BAS001

Eligible Participants

Lists, by schedule and benefit program, employees who are eligible to participate in company benefit programs with details on plan and option eligibility.

Benefits, Manage Automated Enrollment, Investigate Exceptions, Eligible Participants Rpt, Eligible Participants Rpt

RUNCTL_BAS001

BAS002

Benefit Program Mailing Labels

Prints a set of 4-across mailing labels for employees participating in benefit programs. Compiles the list from the BAS Participant tables created during open enrollment or event maintenance processing.

Benefits, Manage Automated Enrollment, Participant Enrollment, Print Mailing Labels, Print Mailing Labels

RUNCTL_BAS002

BAS003

Invalid Benefit Elections

Lists, by schedule and event, participants and their dependents, showing any errors such as coverage over the maximum or under the minimum, invalid choices, failure to meet eligibility requirements, and so on.

Benefits, Manage Automated Enrollment, Investigate Exceptions, Invalid Elections Report, Invalid Elections Report

RUNCTL_BAS_SCHED

BAS004

Benefit Enrollment Form

Prints a generic enrollment statement for each eligible benefit program participant in the BAS Participation table.

Includes the name and address of each participant, with options for which the participant is eligible and the associated price tags and credits (if applicable) for the options.

Benefits, Manage Automated Enrollment, Participant Enrollment, Print Enrollment Statements, Print Enrollment Statements

RUNCTL_BAS004

BAS005

Confirmation Statement

Prints a generic confirmation statement for each valid benefit program participant. Includes coverage and per pay period costs.

Benefits, Manage Automated Enrollment, Participant Enrollment, Print Confirmation Statement, Print Confirmation Statement

RUNCTL_BAS005

BAS006

Missing Elections

Lists and provides location information for participants who did not return enrollment statements.

Benefits, Manage Automated Enrollment, Investigate Exceptions, Missing Elections Rpt, Missing Elections Rpt

RUNCTL_BAS_SCHED

BAS007

Dependent/Beneficiary Election

Lists all dependents with current or new elections.

Benefits, Manage Automated Enrollment, Participant Enrollment, Dep/Beneficiary Election Rpt, Dep/Beneficiary Election Rpt

RUNCTL_BAS_SCHED

BAS008

Flagged Participant Report

Lists events that have had job, address, or union eligibility information changed, events that have been processed out of sequence, and events that have been disconnected during processing.

Benefits, Manage Automated Enrollment, Investigate Exceptions, Report on Flagged Items, Report on Flagged Items

RUNCTL_BAS008

BAS010

Ineligible Participants

Lists all participants who are ineligible for any benefit program (events processed to AN status) and their eligibility parameters, such as birth date and status.

Benefits, Manage Automated Enrollment, Investigate Exceptions, Ineligible Participants Rpt, Ineligible Participants Rpt

RUNCTL_BAS_SCHED

BAS027

Employee Processing Status

Lists all participants in a particular process status or set of status levels.

Benefits, Manage Automated Enrollment, Investigate Exceptions, Employee Process Status Rpt, Employee Process Status Rpt

RUNCTL_BAS027

BAS701

Geographic Location Eligibilit

Prints location IDs, effective dates, and from and to ranges for the U.S. and Canadian postal code ranges that you've defined to determine benefit eligibility.

Set Up HRMS, Product Related, Automated Benefits, Reports, Geographic Locations, Geographic Locations

RUNCTL_BEN_LANG

BAS702A

Benefit Program/Plan/Options

For a specified benefit program, prints program-level information (effective date and status, program type, age criteria, COBRA, FMLA, and FSA parameters and self-service configuration) along with the plan-level and option-level structure (event rules, eligibility rules, coverage levels, and deduction codes).

Set Up HRMS, Product Related, Automated Benefits, Reports, Benefit Program/Plan/Options, Benefit Program/Plan/Options

RUNCTL_BAS_PGM

BAS702B

Benefit Program Costs

For a specified benefit program, prints the program description along with the cost and credit structure for all of the offered options (deduction and earnings codes, rate information, and calculation rules).

Set Up HRMS, Product Related, Automated Benefits, Reports, Benefit Program Costs, Benefit Program Costs

RUNCTL_BAS_PGM

BAS703A

Eligibility Rules Table

For each plan type in a benefit program, prints the rules for minimum standard hours, maximum standard hours, minimum service, maximum service, minimum age, maximum age, service and age as of information, employee class, employee status, employee type, full/part, reg/temp, officer code, union code, company, location, state, and eligibility configuration.

