Index

A  B  C  D  E  F  G  H  I  J  K  L  M  N  O  P  Q  R  S  T  U  V  W  Y 

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Numerics

401(k) Allocation Revisions form

revising allocations, 5.4

401(k) Elections Setup table

described, 1.4

401(k) Elections table

described, 1.4

401(k) Fund Allocations form, 5.2

changing allocation, 5.3

401(k) plan

adding allocations, 5.2

changing allocations, 5.3

changing fund allocations, 5.3

defined, 1.3

discrimination tests

running, 21.9

features, 1.2

fund allocations, 5.1

linking allocation funds, 23.14

nondiscrimination testing, 20.2

determining key employees, 21.4

eligibility by hours, 21.2

examples, 21.9.1

identifying owners or officers, 21.3

reviewing key employees, 21.5

updating the NDT code, 21.8

revise fund allocations, 5.4

revising allocations, 5.4

setting up nondiscrimination tests, 26.1

work with fund allocations, 5.1

415 Nondiscrimination Results report, 21.10.1

415 nondiscrimination testing

setting up, 26.5

DBA to subtract deferrals from compensation, 26.5.2

415 Nondiscrimination Testing report, 21.10.1

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A

Account balances

flexible spending account statement, 18.12

review by plan, 18.10, 18.11

Account Balances (Dependent Care) report, 19.2

Account Balances (Medical Care) report, 19.2

Account Review form, 18.5

claim display, 18.5

detail area, 18.5

Account Summary by Plan form, 18.10

Adding a new allocation

401(k) plans, 5.2

Adding a new employee, 3.2

address book information, 3.2.2

job type and step, 3.2.2

salary display, 3.2.2

Additional Plan Options form, 10.3

COBRA coverage, 24.2

detail area, 23.8

setting up, 23.8

Address book information

entering for an employee, 3.2.2

Address Window form, 3.2.2, 13.2.1

ADP/ACP calculation

example, 21.4.1

ADP/ACP Discrimination Results report, 21.9.1

ADP/ACP tests

examples, 21.9.1

Allocation

defined, 1.3

Allocation by Employee form, 5.2, 5.3

Allocations

adding, 5.2

changing, 5.3

revising, 5.4

Amount/Rate window, 4.2

changing elections, 8.4

Assigning employees to benefit groups

attached to a job, 3.2

globally, 3.3

Auto Deposit Instructions form

flexible spending account payments, 17.3

Automatic deposit instructions

flexible spending accounts, 17.3

Average contribution percentage

calculation example, 21.4.1

defined, 1.3, 20.2, 21.4, 26.4

Average deferral percentage

calculation example, 21.4.1

defined, 1.3, 20.2, 21.4, 26.4

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B

Balance Revisions form, 17.3

revising current elections, 17.5.1

Basis of calculation

determining PDBA codes, 23.3.2

setup, 23.3.1

Basis of Calculations form, 23.3.1

DBA to subtract deferrals from compensation, 26.5.2

DBAs that track compensation, 26.5.2

setting up, 26.5.2

DBAs that track deferrals

setting up, 26.5.2

deduction DBA for flexible spending accounts, 25.4.1

Batch enrollment, 4.4, 4.4.2, 4.4.5, 4.4.6

Batch Enrollment Parameters table

described, 1.4

Beneficiaries

COBRA

batch entry, 13.3

defined, 12.2.2, 12.2.3

entering, 13.2

linking, 13.4

entering, 6.1

entering profile data, 6.3

exception report, 7.7

linking

to an employee, 6.2

linking to all plans, 6.2

Beneficiary

defined, 1.3

Beneficiary Entry form, 13.2.1

Benefit Group Descriptions form, 23.4

Benefit Group Selections form, 4.3, 8.3, 17.2.1

changing elections, 9.4, 17.4

correcting mistaken enrollment, 9.3

ending enrollment, 9.2

ending enrollment in all plans, 9.5

reviewing, 7.3

Benefit groups

assigning employees to benefit groups

attached to a job, 3.2

assigning globally, 3.3

COBRA

defined, 12.2.3

defined, 1.3

enrolling employees, 4.3

Enrollment Outside Group report, 7.8, 7.9

mass changes, 3.3.2

setting up, 23.4

Benefit information

entering for an employee, 3.2.2

Benefit plan

COBRA

defined, 12.2.3

COBRA plan master, 24.2

defined, 1.3

deleting, 23.8.1

option rules, 23.8

options

setting up, 23.8

reviewing enrolled employees, 7.5

reviewing single plans, 7.2

setting up, 23.7

Benefit status

