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Contents
List of Figures
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Information
Conventions
1
Overview to Human Resources - Benefits
1.1
Features
1.2
Terms and Concepts
1.3
Tables and Descriptions
1.4
System Integration
Part I Benefits Administration
2
Overview to Benefits Administration
2.1
Objectives
2.2
About Benefits Administration
3
Prepare for Enrollment
3.1
Preparing for Enrollment
3.1.1
Before You Begin
3.2
Adding a New Employee
3.2.1
Before You Begin
3.2.2
What You Should Know About
3.2.3
Processing Options
3.3
Assigning Employees to Benefit Groups Globally
3.3.1
Before You Begin
3.3.2
What You Should Know About
3.4
Creating Personalized Enrollment Reports
3.4.1
What You Should Know About
3.4.2
Processing Options
4
Enroll Employees
4.1
Enrolling Employees
4.2
Enrolling Employees in Single Plans
4.2.1
Processing Options
4.3
Enrolling Employees by Benefit Group
4.3.1
Processing Options
4.4
Enrolling Employees Using Batch Enrollment
4.4.1
Before You Begin
4.4.2
Batch Enrollment
4.4.3
Invalid Enrollment
4.4.4
Manual Revision Requested
4.4.5
No Action Taken
4.4.6
One Election Required
4.4.7
Processing Options
4.5
Running a Confirmation Statement
4.5.1
What You Should Know About
4.5.2
Processing Options
5
Work with 401(k) Fund Allocations
5.1
Working with 401(k) Fund Allocations
5.1.1
Before You Begin
5.2
Adding a New Allocation
5.3
Changing 401(k) Fund Allocations
5.4
Revising 401(k) Allocations
6
Work with Dependents and Beneficiaries
6.1
Entering Dependents and Beneficiaries
6.1.1
Processing Options
6.1.2
Entering Single Relation Beneficiaries
6.1.3
Processing Options
6.2
Linking Dependents and Beneficiaries to an Employee
6.2.1
Processing Options
6.3
Entering Profile Data for Dependents and Beneficiaries
6.3.1
What You Should Know About
6.3.2
Entering Profile Data in Narrative Format
6.3.3
What You Should Know About
6.3.4
Entering Profile Data in Code Format
6.3.5
What You Should Know About
6.3.6
Processing Options
7
Review Information on Employee Enrollment
7.1
Reviewing Information on Employee Enrollment
7.2
Reviewing Single Plans
7.2.1
What You Should Know About
7.3
Reviewing Benefit Group Selections
7.4
Reviewing Benefits by Employee
7.4.1
What You Should Know About
7.4.2
Processing Options
7.5
Reviewing Employees by Benefit Plan
7.5.1
What You Should Know About
7.5.2
Processing Options
7.6
Reviewing the Mandatory Participation Report
7.6.1
Processing Options
7.7
Reviewing the Dependents and Beneficiaries Report
7.7.1
Processing Options
7.8
Reviewing the Enrollment Outside Benefit Group Report
7.8.1
Processing Options
7.9
Reviewing the Missing Required Elections Report
7.9.1
Processing Options
7.10
Reviewing Reports on Benefit Plans and Enrollment
7.10.1
Benefit Enrollment by Plan
7.10.2
Benefit Enrollment by Employee
7.10.3
Employee List by Benefit Group
7.10.4
Employee Plan Changes
7.10.5
Dependent and beneficiary information
8
Work with Enrollments in Single Plans
8.1
Working with Enrollments in Single Plans
8.2
Ending Enrollment in a Single Plan
8.2.1
What You Should Know About
8.3
Correcting Mistaken Enrollment
8.3.1
What You Should Know About
8.4
Changing Elections
8.5
Ending Enrollment in All Single Plans
9
Work with Enrollments in Group Plans
9.1
Working with Enrollments in Group Plans
9.2
Ending Enrollment in a Group Plan
9.3
Correcting Mistaken Enrollment
9.3.1
What You Should Know About
9.4
Changing Elections
9.4.1
What You Should Know About
9.5
Ending Enrollment in All Group Plans
9.6
Ending Enrollment Using Batch Enrollment
9.6.1
Before You Begin
9.6.2
What You Should Know About
10
Update Rates
10.1
Updating Rates
10.2
Updating the DBAs Attached to the Plan Master
10.3
Updating the Options on the Plan Master
10.4
Recalculating the Costs for Plan Options
10.4.1
Processing Options
10.5
Updating Existing Plans for Open Enrollment
11
Manage Enrollment Processes
11.1
Managing Enrollment Processes
11.2
Managing Open Enrollment
11.3
Ending Enrollment in All Plans
11.3.1
Before You Begin
11.3.2
Processing Options
Part II COBRA Coverage
12
Overview to COBRA Coverage
12.1
Objectives
12.2
About COBRA Coverage
12.2.1
What Is a Qualifying Event?
