Enter a value that specifies a percentage, a monetary amount, or an hourly rate, depending on where it is used. Values are:
1: For a deduction, benefit, or accrual, (DBA) the meaning of this value depends on the method of calculation. The method determines whether the deduction is a flat monetary amount, a percentage, or a multiplication rate. Table method DBAs, depending on which table method they use, can either use this amount in the calculation or ignore it. If there are exceptions to the table calculation, you can override the table code in the detail area, set up a flat monetary DBA amount, or override the amount with a one time override for a timecard.
2: For a pay type, amounts entered in this processing option override the hourly rate.
Enter the date on which an address, item, transaction, or table record becomes active. The meaning of this processing option differs, depending on the program. For example, the effective date can represent:
The date on which a change of address becomes effective.
The date on which a lease becomes effective.
The date on which a price becomes effective.
The date on which the currency exchange rate becomes effective.
The date on which a tax rate becomes effective.
Enter the benefit group to which the employee is assigned. Benefit groups facilitate employee enrollment by categorizing benefit plans and allowing enrollment rules for those categories. For example, assigning an employee to an executive (EXEC) benefit group automatically links the employee to the benefits available to executives in the organization.
Displays the rule assigned to the benefit group that determines whether the benefit group contains flex plans and whether you want to keep track of flex credits that remain after an employee has enrolled in benefit plans. Values are:
0: Flex plans are not offered.
1: Flex plans are offered. Positive remaining credits are allowed.
2: Flex plans are offered. Positive remaining credits are not allowed.
Enter a user-defined code (06/EA) that specifies an employee status, such as new hire or rehire. The system uses this value as it searches and tests for benefits eligibility. An * indicates that the guidelines refer to all employee statuses that are not otherwise specified.
Do not change the codes that are hard-coded, such as A (Active) and X (Terminated). These are required codes in the system.
Cont Elig Table (continuing eligibility table)
Enter a code to specify the rules, if any, for an employee's continuing enrollment in the plan.
Even when a plan has no eligibility criteria, you must set up a table, such as None, for continuing eligibility testing.
Enter the employee number, tax ID, or alternate number, depending on the employee number mode that is set up in the payroll constants for company 00000.
Enter the date on which the item, transaction, or table becomes inactive, or through which you want transactions to appear. This processing option is used generically throughout the system. It could be a lease effective date, a price or cost effective date, a currency effective date, a tax rate effective date, or whatever is appropriate.
Enter the category of a benefit group. The category is used to group benefit plans according to the type and the rule. For example:
MEDICAL: Required Medical Selections
DENTAL: Optional Dental Selections
LIFE: Required Life Ins Selections
Categories are set up in the Generic Rate and Message table (F00191) for system 08/type SG. Associated text for categories is stored in the General Message Detail table (F00192). For more information, see program P00191.
Init Elig Table (initial eligibility table)
Indicate the table used to specify the rules, if any, for the employee's initial enrollment in the plan.
Even when a plan has no eligibility criteria, we recommend that you set up a table, such as None, for initial eligibility testing.
Enter an abbreviation or number that identifies a specific employee benefit. Examples of benefits are Employee Health Insurance, Employee Stock Appreciation Rights, or Health Club Expense Reimbursement.
A benefit plan typically is associated with a deduction, benefit, or accrual. For example, a medical plan is a benefit that might also require a deduction to withhold premiums from an employee's pay.
Enter a code that identifies any additional options available for a benefit plan that have been defined in the Plan Additional Options table (F083202).
Note:Additional options must have the same provider, policy number, and enrollment and eligibility rules as the benefit plan to which they are associated.
Enter a user-defined name describing the plan option. For example: Medical Employee Only.
Enter a user-defined code (08/ PT) that identifies the type of plan. For example, L might be used to identify a life insurance plan.
Enter the address book number for the supplier who receives the final payment.
When using the Benefits Administration feature, this is the address book number of the company that issues the plan and receives premium payments for it.
For wage attachments, payee is the address book number of the agency, company, individual, or court that is to receive the payment of the check.