Processing the WED New Hire Hold Report in HRS

Overview

The UW New Hire Hold is an error report created to notify campus Benefits and/or HR Administrators of employees who have blank values in their WRS Previous State or Local Service fields. These errors will appear in the Workflow Exception Dashboard (WED) notifying credentialed users of missing/incorrect employee data and the ability to fix them accordingly in an on-demand basis.

Process Considerations:

If the employee's WRS Previous State or Local Service Fields are blank on JOB data, it means that the overnight process that contacts the Employee Trust Funds (ETF) system has found a match on their Social Security Number indicating that they previously worked for a WRS eligible employer and may have prior service. This is the most common reason for an employee to appear on the WED. Benefit Administrators must complete a WRS Prior Service check prior to following the steps in this procedure. (See: Looking up Prior WRS Service in ETF One)
If WRS Prior Service is not blank, it indicates the employee may have a Benefits Primary Job Flag issue. This person will remain on the error list until the issue is resolved. In the event this occurs, please follow up with your AG Representative. (Reference: Rebuilding Benefits Primary Job Flags in HRS)
An employee will remain on the New Hire Hold Report until all fields are properly populated for every Effective Date and maximum Effective Sequence for each date within each Empl Rcd. Until all records are updated, the employee will not be assigned to a Benefit Program.
If historical information on UW Benefits Tab needs to be corrected, please open a ticket with your Affinity Group. UWSS Service Operations will correct the historical information.
If no data is found, access OneNet ETF (See Looking up Prior WRS Service in ETF One) to find the employee's correct data to be entered into the UW Benefits Tab prior service fields. Institutions can update the most top row, by adding an effective dated row and sequence to update this information.

You may click on the links below to navigate directly to a section:

Instructions

1. Log into HRS. If the WED is not automatically displayed on the Home page, then click the WED tab to switch to it. The main WED Error Queries appear based on your current security and whether there are errors to fix.

2. Click on the UW_HR_NEW_HIRE_HOLD Error ID hyperlink. This query is also accessible from the FLSA WorkCenter, found at Workforce Administration > Job Information > UW FLSA WorkCenter. For more information about the WorkCenter, see KB Setting Up a WorkCenter in HRS.

Note - there are additional filters available to narrow your list: Business Unit, Dept ID or DeptID (like), [] Claimed, [] Completed.

3. Click the Check to Claim check box. Your name will appear in the Claimed by section with the Date and Time noted.

4. Click link to UW_BN_JOB_DATA. This will take you to the employee's UW Benefits tab on the Job Data page.

5. Note that the Previous Service fields are blank and the Benefits Service Date is equal to the hire date.

6. Navigate to Work Location Tab. Click the + button to add a row.

The Effective Date used must equal the hire/rehire date.
You will need to enter an Effective Sequence equal to the current row +1. (i.e. current = 0, enter 1 in this field)
Action = Data Change
Reason = BN Eligibility Update

7. Click on the UW Benefits tab. Add the appropriate number of months into the Previous WRS State and Local Service fields, and roll back the Benefit Service Date to match the prior State Service (maximum of 12 months).

8. The Previous Service fields will need to be updated on each Empl Rcd. Click the Next in List and Previous in List buttons to navigate between Empl Rcd, and within each Empl Rcd click the right and left row buttons to find every Effective Date and maximum Effective Sequence of each date.

9. Click the Save button when all data has been entered on all records.

10. Close this window to return to the Error Query Summary Page.

11. Click the Completed check box. Your name will appear in the Completed by section with the Date and Time noted.

12. Click Home link to return to the main WED page OR

13. Click Return to Dashboard link (available on every page) to return to the main WED page

14. Upon successful resolution of the employee's error and after nightly updates, the employee will fall off the list.

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Further Research

Benefit Administrators can pull the New Hire Hold Report (UNBNR002 New Hire Hold Report) from Cypress https://cypress.doit.wisc.edu/ to further investigate an employee. The report in Cypress shows the Effective Date, Empl Rcd, and which field is missing the data.

Additional Resources

Related KBs:

Related Links:

Get Help

Click HERE to contact UW Shared Services or HERE for the Office of Technology Services (OTS) Helpdesk if you have any issues with these instructions.

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