This document outlines the WRS Lookback Process, the criteria used to determine eligibility, process outputs, and Institution Benefit Administrator's actions related to the process. The WRS Lookback Process inserts a Job Data row for employees who meet the Lookback criteria to drive WRS eligibility. It is important for Benefit Administrators to verify the results, counsel their employees, and to make additional changes to Job Data if needed to ensure the employee will charged the appropriate premiums.
NOTE: For rehired annuitants who retired after 7/1/2013, the Lookback period does not begin until the date of rehire subsequent to the retirement. See BN - Rehired Annuitant Lookback Report - WRS Administration for more information on Rehired Annuitants and the Lookback Process.3. Verify if the employee had WRS Service prior to or after 7/1/2011 in order to establish the WRS lookback hours threshhold. For information on WRS Lookback eligibility requirements, please visit the UWSHR Website. Additional information is also available in the WRS Administrative Manual.
a) Navigate to Benefits > Reports > Regulatory and Compliance > WRS Accumulator.
b) Enter the Employee's Empl_ID
c) Click the Search button
d) Verify on the WRS Accumulator Table that the Benefit Plan is equal to "NON"
e) Export to Excel by clicking the download button
f) Calculate the total Service Hours within the last 12 months. If there are multiple rows, add the hours to determine the total. For Rehired Annuitants who retired after 7/1/2013 only count the hours accrued from the Date of Rehire subsequent to the retirement.
a) Update the Benefits Service Date (Job Data Benefits tab) to reflect the WRS Lookback effective date.6. If the WRS Lookback outcome is NOT correct: Create a ticket to have the UW Service Center override the Lookback Job Row.
b) Verify the Health Rate Field reflects the correct value (it will always default to Full Employer Share). If the employee should pay the less the than half time rates for State Group Health and the value on Job Data is incorrect, add a row on Job Data to Update the UW Benefits Tab.
c) If the employee is University Staff, update the Adjusted Continuous Service Date located on Benefits Personal Data to the date the employee came under WRS Lookback to ensure they receive the appropriate amount of paid time off. If you are unable to update this value, contact your AG Group for assistance.
d) Verify and update the Rehired Annuitant Field if needed.
e) Verify and update the WRS Service Prior to July 1, 2011 Field if needed.
f) If you have updated any values on Job Data, run the Eligibility Config Pop Process ad hoc. (reference: BN - Running the Populate Eligibility Config Pop Process Ad Hoc ) and reprocess the MSC Event back to Assign Benefit Program to pick up those eligibility changes. (reference: BN - Reprocessing Events Using On Demand Event Maintenance )
g) Finalize the MSC Event using On Demand Event Maintenance. (Reference BN - MSC Event Evaluation Report )
NOTE: If you are unable to add a row on Job Data or Modify a Person, or you need additional assistance, please contact your AG Group.