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The Empire Plan is a unique health insurance plan designed especially for public employees in New York State. Empire Plan benefits include inpatient and outpatient hospital coverage, medical/surgical coverage, Centers of Excellence for transplants, infertility and cancer, home care services, equipment and supplies, mental health and substance abuse coverage and prescription drug coverage.

State Seal
GEORGE E. PATAKI
GOVERNOR
STATE OF NEW YORK
DEPARTMENT OF CIVIL SERVICE
ALBANY, NEW YORK 12239
www.cs.ny.gov
GEORGE C. SINNOTT
COMMISSIONER
DANIEL E. WALL
EXECUTIVE
DEPUTY COMISSIONER

NY01-53
PE01-41
PA01-23

TO: Agency Health Benefits Administrators
FROM: Employee Benefits Division
SUBJECT: NYBEAS PeopleSoft 7.5 - Worklists
DATE: November 13, 2001

The Department of Civil Service has upgraded its NYBEAS system to PeopleSoft 7.5. The changes to worklists are explained in this memo. We are aware that some worklists are not working properly. We thank you for your patience while these problems are corrected. For more information regarding the conversion to PeopleSoft 7.5, refer to HBA memo NY01-050, PE-39 or PA01-21.

WORKLISTS

Worklists are accessed the same way by a single click on the worklist icon. The worklists are displayed in a series of folders on the left side of the screen. Details regarding each worklist folder are displayed on the right side of the screen.

The worklists that you may see are summarized below. Depending on your agency type, you may or may not see all the different worklist types.

Worklists (Left Side of Screen)
Worklist Name (Right Side of Screen)
Work BEA Depend Recert Rquir
Dependent Recertification
Review Pension Payment Method
PA Pension Deductions
NYBEAS Review Personal Data
Incomplete Personal Data
NYBEAS Enrollment
New Enrollment
NYBEAS Job Notifications
Leave Transactions
NYBEAS Job Notifications
Return from Leave
NYBEAS Job Notifications
Retiree Rehires
NYBEAS Sick Leave Adjustment
HBA Sick Leave
NYBEAS Job Notifications
Transfers/Rehires

IMPORTANT WORKLIST FEATURES!

  • Worklist columns cannot be sorted, as they could be in the previous NYBEAS PeopleSoft version. We have been told that this feature will be restored when we upgrade to PeopleSoft 8.0.
  • Some of the column widths displayed on the right side of the screen are abbreviated. To display the entire column, place your cursor on the right hand side of bar next to the column name, which appears in grey at the top of the screen. A black bar with two arrows will appear. Click your mouse and drag the column to the right to adjust to the proper width.
  • To access the worklist, double click on worklist name on the right side of the screen.
  • Entries contained in the worklist selected will be displayed on the left side of the screen under the worklist name. The right side of the screen displays the details of each entry.
  • Double click on the entry to be worked on the right side of the screen. This will take you to the appropriate NYBEAS USE/INQUIRE panel. The actual processing of the entry has not changed.
  • Some column headings are abbreviated.

The description for the buttons for this screen are as follows:

Button
Description
Change
Click on the "Change" button to display the Change Worklist Instance Box.
Mark Worked
Information worklists open up Inquire screens which do not allow you to save new information. Therefore, you must click on the "Mark Worked" button to remove these items from the worklist.
WorkIt!
Use the "Work It! Button to select a worklist item or double-click on the appropriate worklist row.
Refresh
You can update the list by clicking the "Refresh" button.

If you have any questions regarding how to use NYBEAS, please contact your processor.