Web Procedure Manual

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 Federal Employees Health Benefits, Centralized Enrollment Clearinghouse System Main Menu.
2. Select Enrollees on the Payroll Office Main page. The Payroll Office Enrollees page is displayed.

   

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.

   

   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.

   

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.

   

   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.