Setting Up and Managing Fluid Benefits Statements as an Administrator

Benefits Statement Template Page

BAS_STM_TMPL

Set up templates to configure benefits statement.

Benefits Statement Options Page

BAS_STMT_OPTIONS

Set up report templates for benefits statements.

Online Confirmation Statements Page

RUNCTL_BAS_STMT

Run the process to generate confirmation statements for both online viewing and printing.

Review Employee Statements Page

BAS_STMT_LIST_FL

Review fluid benefits statements of employees.

Section Option

Select to define the display of the section in the Benefits Statement. Available options for the Personal Information, Cost Summary, and Election Summary sections are Always Display and Never Display. The Dependents and Beneficiaries, Dependent Enrollments, Beneficiary Designations, and Investment Allocations sections have an additional option.

If the administrator selects Always Display, then a collapsible fields section is displayed under Section Option. Click the arrow to expand the section. The administrator can now select the required section fields to display in the Benefits statements (both online and PDF). If the administrator selects Never Display, then the section is not displayed in the benefits statement.

Personal Information

If the benefits administrator enables the Personal Information section, then the benefits statement displays the section with the email address, gender, birth date, and marital status of the employee.

Cost Summary

If the benefits administrator enables the Cost Summary section, then the benefits statement displays the section with the employee's cost per pay period or the annual cost (based on cost frequency selection in the Benefit Program Table), full cost, credits, taxes, and pie chart details for the benefit enrollments.

Election Summary

If the benefits administrator enables the Election Summary section, then the benefits statement displays the section with the employee's election data for all the plan types. To control the display of plan types, use the Plan Type Exceptions table. Use the Display Options to define the conditional display for the selected plan types. Available display options are Hide only if no choice, Hide only if Waived, and Hide Plan Type.

Dependents and Beneficiaries

If the benefits administrator enables the Dependents and Beneficiaries section, then the benefits statement displays the section with the name, relationship, marital status, and date of birth of the employee's dependents and beneficiaries. Select the Display only if Enrolled option to display the section only if the employee has at least one dependent or beneficiary enrolled.

Dependent Enrollments

If the benefits administrator enables the Dependent Enrollments section, then the benefits statement displays the section with the relationship and proof of coverage for the dependent's enrolled plans. Select the Display only if Enrolled option to display the section only if the employee has at least one dependent enrolled.

Beneficiary Designations

If the benefits administrator enables the Beneficiary Designations section, then the benefits statement displays the section with the primary and secondary percent, primary and secondary amount for the beneficiary's enrolled plans. Select the Display only if Designated option to display the section only if the employee has at least one beneficiary designated.

Investment Allocations

If the benefits administrator enables the Investment Allocations section, then the benefits statement displays the section with the percent of employee's investment in various plans. Select the Display only if Allocated option to display the section only if the employee has at least one investment allocation.

Statement Type

The available Statement Types are Enrollment Preview, Submitted Enrollment and Confirmation Statement.

Effective Date

Select the effective date from which the enrollment or confirmation statement controls take effect.

Schedule ID

Displays the Schedule ID if selected in the previous Search page.

The statement control is based on the Schedule ID. Different report layouts can be specified for different Schedule Ids.

A blank Schedule ID is the default configuration if you are using the same control for all Schedule IDs or if the statement process cannot find a matching Schedule ID.

Report ID for Viewing

Select the XML report defined in BI Publisher for online viewing.

Report ID for Printing

Select the XML report defined in BI Publisher for the ‘print file’ bulk printing (hard copy).

Employees Per File

Enter the number of employees to be included in each PDF file.

BI Publisher allows large print files to be split into smaller PDF files. This is to avoid potential issues while printing large files.

Statement Template ID

Select the template ID to format the selected statement type.

To know more on how to define the benefits statement template, refer Benefits Statement Template Page.

Available in Self Service

Select the check box to allow employees to view the statements online in Self Service.

Email Notification

Select the check box to allow administrators to send email notifications to employees when the statements are ready for viewing in Self Service.

Along with the email notification, an alert appears for employees on their Employee Self Service homepage.

Schedule ID

Enter a Schedule ID or use the Look Up icon to select one from the list of available values.

If the Schedule ID is left blank, the data for all employees are extracted.

Statement Process Selection

Options are:

• Online Only: Select this option to generate statements for online viewing only. No hard copy statement is generated.

• Online and Print: Select this option to generate statements for online viewing and a bulk PDF file for hard copy printing.

• Reprint Only: Select this option to only generate a bulk PDF file for hard copy printing.

• Draft check box: Select this check box to create draft statements for review prior to releasing the statements.

Statement Language

This group box appears only when Online and Print or Print Only is selected.

Process Status to Include: Election Error, Finalized – Enrolled

Select the check box to indicate the status for the statement data to be extracted.

Participants Selection

When a Schedule ID is selected and the Include All Employees check box is deselected, a Participants group box is displayed. You can add specific employees here to generate statements for these employees only.

Return to Select Employee link

Click this link to return to the search page to select a different employee.

Statement Type drop down

The available statement types are Enrollment Preview, Submitted Enrollment and Confirmation Statement.

Filter icon

Use the filter to select statements according to event date range, issue date, sequence and event.