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JD Edwards EnterpriseOne Applications Benefits Implementation Guide
Release 9.1

E15091-02
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Index

A  B  C  D  E  F  G  H  I  K  L  M  N  O  P  Q  R  S  T  U  V  W 

Symbols

(USA) 401(k) Discrimination Results (R083675), A.1
(USA) NDT - 415 Nondiscrimination Testing (R083676), A.1

Numerics

R083675, 14.5.1.1, 14.5.6
401(k) Discrimination Results (R083675), 14.5.1.1
processing options, 14.5.6, A.2.8
usage, 14.5.5
R083675, A.2.8
401(k) Discrimination Results report (R083675), A.2.7
R083675, A.2.7

A

adding
benefit statement heading, 10.3.3
fund allocations, 7.3.1
new benefit plan, 2.5.1.1, 2.5.5
allocations, 6.3
adding, 7.3.1
changing, 7.3.1
amount or rate
changing using eligibility, 9.2.5
changing using overrides, 9.3.4
Associate Benefit Statement Heading form, 10.4.1, 10.4.3
average
contribution percentage (ACP), 5.1.1.2
deferral percentage (ADP), 5.1.1.2

B

Basic DBA Information form, 2.13.4
batch enrollment
confirmation statement, 7.2.1.5
unenrolling employees, 7.2.1.4
Batch Enrollment (R083800)
processing options, 7.2.9
usage, 2.7.2, 7.2.1.3
Batch Enrollment Parameters (P08392), 2.12.4
Batch Enrollment Parameters form, 2.12.4
batch enrollment reports, 7.2.1.3
beneficiaries, 8.1, 8.3.1
COBRA, 12.3, 12.4
defined, 6.3
enrolling in benefit plans, 8.4.1
records - COBRA and HIPAA reporting, 8.3.1
reports, 9.4.1
supplemental data, 8.5.1
beneficiarybeneficiaries, 2.2.3
benefit
administration, 6.1, 7.1, 7.1.1
enrolling employees, 7.2.1
setup, 2.1
system integration, 6.2
terms and concepts, 6.3
categories, 7.2.1
assigning plans to, 2.8.1
defined, 6.3
linking to benefit groups, 2.4.1.3
setting up, 2.4.1.2
creating statements, 10.1
enrollment, 9.4.1
enrollment in flex plans, 11.2
groups, 7.2.1
assigning benefit categories to, 2.4.1.3
COBRA, 12.4
defined, 6.3
setting up, 2.4.1
setting up for flex benefits, 3.4.1
plans
amount or rate, 9.2.5
benefit groups, 2.1
COBRA, 12.4
default, 7.2.1.1
defined, 6.3
designating beneficiary, 8.4.1
eligibility rules, 2.1
enrolling employees, 7.2.1.1, 7.2.1.2
enrolling multiple employees, 7.2.1.3
enrollment parameters, 2.1
enrollmentconfirmationstatement, 7.2.1.5
for employee flex deductions, 3.6.1
linking to benefit categories, 2.8.1
reviewing employees enrollment, 9.4.1
setting up, 2.5.1
setting up DBAs, 2.5.5
setting up for lump sum credits, 3.5.1
setting up options, 2.6.1, 2.6.3
reviewing
by employee, 9.4.1
structure, 2.14.1
setting up
statement headings, 10.3.1
statements, 10.2
verifying, 2.14.1
statement
linking headings, 10.4.1
printing, 10.5.1
statement headings
cross-referencing PDBAs, 10.3.4
cross-referencing taxes, 10.3.5
tables used, 2.1
Benefit Enrollment by Plan report (R083493), A.1
Benefit Enrollment Form (R083430), 9.4.4
Benefit Enrollment Outside Group (R083470), A.1
Benefit Enrollment Outside Group report (R083470)
processing options, A.2.12
usage, A.2.11
Benefit Group Descriptions (P00191), 2.4.4
processing options, 2.4.3
Benefit Statement (P083300), 10.2.1
Benefit Statement File Creation Mail Merge report (R083305)
processing options, 10.5.5
usage, 10.5.1
Benefit Statement Heading Revision form, 10.3.1, 10.3.3
Benefit Statement Revision form, 10.2.4
Benefit Structure Inquiry (P083204), 2.14.3
Benefit Structure Inquiry form, 2.14.3
benefits, 1.1
Benefits by Employee (P08335), 9.4.1
business processes, 1.2