adding a new employee, 3.2.2

Benefits Administration

about, 2.2

enrolling employees, 4.1

features, 1.2

information structure, 1.4

overview, 1

setting up, 23.1

system integration, 1.1

tables and descriptions, 1.4

Benefits by Employee form, 7.4

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C

Calculation tables

viewing online, 23.3.8

Calculation Tables form, 23.3.7

Categories by Benefit Group form

linking to groups, 23.6

Category codes

pay types, 23.2.1

Category Codes table

described, 1.4

Changing 401(k) allocations, 5.3

Changing balance revisions, 17.5.1

Changing elections, 8.4

dates, 9.3.1, 9.4.1

group plans, 9.4

Choosing COBRA plans, 14.2

Claim Codes form, 25.7

Claim Entry form

correcting, 18.7

detail area, 18.2

flexible spending account claim, 18.2

reviewing, 18.3

Claims

correcting, 18.7

correcting an unpaid voided claim, 18.9

creating, 18.6

entering, 18.2

entering manually, 18.4

flexible spending accounts

reviewing a single claim, 18.11

reviewing, 18.5

reviewing timecards, 18.3

voiding a paid claim, 18.8

COBRA

beneficiaries

batch entry, 13.3

defined, 12.2.2

entering, 13.2

previously entered, 13.2.1

search type, 13.2.1

benefit group

defined, 12.2.3

benefit plan

defined, 12.2.3

choosing plan, 14.2

compliance, 12.2.3

coverage

creating, 13.6

reviewing, 14.3

revising, 14.4

working with, 14.1

coverage information

preparing, 13.7

defined, 1.3

dependents

defined, 12.2.3

Elected Coverage by Type report, 14.7

Elected Coverage report, 14.6

General Constants report, 24.4

linking dependents and beneficiaries, 13.4

notification

processing, 13.1

premium statements

printing, 14.5

Print Qualifying Events report, 24.6

profile data

entering, 15.2

reviewing, 15.3

qualified beneficiary

defined, 12.2.3

qualifying events

defined, 12.2.1

entering, 13.5

setting up, 13.5.2

reviewing profile data, 15.3

reviewing reports, 15.5

setting up, 24.1

general constants, 24.3

profile data, 24.7

qualifying events constants, 24.5

setting up a plan master, 24.2

subsequent qualifying events, 13.5.2

system calculations, 13.5.2

COBRA Coverage Review form, 14.3

COBRA Coverage table

described, 1.4

COBRA Election by Type of Coverage report, 14.7

COBRA General Constants form, 24.3, 24.5

COBRA General Constants table

described, 1.4

COBRA Letter Window form, 13.5.1

COBRA Premiums report, 14.5

COBRA Qualified Beneficiary table

described, 1.4

COBRA Qualifying Event Constants table

described, 1.4

COBRA Qualifying Events report, 24.6

COBRA Subsequent Event Information table

described, 1.4

Company Selection Overrides form, 26.4.1

Confirmation Statement report, 4.5, 4.5

taxable and non-taxable amounts, 4.5.1

Correcting a claim

flexible spending accounts, 18.7

Correcting an unpaid voided claim

flexible spending accounts, 18.9

Correcting mistaken enrollment

benefit group selections, 9.3

group plans, 9.3

single plan entries, 8.3.1

single plans, 8.3

Coverage Detail Revisions form, 14.4

Create COBRA Coverage form, 13.5.1

Creating a claim

flexible spending accounts, 18.6

Creating COBRA coverage, 13.6

Creating personalized enrollment reports, 3.4

Current year elections

revising

flexible spending accounts, 17.4

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D

Data Type Security form, 24.8

Date codes

setting up, 23.10

Dates, Eligibility, and EEO form, 3.2.2

identifying owners or officers, 21.3

DBA Additional Information form

COBRA coverage, 24.2

DBA setup, 23.3.3

DBAs that track compensation

setting up, 26.5.2

DBAs that track deferrals

setting up, 26.5.2

DBAs to subtract deferrals from compensation, 26.5.2

deduction DBA for flexible spending accounts, 25.4.1

DBA Limit form, 23.3.3

DBA Pay Type table

described, 1.4

DBA Setup form, 23.3.1

deductions for flexible spending accounts, 25.4.1

linking fund allocations to 401(k) plans, 23.14.1

to subtract deferrals from compensation, 26.5.2

to track compensation, 26.5.2

to track total deferrals, 26.5.2

updating rates, 10.2

Deductions, benefits, and accruals (DBAs)

