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Contents
List of Figures
Title and Copyright Information
Preface
Audience
JD Edwards EnterpriseOne Products
JD Edwards EnterpriseOne Application Fundamentals
Documentation Accessibility
Related Documents
Conventions
1
Introduction to JD Edwards EnterpriseOne Benefits
1.1
JD Edwards EnterpriseOne Benefits Overview
1.2
JD Edwards EnterpriseOne Benefits Business Processes
1.3
JD Edwards EnterpriseOne Benefits Integrations
1.3.1
JD Edwards EnterpriseOne Address Book
1.3.2
JD Edwards EnterpriseOne Human Capital Management Application Fundamentals
1.3.3
JD Edwards EnterpriseOne Payroll
1.4
JD Edwards EnterpriseOne Benefits Implementation
1.4.1
Global Implementation Steps
1.4.2
Implementation Steps
2
Setting Up Benefits Administration
2.1
Understanding Benefits Administration Setup
2.2
Understanding UDCs for Benefits
2.2.1
Data Items Based From (UDC 08/D1)
2.2.2
Data Items for Dates to Follow (UDC 08/D2)
2.2.3
Dependent/Beneficiary Relationship (UDC 08/RL)
2.2.4
Dependent/Beneficiary Type (UDC 08/DB)
2.2.5
Employee Benefit Status (UDC 06/EA)
2.2.6
Enrollment Status (UDC 08/ES)
2.2.7
Event Codes (UDC 08/BE)
2.2.8
ACA Eligibility Status (08/SE) (Release 9.1 Update)
2.2.9
Pay Type Table (UDC 08/TT)
2.2.10
Plan Status (UDC 08/ST)
2.2.11
Plan Type (UDC 08/PT)
2.3
Setting Up Common Settings for Benefits Enrollment
2.3.1
Understanding Common Settings for Benefits Enrollment
2.3.2
Forms Used to Set Up Common Settings for Benefits Enrollment
2.3.3
Setting Up Common Settings for Benefits Enrollment
2.4
Setting Up Benefit Group Information
2.4.1
Understanding Benefit Group Information
2.4.1.1
Setting Up Benefit Groups
2.4.1.2
Setting Up Benefit Categories
2.4.1.3
Linking Categories to Benefit Groups
2.4.2
Forms Used to Set Up Benefit Group Information
2.4.3
Setting Processing Options for the Benefit Group Descriptions Program (P00191)
2.4.3.1
Defaults
2.4.3.2
Display
2.4.4
Setting Up Benefit Groups
2.4.5
Setting Processing Options for the Group Category Descriptions Program (P00191)
2.4.5.1
Defaults
2.4.5.2
Display
2.4.6
Setting Up Benefit Categories
2.4.7
Linking Categories to Benefit Groups
2.5
Setting Up Benefit Plans
2.5.1
Understanding Benefit Plan Setup
2.5.1.1
Adding a New Benefit Plan
2.5.1.2
Copying an Existing Benefit Plan
2.5.2
Prerequisites
2.5.3
Forms Used to Set Up Benefit Plans
2.5.4
Setting Processing Options for the Plan Master Program (P08320)
2.5.4.1
Display
2.5.5
Adding a New Benefit Plan
2.5.5.1
General Info
2.5.5.2
Calc./Eligibility
2.5.5.3
Plan Master Rates Window
2.5.5.4
Self-Service
2.5.5.5
Premium/Coverage
2.5.6
Copying an Existing Benefit Plan
2.6
Setting Up Plan Options
2.6.1
Understanding Plan Option Setup
2.6.2
Forms Used to Set Up Plan Options
2.6.3
Setting Up Plan Options
2.7
Recalculating Plan Option Costs
2.7.1
Understanding Plan Option Cost Recalculations
2.7.2
