Web Procedure Manual

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.

   

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.

   

   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.

   

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.

   

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.