basis of calculation

determining, 23.3.2

DBA Limit window, 23.3.3

DBA Setup form, 23.3.1, 25.4.1

defined, 1.3

flat dollar amount

setup, 23.3.1

nondiscrimination testing

track total compensation, 26.5.2

non-taxable cash benefit, 23.3.4

non-taxable non-cash benefit, 23.3.4

percentage rate

setup, 23.3.1

setting up, 23.3

deductions for flexible spending accounts, 25.4

setup

adding descriptive text and notes, 23.3.2

taxable cash benefit, 23.3.4

taxable non-cash benefit, 23.3.4

tax-deferred compensation deduction, 23.3.6

to track deferrals

setting up, 26.5.2

Define Date Codes form

setting up by amount of time after a specific date, 23.10

setting up by day of month, 23.10

setting up by enrollment date, 23.10

setting up for last day of the month, 23.10

Define Eligibility form, 23.12.1

Define Types of Data form

detail area, 24.7.2

narrative format, 24.7.2

Dependent/Beneficiaries Cross Reference table

described, 1.4

Dependent/Beneficiary by Data Type report

COBRA, 15.6

Dependent/Beneficiary Entry form, 6.1

Dependent/Beneficiary Information form, 6.3.2

code format, 6.3.4

Dependent/Beneficiary Instructions form

code format

COBRA, 15.2.4

Dependent/Beneficiary Profile report

COBRA, 15.5

Dependents

COBRA

defined, 12.2.3

entering, 6.1

entering profile data, 6.3

exception report, 7.7

linking

COBRA, 13.4

to an employee, 6.2

linking by plan, 6.2

linking to all plans, 6.2

Dependents and Beneficiaries by Employee form, 13.4

linking by plan, 6.2

linking to all plans, 6.2

Determining eligibility by hours, 21.2

Determining key employees

data selection, 21.4.5

nondiscrimination testing, 21.4

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E

EEO information

entering for an employee, 3.2.2

Elect COBRA Coverage form, 14.2

Elected Coverage by Qualified Beneficiary, 14.6

Election Form

Report, 13.7

Elections

changing, 8.4

dates, 9.3.1, 9.4.1

changing for group plans, 9.4

Eligibility table

defined, 1.4

Eligibility tables

setting up, 23.12

Employee DBA Instructions form

reviewing for single plans, 7.2

reviewing group plans, 7.4

Employee Enrollment table

described, 1.4

Employee information

entering

address book information, 3.2.2

basic information, 3.2.1

government and benefit information, 3.2.2

job information, 3.2.2

Employee Information form, 15.2.2

Employee Master Mass Changes form

assigning benefit groups globally, 3.3.1

Employee Master table

described, 1.4

Employee Master table (F060116), 3.2

Employee Multiple Job History table (F060119), 3.2

Employee Multiple Job table (F060118), 3.2

Employee NDT Code Window form, 21.3

Employees

enrolling, 4.1

Employees by Benefit Plan form, 7.5

End Enrollment window, 8.5

End or Delete Enrollment form

correcting mistaken enrollment, 9.3

ending enrollment, 9.2

Ending enrollment in a group plan, 9.2

Ending enrollment in a single plan, 8.2

Ending enrollment in all group plans, 9.5

Ending enrollment in all single plans, 8.5

Enrolling an employee in a flexible spending account, 17.2.1

Enrolling employees, 4.1

Enrolling employees by benefit group, 4.3

Enrolling employees in single plans, 4.2

Enrolling employees using batch enrollment, 4.4

Enrollment

adding a new employee, 3.2

batch entry, 4.4

by benefit group, 4.3

by benefit plan, 7.5

correcting mistakes, 8.3, 9.3

benefit group selections, 9.3

single plan entries, 8.3.1

single plans, 8.3

dates, 9.3.1, 9.4.1

deleting single plans, 8.2.1

ending a single plan, 8.2

ending in a group plan, 9.2

ending in all group plans, 9.5

ending in all single plans, 8.5

forms

creating, 3.4

open, 11.2

updating existing plans, 10.5

preparing an employee’s record, 3.1

reviewing, 7.1

benefit group selections, 7.3

benefits by employee, 7.4

reports, 4.4

single plans, 7.2

search hierarchy, 23.13.1

single plans, 4.2

terminating all plans

batch processing, 11.3

working with group plans, 9.1

working with single plans, 8.1

Enrollment Date Terms table

described, 1.4

Enrollment Detail/Change form, 9.4

reviewing detail, 7.3

Enrollment Outside Benefit Group report, 7.8, 7.9

Enrollment parameters

setting up, 23.13

Enrollment Parameters form, 23.13.2

Enrollment status

changing elections, 9.4.1