Running the Batch Enrollment Program (R083800) to Recalculate Option Costs
2.8
Linking Plans to Benefit Categories
2.8.1
Understanding Links Between Plans and Benefit Categories
2.8.2
Forms Used to Link Plans to Benefit Categories
2.8.3
Linking Plans to Benefit Categories
2.9
Setting Up Date Codes
2.9.1
Understanding Date Code Setup
2.9.1.1
Date Codes for a Specified Day of the Month That Occurs After a Particular Date
2.9.1.2
Date Codes for the Last Day of the Month in Which a Particular Date Occurs
2.9.1.3
Date Codes for a Length of Time After a Specified Date
2.9.1.4
Date Codes for a Specified Enrollment Date
2.9.2
Forms Used to Set Up Date Codes
2.9.3
Setting Up Date Codes for a Specified Day of the Month That Occurs After a Particular Date
2.9.4
Setting Up Date Codes for the Last Day of the Month in Which a Particular Date Occurs
2.9.5
Setting Up Date Codes for a Length of Time After a Specified Date
2.9.6
Setting Up Date Codes for a Specified Enrollment Date
2.10
Setting Up Pay Type Tables
2.10.1
Understanding Pay Type Table Setup
2.10.2
Prerequisite
2.10.3
Form Used to Set Up Pay Type Tables
2.10.4
Setting Up Pay Type Tables
2.11
Setting Up Eligibility Tables
2.11.1
Understanding Eligibility Tables
2.11.1.1
ACA Eligibility (Release 9.1 Update)
2.11.2
Prerequisites
2.11.3
Form Used to Set Up Eligibility Tables
2.11.4
Setting Up a Typical Eligibility Table
2.11.5
Setting Up an Eligibility Table for No Eligibility Requirements
2.12
Setting Up Enrollment Parameters
2.12.1
Understanding Enrollment Parameters
2.12.1.1
Default Enrollment Parameters
2.12.1.2
Parameter 1
2.12.1.3
Parameter 2
2.12.1.4
Parameter 3
2.12.1.5
Parameter 4
2.12.1.6
Parameter 5
2.12.2
Prerequisites
2.12.3
Form Used to Set Up Enrollment Parameters
2.12.4
Setting Up Enrollment Parameters
2.13
Linking Allocation Funds to Plans
2.13.1
Understanding Links from Allocation Funds to Plans
2.13.2
Prerequisites
2.13.3
Form Used to Link Allocation Funds to Plans
2.13.4
Linking Allocation Funds to Plans
2.14
Reviewing the Benefit Structure
2.14.1
Understanding Benefit Structure Review
2.14.2
Form Used to Review the Benefit Structure
2.14.3
Reviewing the Benefit Structure
3
Setting Up Flexible Benefits
3.1
Understanding Flexible Benefits Setup
3.2
Common Fields Used in Flexible Benefits
3.3
Setting Up DBA Information for Flexible Benefits
3.3.1
Understanding DBA Information for Flexible Benefits
3.4
Setting Up a Benefit Group for Flex Benefits
3.4.1
Understanding Benefit Groups for Flex Benefits
3.4.2
Form Used to Set Up a Benefit Group for Flex Benefits
3.4.3
Linking Categories to Benefit Groups for Flex Benefits
3.5
Setting Up a Lump Sum Credit
3.5.1
Understanding Lump Sum Credits
3.5.2
Prerequisites
3.5.3
Forms Used to Set Up a Lump Sum Credit
3.5.4
Setting Up a Lump Sum Credit Category
3.5.5
Setting Up a Lump Sum Credit Plan
3.6
Setting Up an Employee Flex Deduction
3.6.1
