Processing Employee Online transaction requests

Shortcut/Mask: HREOTR

Use the Employee Online Transaction Requests window to approve or reject an EO benefit request. This window allows an "approver" to evaluate a request and carry out an approval on a single window rather than using several windows.

Note: Employee benefit requests are written to an HR table this you can review on HREOTR. The original benefit information is left untouched on the Benefit Assignments (HRPYBE) or CDH Assignments (HRPYCA) window until the request is approved on this window.

The window consists of two tabs:

  • Request Info
  • Request Details

Complete the following steps to process (approve or reject) an employee online request:

  1. Open the window by typing HREOTR in the Search field and pressing Enter.

  2. The window opens in search mode so you can specify any of the following search fields to locate a request:

    • Transaction ID: This is a request identification number automatically generated by the system.
    • Transaction Class: The transaction class is automatically entered by Employee Online (EO). EO BENEINFO REQUEST and EO CDHASSGN REQUEST are the only recognized values.
    • Mode Type: This is automatically entered by EO. Valid values are ADD, UPDATE, CLOSE, or SWITCH. The Switch value is used in cases where the request involves a change to a new benefits plan base. The benefit plan is made up of a benefit code, benefit type, and a category. The benefit plan base is just the first two of these, the benefit code and the benefit type.
    • Subsys: This is a system generated value. The only valid option is HR.
    • Employee ID: This is the employee ID for the request. Recorded by Employee Online.

  3. After completing the search fields, select Apply Search (or press Enter) to generate a list of records that meet the search criteria.

  4. Select the request record to review and process.

  5. Review the following read-only fields in the Request Info tab:

    • Benefit Plan: This is the benefit plan that would be recorded in Benefit Assignments (HRPYBE) or CDH Assignments (HRPYCA) windows if the request is approved.
    • Original Request Date: This is the date of the original request.
    • EO Group: The EO group is where the EO request originated. Valid groups are
    • INS (insurance)
    • REIM (reimbursements)
    • RETI (retirement)
    • OTH (other).
    • Last Action Date: This is the date of last change to the request.
    • EO Plan Type: This is the benefit plan type.
    • Request Begin Date: This is the proposed begin date for the benefit, if the record is approved. EO adds the begin date for the effective period when the request is first made. The date may have to be adjusted depending on when the record is approved.
    • Request End Date: This is the proposed end date for the benefit if the record is approved.
    • Request Type: This refers to the record type. Valid entries for benefit requests are REGULAR or OPEN ENROLLMENT.
    • Requestor Notes: This field displays the EO entered notes associated with the request. Text appearing prior to a colon (:) records section 125 qualifying events. Text after the colon (:) is further user explanation from the EO window.

  6. Complete the following fields, in the Request Info tab:

    • Reviewer Notes: Enter notes in this field after reviewing the request. These notes are not visible to the employee in EO.
    • Action: Select the action you want to perform as the reviewer. Valid Action codes are EOA, EOU, and EOC. These codes correspond to Add, Update, and Close requests. This value validates to HR Non-Entity specific (HRTBHR) window for the code ID of ACTION_CODE.
    • Approval Type: By default, EO sets the value to WAIT when a request is made. As an approver, you can select:
    • LOCK to prevent any EO modifications to the request by entering LOCK.
    • HOLD to prevent EO from withdrawing the request (although it can be deleted on the employee window).
    • APPR to launch the transaction codes which move the request into the appropriate Human Resources and Payroll areas. Upon successful completion of the transaction codes, the APPR code is automatically be replaced by a value of SEND.
    • Approval Date: This is a system generated field. It indicates the date when the record was approved.

  7. The following are the fields you can view in the Request Details tab:

    • Item Name: This field displays the name of the benefit plan.
    • Item #: This field displays the unique item number.
    • Old Value: This field displays the old value of the item.
    • New Value: This field displays the new value of the item.
    • Transaction Description: This field displays a brief description of the transaction.

  8. Select Save Changes to save the update.

    Result: You have processed an Employee Online transaction request.

Related Topics:

  • Processing Employee Online change requests (HREORQ)
  • Setting up employee benefits (HREOSUBS)
  • Defining the Employee Online transactions (HREOSUTD)