Retiree appears Active on the 834 Report

Retiree shows as Active on the 834 Report.

• Enterprise ERP

• EERP

• Human Capital Management

• Employee Job/Pay Classification

• Employee Master 

• Benefits Administration

• Benefits Enrollment

• Employee Benefits 834 Export

The Dates tab in Employee Master has an Inactive date defined on the Retiree record.

Navigate to Employee Master

1. 1. EERP > Human Capital Management > Human Resources > Employee Job/Pay Classification > Employee Master

2. Search on the Employee 

3. Click Accept

4. Navigate to the Dates tab 

5. Delete any data from the Inactive or Terminated date fields

6. Click Accept

Navigate to Employee Benefits 834 Export

1. 1. EERP > Human Capital Management > Human Resources > Benefits Administration > Benefits Enrollment > Employee Benefits 834 Export 

2. Select Generate 

3.  Click Update

   1. Update the Deduction Date Range (i.e. utilize the Coverage Dates to cover the Benefit Year)

4. Select a generate type of Generate Changes From 

5. Adjust the Start and End Dates used for the generate process

6. Revert the generate type to Generate All From default

7. Click Accept

8. Click Create 

Please reach out to EERP Human Resources Support with any additional questions.