Enrollment with Options form, 4.3

correcting mistaken enrollment, 9.3

flexible spending accounts, 17.2.1, 17.4

Enter Key Employee Tests form

selection fields, 26.4.2

setting up, 26.4.1

Enter Qualifying Events for Beneficiary form, 13.5.1

Entering a flexible spending account claim, 18.2

Entering automatic deposit instructions

for flexible spending accounts, 17.3

Entering COBRA beneficiaries by batch, 13.3

Entering COBRA beneficiaries manually, 13.2

Entering COBRA contributions

for a flexible spending account, 17.6

Entering dependents and beneficiaries, 6.1

Entering manual claims

flexible spending accounts, 18.4

Entering profile data, 15.2

Entering profile data for dependents and beneficiaries, 6.3

Entering profile data in code format, 6.3.4

COBRA, 15.2.4

Entering profile data in narrative format, 6.3.2

COBRA, 15.2.2

Entering qualifying events, 13.5

example

contribution table, 26.3.1

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F

Flat dollar amount

deduction, benefit, and accrual setup, 23.3.1

Flexible Spending Account Balances table

described, 1.4

Flexible Spending Account Claims table

described, 1.4

Flexible Spending Account Pay Instructions table

described, 1.4

Flexible spending accounts

about, 16.2

balance revisions

changing, 17.5.1

claim entry

non-JD Edwards World Payroll System users, 18.1.1

claims

correcting, 18.7

entering, 18.2

reviewing, 18.5

COBRA contributions, 17.6

correcting a voided claim, 18.9

creating claims, 18.6

enrollment, 17.2.1

features, 1.2

Integrity report, 19.3

manual claims

entering, 18.4

review balances by plan, 18.10, 18.11

reviewing a single claim, 18.11

reviewing claim entry and timecards, 18.3

revising current year elections, 17.4

running the year-end close, 19.4

setting up, 25.1

account type codes, 25.2

claim codes, 25.7

codes for services provided, 25.6

deduction DBAs, 25.4

pay types, 25.3

payroll company constants, 25.8

plan master, 25.5

statements, 18.12

verifying the year, 17.2.2

voiding a paid claim, 18.8

working with claims, 18.1

world writer reports, 19.2

year-end processing, 19.1

Forms

401(k) Allocation Revisions, 5.4

401(k) Fund Allocations, 5.2, 5.3

Account Review, 18.5

Account Summary by Plan, 18.10

Additional Plan Options, 10.3, 23.8, 24.2

Address Window, 3.2.2, 13.2.1

Allocations by Employee, 5.2, 5.3

Amount/Rate window, 4.2

Auto Deposit Instructions, 17.3

Balance Revisions, 17.3, 17.5.1

Basis of Calculations, 23.3.1, 25.4.1, 26.5.2, 26.5.2, 26.5.2

Beneficiary Entry, 13.2.1

Benefit Group Descriptions, 23.4

Benefit Group Selections, 4.3, 7.3, 8.3, 9.2, 9.3, 9.4, 9.5, 17.2.1, 17.4

Benefits by Employee, 7.4

Calculation Tables, 23.3.7

Categories by Benefit Group, 23.6

Claim Codes, 25.7

Claim Entry, 18.2, 18.3, 18.7

COBRA Coverage Review, 14.3

COBRA General Constants, 24.3, 24.5

COBRA Letter Window, 13.5.1

Company Selection Overrides, 26.4.1

Coverage Detail Revisions, 14.4

Create COBRA Coverage, 13.5.1

Data Type Security, 24.8

Dates, Eligibility, and EEO, 3.2.2, 21.3

DBA Additional Information, 23.3.3, 24.2, 25.4.1, 26.5.2, 26.5.2, 26.5.2

DBA Limit, 23.3.3

DBA Setup, 10.2, 23.3.1, 23.14.1, 25.4.1, 26.5.2, 26.5.2, 26.5.2

Define Date Codes, 23.10, 23.10, 23.10, 23.10

Define Eligibility, 23.12.1

Define Types of Data, 24.7.2

Dependent/Beneficiary Entry, 6.1

Dependent/Beneficiary Information, 6.3.2

Dependents and Beneficiaries by Employee, 6.2, 6.2, 13.4

Elect COBRA Coverage, 14.2

Employee DBA Instructions, 7.2, 7.4

Employee Information, 15.2.2

Employee Master Mass Changes, 3.3.1

Employee NDT Codes Window, 21.3

Employees by Benefit Plan, 7.5

End Enrollment

group plans, 9.5

End Enrollment window, 8.5

End or Delete Enrollment, 9.2, 9.2, 9.3

Enrollment Detail/Change, 7.3, 9.4

enrollment forms

creating, 3.4

Enrollment Parameters, 23.13.2

Enrollment with Options, 4.3, 9.3, 17.2.1, 17.4

Enter Key Employee Tests, 26.4.1

Enter Qualifying Events for Beneficiary, 13.5.1

Fund Allocation Setup, 23.14.1

Group Category Descriptions, 23.5

History and Turnover Information Only, 3.2.2

HR Employee Entry, 3.2.1

Key Employee Details, 21.5

Key Employee Review, 21.5

Mass Change - Data Selection, 3.3.1

Mass Change - Employee Selection, 3.3.1

Nondiscrimination Test Codes, 26.2, 26.2

Pay Type Setup, 23.2, 25.3.1

Pay Type Tables, 23.11.1

Payroll Company Constants, 25.8, 26.5.1

PDBA Tables for NDT, 26.3.2

Plan Master Information, 10.2, 10.3, 23.8, 24.2, 25.5

Plan Master Rates, 10.5

Plan Master Rates window, 24.2

Plans within Categories, 23.9, 23.9

Profile by Beneficiary, 15.3

Profile by Data Type, 15.4, 15.4

Profile Data Entry, 6.3.2, 15.2.2

Qualifying Events Constants, 24.5

Review QEs for Beneficiary, 13.8

Service Provided Codes, 25.6.1

Single Claim Entry, 18.4, 18.8.1, 18.9

Single Claim Review, 18.5, 18.9, 18.11

Single Plan Entries, 4.2, 7.2, 8.2

Spending Account Types, 25.2

Tax Exempt Window, 23.3.4, 25.3.1

Time Entry by Individual, 18.3

Transaction Balance Inquiry, 7.4, 7.5

Update Key Employee’s NDT Code, 21.8.1

Void/Correct FSA Claims, 18.8.1

Fund Allocation Setup

linking to 401(k) plans, 23.14.1

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G

General Messages form

setting up benefit groups, 23.4

setting up group categories, 23.5

Generating the title search table, 24.9

Group categories

setting up, 23.5

Group Category Descriptions form, 23.5

Group plans

changing elections, 9.4

ending enrollment in a plan, 9.2

ending enrollment in all plans, 9.5

Groups, Categories, and Plans report, 19.2, 23.15

Groups, Categories, Plans, and Options report, 19.2

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H

Highly compensated employee

look back year

defined, 21.4, 26.4

Highly compensated employee determination year

determination year

defined, 21.4, 26.4

History and Turnover Information Only form, 3.2.2

HR Employee Entry form, 3.2.1

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I

Identifying owners or officers

nondiscrimination testing, 21.3

Index of transactions

review, 23.2.1

Information structure, 1.4

Integrity report, 19.4

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J

Job Descriptions Copy/Move report, 24.10.1

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K

Key Employee Details form, 21.5

Key Employee Review form, 21.5

alternate formats, 21.5

social security numbers format, 21.5

Key Employee Review table

described, 1.4

Key Employee Test Detail table

described, 1.4

Key employee tests, 21.1

setting up, 26.4, 26.4

Key employees

defined, 1.3

determining, 21.4

reports, 21.6

reviewing, 21.5

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L

Life insurance annual salary

enrollment form, 3.4.1

Linking 401(k) allocation funds to plans, 23.14

Linking categories to groups, 23.6

Linking dependents and beneficiaries

COBRA, 13.4

to an employee, 6.2

Linking plans to categories within a benefit group, 23.9

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M

Managing open enrollment, 11.2

Mandatory Participation Exception report, 7.6, 7.6

Mass Change - Data Selection form, 3.3.1

Mass Change - Employee Selection form, 3.3.1

detail area, 3.3.1

responding to the yes or no prompt, 3.3.2

Mass changes

omitting and reloading employees, 3.3.2

Mass Changes

benefit groups, 3.3.1

Mistaken enrollment

correcting

benefit group selections, 9.3

single plan entries, 8.3.1

single plans, 8.3

refunding an incorrect deduction, 8.3.1

Multiple job information

employee entry, 3.2.2

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N

Nondiscrimination Test Codes form

contribution and compensation tables 08/TU

setting up, 26.2

test names 08/TN

setting up, 26.2

Nondiscrimination testing

about, 20.2

eligibility by hours, 21.2

key employee tests

setting up, 26.4

setting up

contribution and compensation tables, 26.3

payroll company constants, 26.5.1

user defined codes, 26.2

updating key employee code, 21.8

working with, 21.1

Nondiscrimination Testing Company Selection table

described, 1.4

Nondiscrimination Testing Criteria Heading table

described, 1.4

Nondiscrimination tests

415 test

setting up, 26.5

defined, 1.3

setting up, 26.1

DBAs, 26.5.2

Non-taxable cash benefit, 23.3.4

Non-taxable non-cash benefit, 23.3.4

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O

Open enrollment

managing, 11.2

Owners or officers

