12 Entering Insurance Information for New-Hire Reports

This chapter contains these topics:

Navigation

From Payroll Master Menu (G07), choose Employee Information

From Employee Information (G0711), choose Additional EE Data & Reports

From Additional Employee Data & Reports (G07111), choose Dates, Eligibility, & EEO

Some states require that new-hire reports include information about whether employees and dependents are eligible for health insurance.

If you plan to print new-hire reports for any state that requires information about health insurance, you first must enter health insurance information for all of the employees who will be included on those reports.

Although the Payroll system contains no predefined fields for tracking health insurance eligibility for employees and their dependents, you can configure user defined date fields to track this information.

12.1 Before You Begin

  • Choose a user defined date field (for example, User Defined Date 01) for entering the date on which an employee is eligible for health insurance. To clarify data entry, you might want to ask your system administrator to change the vocabulary override for the field to a more meaningful name, such as Health Insurance Eligibility Date.

  • For each newly hired employee, complete the steps for entering a new employee record into the Payroll system. See Entering Employee Master Information in the JD Edwards World U.S. Payroll I Guide.

To enter insurance information for new-hire reports

On Dates, Eligibility and EEO

Figure 12-1 Dates, Eligibility, & EEO screen

Description of Figure 12-1 follows
Description of ''Figure 12-1 Dates, Eligibility, & EEO screen''

  1. Locate the employee record for which you need to enter health insurance eligibility information.

  2. Choose the User Dates function.

    Figure 12-2 User Defined Dates Window screen

    Description of Figure 12-2 follows
    Description of ''Figure 12-2 User Defined Dates Window screen''

  3. On User Defined Dates Window, complete the fields that you are using to track the dates on which the employee and the employee's dependents are eligible for health insurance.

    You must use the same user defined date fields to track this information for all employees.

  4. Press F6 to save your entries.

After you complete these steps, you can print new-hire reports for states that require information about health insurance eligibility. When you create the new-hire report, indicate which user defined date fields you are using to track this information.