C

Categories by Benefit Group (P08350), 2.4.7, 3.4.1, 3.5.4
Categories By Benefit Group form, 2.4.7, 3.4.1, 3.4.3, 3.5.4, 3.6.4
Change Amount or Rate form, 7.2.5, 7.2.7
changing fund allocations, 7.3.1
COBRA
beneficiaries, 12.3
benefit group, 12.4
benefit plan, 12.4
compliance, 12.4
dependent and beneficiary information, 8.3.1
dependents, 12.4
overview, 12.1
plan premium amounts for unions, 4.8.4
premium calculation example, 4.8.1.3
qualified beneficiary, 12.4
qualifying events, 12.2
terms and concepts, 12.4
workflow, 4.3
COBRA (P089102), 13.3.1
COBRA (P08921), 13.5.3, 13.5.5
COBRA (P08922), 13.5.4
COBRA administration, 13.1, 13.4.1
calculating plan premium amounts for benefit plans without options, 4.8.1.1
COBRA Payments (R08994), A.1
entering qualifying events, 13.3.1, 13.3.1
entering subsequent qualifying events, 13.3.1, 13.3.3
general constants setup, 4.5.1, 4.5.1
notification letter, 13.3.3
payments, 13.6.1, 13.6.1, 13.6.1, 13.6.3
plan premium amounts for unions setup, 4.8.1
plan premium amounts setup, 4.8.1
qualifying event constants setup, 4.6.1, 4.6.1
qualifying event rules setup, 4.7.1, 4.7.1
Received Payment (R089941), A.1
reviewing subsequent qualifying event information, 13.4.1
revising COBRA coverage for participant, 13.5.1, 13.5.4
selecting COBRA coverage for participant, 13.5.1, 13.5.3
setup overview, 4.1
terminating COBRA coverage for participant, 13.5.1, 13.5.5
tracking notification history, 13.7.1, 13.7.1
waiving COBRA coverage, 13.5.3
workflow, 4.3
COBRA calculations
plan premium amounts for benefit plans with options, 4.8.1.2
plan premium amounts for benefit plans without options, 4.8.1.1
COBRA Constants Revision form, 4.5.3
COBRA Coverage Revisions form, 13.5.4
COBRA Coverage Selection form, 13.5.3, 13.5.5
COBRA Elected Coverage by Beneficiary (R089203), A.1
COBRA General Constants form, 4.5.1
COBRA General Constants report (R089909)
processing options, A.2.26
usage, A.2.25
COBRA Notice Type (UDC 08U/CN), 12.5
COBRA Payment Revisions form, 13.6.3
COBRA payments
entering, 13.6.1, 13.6.3
partial payment, 13.6.3
voiding a payment, 13.6.1
COBRA Payments (R08994), A.1
COBRA Print Election Form (R089204), A.1
COBRA Print Election Form report (R089204)
processing options, A.2.22
usage, A.2.21
COBRA Qualifying Event Rules Revisions form, 4.7.1, 4.7.3
COBRA Received Payments (P08994), 13.6.1, 13.6.3
COBRA setup
activating automated COBRA administration, 4.2.1
general constants, 4.5.1, 4.5.1
overview, 4.1
plan premium amounts, 4.8.1
plan premium amounts for unions, 4.8.1
qualifying event constants, 4.6.1
qualifying event rules, 4.7.1
using workflow, 4.3
COBRA Setup), 4.5.1
COBRA subsequent qualifying events
reviewing information, 13.4.1
updating information, 13.4.1
COBRA), 13.3.1, 13.5.3, 13.5.4, 13.5.5
colored status box, 7.2.1.1
common settings - benefits enrollment, 2.3.1
Common Settings for HR Employee Self Service Programs (P05004), 2.3.3
Company Selection Overrides form, 14.3.4
Compensation and Contribution PDBA Tables (UDC 08/TU), 5.1.1.2
Confirmation Statement (R083440)
processing options, 7.2.12
Confirmation Statement report (R083440)
usage, 7.2.1.5
copying an existing benefit plan, 2.5.1.2, 2.5.6
Coverage Review, 13.5.4
Coverage Selection, 13.5.3, 13.5.5
Create Key Employee Test Versions form, 14.3.6
creating
beneficiary records, 8.3, 8.3.1, 8.3.4
dependent records, 8.3, 8.3.1, 8.3.4
plan control group, 5.2, 5.2.3