Understanding Employee Flex Deductions
3.6.2
Prerequisites
3.6.3
Forms Used to Set Up an Employee Flex Deduction
3.6.4
Setting Up a Flex Deduction Category
3.6.5
Setting Up a Flex Deduction Plan
3.7
Setting Up Flex Benefit Plans
3.7.1
Understanding Flex Benefit Plans
3.7.2
Prerequisite
3.7.3
Form Used to Set Up Flex Benefit Plans
3.7.4
Setting Up a Flex Benefit Plan
4
(USA) Setting Up COBRA
4.1
Understanding COBRA Setup
4.1.1
Prerequisites
4.2
Activating Automated COBRA Administration
4.2.1
Understanding Automated COBRA Administration
4.2.2
Prerequisite
4.2.3
Forms Used to Activate Automated COBRA Administration
4.3
Using COBRA Workflow
4.4
Completing the Post-Install Conversion
4.4.1
Understanding the Post-Install Conversion Process
4.4.2
Forms Used to Complete the Post-Install Conversion
4.4.3
Completing the Post-Install Conversion
4.4.3.1
COBRA Constants Revision
4.5
Setting Up COBRA General Constants
4.5.1
Understanding COBRA General Constants
4.5.2
Forms Used to Set Up COBRA General Constants
4.5.3
Setting Up COBRA General Constants
4.5.3.1
Constants
4.5.3.2
Coverage Information - 1
4.5.3.3
Coverage Information - 2
4.5.3.4
Grace Periods
4.5.3.5
Other Information
4.6
Setting Up COBRA Qualifying Event Constants
4.6.1
Understanding COBRA Qualifying Event Constants
4.6.2
Prerequisite
4.6.3
Form Used to Set Up COBRA Qualifying Event Constants
4.6.4
Setting Up COBRA Qualifying Event Constants
4.7
Setting Up COBRA Qualifying Event Rules
4.7.1
Understanding COBRA Qualifying Event Rules
4.7.2
Form Used to Set Up COBRA Qualifying Event Rules
4.7.3
Setting Up COBRA Qualifying Event Rules
4.8
Setting Up COBRA Plan Premium Amounts
4.8.1
Understanding COBRA Plan Premium Amount Calculations
4.8.1.1
Calculating COBRA Plan Premium Amounts for Benefit Plans without Options
4.8.1.2
Calculating COBRA Plan Premium Amounts for Benefit Plans with Options
4.8.1.3
Example: COBRA Premium Calculation
4.8.2
Prerequisite
4.8.3
Form Used to Set Up COBRA Plan Premium Amounts for Unions
4.8.4
Setting Up COBRA Plan Premium Amounts for Unions
5
(USA) Setting Up Nondiscrimination Testing
5.1
Working with UDCs for NDT
5.1.1
Understanding for NDT
5.1.1.1
Test Name Codes for NDT (UDC 08/TN)
5.1.1.2
Compensation and Contribution PDBA Tables (UDC 08/TU)
5.1.1.3
Test Category Codes for Nondiscrimination Testing (UDC 08/EC)
5.2
Creating a Plan Control Group
5.2.1
Understanding Plan Control Groups
5.2.2
Form Used to Create a Plan Control Group
5.2.3
Creating a Plan Control Group
6
Understanding JD Edwards EnterpriseOne Benefits Administration
6.1
J.D. Edwards EnterpriseOne Benefits Administration
6.2
System Integration for J.D. Edwards EnterpriseOne Benefits Administration
6.3
J.D. Edwards EnterpriseOne Benefits Administration Terms and Concepts
7
Administering Benefits
7.1
Understanding the Benefits Administration Process
7.1.1
(USA) Administering Benefits for the U.S.
