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Fellowship Upload Process - PowerPoint PPT Presentation

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Fellowship Upload Process. Stephanie Yohn Janine Hartman. Welcome. Quick Review of the Upload Process Reports: What They Do For You Fellowship Transactions: How to Use Them Tips & Tricks. Fellowship Upload Process Review. Fellowship Reports. Two reports: Job information

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Fellowship upload process

Fellowship Upload Process

Stephanie Yohn

Janine Hartman


  • Quick Review of the Upload Process

  • Reports: What They Do For You

  • Fellowship Transactions: How to Use Them

  • Tips & Tricks

Fellowship reports
Fellowship Reports

  • Two reports:

    • Job information

    • Benefit enrollment information

  • Both reports can be run for:

    • all benefit-eligible students in a department

    • a single employee

Fellowship reports cont
Fellowship Reports, Cont.

  • Use the AsOfDate

  • Always run before you upload

    • Helps determine which transaction to use in loading job information

  • Run after you upload

    • You can validate the correct data was loaded

Upload transactions
Upload Transactions

  • Three Transactions Available

    • Enroll: Use this to load a new fellowship or reactivate a former benefit-eligible Fellowship for your department

    • End Fel Elig: Use this either to extend or end early a current Fellowship student

    • Shortcode Change: Change the shortcode for a current Fellowship student

Upload transactions1
Upload Transactions

  • Helpful Hint: To extend a Fellowship and change the shortcode, enter two transactions for the one student on the spreadsheet:

    • End Fel Elig to extend the appointment

    • Shortcode Change to update the shortcode

    • Both transactions can be listed on the same spreadsheet

Upload transactions2
Upload Transactions

  • Helpful Hint: Upload process cannot be used for certain transactions:

    • New enrollments older than 90 days from the current date

    • Terminating Fellowship greater than 30 days retroactive cannot be completed by using the Upload process.

Upload transactions3
Upload Transactions

  • Helpful Hint, Continued:

    • Contact the Benefits Transaction Team for retroactive enrollment or terminations

  • Helpful Hint: Uploaded appointments must be a minimum of 4 continuous months to be benefit eligible

Upload error message
Upload Error Message

  • Error Messages

    • If an error occurs, a spreadsheet is attached to the e-mail message with details

Student s responsibility
Student’s Responsibility

  • Read their @umich.edu e-mail

  • If @umich.edu e-mail not used, enter forwarding e-mail address on the X500

  • Check their junk mail

  • Review address and update if needed

Student s responsibility1
Student’s Responsibility

  • Make sure their address is always up-to-date

  • Watch for insurance cards from Blue Care Network and SXC Health Solutions, Inc.

Health enrollment requirements
Health Enrollment Requirements

  • Social Security Number is required for health plan enrollment

  • Health ID cards are sent to address on file when initial enrollment is sent

  • Address changes are sent on the weekly enrollment files, but new cards are not distributed when addresses change

Need more information
Need More Information?

  • Students should contact the HR/Payroll Service Center for questions regarding their benefit enrollment and eligibility

  • Student should contact Blue Care Network for specific health insurance coverage questions

More information continued
More Information, Continued

  • Departments should contact the Benefits Transaction Team for upload questions and help, and for enrollment and eligibility information. The Benefits Transaction Team can be reached via email at [email protected] or via phone at (734) 936-0258

More information continued1

Departments should contact the MAIS Help Desk for system related issues. MAIS Help Desk can be reached at (734) 936-7000.

More Information, Continued

More information continued2
More Information, Continued related issues. MAIS Help Desk can be reached at (734) 936-7000

  • Written instructions can be found on MyLinc – enter Fellowship in the Search box

Questions? related issues. MAIS Help Desk can be reached at (734) 936-7000

Thank you
Thank You! related issues. MAIS Help Desk can be reached at (734) 936-7000