12.2.2
Who Are Qualified COBRA Beneficiaries?
12.2.3
How Do You Comply with COBRA Coverage?
13
Process COBRA Notification
13.1
Processing COBRA Notification
13.2
Entering COBRA Beneficiaries Manually
13.2.1
What You Should Know About
13.2.2
Processing Options
13.3
Entering COBRA Beneficiaries by Batch
13.3.1
Processing Options
13.4
Linking Dependents to a Qualified COBRA Beneficiary
13.4.1
Processing Options
13.5
Entering Qualifying Events
13.5.1
Before You Begin
13.5.2
What You Should Know About
13.5.3
Processing Options
13.6
Creating COBRA Coverage
13.6.1
Before You Begin
13.7
Preparing Coverage Information
13.7.1
Processing Options
13.8
Reviewing Qualifying Events for a Beneficiary
13.9
Reviewing the Report of Qualifying Events for a Beneficiary
14
Work with COBRA Coverage
14.1
Working with COBRA Coverage
14.2
Choosing COBRA Plans
14.2.1
Processing Options
14.3
Reviewing COBRA Coverage
14.4
Revising COBRA Coverage
14.4.1
What You Should Know About
14.5
Printing Premium Statements
14.5.1
Processing Options
14.6
Reviewing the Elected Coverage by Qualified Beneficiary Report
14.6.1
Processing Options
14.7
Reviewing the Election Report by Type of Coverage Report
15
Work with COBRA Profile Data
15.1
Working with COBRA Profile Data
15.1.1
Before You Begin
15.2
Entering COBRA Profile Data
15.2.1
What You Should Know About
15.2.2
Entering Profile Data in Narrative Format
15.2.3
What You Should Know About
15.2.4
Entering Profile Data in Code Format
15.2.5
What You Should Know About
15.3
Reviewing Profile Data by Beneficiary
15.4
Reviewing Profile Data by Type
15.5
Reviewing the Beneficiary Profile Report
15.6
Reviewing the Beneficiary by Data Type Report
Part III Flexible Spending Accounts
16
Overview to Flexible Spending Accounts
16.1
Objectives
16.2
About Flexible Spending Accounts
17
Work with Enrollment Information
17.1
Working with Enrollment Information
17.2
Enrolling an Employee in a Flexible Spending Account
17.2.1
Before You Begin
17.2.2
What You Should Know About
17.3
Entering Automatic Deposit Instructions
17.4
Changing an Election for the Current Year
17.5
Revising the Balance for the Current Year
17.5.1
Before You Begin
17.5.2
Processing Options
17.6
Entering COBRA Contributions
17.6.1
Before You Begin
18
Work with Claims
18.1
Working with Claims
18.1.1
What You Should Know About
18.2
Entering a Flexible Spending Account Claim
18.2.1
Processing Options
18.3
Reviewing an Entered Claim
18.4
Entering Manual Claims
18.4.1
Processing Options
18.5
Reviewing All Claims for an Employee
18.5.1
Processing Options
18.6
Creating Claims
18.6.1
Processing Options
18.7
Correcting a Claim
18.7.1
What You Should Know About
18.8
Voiding a Paid Claim
18.8.1
To void a paid claim
18.9
Correcting an Unpaid Voided Claim
18.10
Reviewing Account Balances by Plan
18.10.1
Processing Options
18.11
Reviewing a Single Claim
18.11.1
What You Should Know About
18.11.2
Processing Options
18.12
Reviewing Statements by Employee
18.12.1
Processing Options
19
Process Flexible Spending Accounts at Year-End
19.1
Processing Flexible Spending Accounts at Year-End
19.2
Reviewing Flexible Spending Account Reports
19.3
Running the Integrity Report
19.3.1
Processing Options
19.4
Running the Year-End Close
19.4.1
Before You Begin
19.4.2
Processing Options
Part IV Nondiscrimination Testing
20
Overview to Nondiscrimination Testing
20.1
Objectives
20.2
About Nondiscrimination Testing
21
Work with Nondiscrimination Testing
21.1
Working with Nondiscrimination Testing
21.2
Determining Eligibility by Hours
21.2.1
Processing Options
21.3
Identifying Owners or Officers
21.4
Determining Key Employees
21.4.1
Example: ADP/ACP Calculation
21.4.2
Before You Begin
21.4.3
What You Should Know About
21.4.4
Processing Options
21.4.5
Data Selection for NDT - Determine Key Employees
21.5
Reviewing Key Employees
21.6
Reviewing Key Employee Reports
21.6.1
Processing Options
21.7
Defining Family Aggregate Relationships
21.8
Updating a Key Employee's NDT Code
21.8.1
Before You Begin
21.9
Running the 401(k) Discrimination Tests
21.9.1
Example: 401(k) ADP/ACP Tests
21.9.2
Processing Options
21.10
Running the 415 Discrimination Test
21.10.1
Before You Begin
21.10.2
Processing Options
Part V System Setup
22
Overview to System Setup
22.1
Objectives
22.2
About System Setup
23
Set Up Benefits Administration
23.1
Setting Up Benefits Administration
23.2
Setting Up Pay Types
23.2.1
What You Should Know About
23.3
Setting Up Deductions, Benefits, and Accruals
23.3.1
Setting Up a DBA
23.3.2
What You Should Know About
23.3.3
Identifying Additional Information and Limits for a DBA
23.3.4
Setting Up the Tax Status for a DBA
23.3.5
What You Should Know About
23.3.6
Setting Up a Tax-Deferred Compensation Deduction
23.3.7
Setting Up a Calculation Table
23.3.8
What You Should Know About
23.4
Setting Up Benefit Groups
23.5
Setting Up Group Categories
23.6
Linking Categories to Groups
23.7
Setting Up Benefit Plans
23.7.1
Before You Begin
23.7.2
What You Should Know About
23.7.3
Processing Options
23.8
Setting Up Options for a Benefit Plan
23.8.1
What You Should Know About
23.9
Linking Plans to Categories within a Benefit Group
23.10
Setting Up Date Codes
23.11
Setting Up Pay Type Tables
23.11.1
Before You Begin
23.12
Setting Up Eligibility Tables for Benefit Plans
23.12.1
Before You Begin
23.12.2
What You Should Know About
23.13
Setting Up Enrollment Parameters
23.13.1
Example: Search Hierarchy for Enrollment Parameters
23.13.2
Before You Begin
23.14
Linking 401(k) Allocations Funds to Plans
23.14.1
Before You Begin
23.14.2
What You Should Know About
23.15
Verifying the Setup of Benefits Administration
24
Set Up COBRA Coverage
24.1
Setting Up COBRA Coverage
24.2
Setting Up a Plan Master for COBRA Coverage
24.2.1
What You Should Know About
24.3
Setting Up the General Constants
24.4
Reviewing the COBRA General Constants Report
24.4.1
Processing Options
24.5
Setting Up the Constants for Qualifying Events
24.6
Reviewing the COBRA Qualifying Events Report
24.7
Setting Up Profile Data
24.7.1
Example: Setting Up a Code Format Data Type
24.7.2
Before You Begin
24.7.3
Processing Options
24.8
Setting Up Security for Profile Data
24.8.1
What You Should Know About
24.9
Generating the Title Search Table
24.10
Transferring Profile Data
24.10.1
Before You Begin
24.10.2
Processing Options
25
Set Up Flexible Spending Accounts
25.1
Setting Up Flexible Spending Accounts
25.2
Setting Up Codes for Flexible Spending Account Types
25.3
Setting Up Pay Types for Flexible Spending Accounts
25.3.1
Before You Begin
25.4
Setting Up Deduction DBAs for Flexible Spending Accounts
25.4.1
Before You Begin
25.4.2
What You Should Know About
