COWAN Member Not Loading Checklist

COWAN Member Not Loading Checklist

ISSUE: Member not loading to COWAN MPL File. Configuration Checklist needed to troubleshoot this issue. 

COWAN Configuration Checklist:

1. Staffing > Position & Assignment > Employee ID
   1. Active Position
   2. FTE > 0
   3. Benefit Plan = COWAN
2. Compensation > Salary and Allowance
   1. Active Salary Record
   2. Same Employee Group as COWAN Position
3. Board Control > Benefit > Carrier Code Maintenance
   1. Ensure same Employee Group is configured for COWAN
   2. Ensure proper Client ID and Plan are configured
4. Board Control > Employee Group Maintenance
   1. Ensure Employee Group is Active
5. Benefit > Benefits > Benefit Eligibility Date
   1. Ensure proper date is configured
6. OPC Management > Job Class
   1. 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