D

Data Items Based From (UDC 08/D1), 2.2.1
Data Items for Dates to Follow (UDC 08/D2), 2.2.2
date codes - setting up, 2.9.1
by a specific enrollment date, 2.9.1.4
by an amount of time after a specific date, 2.9.1.3
for a specific date following a particular date of the month, 2.9.1.1
for the last day of the month following a particular date, 2.9.1.2
DBA
employee flex cost, 3.3.1
employee flex credits, 3.3.1
employee payroll deduction, 3.3.1
employer-paid benefit, 3.3.1
for benefit plans, 2.5.5
for flex plans, 3.3.1, 3.7.1
deductions, benefits, and accruals (DBAs), 6.3
default benefit plans, 7.2.1.1
default enrollment parameters, 2.12.1.1
parameter 1, 2.12.1.2
parameter 2, 2.12.1.3
parameter 3, 2.12.1.4
parameter 4, 2.12.1.5
parameter 5, 2.12.1.6
Define Date Codes (P08395), 2.9.1.1
Define Date Codes form, 2.9.3, 2.9.4, 2.9.5, 2.9.6
Define Eligibility (P08390), 2.11.1, 2.11.5
Define Eligibility form, 2.11.4
Define Test Criteria form, 14.3.4, 14.3.4, 14.3.4
Dep/Ben by Plan ID and Employee (R083490), A.1
dependent
defined, 6.3
enrolling in benefit plans, 8.4.1
records - COBRA and HIPAA reporting, 8.3.1
supplemental data, 8.5.1
Dependent Coming of Age (R089205), A.1
Dependent Coming of Age report (R089205)
processing options, A.2.24
usage, A.2.23
Dependent/Beneficiary by Employee (P08336), 8.4.4
Dependent/Beneficiary Data by Data Type (R080405), A.1
Dependent/Beneficiary Entry (P08901)
processing options, 8.3.3
usage, 8.3.4
Dependent/Beneficiary Entry form, 8.3.4
Dependent/Beneficiary Exception (R083460), A.1
Dependent/Beneficiary Exception report (R083460), A.2.5
processing options, A.2.6
Dependent/Beneficiary Missing Tax ID, Gender, or DOB report (R083491), A.1
Dependent/Beneficiary Relationship (UDC 08/RL), 2.2.3
Dependent/Beneficiary Supplemental Data (R080415), A.1
Dependent/Beneficiary Supplemental Data report (R080415)
processing options, A.2.2
usage, A.2.1
Dependent/Beneficiary Type (UDC 08/DB), 2.2.4
dependents, 8.1, 8.3.1
COBRA, 12.4
reports, 9.4.1
Dependents/Beneficiaries By EE form, 8.4.4
Detail by Employee report, 7.2.1.3
diagrams
benefits business processes, 1.2
changing employee enrollment, 9.1
changing fund allocations, 7.3.1
relationship between benefit groups, categories, plans, and plan options, 2.1