identifying for nondiscrimination testing, 21.3

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P

Participant table

described, 1.4

Pay Type Setup form, 23.2

flexible spending accounts, 25.3.1

Pay Type table

described, 1.4

Pay type tables

setting up, 23.11

Pay Type Tables form

setting up, 23.11.1

Pay types

attach notes and text, 23.2.1

category codes, 23.2.1

index of transactions, 23.2.1

setting up, 23.2

flexible spending accounts, 25.3

tax exempt, 23.2.1

Payroll company constants

setting up

flexible spending accounts, 25.8

nondescrimination testing, 26.5.1

Payroll Company Constants form

415 nondiscrimination test

setting up, 26.5.1

flexible spending accounts, 25.8

Payroll Transaction table

described, 1.4

PDBA Tables for NDT form, 26.3.2

Percentage rate

deduction, benefit, and accrual setup, 23.3.1

Personal Enrollment Form report, 3.4.1

Life insurance annual salary, 3.4.1

Plan Additional Options table

described, 1.4

Plan Listing report, 19.2

Plan Master Information form

flexible spending accounts, 25.5

revising for COBRA coverage, 24.2

setting up benefit plan options, 23.8

updating attached DBAs, 10.2

updating rates for options, 10.3

Plan Master Rates form, 10.5

changing existing dates, 24.2.1

COBRA coverage, 24.2

Plan Master table

described, 1.4

Plan Master Text table

described, 1.4

Plan option

defined, 1.3

Plans within Benefit Categories table

described, 1.4

Plans within Categories

dental category, 23.9

medical category, 23.9

Preparing coverage information

COBRA, 13.7

Preparing for enrollment, 3.1

Printing premium statements, 14.5

Processing COBRA notification, 13.1

Profile by Beneficiary form

reviewing COBRA information, 15.3

Profile by Data Type form, 15.4

COBRA, 15.4

Profile data

*PUBLIC user ID, 24.8.1

COBRA

entering code format, 15.2.4

entering narrative format, 15.2.2

entering

code format, 6.3.4

multiple types of information, 6.3.1, 15.2.1

narrative format, 6.3.2

generating title search table, 24.9

setting up, 24.7

security, 24.8

transferring from one data type to another, 24.10

Profile data entry

revising

code format, 6.3.5, 15.2.5

Profile Data Entry form, 15.2.2

dependents and beneficiaries, 6.3.2

Profile information

code format, 24.7

define code format

user defined codes, 24.7.2

define in code format, 24.7.2

define in program format, 24.7.2

example

setting up a code format, 24.7.1

narrative format, 24.7

program format, 24.7

transfer data

sample report, 24.10.1

Programs and IDs

08YN (create COBRA coverage), 13.5.1

P00051 (claim codes), 25.7

P00051 (nondiscrimination test codes), 26.2, 26.2

P00051 (service provided codes), 25.6.1

P00051 (spending account types), 25.2

P00191 (benefit group descriptions), 23.4

P00191 (group category descriptions), 23.5

P0080 (data type security), 24.8

P00LT (COBRA letter window), 13.5.1

P060181 (employee DBA instructions), 7.2, 7.4

P060190 (dates, eligibility, and EEO), 3.2.2, 21.3

P06045 (mass change - employee selection), 3.3.1

P06045P (mass change - data selection), 3.3.1

P06045V (employee master mass changes), 3.3.1

P060911 (transaction balance inquiry), 7.4, 7.5

P061121 (time entry by individual), 18.3

P069021 (calculation tables), 23.3.7

P069091 (payroll company constants), 25.8, 26.5.1

P069116 (pay type setup), 23.2, 25.3.1

P069117 (DBA setup), 10.2, 23.3.1, 23.14.1, 25.4.1, 26.5.2, 26.5.2, 26.5.2

P069118 (basis of calculations), 23.3.1, 25.4.1, 26.5.2, 26.5.2, 26.5.2

P06ADW (DBA additional information), 23.3.3, 24.2, 25.4.1, 26.5.2, 26.5.2, 26.5.2

P06TAX (tax exempt window), 23.3.4, 25.3.1

P0801 (HR employee entry), 3.2.1

P080200 (profile by beneficiary), 15.3

P080210 (profile by data type), 15.4, 15.4

P08090 (define types of data), 24.7.2

P08091 (profile data entry), 6.3.2, 15.2.2

P08093 (dependent/beneficiary information), 6.3.2

P08093 (employee information), 15.2.2

P08320 (plan master information), 10.2, 10.3, 23.8, 24.2, 25.5

P083202 (additional plan options), 10.3, 23.8, 24.2

P083203 (plan master rates), 10.5

P08330 (single plan entries), 4.2, 7.2, 8.2

P08333 (employees by benefit plan), 7.5

P08334 (benefit group selections), 4.3, 7.3, 8.3, 9.2, 9.3, 9.4, 9.5, 17.2.1, 17.4

