms ensuring that all retirees listed on the Retiree
Log have been to Employee Benefits.
BiWkly P 1.4200 Follow up with Staff Relations and with the Retirees not seen.
WHEN RESP.
LEVEL
STEP
#
PROCEDURE 2.0000 EB94 Generated Transactions
Daily C 2.1000 Log every EB94 that comes into the Employee Benefits Division by mail on the
Mail Log.
Daily C 2.2000 Log all EB94’s that are processed as walk-ins or dropped off in person on the
EB94 Processing Log.
Daily P 2.3000 Examine each EB94 for completeness and inclusion of proper documentation.
2.3100 If the EB94 is not complete, or is not supported by documentation, either
follow up by phone, or send the form back to the employee with memo
explaining how it should be resubmitted.
Daily C 2.3200 Log every EB94 that is returned for incompleteness.
BiWkly P/C 2.3300 Check the Return Log against the EB94 Processing Logs to verify that all
returned EB94’s are resubmitted.
Daily C 2.4000 Sort EB94’s by Civi l Service or Provisional status.
Daily C 2.4100 File all provisional employees’ forms in a critical dates file.
Daily S 2.4200 Delegate Civil Service EB94’s to employees for processing.
A/N P 2.5000 Notify Carrier of Transactions.
A/N P 2.5100 Determine whether the employee subscribes to HIP or another carrier.
A/N P 2.5200 Fill out the appropriate transmittal form indicating the effective date of
termination in the future.
P 2.5300 If termination is effective within two weeks then:
Daily P 2.5310 Log the transmittal on the Transmittal Log and send it to the carrier return
receipt requested.
Daily C 2.5320 Log on the COBRA Mailing Log and send a COBRA package to the employee
via certified mail.
Daily P 2.6000 Notify Payroll System of Transactions.
Daily P 2.6330 Create transaction code based on type of benefits change.
Daily P 2.6340 Enter transaction into the payroll system.
WHEN RESP.
LEVEL STEP
#
PROCEDURE
A/N P 2.6341 Log on to the payroll system with employee ID.
A/N P 2.6342 Enter password.
A/N P 2.6343 Determine the benefits change to be made, based on the updated
EB94 form.
A/N P 2.6344 Enter the change into the system including the social security number
and new health code.
A/N P 2.6345 When the system prompts “Are you sure?” verify that the change has
been entered correctly.
A/N P 2.6346 If there are more changes to be made return to step 2.5333.
Daily P 2.6400 Print report of all changes and turn in to supervisor.
Daily S 2.6500 Verify that all changes are reasonable and sign off on printed report. Daily S/P 2.6600 If there are unreasonable transactions, verify and correct them. Daily P 2.6610 If termination is effective in the future (i.e. SLOAC), file the Action on
Paycheck and the transmittal in a critical dates file.
Daily A 2.6700 File report in chronological order in transaction report file.
Daily S/P 2.6800 Check the critical dates file, log the transmittals and COBRA
packages, and send out transmittals and COBRA packages (via
certified mail) on the appropriate date.
Daily C 2.6900 Log the transmittals and COBRA packages as received on the
appropriate logs when return receipts are received.
Weekly C 2.6910 Monitor the COBRA log and follow up on all packages not received
after two weeks.。