E

Elected Plan Premium (R089202), A.1
Elected Plan Premium report (R089202)
processing options, A.2.18
usage, A.2.17
Election Coverage by Beneficiary report (R089203)
processing options, A.2.20
usage, A.2.19
Election Coverage by Type (R089201), A.1
eligibility
rules, 2.1
tables, 2.1
setting up, 2.11.1
setting up a typical eligibility table, 2.11.1
setting up for no eligibility requirements, 2.11.5
employee
creating benefit statements, 10.1
eligibility for NDT batch process, 14.2.2
enrollment, 9.4.1
flex cost DBA, 3.3.1
flex deduction plan, 3.6.1
payroll deduction DBA, 3.3.1
verifying payroll history for nondiscrimination testing, 14.2.1.2
Employee Benefit Status (UDC 06/EA), 2.2.5
Employee Eligibility Batch Process form, 14.2.2
Employee List by Benefit Group report (R083492), A.1
employees
designating beneficiaries, 8.4.1
designating dependents, 8.4.1
reviewing benefits, 9.4.1
Employees by Benefit Plan (P08333), 9.4.1
employer-paid benefits
DBA, 3.3.1
statement of, 10.1
ending enrollment
using overrides, 9.3.3
with payroll history, 9.3.3
enrolling
employees, 7.2.1
employees using overrides, 7.2.7
in flex benefit plans, 11.2
enrollment
batch enrollment, 7.2.1.3
confirmation statement, 7.2.1.5
dates, 2.9.1
information, 9.1
overrides, 7.2.1.2, 9.3.1, 9.3.3, 9.3.4, 9.3.5
parameters, 2.12
with eligibility, 7.2.1, 7.2.1.1, 9.2.1, 9.2.1, 9.2.4, 9.2.6, 9.2.7
Enrollment Overrides (P08330), 7.2.7, 9.3.3
processing options, 7.2.6
Enrollment Overrides form, 7.2.7, 9.3.3
Enrollment Status (UDC 08/ES), 2.2.6
Enrollment with Eligibility (P08334), 9.2.4
processing options, 7.2.4
usage, 7.2.1.1
Enter Generic Message/Rates form, 2.4.4
entering
beneficiary records, 8.3.1
COBRA payments, 13.6, 13.6.3
dependent records, 8.3.1
key test criteria, 14.3.1.1, 14.3.4
qualifying event, 13.3, 13.3.3
subsequent qualifying event, 13.3, 13.3.3
supplemental data for beneficiaries, 8.5
supplemental data for dependents, 8.5
Event Codes (UDC 08/BE), 2.2.7
examples - COBRA premium calculation, 4.8.1.3

F

F083202 (Plan Additional Options table), 2.6.1
flex benefits
concepts, 11.1
enrollment, 11.2
setting up an employee flex deduction plan, 3.6.1
setting up benefit groups, 3.4.1
setting up plans, 3.7.1
flex cost, 11.2
flex credits
available during enrollment, 11.2
awarding a lump sum, 3.5.1
calculating available, 11.2
remaining during enrollment, 11.2
setting up a lump sum credit, 3.5.1
spent during enrollment, 11.2
flex deduction plan, 3.6.1
flex payroll deduction during enrollment, 11.2
flex plans
defined, 6.3
employee flex cost DBA, 3.3.1
employee flex credits DBA, 3.3.1
employee payroll deduction DBA, 3.3.1
employer-paid benefit DBA, 3.3.1
enrollment, 11.2
setting up, 3.7.1
flexible benefits, 3
Fund Allocation Setup (P08345), 2.13.4
Fund Allocation Setup form, 2.13.4
fund allocations, 7.3.1
adding, 7.3.1
changing, 7.3.1
linking to plans, 2.13.1
percentages, 7.3.4
start dates, 7.3.5

G

General Accounting/Arrearage Information form, 2.13.4
general constants - COBRA setup, 4.5.1
General Constants (R089909), A.1
General Message form, 2.4.6
governmental regulations - compliance with, 14.5.1.1, A.2.7
Group Category Descriptions (P00191), 2.4.6
processing options, 2.4.5
Group Plan DBA Setup (P059101), 4.8.1
groups - benefit, 2.4.1

H

headings
for benefit statements, 10.3.1
linking to benefit statements, 10.4.1
highly-compensated employee (HCE), 14.3.1.1, 14.5.1.1, A.2.7
defining and identifying, 14.2.1
tests to determine, 14.3.1
HIPAA dependent and beneficiary information, 8.3.1

I

implementation, 1.4
global steps, 1.4.1
product-specific steps, 1.4.2
integrations, 1.3
Invalid Enrollment report, 7.2.1.3
investment plan fund allocations, 2.13.1, 7.3.1

K

key employee
creating test versions, 14.3.6
defining and identifying, 14.2.1
key test criteria
entering, 14.3.4
for highly compensated employees, 14.3.1.1

L

linking
allocation funds to plans, 2.13, 2.13.4
categories to benefit groups, 2.4.1.3, 2.4.7
categories to benefit groups for flex benefits, 3.4.3
dependent and beneficiary records to an employee, 8.4.1
headings to a benefit statement, 10.4, 10.4.3
plans to benefit categories, 2.8, 2.8.1, 2.8.3
lump sum credit plan, 3.5.1

