21/21
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
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), 2.2.9
- 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), 2.2.10
- Plan Type (UDC 08/PT), 2.2.11
- 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), 2.2.9
- Plan Status (08/ST), 2.2.10
- Plan Type (08/PT), 2.2.11
- 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
- R083675ions, A.2.7
- 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