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Adding an Online Entry Enrollee Record

The Add function allows users to add online entry enrollee records.

To Add an Online Entry Enrollee Record:

  1. On the Transmission tab, select Online Entry. The Transmission Online Entry page is displayed.

    Transmission Online Entry page

  2. Complete the following fields on the Transmission Online Entry page:

    Payroll Office ID

    Year

    Quarter

    Pay Cycle

    As of Date From

    As of Date To

    Order By

  3. Select the Submit button. The Transmission Online Entries search results page is displayed.

    OR

    Select the Reset button to clear the form.

    Transmission Online Entries Search Results

    Note: The Transmission Online Entries Search results page allows Agencies to reuse the enrollment data from a previous quarter for the online transmission of enrollment data in the current quarter. To reuse a previous quarter’s enrollment data, complete the Year and Quarter fields as indicated under Transmission Online Entries search results page Field Instructions in Part 3 and select the radio button in the Select field located next to the applicable quarter’s enrollment data record.

  4. Complete the following fields to select different search criteria:

    Year

    Quarter

  5. Select the Submit button. The Online Entry Record list is displayed.

    OR

    Select the Reset button to clear the fields.

    The data on the Transmission Online Entries search results page is categorized into the following fields:

    ID

    Year

    Qtr

    Submission Date

    #

    Code

    Release Date

    Status

    Records

    Pay Cycle

    As of Date

    Options

  6. Select the Add button next to the applicable record on the Transmission Online Entries search results page. The Transmission Online Entry Enrollees Add page is displayed.

    Transmission Online Entry Enrollees Add

  7. Complete the following fields on the Transmission Online Entry Enrollees Add page:

    Payroll Office ID

    Year

    Quarter

    Pay Cycle

    As of Date

    Employee/Annuitant Indicator

    Agency

    POI

    Enrollment Code

    SSN

    Last Name

    First Name

    Middle Name

    Effective Date of Coverage

    Amount

    Deceased Annuitant SSN

    Psuedo SSN

    Other Payroll ID

    Other Carrier ID

    Submitter Use #1

    Submitter Use#2

    Submitter Use #3

  8. Select the Add Record button. If no errors occur, a popup appears to confirm the record has been added.

    OR

    Select the Clear Data button to clear form. Select the Cancel button to return to the previous page.

    Transmission Online Entry Add popup

  9. Select the OK button to close the popup.

    Note: To add another record, select the Cancel button to refresh the Transmission Online Entry Enrollees Add page and complete the fields for the new record.

See Also

Maintaining Online Entry Records

Adding an Online Entry Record

Viewing an Online Entry Record

Updating an Online Entry Record

Releasing an Online Entry Record

Canceling an Online Entry Record

Updating an Online Entry Enrollee Record

Deleting an Online Entry Enrollee Record