Background Information:
Process Name: |
Manually Manage Collections Activity |
Role: |
• Internal staff |
Objective(s): |
It is determined that one of the following actions needs to occur on an Employer. A collections hold needs to be: • Placed. • Updated. • Removed. |
Before you begin: |
• An Employer has collection activities occurring and a hold needs to be placed on the account. OR • An Employer has a collection hold on their account that needs to be removed so that collection activities can resume. |
What happens next: |
• Collection hold is added, updated or removed from an Employer account. |
How to do it:
# |
User Action |
System Response |
Notes |
1. |
Select Employer Services on the LHS menu in the Internal portal. |
SUITS displays the Employer Services menu. |
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2. |
Select Manage Collection Functions icon. |
SUITS displays the Process Collections Maintenance icon options. |
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3. |
Select Hold Collection icon. |
SUITS displays the Hold Collection lookup screen. |
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4. |
Enter in the Employer Account ID, and click Search. |
SUITS displays the search results. |
ALTERNATE ACTION: To create new, click New. |
5. |
Click the hyperlinked Employer Account ID. |
SUITS displays the Add Hold Collections Maintenance screen. |
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6. |
Update information as needed. |
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• ALTERNATE ACTION: o Hold reason. o Hold Begin Date. o Hold End Date (Optional). o Notes. • Hold End Date can be a future date. Another example of updating a current hold would be to extend the end date out further or shorten it. |
7. |
Click Submit. |
• SUITS refreshes to the Collection Hold lookup screen. • Record is updated. • Correspondence on collection activities are either “Suspended” or “Resumed” depending on user’s manipulation of the Collection Hold. |
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8. |
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SUITS will send an alert to the Collection Hold case
manager in the following scenarios: • Reporting delinquency is resolved. • Employer account is no longer in collections. • The Delinquent Quarter is after the quarter of Employer account inactivation. • Wage adjustment is made to quarter covered by Collection Hold. |
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