M

Mandatory Participation Exception (R083450), A.1
Mandatory Participation Exception report (R083450), A.2.3
Manual Review report, 7.2.1.3
mistaken enrollment - correcting, 9.2.6, 9.3.5

N

NDT - 415 Nondiscrimination Testing report (R083676), A.2.9
processing options, 14.5.8, A.2.10
usage, 14.5.7
NDT - Definition and Setup (P083600), 14.2.1.2, 14.3.4
NDT - Determine Eligibility by Hours report (R08364), 14.2.2
NDT - Determine Key Employees (R08365)
processing options, 14.3.7
usage, 14.3.6
NDT - Enter Key Employee Test (P08365), 14.3.1.1, 14.3.4
NDT - Prior Year Testing Method Selection Criteria form, 14.4.5
NDT pass/fail test
processing and reviewing, 14.5.1.1, A.2.7
reviewing reports, 14.5.1.1, A.2.7
No Action Taken report, 7.2.1.3
nondiscrimination testing, 5.1.1.1
ADP/ACP, 14.3.1
associating, selecting, and processing tests, 14.4.1, 14.4.4
creating
key employee test versions, 14.3.6
plan control group, 5.2.1
defining and identifying key employees, 14.2.1
determining highly compensated employees, 14.3.1
Employee Eligibility Batch Process, 14.2.2
entering key test criteria, 14.3.1.1, 14.3.4
HCE determination year, 14.3.1
highly-compensated employee look back year, 14.3.1
maintaining employee information, 14.2.1.1
processing options
for 401(k) Discrimination Results (R083675), 14.5.6, A.2.8
for creating key employee test versions (R08365), 14.3.7
for NDT - Determine Eligibility by Hours (R08364), 14.2.3
for running NDT - 415 Nondiscrimination Testing (R083676), 14.5.8, A.2.10
processing the final pass/fail test, 14.5.1.1, A.2.7
reviewing
final pass/fail test, 14.5.1.1, A.2.7
historical test data, 14.3.1.2
results, 14.5.1
running pass/fail test versions, 14.5.1.1, A.2.7
setting up, 5
Compensation and Contribution PDBA Tables (08/TU), 5.1.1.2
test category codes, 5.1.1.3
test name codes, 5.1.1.1
terms and concepts, 14.1
top 10 determination year, 14.3.1
top 100 determination year, 14.3.1
top 20 percent determination year, 14.3.1
top 20 percent look back year, 14.3.1
verifying employee payroll history, 14.2.1.2
non-flex payroll deduction during enrollment, 11.2
nonhighly-compensated employee (NHCE), 14.3.1.1, 14.5.1.1, A.2.7
Non-Qualifying Dependents (R083496), A.1
Non-Qualifying Dependents report (R083496), A.2.15
processing options, A.2.16
Notification History (P089106), 13.7.1
Notification History Revisions form, 13.7.1, 13.7.3

