26 Setting Up New DBA Plan Rates

This chapter contains the following topics:

• Section 26.1, "Understanding DBA Plan Rates"

• Section 26.2, "Prerequisite"

• Section 26.3, "Implementing New DBA Plan Rates"

26.1 Understanding DBA Plan Rates

If any of your benefit plans are changing rates during the open enrollment period, you can cross-reference the current year's DBAs (deductions, benefits, and accruals) with the current rates to the DBAs that reference the new rates. This cross-reference lets you effectively change the rates that appear for the enrollment period without changing the rates for the current DBAs.

You need to cross-reference DBAs only for benefit calculations that are table based or if the DBA is changing radically (for example, from a flat dollar amount to a percentage). If you do not set up a cross-reference, the system retrieves new rates from the Plan Master Rates table (F083203). If you set up both the Plan Master Rates table and the DBA cross-reference, the system uses the DBA cross-reference.

You need to set up the DBA cross-reference before you build the workfiles for open enrollment.

26.2 Prerequisite

Set up the DBAs for the new rates.

See "Setting Up Deductions, Benefits, and Accruals" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

26.3 Implementing New DBA Plan Rates

This section discusses how to implement new DBA plan rates.

26.3.1 Forms Used to Set Up New DBA Plan Rates

Form Name	FormID	Navigation	Usage
Plan DBA/Enrollment DBA Cross Reference	W08515A	Self Service Setup (G05BESS4), Current to Future DBA X-Ref	Change your enrollment plan's DBA amounts to the new rates prior to the period in which they will be effective.

26.3.2 Implement New DBA Plan Rates

Access the Plan DBA/Enrollment DBA Cross Reference form.

Figure 26-1 Plan DBA/Enrollment DBA Cross Reference form

Description of ''Figure 26-1 Plan DBA/Enrollment DBA Cross Reference form''

To cross-reference new DBA plan rates:

1. On Plan DBA/Enrollment DBA Cross Reference, enter the current year's DBA in the Plan / Option PDBA Code field.

   • Plan / Option PDBA Code

     Enter a code that defines the type of pay, deduction, benefit, or accrual.

     Pay types are numbered from 1 to 999. Deductions and benefits are numbered from 1000 to 9999.

2. Enter the corresponding DBA for the new rate in the Enrollment PDBA Code field.

   • Enrollment PDBA Code

     Enter a code that is associated with a deduction, benefit, or accrual (DBA) that was used to calculate the employee's net payment. This code prints on the right side of the payment stub.

3. Repeat steps 1 and 2 for all the rates that are changing, and then click OK to save your changes.