WiTS Benefits Workflow Reference Guide


The WiTS Benefits workflow is used by the Workforce Relations Division (WRD) in the Office of Human Resources (OHR), to track the processing of employee benefit enrollments, benefit inquiries and benefit change requests. A benefits action is initiated either manually as a stand-alone action or automatically as a sub-process from a related WiTS Appointment action or Separation.

Entering and Reviewing the Data: Tabs

WiTS workflows are comprised of ‘Tabs’, which are completed in consecutive order by one or more persons. Below is a list of what information is captured in each tab of this workflow.

Action Details Tab

  • WiTS#
  • Date Entered
  • Action Type
  • Date Recv’d by HR
  • Institute/Center
  • Proposed Effective Date
  • Benefits Event
  • Benefits Specialist
  • Benefits Assistant
  • CSD HR Specialist
  • CSD HR Assistant
  • Final Authorizer
  • Last Saved/Updated By
  • Comments

Employee Tab

  • NIH Employee?
  • Last Name, First Name, & MI
  • Employee ID
  • Employee Email Address
  • Position Title, Pay Plan, Series, Grade, Step
  • Position Number
  • Job Code
  • Pay Basis
  • CAN
  • Basic Pay
  • Adjusted Basic Pay

Benefits Enrollment Tab

  • Applicable?
  • Type of Action Requested
  • Date Received
  • Effective Date
  • Date Sent to File Room/eOPF
  • Reason for Non-Enrollment
  • Date Package Sent to Employee
  • Date Sent to NFC

The fields listed above are tracked for the following Benefit forms:

  • Form #SF-2809 (FEHB)
  • Form # SF-2817 (FEGLI)
  • Form #TSP-1 (TSP-1)
  • Form #TSP-1-C (TSP-Catch Up)
  • Form # SF-2823 (FEGLI Beneficiary Designation)
  • Form # SF-3102 (FERS Beneficiary Designation)
  • Form # SF-1152 (Unpaid Compensation Beneficiary Designation)
  • Form # DG-60 (Federal Employees Health Benefits Program Premium Conversion Waiver/Election Form)
  • Form # SF-2822 (Request for Insurance Federal Employees Group Life Insurance Program)
  • Form # SF-2810 (Notice of Change in Health Benefits Enrollment)

Moving through the workflow: Routing Participants

Benefits Assistant (Initiates Action) then

Benefits Assistant/Specialist (Completes Action)

Routing Options:

The routing menu is used to move actions through the process and/or to send emails. The options and email recipients may change based on who has the action in their worklist.

When the action is in the ‘Benefits Initiation‘ step:

  • Send FEHB Pro’d Email to Employee
  • Send FEHB TCC Conf Email
  • Complete Action
  • Send to Benefits Specialist
  • Cancel Action

When the action is in the ‘Pending Final Processing’ step:

  • Return to Benefits Assistant
  • Send FEHB Pro’d Email to Employee
  • Send FEHB TCC Conf Email
  • Complete Action
  • Cancel Action

When Communicating status and reminders: Email

Based on established SLA's and/or business rules, email notifications and reminders are automatically sent from WiTS throughout the completion of the workflow.

      This workflow only generates an email if a user selects the option from the routing menu.