COWAN Member Not Loading Checklist
ISSUE: Member not loading to COWAN MPL File. Configuration Checklist needed to troubleshoot this issue.
COWAN Configuration Checklist:
- Staffing > Position & Assignment > Employee ID
- Active Position
- FTE > 0
- Benefit Plan = COWAN
- Compensation > Salary and Allowance
- Active Salary Record
- Same Employee Group as COWAN Position
- Board Control > Benefit > Carrier Code Maintenance
- Ensure same Employee Group is configured for COWAN
- Ensure proper Client ID and Plan are configured
- Board Control > Employee Group Maintenance
- Ensure Employee Group is Active
- Benefit > Benefits > Benefit Eligibility Date
- Ensure proper date is configured
- OPC Management > Job Class
- Ensure “Exclude from Benefits = N”
Board Control > Benefits > Carrier Code Maintenance
Ensure appropriate Employee Group is configured under Benefit Provider = COWAN
Ensure Client ID and Plan are configured accordingly
Board Control > Employee Group Maintenance
Ensure the Employee Group is Active and configured accordingly
Staffing > Position & Assignment > Employee ID
Ensure FTE > 0, Benefit Plan = COWAN and Position = Current
Compensation > Salary and Allowances > Employee ID
Ensure Compensation record Employee Group is the same as Position
Ensure Active compensation record
Benefit > Benefits > Benefit Eligibility Date
select BENEFIT_ELIGIBILITY_DATE from EC_EMPLOYEE
where EMPLOYEE_ID = 'xxxx'
Configure under Benefit > Benefits > Benefit Eligibility Date = Hire Date
OPC Management > Job Class
select LTO_IND from EC_JOBS
where JOB_CODE = 'xxxxx'
**Exclude from Benefits = N or Null
Note: LTO_IND must be NULL or 0 (indicating Exclude from Benefits = N) for Job Code to be eligible for Benefits.
If LTO_IND = 1, this indicated Exclude from Benefits = Y
- This can then be updated in OPC Management > Job Class.