Use the following steps as a guide to run a pre-defined administrative process from the Web Administrator. Note: Depending on the configuration of your system, your process may be different.
Log in to Web Administrator.
From the To Do list, click on the task you want to process. The system selects the Administration tab from the main menu and populates the process area header with the appropriate member, plan, and administrative process.
Notice that once the administrative process has been selected, the list of events in the process displays.
Click on any event to display the supporting view links used to access browsers associated with the selected event.
Click on the first event in the process, in this case Application Submission. The Document Wizard displays.
Provide a Description, and using the Browse button, find and select the imaged Application for Retirement Benefits document submitted by the member, and then click Submit.
If necessary, click the Member Documents link to access the browser associated with this event. Ensure that the document has been uploaded to the member record.
Notice that the Application Submission event is logged as Completed.
Click on the second event in the process, Retirement Calculation. The Benefit Calculation Wizard displays.
If necessary, use the calendar to adjust the dates and click Next to view a Summary.
If the Summary is correct, click Next. The system displays the Calculation Results worksheet.
Select each tab in turn to view the calculation results.
Scroll down and click Finish. The system saves the calculation as 'Pending'.
At this point, the process must be interrupted to await the return of the Election of Benefits form from the member. Once the member's Election of Benefits document has been returned, continue the Retirement process by clicking on the Election of Benefits event. The Document Wizard displays allowing you to upload the document to the member's record.
Complete the Retirement process by running the Final Processing event. This time this system saves the calculation with the status 'Process'. (The Retroactive Revisions event can be processed at a later date if changes are required.)
Notice that the Daily Log has tracked each event in the process.
For more information, see About Web Administrator Processes.
Build 1136
