9.2 R-266 PTF Benefits Eligibility Report

Purpose:  Use this document as a reference for using the custom reports for part time faculty benefits information in ctcLink.

Audience:  Benefits Administrator.

NOTE: This report will total all FWL FTE’s from both Job and FWL to generate one totaled FTE.  Any jobs in Job Data that have an EMPL CLASS of Part Time Faculty will not be considered for Job purposes (as they are being taken from FWL), but any other Job Data that contains an EMPL CLASS outside of that will be added in.

For instance, if a PTF employee has three jobs, 2 of them with an EMPL CLASS of Part Time Faculty and one with an EMPL CLASS of Hourly, then it will add the FTE from FWL which contains the Contract Types that have the Benefit Eligibility box checked in FWL but will also add the Hourly Job’s Job Data FTE.

This means for PTF to correctly be represented on this report, all non-PTF EMPL CLASS Jobs must have a correct FTE maintained in Job Data.

Part Time Faculty Benefit Eligibility Report

Navigation:  NavBar > Navigator > Benefits > CTC Custom > CTC Reports > PTF Benefit Eligibility Report

  1. The PTF Benefit Eligibility Report search page displays.
  2. Enter an existing Run Control ID or select the Add a New Value tab if this is the first run by the user for this report.
  3. Select the Search or Add button.
PTF Benefit Eligibility Report search
  1. The PTF Benefit Eligibility Report page displays.
  2. Select the Company Code using the lookup field.
  3. Use the radio buttons to select one of the following conditions (separate runs must be performed for each condition):
    • PTF employees listed as Eligible but should be ineligible
    • PTF employees listed as Ineligible but should be eligible
    • PTF employees listed as Ineligible but may be eligible
  4. Select the Run button.   
Run button
  1. The Process Scheduler Request page displays.
  2. Make sure the Format Type = PDF.
  3. Select the OK button.
Process Scheduler Request pagelet
  1. The PTF Benefit Eligibility Report page displays.
  2. Make note of the Process Instance number.
  3. Select the Process Monitor link.
Process Instance
  1. The Process Monitor page displays.
  2. On the Process List tab, select the Refresh button until the Run Status = Success.
  3. Select the Details link.
Process List tab
  1. The Process Detail pagelet displays.
  2. Select the View Log/Trace link.
Process Detail pagelet
  1. The View Log/Trace pagelet displays.
  2. Select the first .log file.
View Log/Trace pagelet
  1. The Process/Interface Log page opens in a new window.
  2. After reviewing, close the pop-up window.
Process List Go Back to PTF Benefit Eligibility Report
  1. The View Log/Trace pagelet displays.
  2. Select the Return button.
  3. The Process Detail pagelet displays.
  4. Select the OK button.
  5. The Process Monitor page displays.
  6. Select the Go back to PTF Benefit Eligibility Report link.
Process List tab
  1. Select the Report Manager link.
Report Manager link
  1. The Report Manager page displays.
  2. Select the Administration tab.
  3. Select the file name link to display the pdf file.
Administration tab
  1. The file is displayed.
  2. Verify the file for the output data.
  3. The process to run the R-266 Part time faculty benefit eligibility report is now complete.
  4. End of procedure.

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