Process Considerations:

• Employees are required to have a SSN before they can contribute to the 403(b) plans.
• Employees with a missing SSN will need their contribution stopped until the missing information is entered into HRS.

Instructions

1. Log into HRS.  The Workflow Exception Dashboard queries will appear based on your current security and whether there is an error to fix.
2. Click on the UW_BN_SAV_MISSING_SSN query hyperlink in the Workflow Exception Dashboard (WED).
3. A current list of employees who are enrolled into TSA or Roth plans with a missing SSN.  This list will be refreshed each evening.  (Note:  Empl_ID's that appear as hyperlinks in the list have more than one error.)
4. Click the 'Check to Claim' checkbox next to the person you wish to work with and your name will appear in the Claimed By section with the date and time noted.
   
   
5. Click the SAVINGS_PLANS1 hyperlink for the employee you have claimed.
   
   
6. The employee's Savings Plans enrollment page will be displayed.  You may need to click on the arrow button to navigate to between between Saving Plan Type enrollments.
   
   
7. You will need to work with the Business Unit to address the missing SSN prior to payroll confirmation.  Otherwise you will need to remove enrollment until the missing information has been addressed.  DO NOT allow deductions to occur on the payroll if the information is still missing.

Additional Resources

Related KBs:

• Adding Events to the BAS Activity Table in HRS
• Enrolling, Changing, or Canceling Coverage Using On Demand Event Maintenance in HRS 
• Plan Types, Benefit Plans, and Payroll Deductions Job Aid in HRS 
• Reprocessing Events Using On Demand Event Maintenance in HRS 
• Review Benefit Enrollments in HRS  

Related Links:

• Tax-Sheltered Annuity 403(b) Program
• Wisconsin Deferred Compensation Program
• Salary Reduction Agreement