2576135 - How to update Insurance Carrier Names on CA Form - Onboarding

SAP Knowledge Base Article - Public

2576135 - How to update Insurance Carrier Names on CA Form - Onboarding

Symptom

  • CA Notice to Employee form has a change in Insurance Carrier Name and Policy Number.

Environment

  • SAP SuccessFactors Onboarding

Reproducing the Issue

  • The standard form CA Notice to Employee has a change for their insurance information populating on the form. Need the support team to update this in within the system.

Cause

  • Customer has new insurance carrier.

Resolution

  1. If you have a change of insurance carrier and need the information updated on the form please open a support ticket and reference this Knowledge Base Article number in your incident.
  2.  To update the customers CA Notice with the new insurance carrier please follow these steps.
  3. Go to super admin>features>WTPA> Select Onboarding under Processes
  4. Important take a screen shot of all the configurations prior to deactivating this feature. Once you have taken a screen shot of all the configurations then select deactivate.
  5. Once deactivated fill in the Insurance Carrier name, Address, Telephone Number and Policy number which has been provided by the customer.

CA.png

     6. Review the settings from your screen shot and select the exact settings per your screen shot then activate this feature again.

Keywords

  • Onboarding
  • Insurance Carrier
  • Worker Compensation
  • CA
  • NY
  • WTPA
  • Form
  • Standard Form
  • CA Notice
, KBA , LOD-SF-OBD-FRM , Forms, PDF, E-Verify and Compliance Forms etc. , How To

Product

SAP SuccessFactors Onboarding all versions