Oracle US Federal Human Resources Compensation and Benefits Management Guide

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Preface

General Compensation Structures

General Compensation Structures Overview

General Compensation Structures

Elements: Building Blocks of Pay and Benefits

Input Values: Flexible Description of Compensation

Rules for Allocating Compensation

Compensation Entry: Making It Fast and Reliable

Element Classifications and Processing Sequence

Survey of the Classifications

Compensation Policy Changes

Setting Up Total Compensation Elements

Defining an Element

Defining an Element's Input Values

Defining and Linking an Element for Standard and Advanced Benefits

Deleting an Element

Defining Element Links

Generating Element Links

Running the Element Link Details Report

Defining an Element or Distribution Set

Compensation Entry

Compensation Reporting

HR or Payroll Extracts

Making Manual Element Entries

Listing Employees by Element

Viewing Element Entry History

Configuring the HR or Payroll Extracts

Running the HR or Payroll Extracts

Plan Design

Reimbursement Plans

Plan Design Copy

Special Requirements for Plan Design

Reporting Groups

Defining a Benefits Program

Associating Plans and Plan Types with a Program

Defining Waive Reasons for Plan Types in a Program (Advanced Benefits)

Defining Participation Eligibility Criteria for a Compensation Object

Associating a Life Event Reason with a Compensation Object (Advanced Benefits)

Associating an Organization with a Benefits Program

Associating Reporting Groups with a Program

Associating Program or Plan Year Periods with a Program

Defining Plan Types

Setting Up Spending Account Plans for Forfeitures (Advanced Benefits)

Defining a Benefits Plan

Defining Eligibility and Activity Rate Requirements for a Plan

Defining Plan Restrictions

Defining a Maximum Waiting Period Requirement for a Plan

Defining a Plan Not in Program

Associating Options with a Plan

Maintaining Plan Related Details

Defining Combinations of Plans and Plan Types

Defining Waive Reasons for a Plan (Advanced Benefits)

Maintaining Primary Care Providers for a Plan

Defining Options

Navigating the Program Structure Hierarchy

Defining a Program or Plan Year Period

Defining a Reimbursement Plan (Advanced Benefits)

Defining Reimbursable Goods and Service Types

Copying a Program or Plan

Exporting a Plan Design to a File

Importing a Plan Design From a File

Purging Plan Design Copy Data

Defining a Reporting Group

Defining Regulatory Bodies for a Plan

Defining Regulations for a Plan

Eligibility Requirements for Total Compensation

Waiting Periods

Continuing Eligibility: Benefits Assignments

Eligibility Profile Criteria

User-defined Eligibility Criteria

Derived Factors

Defining an Eligibility Profile

Defining Your Own Eligibility Criteria

Defining Derived Factors: Compensation Level

Defining Derived Factors: Percent of Full Time Employment

Defining Derived Factors: Hours Worked In Period

Defining Derived Factors: Age

Defining Derived Factors: Length of Service

Defining Derived Factors: Combination Age and Length of Service

Defining a Dependent Coverage Eligibility Profile

Defining Benefits Groups

Defining Regulations

Defining Postal Zip Ranges

Defining Service Areas

Salary and Grade Related Pay and Progression

Grades and Their Relationship to Pay

Grades and Pay Structures

Setting up Pay Plans, Grades, and Compensation

Adding a Pay Plan

Setting up Pay Tables

Entering Pay Values

Naming Pay Tables

Running the Federal Valid Combinations Process

Defining a Salary Basis

Adding Grades

Adding Steps

Associating Pay Plans and Grades

Compensation and Awards Management

Compensation and Awards Management Overview

Compensation and Awards Management Requirements

Compensation Actions

Award Actions

Health Care Providers Pay Actions

Pay Table Changes

Incentive Payments

Processing Mass Award Actions

Processing Awards for Ex-Employees

Entering Other Pay and Awards

Processing Recruitment, Relocation, and Retention Incentive Actions

Processing Separation Incentive Actions

Processing Pay for Doctors and Dentists

Processing Pay Increases for Nurses

Processing Student Loan Repayments

Finding a Mass Salary Action

Processing a Mass Standard Pay Adjustment

Processing a Mass Percent Pay Adjustment

Processing a Mass Locality Adjustment

Pay Conversions

Moving Employees to New Pay Tables

Processing a Pay Table Change Action

Pay Increases

Within Grade Increase (WGI) Workflow Decisions

Processing Automatic Within Grade Increases (WGIs)

