How to Perform a Pension Increase Online

Location: Pension Increases Process

Use the following steps as a guide to run the Pension Increases process online.

  1. From the Pension Increases process, click to select the Input Increase Rules event. The system displays the Pension Enhancements browser.

  2. Click the New link and add the pension enhancement rule required. In the example shown, effective June 1st 2007, all current pensioners will receive a 3.5% increase. Those whose increase (3.5% of current pension) is less than $10.00 monthly will receive the minimum increase of $10.00.

  1. Next, click to select the Perform Annual Increase Calculation event. The system displays the Pension Enhancements batch wizard.

  2. Using the arrows provided, move the Create enhancements (buffer mode) task from the Available Tasks list to the Selected Tasks list.

  1. Click Next to advance to the Select Parameters screen.

  2. Using the option buttons provided, click New to enable the selection of new parameters. (Note: Clicking Last Run sets the parameters to those chosen from the previous run. Clicking Previous Run enables the drop-down list from which you can a run to use.)

  1. Click Next to advance to the Set Batch Parameters screen.

  2. From the drop-down list, select the Client.

  3. From the drop-down list, select the Plan.

  1. Click Next to advance to the Summary screen. Notice that the Summary displays the task selected to be run.  

  1. If the Summary is correct, click Finish. The system displays the Running Batches browser, however, often the batch has been completed so quickly (and is no longer running), so that the browser appears empty.

  2. Click to select the supporting view Output Generated. Notice that the buffer contains the new pension amounts.

  1. Next, click to select the Record Increase on Benefit event. The system displays the batch wizard with the Pension Enhancement batch and the Post Buffer (buffer mode) task selected.

  1. Click Finish to post the enhanced pension amounts to each pensioner's record.

  2. The Notification to Member/Survivor event is used to generate a status report to be sent to the pensioner.

 

For more information, see About Web Administrator Processes.

 

Build 1136

See Also