7.2
Enrolling Employees
7.2.1
Understanding Employee Enrollment
7.2.1.1
Enrolling Employees Using Eligibility
7.2.1.2
Enrolling Employees Using Overrides
7.2.1.3
Enrolling Employees Using Batch Enrollment
7.2.1.4
Unenrolling Employees Using Batch Enrollment
7.2.1.5
Printing a Confirmation Statement
7.2.2
Prerequisites
7.2.3
Forms Used to Enroll Employees
7.2.4
Setting Processing Options for the Enrollment with Eligibility Program (P08334)
7.2.4.1
Dates
7.2.4.2
Defaults
7.2.5
Enrolling Employees Using Eligibility
7.2.6
Setting Processing Options for the Enrollment Overrides Program (P08330)
7.2.6.1
Defaults
7.2.7
Enrolling Employees Using Overrides
7.2.8
Running the Batch Enrollment Program (R083800)
7.2.9
Setting Processing Options for the Batch Enrollment Program (R083800)
7.2.9.1
Date
7.2.9.2
Process
7.2.9.3
Enrollment
7.2.9.4
Recalculation
7.2.9.5
Reports
7.2.10
Unenrolling Employees Using Batch Enrollment
7.2.11
Running the Confirmation Statement Program (R083440)
7.2.12
Setting Processing Options for the Confirmation Statement Program (R083440)
7.2.12.1
Date
7.2.12.2
Print
7.3
Working with Fund Allocations
7.3.1
Understanding Fund Allocations
7.3.2
Prerequisites
7.3.3
Forms Used to Work with Fund Allocations
7.3.4
Revising Fund Allocation Percentages
7.3.5
Revising Fund Allocation Start Dates
8
Working with Dependents and Beneficiaries
8.1
Understanding Dependent and Beneficiary Information
8.2
Prerequisites
8.3
Creating Dependent and Beneficiary Records
8.3.1
Understanding Dependent/Beneficiary Record Creation
8.3.2
Form Used to Create Dependent/Beneficiary Records
8.3.3
Setting Processing Options for the Dependent/Beneficiary Entry Program (P08901)
8.3.3.1
Process
8.3.3.2
Edit
8.3.4
Creating Dependent and Beneficiary Records
8.4
Enrolling Dependents and Beneficiaries in Benefit Plans
8.4.1
Understanding Dependent/Beneficiary Enrollment
8.4.2
Prerequisites
8.4.3
Form Used to Enroll Dependents and Beneficiaries in Benefit Plans
8.4.4
Enrolling Dependents and Beneficiaries in Benefit Plans
8.5
Entering Supplemental Data for Dependents and Beneficiaries
8.5.1
Understanding Supplemental Data Entry for Dependents and Beneficiaries
8.5.2
Form Used to Enter Supplemental Data for Dependents and Beneficiaries
9
Working with Enrollment Information
9.1
Understanding Enrollment Information
9.2
Working with Enrollment with Eligibility
9.2.1
Understanding Enrollment with Eligibility
9.2.2
Prerequisite
9.2.3
Forms Used to Work With Enrollment with Eligibility
9.2.4
Ending Enrollment Using Eligibility
9.2.5
Changing an Amount or Rate Using Eligibility
9.2.6
Correcting Mistaken Enrollment Using Eligibility
9.2.7
Verifying Continuing Eligibility in Plans
9.2.8
Changing Enrollment Due to a Life Event
9.3
Working with Enrollment Overrides
9.3.1
Understanding Enrollment Overrides
9.3.2
Forms Used to Work With Enrollment Overrides
9.3.3
Ending Enrollment Using Overrides
9.3.4
Changing an Amount or Rate Using Overrides
9.3.5
Correcting Mistaken Enrollment Using Overrides
9.4
Reviewing Employee Enrollment
9.4.1
Understanding Employee Enrollment Review
9.4.2
Forms Used to Review Employee Enrollment
9.4.3
Running the Benefit Enrollment Form Program (R083430)
9.4.4
Setting Processing Options for the Benefit Enrollment Form Program (R083430)
9.4.4.1
Defaults
9.4.4.2
Print
10
Working with Employee Benefit Statements
10.1
Understanding Employee Benefit Statements
10.2
Setting Up a Benefit Statement
10.2.1
Understanding Benefit Statement Setup
10.2.2
Prerequisite
10.2.3
Form Used to Set Up a Benefit Statement
10.2.4
Setting Up a Benefit Statement
10.3
Setting Up Benefit Statement Headings
10.3.1
Understanding Benefit Statement Headings
10.3.2
Forms Used to Set Up Benefit Statement Headings
10.3.3
Adding a Benefit Statement Heading
10.3.4
Cross-Referencing PDBAs
10.3.5
Cross-Referencing Tax Information
10.4
Linking Headings to a Benefit Statement
10.4.1
Understanding Linking Headings to a Benefit Statement
10.4.2
Form Used to Link a Heading to a Benefit Statement
10.4.3
Linking Headings to a Benefit Statement
10.5
Printing Benefit Statements
10.5.1
Understanding Benefit Statement Printing
10.5.2
Prerequisites
10.5.3
Form Used to Print Benefit Statements
10.5.4
Printing Benefit Statements
10.5.5
Setting Processing Options for the Benefit Statement File Creation Mail Merge Report (R083305)
10.5.5.1
Define
11
Working With Flexible Benefits
11.1
Understanding Flexible Benefits
11.2
Understanding Enrolling in Flex Benefit Plans
12
(USA) Understanding COBRA
12.1
COBRA Features
12.2
What Is a Qualifying Event?
