Process Name:

Request Standard Payment Plan

Role:

•      Employer

Objective(s):

•      Plan is submitted, and if applicable, triggers a workflow 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 either put into an active status, or if applicable, 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.

Verify the information displayed:

•      Finalize Payment Plan section.

•      Total amount of unpaid debt.

•      Payment Plan Schedule grid.

12.

Select the Check box next to Terms.

13.

Click Next.

•      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 in certain circumstances.

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.