Process Name:

Request Customized Payment Plan

Role:

•      Employer

Objective(s):

•      Plan is submitted and a workflow triggers for Internal staff to review

Before you begin:

•      Employer has a debt on file and chooses to establish a payment plan.

What happens next:

•      Plan is submitted and triggers a workflow for internal user to review the payment plan request

1. 

Select Payment on the LHS Menu from Employer home screen.

SUITS displays the Payment Function Maintenance screen.

•      At this point in the life cycle of delinquent debt, an Employer has already received notifications via the batches that run each quarter to identify delinquent debts, and are potentially responding to said notifications by creating this payment plan.

•      Another scenario would be that a collection case has already been created and the UI Agency has reached out to the Employer to encourage them to create a payment plan to address the debt.

•      Debt does not have to be delinquent in order for a payment plan to be requested.

2. 

Click Request Payment Plan icon.

SUITS displays the Payment Plan Function Maintenance screen.

3. 

Click New.

SUITS displays the Select Payment Plan Designation screen.

This also begins the Request Payment Plan Wizard.

4. 

Select the radio button next to Employer.

5. 

Click Next.

SUITS will display the Payment Plan Address screen.

6. 

Select the radio button next to the mailing address.

7. 

Click Next.

SUITS displays the Standard Payment Plan screen.

8. 

Review the Unpaid Debt amounts and Terms of Payment plan.

The Unpaid Debt will display as read only. Down Payment should be 10% of the total debt (also read only) and Payment Frequency is defaulted to 12 monthly installments (also read only).

9. 

Enter the reason for Payment Plan in the text box provided.

This is a required field.

10.

Click Next.

SUITS displays the Payment Plan Request Verification screen.

11.

On the Payment Plan Request Verification screen, scroll to the bottom of the page and click the hyperlinked phrase “Select here to request a custom plan”.

Selecting this brings you to a new screen to manually enter custom plan information.

12.

Enter in the reasoning for a custom payment plan, the Down Payment amount desired, number of installments and Payment Frequency. Then click the Next button.

This will bring you to the next step in the wizard.

13.

Click the checkbox indicating your acknowledgment of the review process of this plan request, read the terms of the plan and click the Next button.

•      The Payment Plan Request Confirmation screen displays.

•      The Payment Plan Request Number is generated and displayed.

Upon clicking next, the Employer is agreeing to pay the terms for the Payment Plan as listed. By doing this plan and making the payments in a timely manner, the debt will not proceed into a collections process.

14.

Verify that the information is correct.

15.

Click Finish.

•      SUITS refreshes to the home screen.

•      A “Review Employer Payment Plan Request” workflow is initiated for the Internal staff to review the request.

The Employer has 10 days from the date of the Payment Plan approval to make the agreed upon down payment.

Once the down payment is made, the status of the plan will update to “Current” and a PDF file documenting the payment plan will become available in the document area of SUITS.

A Review Employer Payment Plan workflow is triggered in the following instances:

•      The employer is requesting a custom payment plan.

•      There is a lien on this employer account (whether it is active or released)

•      The employer defaulted on a prior payment plan within the current quarter or prior 16 quarters

•      The employer dishonored a payment within the current quarter or prior 16 quarters