This chapter contains the following topics:
Section 27.2, "Personalized Benefit - One Employee (P083430)"
Section 27.9, "Dependents/Beneficiaries Assign - Single (P083361)"
Section 27.10, "Dependents/Beneficiaries Assignment (P08336)"
Section 27.12, "Plans by Employee - Contributions Format (P08335)"
Section 27.13, "Employees by Plan - Contributions Format (P08333)"
Section 27.15, "Dependents & Beneficiaries - Exceptions (P083460)"
Section 27.16, "Enrollment Outside Benefit Group - Active (P083470)"
Section 27.17, "Enrollment Outside Benefit Group - All (P083470)"
Section 27.20, "Batch Enrollment - Process Enrollment (P083800)"
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DISPLAY OPTIONS: | |
| 1. Enter your display preference for the Salary and Hourly Rate:
' ' or '1' = Always Display '2' = Do Not Display on Inquiry '3' = Never Display |
|
| 2. Display Tax ID (Social Security) Number on Inquiry and Change.
Enter '1' for Yes Enter ' ' for 'No'. |
|
| 3. Enter a '1' next to each to suppress its display:
Workers Comp. . . . . . . . FLSA Exempt . . . . . . . . Benefit Group . . . . . . . Union Code. . . . . . . . . EEO Category. . . . . . . . Ethnic Code . . . . . . . . Shift Code. . . . . . . . . Job Step. . . . . . . . . . Hourly Rate . . . . . . . . Tax Area (Res. & Work). . . |
|
| 4. Do you wish to display the Address Book Additional Individual Tax Id Number in the Address Book window?
Enter '1' for Yes Enter ' ' for No |
|
| Enter the method for assigning Tax
Areas ' ' = manually enter Work and Res. Tax Areas. (Default) '1' = allow Work and Res. Tax Areas to be left blank. '2' = use GeoCoder to update Work and Res. Tax Areas. *Note: For values (1-2), you must first install the Vertex GeoCoder system. If you do not install the system, the default value ' ' will be used for assigning Tax Areas. |
|
| EDIT/DEFAULT OPTIONS: | |
| 6. The Job Information file (F08001) EDITS the Job Type and Step and DEFAULTS the Job Information and Category Codes on ADDS or CHANGES, depending on which of the following options are selected.
' ' = Edit Job Type/Step against UDC's and use DD for defaults. '1' = Default Job Info ONLY when blank '2' = Default Job Info and Category Codes ONLY when blank. '3' = Always default Job Information. '4' = Always default Job Info and Category Codes. |
|
| 7. Enter '1' when you are using the Job Information File, as specified in processing option 6, and want to override the default of the Benefit Group, Union Code, Worker's Comp Code and Subclass when changing the Business Unit with Job or Job only with those values defined in the Business Unit - Job Cross Reference File (F08005).
If processing option 6 is set to 'Default Only When Blank', then the cross reference file values will 'Default Only When Blank'. Likewise, if processing option 6 is set to 'Always Default', the Cross reference File values will 'Always default'. |
|
| 8. Enter a '1' if you want F18 to exit to Canadian Payroll Employee Entry program (P070101).
Default of blank will exit to US Payroll Employee Entry program (P060101). |
|
| WHEN ADDING AN EMPLOYEE: | |
| 9. When adding new employees through the Employee Master screen, enter the default format for the Mailing Name in the Address Book. (Optional)
' ' = Name entered using Employee Entry Screen will not be used in the address book window. You must also enter the name in the address book window. '1' = John Doe (No middle initial) '2' = John R. Doe '3' = Doe, John R. (Alpha Name value) Note: For users who have the double byte flag turned on in the JDE System Values, a default of ' ' is used. |
|
| 10. Security Business Unit will be updated to the employee's Address Book record. (NOTE: This must be set the same as P060101.)
Enter '1' for Yes Enter ' ' for No |
|
| 11. All new employees will be added to the COBRA Dep/Beneficiary file.
Enter '1' for Yes Enter ' ' for No |
|
| 12. Enter a '1' to automatically go to EEO Dates & Eligibility on an add from HR Employee Entry.
Default of blank will not take you to Dates, Eligibility & EEO. |
Per SAR 3451165, processing option 12 does not take you to Dates, Eligibility and EEO.
AND needs to include new phrasing for Human Resources, Human Resources Benefits. |
| 13. For an Add, enter the default value for the Benefit Status field which displays on the Dates, Eligibility & EEO screen.
(NOTE: This code is used for Batch Enrollment in Benefits.) |
|
| WHEN DELETING AN EMPLOYEE: | |
| 14. The profile data is to be deleted when an employee is deleted.
Enter '1' for Yes Enter ' ' for No |
|
| WHEN CHANGING AN EMPLOYEE: | |
| 1Enter a '1' to automatically redisplay the information. | |
| FOR "INTERNATIONAL" EMPLOYEES: | |
| 16. Enter a '1' to prevent the Employee Number from being used as a default for the EE Tax ID Number.
A default of blank will allow its use. |
|
| 17. When adding an employee whose name is longer than the predefined name fields, enter a '1' to open the Address Book window. This suppresses the name fields on the screen.
