Processing Medical Allowances

This section provides an overview of medical allowances.

Page Name

Definition Name

Usage

Define MDA Enrollment IND Page

GPIN_MDA_ENROLL

Enroll a payee for medical allowance.

Define MDA Claims IND Page

GPIN_MDA_CLAIMS

Enter medical allowance claim information.

To process medical allowance for a payee:

  1. Define medical allowance variables.

    You must define two variables. One variable defines how often you want to reimburse a payee's medical allowance claims. You can define this variable as monthly, quarterly, semiannually, or annually. A second variable defines the exempt amount, which is the amount specified for medical reimbursement that is exempt from tax.

    The variable that you define for reimbursement frequency is MA VR PAY CLAIMS. The delivered default is 1 (True) and you can change this at any level, if desired. The other option is 0 (False). If it is 1 (True), then the claims are processed in the payroll. If it is 0 (False), then the claims are not processed. The exempt from tax limit variable is MA VR LIMIT NTAX. If the limit changes, you can modify this variable to reflect the new limit.

  2. Enroll the payee for medical allowance.

    See Define MDA Enrollment IND Page.

  3. If applicable, enter medical allowance claim information.

    See Define MDA Claims IND Page.

Use the Define MDA Enrollment IND (define medical allowance enrollment) page (GPIN_MDA_ENROLL) to enroll a payee for medical allowance.

Navigation:

Global Payroll & Absence Mgmt > Payee Data > Define MDA Enrollment IND > Define MDA Enrollment IND

This example illustrates the fields and controls on the Define MDA Enrollment IND page. You can find definitions for the fields and controls later on this page.

 Define MDA Enrollment IND page

Medical Allowance Enrollment Information

Field or Control

Description

Coverage Election

Select Elect if the payee wants to submit claims for medical allowance during the year. SelectWaive if the payee wants to waive the ability to submit claims for medical allowance during the year. If you selectWaive, the payee is still eligible for the medical allowance, which is fully taxable.

Allowance Amount

Enter the allowance amount that the payee is entitled to for the year.

Dependent Information

Field or Control

Description

Dependent/Beneficiary ID

Select the identification number for the payee's dependents who are eligible for claim processing. The corresponding name and relationship appear.

Note: To terminate a payee from medical allowance, add a row and change the status to Inactive.

Use the Define MDA Claims IND (define medical allowance claims) page (GPIN_MDA_CLAIMS) to enter medical allowance claim information.

Navigation:

Global Payroll & Absence Mgmt > Payee Data > Define MDA Claims IND > Define MDA Claims IND

This example illustrates the fields and controls on the Define MDA Claims IND page. You can find definitions for the fields and controls later on this page.

 Define MDA Claims IND page

Field or Control

Description

Claim Number

Enter the claim number.

Claim Date

Enter the date on which the payee made the claim.

Claim Amount

Enter the amount of the claim.

Submitted for Reimbursement

A writable array selects this check box automatically after you select the claim for processing.

Note: You can use the delivered GPIN_MA_CLAIMS_REIMBURSE query to verify reimbursed claims.