Denying a WGI

Scheduling the Automatic WGI Process

Vehicle Repository

Vehicle Repository Menu and Function Names

Configuration Settings for Vehicle Repository and Mileage Claims

Leave and Absence Management

Leave and Absence Management Overview

Leave and Absence Management

Absence Categories and Types

Absence Elements

Setting Up Absence Management

Defining and Linking an Absence Element

Defining an Absence Type

Setting Up an Absence Benefit Plan

Accrual Plan Structure

Accrual Elements

Accrual Formulas

Accrual Balances Maintained By the Payroll Run

Net Accrual Calculation

Seeded Accrual Type Formulas

Accrual Start Date for New Hires

Accrual Bands

PTO Carry Over Process

Setting Up PTO Accrual Plans

Defining a PTO Accrual Plan

Setting Up Length of Service Bands

Changing Net Accrual Calculations

Costing Liability For PTO Accruals

Absence Recording

Accrual Plan Administration

Entering Absences

Enrolling Employees in PTO Accrual Plans

Running the Participation Process: Absence

Running the PTO Carry Over Process

Authorizing Creditable Service for Annual Leave

Reviewing Employees' PTO Accruals

Viewing Absence History

Listing Employees by Absence Type

Running the Absences Report

Workforce Intelligence Key Concepts for Leave and Absence Management

Employee on Leave Detail Workbook

Setup for Health and Welfare Management

Set up for Health and Welfare Management Overview

Standard and Advanced Benefits Implementation

US Federal Self Service Benefits

Benefits Enrollments

Setting Up User Access to Self-Service Benefits

Enabling US Federal Benefits Notifications

Setting up FEHB

Populating FEHB Programs and Design Plans

Compiling FEHB Fast Formulas

Migrating FEHB Information

Setting up TSP and TSP Catch-Up

Populating TSP and TSP Catch-Up Programs and Plans

Compiling TSP and TSP Catch-Up Fast Formulas

Migrating TSP and TSP Catch-Up Information

Basic Benefits Overview

Basic Benefits Setup

Setting Up Basic Benefits

Configuring Components for Health Care Benefit Plans (Basic Benefits)

Establishing Plan Coverage and Default Contributions (Basic Benefits)

Life Event Reasons

Collapsing Life Events (Advanced Benefits)

Seeded Life Event Reasons

Life Event Definition (Advanced Benefits)

Defining General Characteristics of Life Event Reasons

Defining Person Changes

Associating a Person Change with a Life Event

Defining a Collapsing Life Event (Advanced Benefits)

Enrollment Requirements

Enrollment Types

Enrollment Codes

Enrollment Period Determination for Life Events

Reinstatement of Elections for Reprocessed Life Events

Dependent Coverage and Beneficiary Designation Requirements

Defining Enrollment Methods for a Program

Defining Coverage Requirements for a Program

Defining an Action Item Due Date (Advanced Benefits)

Defining Activity Rate Enrollment Requirements for a Program

Defining Enrollment Requirements for Plan Types in a Program

Defining Enrollment Limitations for Plan Types in a Program

Defining Enrollment Requirements for a Plan in a Program

Defining Coverage Requirements for a Plan in a Program

Defining Coverage Start and End Dates for a Plan Type in a Program

Defining Activity Rate Start and End Dates for a Plan in a Program

Defining Activity Rate Start and End Dates for a Plan Type in a Program

Defining a Scheduled Enrollment for a Program

Defining Requirements for a Life Event Enrollment for a Program (Advanced Benefits)

Defining Enrollment Periods for Life Event Enrollments for a Program (Advanced Benefits)

