MANAGE LIFE EVENT USER FLOW STATUS

Use this application to view an employee's life event user flow status. ESS administrators can use this application to view what the employee has completed or not completed in the flow. You can also use this screen to delete an employee's life event user flow record.

When an employee selects a Life Event in the ESS Life Events/New Hires module, the user flow assigned to that Life Event in the Configure ESS Life Events screen is automatically assigned to the Employee/Life Event/Life Event Date combination. ESS tracks an employee’s progress through the user flow and stores the Status of each module in the Life Event User Flow Status table. 

You can use this screen when you need to determine where an employee is in his Life Event user flow. You can also use this screen when you need to override an employee's user flow confirmation status, add a new module to the user flow, delete a module from the user flow, or change an ESS module's Status in the user flow.

Select the Confirmed check box to prevent the employee from accessing the user flow for the Life Event/Life Event Date. Clear the Confirmed check box to open the Life Event/Life Event Date's user flow so that the employee can make further changes in ESS. 

You may find that the modules assigned to the Life Event in the Configure ESS Life Events screen do not apply to every employee that has that Life Event. When this occurs, you can use this screen to modify the user flow.

Location

Employee

This field displays the employee ID. The employee name displays in the field to the right.

Life Event

This field displays the life event code for this employee. The name of the life event displays in the field to the right.

Life Event Date

This field displays the date of the Life Event.

Confirmed

Select this check box if the employee has confirmed the modules for this employee life event user flow.

Benefits Activated

If this check box is selected, any benefit elections made through this life event user flow were activated in the Activate Pending Benefit Elections screen.

User Flow Status

ESS Module

Enter, or click to select, the ESS module name for the life event's ESS user flow. When you use , only those ESS modules that are not Benefits-related (the Benefit Module field is N) are available for selection.

Benefit Module

This field displays Y (Yes) or N (No) to indicate whether or not the module in the ESS Module field is Benefits-related. After you have initiated a life event user flow, you cannot add a Benefits module to it.

Status

From the drop-down list, select the status of the module in the life event's ESS user flow. Valid options are: