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Centralized Enrollment Clearinghouse System (CLER) for Agencies

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Viewing a Matching Carrier Enrollee Record or Duplicate Payroll Office Enrollee Record

The Matching button on the Payroll Office Enrollees View page allows users to view certain enrollee data from a carrier enrollee record that matches a selected payroll office enrollee record. Since there may be more than one matching carrier enrollee record, a Matching button is displayed for each matching record.

The Duplicate button next to the Discrepancy field on the Payroll Office Enrollees View page allows users to view data from another payroll office enrollee record that was submitted for the same enrollee. The Matching and Duplicate functions facilitate the reconciliation process.

To View Matching Carrier Enrollee Records or Duplicate Payroll Office Enrollee Records:

  1. Select the Payroll Office tab on the CLER Main Menu.
  2. Select Enrollees on the Payroll Office Main page. The Payroll Office Enrollees page is displayed.

    Payroll Office Enrollees Page

  3. Complete the following fields on the Payroll Office Enrollees page:

    Payroll Office ID

    Transmission Type

    Year

    Quarter

    As of Date for Pay Period Transmission From

    As of Date for Pay Period Transmission To

    Agency

    POI

    Carrier

    Enrollment Code

    SSN - from

    SSN - to

    Other ID From

    Other ID To

    Last Name

    First Name

    Middle Name

    Employee/Annuitant Indicator

    Error Code

    Warning Code

    Display

    Order By 1st

    Order By 2nd

    Order By 3rd

    Order By 4th

    Order By 5th

    Order By 6th

    Order By 7th

    Order By 8th

    Order By 9th

  4. Select the Submit button to confirm all data entered. The Payroll Office Enrollees search results page is displayed.

    OR

    Select the Reset button to clear all data entered.

    Note: The Payroll Office Enrollees Search results (Other ID) page is displayed when 24900002, 24900003, or 160099XX is entered in the Payroll Office ID field on the Payroll Office Enrollee’s page.

    Payroll Office Enrollees Pay Period Transmissions Search Results

    The data on the Payroll Office Enrollees search results page is categorized into the following fields:

    Enrollee SSN

    Last Name

    First Name

    Carrier

    Code

    Agency

    POI

    Employee Annuitant Indicator

    As of Date

    Amount

    Warning

    Fail Count

    Options

  5. Select the View button next to the applicable record. The Payroll Office Enrollees View page is displayed.

    Payroll Office Enrollee View Matching Carrier

  6. Select the Matching button on the Payroll Office Enrollees View page. The Carrier Enrollees View page containing the data from the matching carrier enrollee record is displayed. The data displayed on the Carrier Enrollees View page is limited to the payroll office identification number, carrier identifier, enrollment effective date, and the year and quarter the carrier enrollee record was submitted.

    Note: If the payroll enrollee record data displayed on the Payroll Office Enrollees View page is matched with the data from another payroll office enrollee record, Discrepancy Code 165 or 167 is displayed in the Discrepancy field. When these discrepancies occur, the Duplicate button is displayed next to the Discrepancy field. Select the Duplicate button to display the Payroll Office Enrollees View page containing the data from the matching payroll office enrollee record. The data displayed on the Payroll Office Enrollees View page is limited to the payroll office identification number, carrier identifier, enrollment effective date, and the year and quarter the payroll office enrollee record was submitted.

    Payroll Office Enrollee View Matching Carrier 1

    The data on the Payroll Office Enrollees View page is categorized into the following fields:

    Payroll Office ID

    Year

    Quarter

    Submission

    Transmission Type

    Employee Annuitant Indicator

    As of Date

    Agency

    POI

    Carrier

    Enrollment Code

    SSN

    Last Name

    First Name

    Middle Name

    Effective Date of Coverage

    Amount

    Deceased Annuitant SSN

    Pseudo SSN

    Other Payroll ID

    Other Carrier ID

    Submitter Use #1

    Submitter Use #2

    Submitter Use #3

    Date Processed

    Time Processed

    Source

    Fail Count

    Discrepancy

    Reconciliation Reason

    Reconciliation Action

    Corrective Action

    Payroll Office Comments

    Carrier Comments

    Last Payroll Update ID

    Last Payroll Update Date

    Last Payroll Update Time

    Last Carrier Update ID

    Last Carrier Update Date

    Last Carrier Update Time

    Note: To view another record select your browser’s Back button to return to the Payroll Office Enrollees search results page and select the View button next to the applicable record.

See Also

Maintaining Payroll Office Enrollee Records

Viewing a Payroll Office Enrollee Record

Reconciling a Payroll Office Enrollee Record