Defining Coverage and Activity Rate Periods for a Plan in a Program

Associating an Enrollment Rule with a Program

Defining Life Event Enrollment Requirements

Defining Dependent Coverage Enrollment Requirements for a Program or a Plan Type in Program

Defining Dependent Coverage Certifications for a Program

Defining Dependent Coverage Eligibility Profiles for a Program

Defining Dependent Coverage Eligibility Profiles for a Plan Type in a Program

Defining Dependent Coverage Change of Life Event Enrollment Requirements

Defining Dependent Coverage Certifications for Change of Life Event Enrollment Requirements

Defining an Enrollment Method for a Plan

Defining Enrollment Coverage Requirements for a Plan

Defining Activity Rates Requirements for a Plan

Defining Enrollment Limitations for a Plan

Defining Designation Enrollment Requirements for a Plan or Option in Plan

Defining Enrollment Requirements for Not in Program Plans

Defining Enrollment Requirements for Options in a Plan

Defining Enrollment Limitations for an Option in a Plan

Defining a Scheduled Enrollment for a Plan

Associating Enrollment Rules with a Plan

Defining Requirements for a Life Event Enrollment for a Plan (Advanced Benefits)

Defining a Life Event Enrollment Period for a Plan (Advanced Benefits)

Defining Life Event Enrollment Certifications for a Plan or Option in Plan (Advanced Benefits)

Defining Life Event Enrollment Requirements for a Not in Program Plan

Defining Life Event Enrollment Requirements for an Option in a Plan

Defining Dependent Coverage Requirements for a Plan

Defining Dependent Coverage Eligibility Profiles for a Plan

Defining Dependent Coverage Change of Life Event Enrollment Requirements for a Plan

Defining Certifications for Enrollment in a Plan

Defining Beneficiary Designation Requirements for a Plan

Activity Rates

Coverage Calculations

Interim Coverage (Advanced Benefits)

Unsuspended Enrollments (Advanced Benefits)

Imputed Income Calculations (US only)

Actual Premium Calculations

Period-to-Date Limits

Variable Rate Factors

Calculation Methods: Values, Increments, and Operations

Activity Rate Calculations

Coverage Calculations

Actual Premium Calculations

Defining Activity Rates for a Standard Contribution/Distribution

Defining a Calculation Method for a Standard Contribution or Distribution

Defining Proration for a Standard Contribution or Distribution Calculation

Defining Characteristics of Annual Rates

Defining Processing Information for a Standard Contribution/Distribution

Defining Deduction and Payment Schedules for a Standard Contribution/Distribution

Defining a Non-Oracle Payroll System to Process Benefit Earnings and Deductions

Associating a Variable Rate Profile with a Standard Contribution/Distribution Calculation

Defining Matching Rates for a Standard Contribution Calculation

Associating a Period-to-Date Limit with a Standard Contribution/Distribution Calculation

Defining General Information for a Variable Rate Profile

Defining a Calculation Method for a Variable Rate Profile

Defining the Criteria in a Variable Rate Profile

Defining Matching Rates for a Variable Rate Calculation

Defining a Coverage Calculation

Defining a Coverage Calculation Method

Associating a Variable Rate Profile with a Coverage Calculation Method

Defining a Coverage Limit Across Plan Types

Defining an Imputed Income Calculation

Defining an Actual Premium

Defining Period-to-Date Limits

Defining a Benefit Balance

Administration for Health and Welfare Management

Administration for Health and Welfare Management Overview

Standard and Advanced Benefits Administration

Federal Employee Health Benefits Overview

Appointment, Conversion, and Extension Enrolments

FEHB Administration

FEHB and Retroactive Actions, Cancellations, Corrections

Thrift Savings Plan Overview

Thrift Savings Catch-Up Contributions

Administration of Specific Federal Life Events

Enrolling Employees in FEHB

Enrolling Employees in Agency Sponsored Health Plans

Changing an Employee's Enrollment Status

Changing Employee Enrollment Options for Child Equity Court Orders

Enrolling Employees in TSP

Suspending TSP for Hardship Loans

Continuing TSP Coverage for Rehires and Transfers

De-enrolling Employees in TSP

De-enrolling Employees in TSP Catch-Up

Benefits Enrollment

Establishing Benefit Coverage for Dependents

Stopping Dependent Coverage Only

Recording Beneficiaries for Benefits

Stopping Employee and Dependent Coverage

Removing Beneficiaries When Employee Benefits Stop

Removing Beneficiaries When Employee Benefits Continue

Reviewing Employee Enrollment in Benefit Plans (Basic Benefits)

