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CLER for NFC

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Adding a Schedule Record

The Add function allows users to add schedule records.

To Add a Schedule Record:

  1. Click the Gears button at the top of the CLER Main Menu. The Maintenance Main Page is displayed.

    Maintanence Main Page

  2. Select the Schedules option. The Schedules page is displayed.

    Schedules Page

  3. Click Add. The Schedule Add page is displayed.

    Schedules Add Page

  4. Complete the fields as follows:

    Field

    Instruction

    Year*

    Required

    Select the reconciliation year from the drop-down menu.

    Quarter*

    Required

    Select the reconciliation quarter from the drop-down menu.

    Start Date*

    Required

    Select the Start Date the input from the carriers and payroll offices is processed. Click the first drop-down menu and select the month; click the second drop-down menu and select the day; and click the third drop-down menu and select the year.

    Submission Reminder Date*

    Required

    Select the date the submission reminder is sent. Click the first drop-down menu and select the month; click the second drop-down menu and select the day; and click the third drop-down menu and select the year.

    Cut Off Date*

    Required

    Select the date after which CLER accepts no quarterly enrollment data from carriers or payroll offices. Click the first drop-down menu and select the month; click the second drop-down menu and select the day; and click the third drop-down menu and select the year.

    Response Reminder Date*

    Required

    Select the date a reminder regarding the lack of response to discrepancy reasons and action codes will be sent to carriers. Click the first drop-down menu and select the month; click the second drop-down menu and select the day; and click the third drop-down menu and select the year.

  5. Click Add Record. If no errors occur, a pop up message is displayed to confirm the record has been added.
  6. Click OK to close the pop up.

    Note: To add another record, click Cancel to refresh the Schedules Add page and complete the fields for the new record.

See Also

Maintaining Schedule Records

Viewing a Schedule Record

Updating a Schedule Record

Deleting a Schedule Record