PeopleSoft Planet

Dependent eligibility verification tracking

by Renee Lyons
(Cedar Rapids, IA)

We are currently on Version 8.9. We are interested in seeing how other company's handle dependent eligibility verification tracking for their new employees.

We currently have a very manual process - we added a customized 'Eligibility indicator' field on the dependent screen to track when we receive eligible dependent documentation and this field is checked when the documentation is received.

Then we have a report that generates to show us which new hires are enrolling dependents but do not have this elig. indicator checked on.

Then our customer service area sends out e-mails to the employee requesting the documentation. Once we receive the documentation the dependent's check box is clicked on.

If we don't receive a response from the employee we send out additional e-mails.

We are looking for any help to make this process easier or possibly automate the process somehow. PeopleSoft informed me that in Version 9.0 they introduce a Certification process that we can create and employees can complete before enrollment to qualify dependents.