Process Name:

Manually Create a new Assessment (Personal Liability Lien Process)

Role:

•      UI Agency Staff

Objective(s):

•      Generate Notice of Assessment to be sent to an Owner/Officer

Before you begin:

•      Employer has delinquent debt associated with existing assessments against the Employer, and the entity type is Partnership.

•      One or more Owner/Officers has been selected to be held personally liable for debts.

What happens next:

•      Notice of Assessment has been sent to Owner/Partner

1. 

Select Employer Services on the LHS menu from the Internal Home Screen.

SUITS displays the Employer Services options.

This process covers manually creating a Personal Liability Assessment stage, and manually creating a Standard Assessment stage. If a Standard Assessment/Lien is to be manually created, the same steps are followed but without selecting “Personal Liability Lien”.

2. 

Select the Manage Collection Functions icon.

SUITS displays the Manage Collection Functions options.

3. 

Select the Lien icon.

SUITS displays the Lien lookup screen.

4. 

Select the New Button.

SUITS displays the Create Lien screen and allows users to search and enter the Employer ID.

5. 

Enter the selected Employer ID and select the Create Lien button.

SUITS opens the Create New Lien Wizard and displays the New Lien Details page.

6. 

Enter Notes.

The note is saved to Lien ID details.

7. 

Select the “Generate Assessment” checkbox and the “Personal Liability Lien” checkbox.

8. 

Select Next.

SUITS validates that valid debt exists and that the entity type is correct for Personal Liability lien, and advances to the Lien County screen.

9. 

Select the checkbox next to the County or Counties where the lien will be filed.

10.

Select Next.

SUITS advances to the Lien Debt screen.

When manually creating an assessment, staff can select from a list of debts which are at least 10 days from the SOA mailing date.

11.

Select the checkbox next to the debt(s) to be included in the Personal Liability lien.

12.

Select Next.

SUITS advances to the Lien Owner/Officer Information screen.

If manually creating a Standard (not Personally Liability) lien, proceed to step 14.

13.

Select the checkbox next to the Owner/Officer(s) to be included in the Personal Liability lien.

A single Personal Liability Lien can include multiple Owner/Officers, but the selected counties should match where Owner/Officers can be held personally liable (county of home address for example).

14.

Select Next.

SUITS proceeds to Lien Verification screen.

15.

SUITS displays the lien information: Total Amount, Stage, and Status.

Also displays selected Counties, Owner/Officers and Debt Details.

16.

Select Next.

SUITS proceeds to the Lien Confirmation screen and creates the new Lien ID with a stage of Assessment.

17.

Select Finish.

SUITS returns to the Lien Lookup screen.