OTIP Member Record not Loading Configuration Checklist

ISSUE: Employee not appearing on OTIP Member File when they SHOULD be

Overview Checklist:

1. Staffing > Position and Assignment> Employee
   1. Active Position
   2. FTE > 0
   3. Benefit Plan = OTIP
2. Compensation > Salary and Allowance
   1. Active Salary Record
   2. Under same OTIP group
3. Board Control > Benefit > Carrier Code Configuration
   1. Same Employee Group is configured under OTIP
   2. Ensure proper Division/Class/Subdivisions are configured
4. Board Control > Employee Group Maintenance
   1. Division/Class/Subdivisions match what is under Benefit Carrier Code
5. Benefit > Benefits > Benefit Eligibility Date
   1. Ensure proper date is configured
6. OPC Management > Job Class
   1. Ensure “Exclude from Benefits = N”

OTIP MPL File Expectations

POSITION FILE

• Current Positions
• Future Positions
• Historical Positions
  1. As long as OTIP receives End Date for it

LEAVE FILE

• Current Leaves
• Future Leaves
  • Records that exceed 'As Of Date' or month's advance will simply be filtered out
• Historical Leaves

Board Control > Benefits > Carrier Code Configuration: 

Ensure appropriate Employee Group is configured under Benefit Provider = OTIP

Board Control > Employee Group Maintenance

Ensure Division Code/Class/Subdivisions matches with Benefit Carrier Config Group Setup

Staffing > Position & Assignment > Relevant Employee ID

**Benefit Plan = OTIP, FTE > 0 on CURRENT Position

Compensation > Salary and Allowance > Employee ID

**Ensure Active Compensation record for the same OTIP Group

select BENEFIT_ELIGIBILITY_DATE from EC_EMPLOYEE

where EMPLOYEE_ID = 'xxxx'

Configure under Benefit > Benefits > Benefit Eligibility Date = Hire Date

select LTO_IND from EC_JOBS

where JOB_CODE = 'xxxxx'

OPC Management > Job Class

**Exclude from Benefits = N

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. 

Method of Verifying LTO_IND (Exclude from Benefits Checkbox) Via Scripts

select EMPLOYEE_ID, JOB_CODE, EMP_GROUP_CODE, POSITION_START_DATE, POSITION_END_DATE, ACTUAL_FTE, BENEFIT_PLAN from EC_EMPLOYEE_POSITIONS

where EMPLOYEE_ID in ('xxxxxx', 'yyyyyy')

and POSITION_START_DATE > '2021-09-01'

select JOB_CODE, LTO_IND from EC_JOBS

where JOB_CODE in ('ELEMTCHR', 'ELMLONGT', 'KINDSUMM')

Applicable Scripts

EMPLOYEE POSITIONS

select EMPLOYEE_ID, EMP_GROUP_CODE, POSITION_START_DATE, POSITION_END_DATE, ACTUAL_FTE, BENEFIT_PLAN from EC_EMPLOYEE_POSITIONS

where EMPLOYEE_ID in ('XXXX', 'YYYY', 'ZZZZ')

and POSITION_START_DATE > '2021-09-01'

EMPLOYEE SALARY

select EMPLOYEE_ID, EMP_GROUP_CODE, SALARY_START_DATE, SALARY_END_DATE, COMPENSATION_RATE, HOURLY_RATE from EC_EMPLOYEE_SALARY

where EMPLOYEE_ID in ('XXXX', 'YYYY', 'ZZZZ')

and SALARY_START_DATE > '2021-06-01'

BENEFIT ELIGIBILITY DATE

select BENEFIT_ELIGIBILITY_DATE from EC_EMPLOYEE

where EMPLOYEE_ID in ('XXXX', 'YYYY', 'ZZZZ')

select LTO_IND from EC_JOBS

where JOB_CODE = 'xxxxx'

select EMPLOYEE_ID, JOB_CODE, EMP_GROUP_CODE, POSITION_START_DATE, POSITION_END_DATE, ACTUAL_FTE, BENEFIT_PLAN from EC_EMPLOYEE_POSITIONS

where EMPLOYEE_ID in ('xxxxxx', 'yyyyyy')

and POSITION_START_DATE > '2021-09-01'

select JOB_CODE, LTO_IND from EC_JOBS

where JOB_CODE in ('xxxxxx', 'yyyyyy', 'zzzzzzz')