Terms & Conditions

[AndrewDonald]

Hi,

in an attempt to limit overpayments and manage our workload I am looking at ways to predict COCs. I was wondering if and how you administer the predicting of changes in circumstances?

The LA Prompts (whenever they arrive 😕 ) will be very helpful with this but I am looking at other common changes.

The most common examples I want to tackle are annual pay rises and annual private pension increases (ignoring the fact that few people will be getting pay rises this year), but any other suggestions are welcome.

[trishc]

we put diary notes on to flag any predictable changes like private pension increases, or set up interventions so they get a form at around the time of a probable change.

[craigworc]

We have also set up diary dates on about 26 of the income codes we use (we use Academy).

[AndrewDonald]

Thanks (any more responses are welcome),

When you state “set up diary dates on about 26 of the income codes ” are you putting in a diary entry on each claim with the income code?

in Fife we are trying to get details from the main employers/pension providers of the date they annually increase employees pays / pensions. With the intention of writing to each claimant who is employed by one of the main employers etc and request evidence of their new pay.

We have just sent letters to the employers to get the process started. Does anyone else have a similar process, or have tried but found it to be unsuccessful?

[craigworc]

[quote:4178606682=”AndrewDonald”]Thanks (any more responses are welcome),

When you state “set up diary dates on about 26 of the income codes ” are you putting in a diary entry on each claim with the income code?

in Fife we are trying to get details from the main employers/pension providers of the date they annually increase employees pays / pensions. With the intention of writing to each claimant who is employed by one of the main employers etc and request evidence of their new pay.

We have just sent letters to the employers to get the process started. Does anyone else have a similar process, or have tried but found it to be unsuccessful?[/quote:4178606682]

Yes we do … so basically we have put a 26 week diary code on the “Earnings” income code so any claim with earnings on will (hopefully) pop up in 26 weeks from when it was put on reminding the assessor to review the earnings.

[fionacowan]

Hi – we split our earned income code to be EI1(JAN increase) to EI12(DEC increase) and run reports for each code at the appropriate month to issue interventions.

[Anonymous]

This is up for debate in Reading as we try to work smarter with less. Each assessor is pretty much left to decide how they manage their caseload as we use alpha auto routing, there is guidance on what to set diary dates for and what not to, the only mandatory ones are contirbution based JSA/ESA and occupational pensions.

I set diary dates for tax credits (usually May the next tax year, then check notice issue date on CIS and pend diary one month at a time until it is uprated)

I set annual diary dates for all earned income, and also may set 3 months and 6 months on income that varies in hours/ot. Also for Self Employed, 6 or 12 months depending on status.

I set annual diary dates for capital reviews if over 6k.

I think some of this will go as it will reduce work items, but I will be making a strong case in the defense as I have found when working on other peoples work that if you don’t set reviews you end up spending more time taking earnings and tax credit changes back, resutling in more overpayments, and it takes a great deal longer to trawl through all that than it does to send out a leter requesting payslips, or check CIS. Though I may be flogging a dead horse as now we have HBMS 12 month no change match, and CIS promts (when working) most changes will be mostly covered, but will leave me feeling like I am not doing my job properly, I guess it is the balance between customer care and managing the public purse, which seems more of a tension!

We live in strange times.

[Ashok]

What happens when Assessor forgets to action diary notes? We have a problem where diary notes are not always actioned thus resulting in large overpayments.

Does anyone use diary notes workflow?

Ash

[Anonymous]

We do Ash – talk to Linzi!

Chris

[Author]

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