Web Procedure Manual

Updating an Online Entry Enrollee Record

The Update function allows users to update online entry enrollee records.

To Update 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 List button next to the applicable record. The Transmission Online Entry Enrollees Search Results page is displayed.

   

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

   ID

   Year

   Qtr

   Enrollee SSN

   Last Name

   First Name

   Code

   Agency

   POI

   Pay Cycle

   As of Date

   Employee Annuitant Indicator

   Options

7. Select the Update button next to the applicable record on the Transmission Online Entry Enrollees Search Results page. The Transmission Online Entry Update page is displayed.

   

8. Complete the following fields on the Transmission Online Entry Enrollees Update 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

9. Select the Update Record button. If no errors occur, a popup appears to confirm the record has been updated.

   OR

   Select the Clear Data button to clear data on the form.

   

10. Select the OK button to close the popup.

    Note: To update another record, select the Cancel button to return to the Transmission Online Entry Enrollees search results page, then select the Update button next to the applicable record.