12.3
Who Are Qualified COBRA Beneficiaries?
12.4
How Do You Comply with COBRA Coverage?
12.5
UDCs for COBRA
12.5.1
COBRA Notice Type (UDC 08U/CN)
12.5.2
Unavailability Reason Code (UDC 08U/UR)
12.5.3
Termination Reason Code (UDC 08U/TR)
13
(USA) Administering COBRA
13.1
Understanding COBRA Administration
13.2
Prerequisites
13.3
Entering a Qualifying Event or a Subsequent Qualifying Event
13.3.1
Understanding Qualifying Event or Subsequent Qualifying Event Entry
13.3.2
Forms Used to Enter a Qualifying Event or a Subsequent Qualifying Event
13.3.3
Entering a Qualifying Event or a Subsequent Qualifying Event
13.3.4
Review a Subsequent Qualifying Event or Extend the Coverage Period
13.4
Reviewing Subsequent Qualifying Event Information
13.4.1
Understanding Subsequent Qualifying Event Information Review
13.4.2
Form Used to Review Subsequent Qualifying Event Information
13.4.3
Reviewing Subsequent Qualifying Event Information
13.5
Working with COBRA Coverage Election for Participants
13.5.1
Understanding COBRA Coverage Election
13.5.2
Forms Used to Work with COBRA Coverage for Participants
13.5.3
Waiving or Selecting COBRA Coverage for a Participant
13.5.4
Reviewing or Revising COBRA Coverage for a Participant
13.5.5
Terminating COBRA Coverage for a Participant:
13.6
Entering COBRA Payments
13.6.1
Understanding COBRA Payments
13.6.2
Forms Used to Work with COBRA Payments
13.6.3
Entering COBRA Payments
13.6.4
Void a COBRA Payment Check
13.6.5
Delete a COBRA Payment Check
13.7
Tracking COBRA Notification History
13.7.1
Understanding COBRA Notification History
13.7.2
Form Used to Track COBRA Notification History
13.7.3
Tracking COBRA Notification History
14
(USA) Working With Nondiscrimination Testing
14.1
Understanding NDT
14.1.1
Example: Sample ADP Calculation
14.2
Defining and Identifying Key Employees
14.2.1
Understanding Key Employees
14.2.1.1
Maintaining Employee Information for NDT
14.2.1.2
Verifying Employee Payroll History for NDT
14.2.2
Running the NDT - Determine Eligibility by Hours Program (R08364)
14.2.3
Setting Processing Options for the NDT - Determine Eligibility by Hours Program (R08364)
14.2.3.1
Defaults
14.3
Defining Key Employee Tests
14.3.1
Understanding Key Employee Tests
14.3.1.1
Entering Key Test Criteria
14.3.1.2
Reviewing Historical Test Data
14.3.2
Prerequisites
14.3.3
Forms Used to Enter Key Test Criteria
14.3.4
Entering Key Test Criteria
14.3.5
Review Historical Test Data
14.3.6
Running the NDT - Determine Key Employees Program (R08365)
14.3.7
Setting Processing Options for the NDT - Determine Key Employees Program (R08365)
14.3.7.1
Compensation Information
14.3.7.2
Category Code Information
14.3.7.3
Track NDT History
14.4
Processing NDT
14.4.1
Understanding NDT Processing
14.4.2
Prerequisites
14.4.3
Forms Used to Process NDTs
14.4.4
Processing an NDT Using the Current Year Testing Method