For each eligibility rule definition, prints the minimum/maximum criteria (standard hours, service months and age) and the membership criteria (such as employee class, full or part time, company and paygroup, union code, state, and so on) along with the applicable grouping methods and evaluation rules.

Set Up HRMS, Product Related, Automated Benefits, Reports, Eligibility Rules, Eligibility Rules

RUNCTL_BAS703A

BAS703B

Event Rules Table

Prints event rules for benefit plan types. For an event rule definition, prints each event class with its basic change restrictions (type of changes allowed and option-level movement), date rules (coverage and deduction dates with waiting periods), and other event controls (defaulting, editing, and exceptions).

Set Up HRMS, Product Related, Automated Benefits, Reports, Event Rules, Event Rules

RUNCTL_BAS703B

BAS703C

Event Rules Table (Billing)

Lists the parameters in which billing enrollments are created or updated during the Benefits Administration process. Displays the event rules, event class, billing action, billing action date, and rate qualifier.

Set Up HRMS, Product Related, Automated Benefits, Reports, Event Rules-Billing, Event Rules-Billing

RUNCTL_BAS703B

BAS714

Benefits Admin Scheduling

Lists the criteria that make up a schedule.

Use to review schedules that have been entered into the system and to ensure that no employee overlaps exist.

Set Up HRMS, Product Related, Automated Benefits, Reports, Schedules, Schedules

RUNCTL_BAS_SCHED

FSA001

FSA Claim Payment Process (flexible spending account claim payment process)

Process all claim data with the following statuses: Submitted, Pending, and Ready To Pay.

• Benefits, Admin Flex Spending Acct CAN, Process Claims, Calculate Claim Payment

• Benefits, Admin Flex Spending Acct US, Process Claims, Calculate Claim Payment

 PRCSRUNCNTL

FSA002

FSA Account Closure

Initiate an SQR that updates the account status to Closed for FSA participants who had an active FSA at the end of the calendar year.

• Benefits, Admin Flexible Spending Acct US, Create Account Reports, Close and Summarize Accounts, Close and Summarize Accounts

• Benefits, Admin Flexible Spending Acct CAN, Create Account Reports, Close and Summarize Accounts, Close and Summarize Accounts

RUNCTL_FSA002(CN)

FSA003

FSA Check Printing

Print FSA claim checks for records flagged in FSA001. Run this process for each type of check stock that you use. Set up the FSA Claims Processing Run Ctl page, and then run Processing Claim Payments.

• Benefits, Admin Flexible Spending Acct US, Process Claims, Print Checks, Print Checks

• Benefits, Admin Flex Spending Acct CAN, Process Claims, Print Cheques, Print Cheques

RUNCTL_FORM_ID

FSA004

FSA Check Register

Print a list of checks printed by the FSA Check Print Report. Set up the FSA Claims Processing Run Ctl page, and then run Processing Claim Payments.

• Benefits, Admin Flexible Spending Acct US, Process Claims, Print Check Register, Print Check Register

• Benefits, Admin Flex Spending Acct CAN, Process Claims, Print Cheque Register, Print Cheque Register

RUNCTL_FSA004(CN)

FSA005

FSA Quarterly Statement

Create and print quarterly statements for FSA participants who had activity in one of their spending accounts during the current quarter.

• Benefits, Admin Flexible Spending Acct CAN, Create Account Reports, Quarterly Account Statements, Quarterly Account Statements

• Benefits, Admin Flex Spending Acct US, Create Account Reports, Quarterly Account Statements, FSA Quarterly Statement

PRCSRUNCNTL

FSA006

FSA Check Reversal (flexible spending account check reversal)

Reverse FSA payment checks that were created in error.

• Benefits, Admin Flex Spending Acct CAN, Correct Errors, Reverse Cheques in Error, Reverse Cheques in Error

• Benefits, Admin Flex Spending Acct US, Correct Errors, Reverse Checks in Error, Reverse Checks in Error

RUNCTL_FSA006

FSA007

FSA Claim Reversal (flexible spending account claim reversal)

Enter the parameters for the check reversal process.

• Benefits, Admin Flex Spending Acct CAN, Correct Errors, Cancel Claim/Reverse Cheque, Cancel Claim/Reverse Cheque

• Benefits, Admin Flex Spending Acct US, Correct Errors, Cancel Claim/Reverse Check, Cancel Claim/Reverse Check

RUNCTL_FSA007