O

One Election Required report, 7.2.1.3

P

P00191 (Benefit Group Descriptions), 2.4.3, 2.4.4
P00191 (Group Category Descriptions), 2.4.5, 2.4.6
P05004 (Common Settings for HR Employee Self Service Programs), 2.3.3
P059101 (Group Plan DBA Setup), 4.8.1
P08320 (Plan Master), 2.5.4, 2.5.5, 2.5.6, 2.6.3, 3.5.5, 3.6.1, 3.7.1
P083204 (Benefit Structure Inquiry), 2.14.3
P08330 (Enrollment Overrides), 7.2.6, 7.2.7, 9.3.3
P083300 (Benefit Statement), 10.2.1
P08333 (Employees by Benefit Plan), 9.4.1
P08334 (Enrollment with Eligibility), 7.2.1.1, 7.2.4, 9.2.4
P08335 (Benefits by Employee), 9.4.1
P08336 (Dependent/Beneficiary by Employee), 8.4.4
P08345 (Fund Allocation Setup), 2.13.4
P08350 (Categories by Benefit Group), 2.4.7, 3.4.1, 3.5.4
P08351 (Plans Within Categories), 2.8.1
P083600 (NDT - Definition and Setup), 14.2.1.2, 14.3.4
P083601P (Test Association, Selection & Processing), 14.4.1
P08365 (NDT - Enter Key Employee Test), 14.3.1.1, 14.3.4
P08390 (Define Eligibility), 2.11.1, 2.11.5
P08392 (Batch Enrollment Parameters), 2.12.4
P08393 (Pay Type Tables), 2.10.1
P08395 (Define Date Codes), 2.9.1.1
P08901 (Dependent/Beneficiary Entry), 8.3.3, 8.3.4
P089101 (Subsequent Qualifying Events), 13.4.1
P089102 (Qualifying Events, 13.3.1
P089106 (Notification History), 13.7.1
P08921 (Coverage Selection, 13.5.3, 13.5.5
P08922 (Coverage Review, 13.5.4
P08990 (General Constants, 4.5.1
P08991 (Qualifying Event Constants), 4.6.1
P08994 (COBRA Received Payments), 13.6.1, 13.6.3
Pay Type Table (UDC 08/TT), 2.2.8
pay type tables, 2.10.1
Pay Type Tables (P08393), 2.10.1
Pay Type Tables form, 2.10.4
PDBA Heading Cross Reference Detail form, 10.3.4
PDBA Tables for NDT form, 14.3.4
PDBAs - cross-referencing to benefit statement headings, 10.3.4
plan
control group, 5.2.1, 5.2.1
options, 6.3
premium amounts, 4.8.1
premium amounts for benefit plans with options, 4.8.1.2
premium amounts for benefit plans without options, 4.8.1.1
premium amounts for unions, 4.8.4
Plan Additional Options table (F083202), 2.6.1
Plan Master (P08320), 2.5.5, 2.5.6, 2.6.3, 3.5.5, 3.6.1, 3.7.1
processing options, 2.5.4
Plan Master form, 2.5.5, 2.5.5, 2.5.5.2, 2.5.5.4, 2.5.5.5, 3.5.5, 3.6.5, 3.7.4
Plan Master Options form, 2.6.3
Plan Master Rates Window form, 2.5.5.3, 2.6.3
Plan Status (UDC 08/ST), 2.2.9
Plan Type (UDC 08/PT), 2.2.10
Plans Within Categories (P08351), 2.8.1
Plans Within Categories form, 2.8.3
Plans/Options By Group and Category report (R083494), A.1
printing benefit statements, 10.5.1

Q

qualifying event
COBRA, 12.2
constants, 4.6.1
defined, 12.4
entering, 13.3.1, 13.3.1
entering subsequent event, 13.3.3
rules, 4.7.1
Qualifying Event Constants (P08991), 4.6.1
Qualifying Event Constants form, 4.6.1
Qualifying Event Constraints form, 4.6.4
Qualifying Events, 13.3.1
Qualifying Events Constants report (R089919), A.1
Qualifying Events Revisions form, 13.3.1, 13.3.3