25.5
Setting Up Plans for Flexible Spending Accounts
25.6
Setting Up Codes for Services Provided
25.6.1
Before You Begin
25.7
Setting Up Claim Codes
25.8
Setting Up Payroll Company Constants
26
Set Up Nondiscrimination Tests
26.1
Setting Up Nondiscrimination Tests
26.2
Setting Up Codes for Nondiscrimination Tests
26.3
Setting Up Contribution and Compensation Tables
26.3.1
Example: Contribution Table
26.3.2
Before You Begin
26.3.3
What You Should Know About
26.4
Setting Up Key Employee Tests
26.4.1
Before You Begin
26.4.2
What You Should Know About
26.4.3
Processing Options
26.5
Setting Up the 415 Nondiscrimination Test
26.5.1
Setting Up the Nondiscrimination Test Company Constant
26.5.2
Setting Up the DBAS for the Nondiscrimination Test
Part VI Processing Options
27
Benefits Administration Processing Options
27.1
Human Resources Employee Master (P0801)
27.2
Personalized Benefit - One Employee (P083430)
27.3
Simple Plan Entry (P08330)
27.4
Group Benefit Selections (P08334)
27.5
Categories with Benefit Groups (P08350)
27.6
Batch Enrollment - Proof Mode (P083800)
27.7
Benefits Confirmation Statement (P083440)
27.8
Dependent/Beneficiary Entry (P08901)
27.9
Dependents/Beneficiaries Assign - Single (P083361)
27.10
Dependents/Beneficiaries Assignment (P08336)
27.11
Dependent/Beneficiary Information (P08091)
27.12
Plans by Employee - Contributions Format (P08335)
27.13
Employees by Plan - Contributions Format (P08333)
27.14
Mandatory Participation (P083450)
27.15
Dependents & Beneficiaries - Exceptions (P083460)
27.16
Enrollment Outside Benefit Group - Active (P083470)
27.17
Enrollment Outside Benefit Group - All (P083470)
27.18
Required Election Missing (P083480)
27.19
Recalculate Plan Option Costs (P083810)
27.20
Batch Enrollment - Process Enrollment (P083800)
28
COBRA Coverage Processing Options
28.1
Dependent/Beneficiary Entry (P08901)
28.2
Create Participants from Employees (P089810)
28.3
Dependents/Beneficiaries Assignment (P08336)
28.4
Enter Qualifying Events for Beneficiaries (P08910)
28.5
COBRA - Print Election Form (P089205)
28.6
Elect COBRA Coverage (P08921)
28.7
COBRA Premium Report (P08959)
28.8
Elected Coverage by QB (P089209)
28.9
Non-Elected Coverage by QB (P089209)
29
Flexible Spending Accounts Processing Options
29.1
FSA Balance Revisions (P08370)
29.2
FSA Claim Entry (P08371)
29.3
FSA - Single Claim Entry (P083711)
29.4
FSA - Account Review (P083701)
29.5
Create Claims to Pay (P08375)
29.6
FSA Account Summary (P08373)
29.7
FSA - Single Claim Review (P083712)
29.8
Employee Spending Account Statements (P08376)
29.9
FSA Integrity Report - Claims Detail (P083781)
29.10
FSA Year-end Close Out (P08379)
30
Nondiscrimination Testing Processing Options
30.1
Determine Eligibility by Hours (P08364)
30.2
Determine Key Employees (P08366)
30.3
Key Employee Report (P083679)
30.4
401(k) Discrimination Results (P083675)
30.5
415 Nondiscrimination Testing (P083676)
31
System Setup Processing Options
31.1
Plan Master (P08320)
31.2
COBRA General Constants Report (P089909)
31.3
Dep/Beneficiary Information Data Types (P08090)
31.4
Employee Profile Data - Copy/Move (P080840)
31.5
Enter Key Employee Tests (P08365)
A
Functional Servers
A.1
About Functional Servers
A.1.1
Example: Voucher Processing Functional Server
Index
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