Leave this field blank if the employee's name is not longer than the predefined name fields. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| FUNCTIONAL OPTIONS: | |
| 1. Enter the Effective Date for selection of Plans and determination of employee eligibility . . . . . . . | |
| 2. Enter '1' to report all deductions as positive amounts.
(The default of blank will report deductions with the proper sign for calculating Net Pay.) . . . . . . . . |
|
| PRINTING OPTIONS: | |
| 3. Enter the code that will provide the preferred Employee Identification:
Leave blank for Address Book Number. Enter '2' for Social Security Number. Enter '3' for Other Employee Number |
|
| 4. Enter '1' to print Employee Address.
(The default of blank will print Employee Name only.). . . . . . . . . |
|
| Enter '1' to print description for Benefit Group.
(The default of blank will print Benefit Group Code only.) . . . . . . |
|
| 6. Enter '1' to print description for Plan Category.
(The default of blank will print Plan Category Code only.) . . . . . . |
|
| 7. Enter '1' to print Plan Remarks.
(The default of blank will print Plan Description only.) . . . . . . . |
|
| FORMATTING OPTIONS: | |
| 8. Enter the first Plan Category to skip to a new page within employee . . . . | |
| 9. Enter the second Plan Category to skip to a new page within employee. . | |
| 10. Enter the third Plan Category to skip to a new page within employee . |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| REPORTING OPTIONS: | |
| ==================: | |
| 1. Enter a "Skip to" query name to be used when the print function key is pressed. This name will be used to call the specific World Writer Version List.
A default of blank will display the entire list for Benefits World Writers (Group Q083) . |
|
| DISPLAY OPTIONS: | |
| ================: | |
| 2. Enter a '1' to display Plan Option next to the beginning enrollment data.
A default of blank will display ending enrollment data next to the beginning data. The fold area will contain the information not shown . . . . . . . . . . . . . . . . |
|
| SPENDING ACCOUNT OPTION: | |
| ========================:
Points to Dollars Factor: (X08303) |
|
| 3. Enter the factor which when multiplied times the Plan DBA points will convert those points to a dollar amount.
A default of blank will use a factor of one . . . . . . . . . . . Note: X08303 will use DREAM Writer Version 001. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. Enter a '1' if you do not wish to display narrative information on Benefit Groups and Categories.
(Default of blank will display narrative). |
|
| 2. Enter the default status to use for ending enrollment. | |
| 3. Enter a '1' to not process ineligible enrollment.
(Default of blank will process an enrollment regardless of the eligibility.) |
|
| 4. Enter a '1' to enroll the employee in the default plan(s) in each category if no other plans are selected. This will happen automatically when the enrollment update option is taken. | |
| Enter a "Skip to" query name to be used when the print function key is pressed to call the WORLD Writer versions list.
Blank will display the entire list for Benefits World Writers (Group Q083). |
|
| 6. Enter a '1' to begin each category at the top of the screen. | |
| 7. Enter the End Enrollment Status to be used when changing options within a plan. | |
| 8. Enter a three digit code to designate that an employee has a future enrollment for a plan.
Example: 'FUT' before default Default of blank will use 'XXX' to signify future enrollment exists. |
|
| 9. Enter the date you wish to use as the default for the effective date. | |
| 10. Enter Ending Status for plan ending date that defaults from Plans Within Categories. | |
| 11. Enter 'Y' to allow the election or change of a plan for a date included in a previous pay period where checks have been issued and finalized.
The default will be 'N' for No.. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| Enter a "Skip to" query name to be used when the print function key is pressed to call the World Writer Versions List.
Blank will display the entire list for Benefits World Writers (Group Q083). |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. Enter the effective date for processing. All eligibility will be tested as of this date and all enrollment records effective on this date will be processed. Default of blank will use today's date. | |
| 2. Enter a '1' to print reports and process enrollment.
Default of blank will execute this program in proof mode which will print the reports without processing enrollment. |
|
| 3. Enter the specific Group Category to be processed.
Default of blank will process all categories. |
|
| 4. Enter the specific Plan to be processed.
Default of blank will process all plans. |
|
| Enter a '1' to enroll the indicated Employees in mandatory and default plans:
New Hires (Emp Action='N') Rehires (Emp Action='R') Transfers (Emp Action='T') Active (Emp Action='A') |
|
| 6. Enter a '1' to print only those Employee enrollment records that change.
Default of blank will print each enrollment record processed. |
|
| 7. Enter a '1' to print the indicated report:
Detail by Employee Invalid Enrollment One Election Required Manual Review No Action Taken |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| FUNCTIONAL OPTIONS: | |
| 1. Enter the Effective Date for the selection of Plans and testing enrollment. . . . . . . . . . . . . . | |
| 2. Enter a '1' to print Employee Deductions only.
A default of blank will also print Taxable and Non-Taxable benefits. . . . . . . . . . . . . . . |
|
| PRINTING OPTIONS: | |
| 3. Enter the code that will provide the preferred Employee identification. .