R

R080405 (Dependent/Beneficiary Data by Data Type), A.1
R080415 (Dependent/Beneficiary Supplemental Data report), A.2.1, A.2.2
R080415 (Dependent/Beneficiary Supplemental Data), A.1
R083305 (Benefit Statement File Creation Mail Merge report), 10.5.1, 10.5.5
R083430 (Benefit Enrollment Form report), 9.4.3
R083430 (Benefit Enrollment Form), 9.4.4
R083440 (Confirmation Statement report), 7.2.1.5
R083440 (Confirmation Statement), 7.2.12
R083450 (Mandatory Participation Exception report), A.2.3, A.2.4
R083450 (Mandatory Participation Exception), A.1
R083460 (Dependent/Beneficiary Exception report), A.2.5, A.2.6
R083460 (Dependent/Beneficiary Exception), A.1
R083470 (Benefit Enrollment Outside Group report), A.2.11, A.2.12
R083470 (Benefit Enrollment Outside Group), A.1
R083480 (Required Elections in Benefits report), A.2.13
R083480 (Required Elections in Benefits reports), A.2.14
R083480 (Required Elections in Benefits), A.1
R083490 (Dep/Ben by Plan ID and Employee report), A.1
R083491 (Dependent/Beneficiary Missing Tax ID, Gender, or DOB report), A.1
R083492 (Employee List by Benefit Group report), A.1
R083493 (Benefit Enrollment by Plan report), A.1
R083494 (Plans/Options By Group and Category report), A.1
R083496 (Non-Qualifying Dependents report), A.2.15, A.2.16
R083496 (Non-Qualifying Dependents), A.1
R08364 (NDT - Determine Eligibility by Hours report), 14.2.2
R08364 (NDT - Determine Eligibility by Hours), 14.2.3
R08365 (NDT - Determine Key Employees), 14.3.7
R083675 &USA) 401(k) Discrimination Results), A.1
R083676 &USA) NDT - 415 Nondiscrimination Testing), A.1
R083676 (NDT - 415 Nondiscrimination Testing report), 14.5.8, A.2.10
R083800 (Batch Enrollment), 2.7.2, 7.2.1.3, 7.2.9
R089201 (Election Coverage by Type), A.1
R089202 (Elected Plan Premium report), A.2.17, A.2.18
R089202 (Elected Plan Premium), A.1
R089203 (COBRA Elected Coverage by Beneficiary), A.1
R089203 (Election Coverage by Beneficiary report), A.2.19, A.2.20
R089204 (COBRA Print Election Form report), A.2.21, A.2.22
R089204 (COBRA Print Election Form), A.1
R089205 (Dependent Coming of Age report), A.2.23, A.2.24
R089205 (Dependent Coming of Age), A.1
R089909 (COBRA General Constants report), A.2.25, A.2.26
R089909 (General Constants), A.1
R089919 (Qualifying Events Constants report), A.1
R08994 (COBRA Payments report), A.1
R089941 (Received Payment report), A.1
recalculating plan options costs, 2.7
Received Payment report (R089941), A.1
reports
batch enrollment reports, 7.2.1.3
batch enrollment reportsDetail by Employee report, 7.2.1.3
batch enrollment reportsInvalid Enrollmentreport, 7.2.1.3
batch enrollment reportsManual Review report, 7.2.1.3
batch enrollment reportsNo Action Taken report, 7.2.1.3
batch enrollment reportsOne Election Required report, 7.2.1.3
Benefit Enrollment Form (R083430), 9.4.3
Benefit Statement File Creation Mail Merge (R083305), 10.5.1, 10.5.5
Confirmation Statement (R083440), 7.2.1.5
dependent and beneficiary, 9.4.1
Detail by Employee, 7.2.1.3
Invalid Enrollment, 7.2.1.3
Manual Review, 7.2.1.3
NDT - Determine Eligibility by Hours (R08364), 14.2.2
No Action Taken, 7.2.1.3
Nondiscrimination Testing (R083676), 14.5.8
One Election Required, 7.2.1.3
reviewing employee reports, 9.4.1
Required Elections in Benefits (R083480), A.1
Required Elections in Benefits report (R083480), A.2.13
retirement plans
fund allocations, 7.3.1
reviewing
benefit structure, 2.14, 2.14.1, 2.14.3
COBRA coverage for a participant, 13.5.4
employee enrollment, 9.4, 9.4.1
employees by benefit plan, 9.4.1
historical test data, 14.3.1.2
subsequent qualifying event information, 13.4, 13.4.3
test results, 14.5, 14.5.4
revising
COBRA coverage for a participant, 13.5.4
fund allocation percentages, 7.3.4
fund allocation start dates, 7.3.5
fund allocations, 7.3.1
Run Pass/Fail Test Report form, 14.5.1.1