Maintain Participant Eligibility (Standard Benefits)

Running the Maintain Participant Eligibility Process (Standard Benefits)

Running the Eligibility and Enrollment List Report

Participation Batch Processes (Advanced Benefits)

Benefits Batch Processes (Advanced Benefits)

Participation Management (Advanced Benefits)

Participation Information (Advanced Benefits)

Life Events and Electable Choices (Advanced Benefits)

Manually Created Life Events and Voided Life Events (Advanced Benefits)

What-if Eligibility (Advanced Benefits)

Runtime Parameters for the Participation Batch Process (Advanced Benefits)

Defining Batch Process Parameters (Advanced Benefits)

Running the Participation Batch Process (Advanced Benefits)

Monitoring Batch Processes (Advanced Benefits)

Setting Up a Role Based on a Life Event Type

Running the Life Events Summary Report

Running the Reopen Life Events Process

Running the Participation Audit Activity Purge Process (Advanced Benefits)

Purging Person Data for Backed-Out and Voided Life Events

Viewing a Person's Participation Information (Advanced Benefits)

Viewing a Person's Life Event Information

Viewing Electable Choices for a Person Based on a Life Event (Advanced Benefits)

Manually Creating a Potential Life Event for a Person (Advanced Benefits)

Manually Voiding a Potential Life Event for a Person (Advanced Benefits)

Re-opening a Processed Life Event for a Person (Advanced Benefits)

Setting Up What-if Modeling

Modeling a Person's Benefits Eligibility (Advanced Benefits)

Enrollment Management

Enrolling a Person in a Flex Program (Advanced Benefits)

Manually Deleting an Enrollment

Viewing a Person's Flex Credits (Advanced Benefits)

Allocating Excess Credits for a Person Enrolling in a Flex Program (Advanced Benefits)

Enrolling a Person in a Non-Flex Program

Enrolling a Person in a Savings Plan

Enrolling a Person in a Miscellaneous Plan

Viewing Special Rates for a Plan or Option

Maintaining a Participant's Primary Care Provider

Running the iRecruitment Create Enrollment Process

Displaying Enrollment Results

Running the Benefits Enrollment and Confirmation Reports

Running the Manage Open Enrollment Window Process

Viewing Dependent Information

Maintaining Dependent Designations

Maintaining Beneficiary Designation Information for a Participant

Recording Enrollment Actions Items for a Person (Advanced Benefits)

Recording Receipt of Enrollment Certifications (Advanced Benefits)

Overriding Enrollment Results for a Plan (Advanced Benefits)

Overriding Participation Information for a Person

Overriding Eligibility Participation Information for a Person

Overriding Waive Participation Information for a Person (Advanced Benefits)

Overriding Participation Information for a Person for an Option in a Plan (Advanced Benefits)

Managing Eligible Person Waivers (Advanced Benefits)

Maintaining Court Orders for a Participant

Recording a Continuing Benefits Payment

Recording a Contribution or Distribution

Continuing Benefits Eligibility

Maintaining a Benefits Assignment

Recalculate Participant Values Overview (Standard Benefits)

Updating Activity Rates from Year-to-Year

Running the Recalculate Participant Values Process (Standard Benefits)

Running the Premium Reconciliation Report

Viewing and Adjusting Monthly Premiums for a Plan or Option in Plan

Viewing and Adjusting Monthly Premiums for a Participant

Defining Person Benefit Balances

Recording a Reimbursement Request (Advanced Benefits)

Running the Process Forfeitures Concurrent Request (Advanced Benefits)

HRMS Glossary

Index

Oracle US Federal Human Resources Compensation and Benefits Management Guide

Contents