Leave blank for Address Book Number Enter '2' for Social Security Number Enter '3' for Other Employee Number |
|
| 4. Enter '1' to print Employee Address.
(The default of blank will report employee name only.). . . . . . . . . |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. Enter a '1' to automatically delete the Dep/Ben's Address Book record when the Dep/Ben is deleted.
Default of blank will not delete any Address Book records. . . . . . . . : (Note: Only Dep/Bens who are not Employees or are not in COBRA can have their Address Book records deleted). |
|
| 2. Enter a '1' if Tax ID No., Gender and Date of Birth are to be OPTIONAL fields, when adding a Dep/Ben who is not an employee.
A default of blank will require values to be entered. |
|
| 3. When adding new Dep/Bens, select which format to use for the first line of the Mailing Address in the Address Book.
A default of blank will use the Alpha Name . . . . . . : '1' = John Doe '2' = John R. Doe '3' = Doe, John R. (Alpha Name) |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| Enter a "Skip to" query name to be used when the print function key is pressed to call the World Writer Versions List.
Blank will display the entire list for Benefits World Writers (Group Q083). |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. Enter a World Writer Version name to "Skip to" when calling the World Writer Versions List.
Default of blank will display the entire list of Benefits World Writers (Group Q083). |
|
| 2. Enter '1' to display data in the full detail format. Enter '2' to display data in the partial detail format.
A blank displays the full detail format. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| Enter the Profile Data Base name for the type of information you wish to revise, as follows:
A = Applicants E = Employees (default value) J = Jobs H = Health & Safety Cases P = Dependents/Beneficiaries R = Requisitions |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| SCREEN FORMAT OPTION: | |
| =====================: | |
| 1. Enter a '1' to show the employee's plan Spending Limit and amount spent.
A default of blank will show Contributions to the plan by both the Employee and the Employer . . . . . . |
|
| 2. Enter a '1' to show the employee's plan Points in addition to the plan amounts. A default of blank will show amounts only. . . . . . . . |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| SCREEN FORMAT OPTION: | |
| 1. Enter a '1' to show the employee's plan Spending Limit and amount spent.
A default of blank will show Contributions to the plan by both the Employee and the Employer. |
|
| 2. Enter a '1' to show the employee's plan Points in addition to the plan amounts.
A default of blank will show amounts only. |
|
| 3. Enter '1' to order the display by Employee Name.
Default of blank will order the display by Employee Number. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| Enter the 'As Of' date to be used for the exception report. All active employees on the selected date will be tested.
(Default of blank will use today's date). |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. Enter the 'As Of' date to be used for the exception report. All employees enrolled in the selected plans on this date will be tested.
(Default of blank will use today's date.) |
|
| 2. Enter a '1' to print active enrollment records only.
Default of blank will print all enrollment records. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| REPORTING OPTIONS: | |
| 1. Enter the effective or "as of" date for determining enrollment status.
A default of blank will use today's date. |
|
| 2. Enter a '1' to evaluate only active enrollments.
A default of blank will evaluate all enrollments using the "as of" date above. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| REPORTING OPTIONS: | |
| 1. Enter the effective or "as of" date for determining enrollment status.
A default of blank will use today's date. |
|
| 2. Enter a '1' to evaluate only active enrollments.
A default of blank will evaluate all enrollments using the "as of" date above. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| REPORTING OPTIONS: | |
| ==================: | |
| 1. Enter the effective or "as of" date for determining enrollment status.
A default of blank will use today's date. . . . . . . . . . . . . . . . . |
|
| 2. Enter a '1' to evaluate for a single missing plan.
A default of blank will evaluate all enrollments using the "as of" date above. . . . . . . . |
|
| 3. Enter the single plan to verify enrollment. Option 2 above must be '1', no defaults apply. . . . . . . . |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| REPORT PRINT OPTIONS: | |
| 1. Enter new Employee Enrollment Date or leave blank for system date to default. | |
| 2. Enter '1' to run report in final mode.
Default submits report in proof mode. |
|
| 3. Enter '1' to WRITE new records if the new enrollment date is greater than the old enrollment date.
Default of blank will UPDATE the enrollment records with just new rates if the new enrollment date is either before or after the old enrollment date. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. Enter the effective date for processing. All eligibility will be tested as of this date and all enrollment records effective on this date will be processed.
Default of blank will use today's date. |
|
| 2. Enter a '1' to print reports and process enrollment.
Default of blank will execute this program in proof mode which will print the reports without processing enrollment. |
|
| 3. Enter the specific Group Category to be processed.
Default of blank will process all categories. |
|
| 4. Enter the specific Plan to be processed.
Default of blank will process all plans. |
|
| Enter a '1' to enroll the indicated Employees in mandatory and default plans:
New Hires (Emp Action='N') Rehires (Emp Action='R') Transfers (Emp Action='T') Active (Emp Action='A') |
|
| 6. Enter a '1' to print only those Employee enrollment records that change.
Default of blank will print each enrollment record processed. |
|
| 7. Enter a '1' to print the indicated report:
Detail by Employee Invalid Enrollment One Election Required Manual Review No Action Taken |