14.4.5
Processing an NDT Using the Prior Year Testing Method
14.5
Reviewing Test Results
14.5.1
Understanding NDT Results
14.5.1.1
Running the 401(k) Discrimination Results Program (R083675)
14.5.1.2
Running the NDT - 415 Nondiscrimination Testing Report (R083676)
14.5.2
Prerequisites
14.5.3
Form Used to Review NDT Test Results
14.5.4
Reviewing Test Results
14.5.5
Running the 401(k) Discrimination Results Program (R083675)
14.5.6
Setting Processing Options for the 401(k) Discrimination Results Program (R083675)
14.5.6.1
Default
14.5.7
Running the NDT - 415 Nondiscrimination Testing Report (R083676)
14.5.8
Setting Processing Options for the NDT - 415 Nondiscrimination Testing Report (R083676)
14.5.8.1
Defaults
A
Benefits Reports
A.1
Benefits Reports: A to Z
A.2
Benefits Reports: Selected Reports
A.2.1
R080415 - Dependent/Beneficiary Supplemental Data
A.2.2
Processing Options for the Dependent/Beneficiary Supplemental Data Report (R080415)
A.2.2.1
Processing
A.2.3
R083450 - Mandatory Participation Exception
A.2.4
Processing Options for the Mandatory Participation Exception Report (R083450)
A.2.4.1
Options
A.2.5
R083460 - Dependent/Beneficiary Exception
A.2.6
Processing Options for the Dependent/Beneficiary Exception Report (R083460)
A.2.6.1
Options
A.2.7
R083675 - (USA) 401(k) Discrimination Results
A.2.8
Processing Options for the 401(k) Discrimination Results Report (R083675)
A.2.8.1
Default
A.2.9
R083676 - (USA) NDT - 415 Nondiscrimination Testing
A.2.10
Processing Options for the NDT - 415 Nondiscrimination Testing Report (R083676)
A.2.10.1
Defaults
A.2.11
R083470 - Benefit Enrollment Outside Group
A.2.12
Processing Options for the Benefit Enrollment Outside Group Report (R083470)
A.2.12.1
Edits
A.2.13
R083480 - Required Elections in Benefits
A.2.14
Processing Options for the Required Elections in Benefits Report (R083480)
A.2.14.1
Options
A.2.15
R083496 - Non-Qualifying Dependents
A.2.16
Processing Options for the Non-Qualifying Dependents Report (R083496)
A.2.16.1
General
A.2.16.2
Max. Age Range
A.2.17
R089202 - (USA) Elected Plan Premium
A.2.18
Processing Options for the Elected Plan Premium Report (R089202)
A.2.18.1
Display
A.2.19
R089203 - (USA) Election Coverage by Beneficiary
A.2.20
Processing Options for the Election Coverage by Beneficiary Report (R089203)
A.2.20.1
Display
A.2.21
R089204 - (USA) COBRA Print Election Form
A.2.22
Processing Options for the COBRA Print Election Form Report (R089204)
A.2.22.1
Display
A.2.23
R089205 - (USA) Dependent Coming of Age
A.2.24
Processing Options for the Dependent Coming of Age Report (R089205)
A.2.24.1
Select
A.2.24.2
Process
A.2.25
R089909 - General Constants
A.2.26
Processing Options for the General Constants Report (R089909)
A.2.26.1
Process
Glossary
Index
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