Manually Manage Collections Activity

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.

 

2. 

Select Manage Collection Functions icon.

SUITS displays the Process Collections Maintenance icon options.

 

3. 

Select Hold Collection icon.

SUITS displays the Hold Collection lookup screen.

 

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.

 

6. 

Update information as needed.

 

      ALTERNATE ACTION:
In the event of creating new, a user will need to enter:

Hold reason.

Hold Begin Date.

Hold End Date (Optional).

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.

 

8. 

 

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.