P08335 (benefits by employee), 7.4

P08336 (dependents and beneficiaries by employee), 6.2, 6.2, 13.4

P08345 (fund allocation setup), 23.14.1

P08346 (allocations by employee), 5.2, 5.3

P08347 (401(k) allocation revisions, 5.4

P08348 (401(k) allocations), 5.2, 5.3

P08350 (categories by benefit group), 23.6

P08351 (plans within categories), 23.9, 23.9

P08360 (key employee review), 21.5

P08361 (key employee details), 21.5

P08365 (enter key employee tests), 26.4.1

P083675 (401(k) discrimination tests), 21.9

P08370 (balance revisions), 17.3, 17.5.1

P083701 (account review), 18.5

P08371 (claim entry), 18.2, 18.3, 18.7

P083711 (single claim entry), 18.4, 18.8.1, 18.9

P083711 (single claim review), 18.5, 18.9, 18.11

P08373 (account summary by plan), 18.10

P08390 (define eligibility), 23.12.1

P08392 (enrollment parameters), 23.13.2

P08393 (pay type tables), 23.11.1

P083931 (PDBA tables for NDT), 26.3.2

P08395 (define date codes), 23.10, 23.10, 23.10, 23.10

P08901 (beneficiary entry), 13.2.1

P08901 (dependent/beneficiary entry), 6.1

P08910 (enter qualifying events for beneficiary), 13.5.1

P089102 (review QEs for beneficiary), 13.8

P08921 (elect COBRA coverage), 14.2

P08922 (coverage detail revisions), 14.4

P08925 (COBRA coverage review), 14.3

P08990 (COBRA general constants), 24.3, 24.5

P08991 (qualifying events constants), 24.5

P08AB (address window), 3.2.2, 13.2.1

P08ADI (auto deposit instructions), 17.3

P08AMT (amount/rate window), 4.2

P08CFC (void/correct FSA claims), 18.8.1

P08CSO (company selection overrides), 26.4.1

P08DBA (enrollment with options), 4.3, 9.3, 17.2.1, 17.4

P08DBA2 (enrollment detail/change), 7.3, 9.4

P08EFT (history and turnover information only), 3.2.2

P08KEY (update key employee’s NDT code), 21.8.1

P08MSG (end or delete enrollment), 9.2, 9.3

P08NDT (employee NDT codes window), 21.3

P08PMR (plan master rates), 24.2

P08TE (end enrollment window), 8.5

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Q

Qualified beneficiary

defined, 1.3

Qualifying event

COBRA, 12.2.1

Qualifying events

COBRA

entering, 13.5

reviewing by beneficiary, 13.8

subsequent, 13.5.2

defined, 1.3, 12.2.3

Qualifying Events Constants form, 24.5

Qualifying Events report

COBRA, 13.9

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R

Rates

updating, 10.1

updating DBAs attached to plan master, 10.2

updating existing plans for open enrollment, 10.5

Recalculating the costs for plan options, 10.4

Refunding an incorrect deduction, 8.3.1

Reports

415 Nondiscrimination Results, 21.10.1

415 Nondiscrimination Testing, 21.10.1

Account Balances (Dependent Care), 19.2

Account Balances (Medical Care), 19.2

ADP/ACP Discrimination Results, 21.9.1

Benefit Enrollment by Employee, 7.10

Benefit Enrollment by Plan, 7.10

COBRA Election Report by Type of Coverage, 14.7

COBRA General Constants, 24.4

COBRA Premiums, 14.5

Confirmation Statement, 4.5

dependent and beneficiary information, 7.10

Dependent/Beneficiary by Data Type, 15.6

Dependent/Beneficiary Profile, 15.5

Elected Coverage by Qualified Beneficiary, 14.6

Election Form, 13.7

Employee List by Benefit Group, 7.10

Employee Plan Changes, 7.10

Enrollment Outside Benefit Group, 7.8, 7.9

Groups, Categories, and Plans, 19.2, 23.15

Groups, Categories, Plans, and Options, 19.2

Integrity report, 19.4

Job Descriptions - Copy/Move, 24.10.1

Mandatory Participation Exception, 7.6, 7.6

Personal Enrollment Form, 3.4.1

Plan Listing, 19.2

Print Qualifying Events, 24.6

Qualifying Events, 13.9

Required Election Missing, 7.9

Spending Account Statements, 18.12

World Writer Reports for benefits administration, 7.10

Year-End Close

for flexible spending accounts, 19.4.1

Required Election Missing report, 7.9

Review QEs by Beneficiary form, 13.8

Reviewing a claim

flexible spending accounts, 18.5

Reviewing a single claim

flexible spending accounts, 18.11

Reviewing account balances by plan

flexible spending accounts, 18.10

Reviewing an entered claim, 18.3

Reviewing batch enrollment (detail by employee), 4.4.2, 4.4.5, 4.4.6

Reviewing benefit group selections, 7.3

Reviewing benefits by employee, 7.4

Reviewing COBRA coverage, 14.3

Reviewing dependents and beneficiaries, 7.7

Reviewing employee enrollment, 7.1

Reviewing employees by benefit plan, 7.5

Reviewing enrollment outside group, 7.8, 7.9

Reviewing key employee reports, 21.6

Reviewing key employees

nondiscrimination testing, 21.5

Reviewing Mandatory Participation, 7.6

Reviewing Missing Required Elections, 7.9

Reviewing Profile Data

COBRA, 15.3

Reviewing profile data by type

COBRA, 15.4

Reviewing qualifying events for a beneficiary, 13.8

Reviewing reports on plans and enrollment, 7.10

Reviewing single plans, 7.2

Reviewing statements by employee

flexible spending accounts, 18.12

Reviewing the 415 report, 21.10

Reviewing the Beneficiary by Data Type report

COBRA, 15.6

Reviewing the beneficiary profile reports

COBRA, 15.5

Reviewing the COBRA Qualifying Events report, 24.6

Reviewing the Elected Coverage by Qualified Beneficiary, 14.6

Reviewing the Election Report by Type of Coverage, 14.7

Reviewing the Report of Qualifying Events for a Beneficiary, 13.9

Revising 401(k) allocations, 5.4

Revising COBRA coverage, 14.4

Revising current year elections

flexible spending accounts, 17.4

Running 401(k) discrimination tests, 21.9

Running a confirmation statement, 4.5

Running flexible spending account reports, 19.2

Running the COBRA General Constants report, 24.4

Running the Integrity report, 19.3

Running the year-end close

