Fellowship Upload Process

1. Fellowship Upload Process Stephanie Yohn Janine Hartman

2. Welcome • Quick Review of the Upload Process • Reports: What They Do For You • Fellowship Transactions: How to Use Them • Tips & Tricks

3. Fellowship Upload Process Review

4. 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

5. 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

6. 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

7. 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

8. 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.

9. 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

10. Upload Error Message • Error Messages • If an error occurs, a spreadsheet is attached to the e-mail message with details

11. Upload Error Message

12. 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

13. 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.

14. 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

15. 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

16. 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 bentransact@bf.umich.edu or via phone at (734) 936-0258

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

18. More Information, Continued • Written instructions can be found on MyLinc – enter Fellowship in the Search box

19. Questions?

20. Thank You!