Processing a Benefit Change Request in HREOTR
Introduction
EO Benefit requests are written to an EO transaction page (HREOTR, hr_trnsreq and hr_trnsdtl tables) under the EO Requests tab. Upon selecting Save in the Benefit Update wizard (launched from the Benefit Enrollment page), benefit requests are recorded in HREOTR with an Approval Type of HOLD. When the Confirm All button on the Benefit Enrollment page is selected, the HREOTR Approval Type changes to WAIT.
HREOTR allows an approver to evaluate a request and carry out an approval on a single request (multiple are processed using the Global Processing Transaction Requests tool) before it reaches the HR benefit page. Since the original benefit information is still in place, rejections are not an issue for benefits. Details of the request from EO will display in the Request Details tab.
Approval
Approval is accomplished by placing APPR in the Approval Type field and pressing Enter. After the record is saved, the Approval Type status is changed to SEND with an Approval Date. This action signals the approval business rules to execute.
In the case where the Benefit maps to an HR benefit record (HRPYBE), the transaction code closes the original benefit record, if appropriate, then creates a new record reflecting the request.
Additions receive an Action code of EOA, updates receive an Action code of EOU, and closed assignments will have an Action code of EOC.
In the case where the target benefit maps to hr_cdhassgn (which can only occur once for a given employee and CDH number), the record is modified with the new request information and marked with the appropriate begin date.
Approval on the transaction page also manages entries in the HR Dependent Beneficiaries tab (hr_depdbenf) table, if necessary, and moves the new benefit information over to PY for use in payroll calculations.
HR Pages
Benefits are organized into the following groups: Insurance, Reimbursement, Retirement, and Other. Depending on the type of benefit that is being processed, approvals of benefit requests may update records on the following pages:
HRPYBE, Benefit Assignments tab (hr_beneinfo table)
HRPYBE, Dependent Beneficiaries tab (hr_family table)
HRPYBE, Dep & Ben Benefit Assignments tab (hr_depdbenf table)
HRPYPR, Miscellaneous tab (hr_cdhassgn table)
Approval Period
When approving requests, approvers should be mindful of effective date ranges set within EO for submitted change requests in relation to payroll processing.
Approvals should not be done while a previous payroll is being processed. The approvals need to be complete before the payroll for the Effective Period is run. The timing and personnel involved in the approval process will vary from organization to organization.
FAQs
What happens when an employee makes a change to benefit plans in EO?
All benefit requests are written to HREOTR (hr_trnsreq table) with an approval code of WAIT. More details about the request can be viewed on the Request Details tab. After the cutoff date or open enrollment period ends, the records should be approved in HREOTR by placing APPR in the Approval Type field. This will write the benefit into the hr_beneinfo table as well as send it directly to PY. Once it finishes successfully, the approval code changes to SEND.
Does EO keep a record of the change history?
When a change is made from Employee Online ONLY for benefits, a transaction record is created for the changes on the HREOTR page and that is where the changed information history will reside.