flexible spending accounts, 19.4

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S

Salary

displaying annual or effective, 3.2.2

Service Provided Codes form, 25.6.1

Setting up a flexible spending account plan, 25.5

Setting up a plan master for COBRA coverage, 24.2

Setting up a tax-deferred compensation deduction, 23.3.6

Setting up benefit groups, 23.4

Setting up benefit plan options, 23.8

Setting up benefit plans, 23.7

Setting up Benefits Administration, 23.1

Setting up claim codes

flexible spending accounts, 25.7

Setting up COBRA coverage, 24.1

Setting up codes for nondiscrimination testing, 26.2

Setting up codes for services provided

flexible spending accounts, 25.6

Setting up codes for spending account types, 25.2

Setting up contribution and compensation tables, 26.3

Setting up date codes, 23.10

Setting up deduction DBAs for flexible spending accounts, 25.4

Setting up deductions, benefits, and accruals, 23.3

Setting up eligibility tables, 23.12

Setting up enrollment parameters, 23.13

Setting up flexible spending accounts, 25.1

Setting up group categories for benefits administration, 23.5

Setting up key employee tests, 26.4

Setting up nondiscrimination tests, 26.1

Setting up pay type tables, 23.11

Setting up pay types, 23.2

Setting up pay types for flexible spending accounts, 25.3

Setting up Payroll company constants

flexible spending accounts, 25.8

Setting up profile data, 24.7

Setting up qualifying events constants, 24.5

Setting up security for profile data, 24.8

Setting up the 415 nondiscrimination test, 26.5

Setting up the general constants

COBRA coverage, 24.3

Setting up the nondiscrimination test DBAs, 26.5.2

Setting up the Payroll company constants

nondiscrimination testing, 26.5.1

Setup

pay types

attach notes or text, 23.2.1

category codes, 23.2.1

profile information

code format, 24.7.2

narrative format, 24.7.2

tax exempt pay types, 23.2.1

tax-deferred compensation deduction, 23.3.6

Single Claim Entry form

correcting a voided claim, 18.9

entering claims manually, 18.4

voiding a paid claim, 18.8.1

Single Claim Review form, 18.5, 18.11

correcting a voided claim, 18.9

Single Plan Entries form, 4.2

changing elections, 8.4

correcting mistaken enrollment, 8.3

detail area, 4.2

ending enrollment, 8.2

ending enrollment in all plans, 8.5

option/date toggle, 4.2

reviewing enrollment, 7.2

Single plans

changing elections, 8.4

correcting mistaken enrollment, 8.3

ending enrollment, 8.2

ending enrollment in all plans, 8.5

enrollment, 4.2

Spending Account Types form, 25.2

Spending Accounts Statements report, 18.12

System Integration, 1.1

System setup

415 nondiscrimination test, 26.5

about, 22.2

benefit groups, 23.4

benefit plan options, 23.8

benefit plans, 23.7

Benefits Administration, 23.1

COBRA coverage, 24.1

COBRA general constants, 24.3

COBRA qualifying events, 24.5

company constants

for flexible spending accounts, 25.8

date codes, 23.10

deductions, benefits, and accruals (DBAs), 23.3

for nondiscrimination tests, 26.5.2

eligibility tables, 23.12

enrollment parameters, 23.13

flexible spending account plan, 25.5

flexible spending accounts, 25.1

group categories, 23.5

key employee tests, 26.4

linking categories to groups, 23.6

linking plans to categories within a benefit group, 23.9

nondiscrimination tests, 26.1

pay type tables, 23.11

pay types, 23.2

profile data, 24.7

profile information

program format, 24.7.2

security for profile data, 24.8

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T

Tables

F060116 (Employee Master), 3.2

F060118 (Employee Multiple Job), 3.2

F060119 (Employee Multiple Job History), 3.2

list of, 1.4

NDT-Test Criteria Heading (F08365), 21.3, 21.4

Tax Exempt form, 23.3.4

flexible spending accounts, 25.3.1

Taxable cash benefit, 23.3.4

Taxable non-cash benefit, 23.3.4

Terminating enrollment in all plans, 11.3

Time Entry by Individual form

reviewing claims, 18.3

Title search table

generating, 24.9

Top 10 determination year

defined, 21.4, 26.4

Top 100 determination year

defined, 21.4, 26.4

Top 20% determination year

defined, 21.4, 26.4

Top 20% Look Back Year

defined, 21.4

Top ten employees

determining, 21.4.3

Transaction Balance Inquiry form, 7.4, 7.5

Transferring profile data, 24.10

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U

Update Employee’s NDT Code form, 21.8.1

Updating a key employee’s NDT code, 21.8

Updating DBAs attached to the plan master, 10.2

Updating existing plans for open enrollment, 10.5

Updating rates, 10.1

recalculating costs for options, 10.4

Updating the options on the plan master, 10.3

User defined code lists

code type functions, 9.6.2, 23.12.2

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V

Veteran/Disability Responses table (F085590)

described, 1.4

Void/Correct FSA Claims form, 18.8.1

Voided claim

correcting, 18.9

Voiding a paid claim

flexible spending accounts, 18.8

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W

Working with 401(k) fund allocations, 5.1

Working with claims

flexible spending accounts, 18.1

Working with COBRA coverage, 14.1

Working with COBRA profile data, 15.1

Working with dependents and beneficiaries

single relation beneficiaries, 6.1.2

Working with enrollments

single plans, 8.1

Working with enrollments in group plans, 9.1

Working with nondiscrimination testing, 21.1

World Writer reports, 7.10

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Y

Year-End Close report

flexible spending accounts, 19.4.1

Year-end processing

flexible spending accounts, 19.1