S

setting up
benefit
categories, 2.4.1.2, 2.4.6
group for flex, 3.4.1
groups, 2.4.1, 2.4.1.1, 2.4.4
plan options, 2.6.1
plansDBAs, 2.5.1
statement headings, 10.3
statements, 10.2, 10.2.4
benefits
administration, 2, 2.1
groups for flex benefits, 3.4
COBRA, 4
general constants, 4.5, 4.5.3
plan premium amounts, 4.8
plan premium amounts for unions, 4.8.4
qualifying event constants, 4.6, 4.6.4
qualifying event rules, 4.7, 4.7.3
common settings for benefits enrollment, 2.3.1, 2.3.3
date codes, 2.9, 2.9.1
for a length of time after a specified date, 2.9.5
for a specified date of the month occurring after a particular date, 2.9.3
for a specified enrollment date, 2.9.6
for the last day of the month in which a particular date occurs, 2.9.4
DBA information for flexible benefits, 3.3
eligibility
tables, 2.11
tables for no eligibility requirements, 2.11.5
employee flex deductions, 3.6, 3.6.1
enrollment parameters, 2.12, 2.12.4
flex benefit plans, 3.7, 3.7.4
flex deduction categories, 3.6.4
flex deduction plans, 3.6.5
flexible benefits, 3
fund allocations, 2.13.1
group information, 2.4, 2.4.1
linking
categories to benefit groups, 2.4.1.3
plans to benefit categories, 2.8.1
lump sum
credit categories, 3.5.4
credit plans, 3.5.1, 3.5.5
credits, 3.5
nondiscrimination testing, 5
pay type tables, 2.10, 2.10.4
plan options, 2.6, 2.6.3
typical eligible tables, 2.11.4
Stop - Override Date and Status form, 9.2.4
Stop-Override Date and Status form, 9.2.4
Subsequent Events Revisions form, 13.4.1
subsequent qualifying events, 13.3.1
Subsequent Qualifying Events (P089101), 13.4.1
supplemental data entry for dependents and beneficiaries, 8.5.1
System Control-Revisions form, 2.3.3
system integration, 6.2

T

Tax Heading Cross Reference Detail form, 10.3.5
taxes, 10.3.5
Termination Reason Code (UDC 08U/TR), 12.5.3
Test Association, Selection & Processing (P083601P), 14.4.1
Test Category Codes for Nondiscrimination Testing (UDC 08/EC), 5.1.1.3
Test Name Codes for Nondiscrimination Testing (UDC 08/TN), 5.1.1.1
total payroll deductions, 11.2

U

UDCs
COBRA Notice Typ (08U/CN), 12.5
Compensation and Contribution PDBA Tables (08/TU), 5.1.1.2
Data Items Based From (08/D1), 2.2.1
Data Items for Dates to Follow (08/D2), 2.2.2
Dependent/Beneficiary Relationship (08/RL), 2.2.3
Dependent/Beneficiary Type (08/DB), 2.2.4
Employee Benefit Status (06/EA), 2.2.5
Enrollment Status (08/ES), 2.2.6
Event Codes (08/BE), 2.2.7
for benefits, 2.2
Pay Type Table (08/TT), 2.2.8
Plan Status (08/ST), 2.2.9
Plan Type (08/PT), 2.2.10
Termination Reason Code (08U/TR), 12.5.3
Test Category Codes for Nondiscrimination Testing (08/EC), 5.1.1.3
Test Name Codes for Nondiscrimination Testing (08/TN, 5.1.1.1
Unavailability Reason Code (08U/UR), 12.5.2
Unavailability Reason Code (UDC 08U/UR), 12.5.2
unenrolling employees using batch enrollment, 7.2.1.4
updating subsequent qualifying event information, 13.4.1
user-defined codessee UDCs, 2.2

V

verifying
continuing eligibility in plans, 9.2.7
employee payroll history for nondiscrimination testing, 14.2.1.2
setup of benefits administration, 2.14.1

W

Work with Benefits by Employee form, 9.4.1
Work with Categories within Groups form, 2.8.1
Work With COBRA General Constants form, 4.5.1
Work With COBRA Notification History form, 13.7.1
Work With COBRA Qualifying Event Rules form, 4.7.1
Work With COBRA Received Payments form, 13.6.1, 13.6.3
Work With COBRA Subsequent Qualifying Events form, 13.4.1
Work With Elected COBRA Coverage form, 13.5.4
Work With Employee Test Results form, 14.5.4
Work with Employees by Benefit Plan form, 9.4.1
Work With Enrollment With Eligibility form, 7.2.1.1, 7.2.5, 11.2
Work With HRM Common Display Settings form, 2.3.3
Work With PDBA Table for NDT form, 14.3.4
Work with PDBAs form, 2.13.4
Work with Plan Group form, 5.2.1, 5.2.3
Work With Plan Master form, 2.6.3
Work With Qualifying Event Constants form, 4.6.1
Work With Qualifying Events form, 13.3.1
Work With Servers form, 14.4.4
Work With Test Association and Processing form, 14.4.4
Work With Test form, 14.3.1.2, 14.3.4
working with
beneficiaries, 8.1
dependents, 8.1
employee benefit statements, 10.1
enrollment information, 9.1
enrollment overrides, 9.3.1
fund allocations, 7.3.1