The benefit statement reports described above are the same as those that are available for selection by members via the Member Web Site, employers via the Employer Web Site, and Trustees via the Trustee Web Site.
However, benefit statements will not be available for viewing by members, employers and trustees until they have been authorised by a user who has been assigned the necessary authorisation authority.
From the Member menu, select Authorise Benefit Statements from the sub-menu on the left.
Note:
Only those benefit statements that have been run with a purpose of ANNUAL will be displayed. Refer to Batch Group = STATEMENTS under Report criteria under
Infrastructure
Batch
Maintain Batch Schedule
If there are no Benefits Statements to authorise, the system will display the message:
No Benefit Statements to authorise.
The Authorise Benefit Statements screen will be displayed.
To authorise benefit statements, tick the appropriate box in the Authorise column.
If the User ID of the Authoriser is the same as the User ID of the Doer, the following message will be displayed:
Authoriser cannot be the same as doer
Click OK to remove the message. The Authoriser must have a different User ID to the Doer.
If the Authoriser is valid, click AUTHORISE. You will be asked for confirmation.
Are you sure you want to authorise the selected Benefit Statements?
Click OK to confirm authorisation.
The Auth Ind column will display a Y to indicate that the benefit statement has been authorised, and the authoriser's user ID will be displayed in the Auth User ID column.
To un-authorise benefit statements, remove the tick from the Authorise box, then click AUTHORISE. You will be asked for confirmation.
Are you sure you want to authorise the selected Benefit Statements?
Click OK to confirm.
The Auth Ind column will display an N to indicate that the benefit statement has been un-authorised, and the authoriser's user ID will be displayed in the Auth User ID column.
Note:
- Authorisation of the benefit statement reports is optional.
- Benefit statements may not be re-published on the Member Web Site (e.g. after corrections have been made) before the benefit statement batch job has been re-run. This is because any changes made also need to be made to the source data. Re-running the benefit statement batch job will re-calculate the investment values and benefit amounts.
When the benefit statement is authorised, the system will validate against the financial period calendar. If the financial period calendar has an effective date the same as the To Effective Date for the benefit statement, and the financial period calendar does not have a status of FINALLY CLOSED, an error message will be generated.
This validation is to ensure that transactions cannot be posted to this benefit statement period after it has been authorized. This is to ensure that the opening balances on all benefit statements will always be equal to the closing balances on the previous benefit statements.