Enrolling Employees Using Eligibility
Access the Work With Enrollment With Eligibility form.
To enroll an employee using eligibility:
Complete these fields and click Find:
Employee Identification
Effective Date
Review the information in these fields:
Benefit Group
Benefit Status
Benefit Group Rule
Date Started
Pay Frequency
If the selected employee's benefit group offers flex plans, click the Flex Elections tab and review the information in these fields as you change the employee's enrollment:
Flex Credits Available
Non Flex Payroll Deduction
Flex Credits Spent
Flex Payroll Deduction
Flex Credits Remaining
Total Payroll Deductions
In the detail area, select each record for a benefit plan or plan option in which you want to enroll the employee, and then select Elect from the Row menu.
If any plans that you select require an amount or rate, the Change Amount or Rate form appears.
On the Change Amount or Rate form, enter the amount or rate that the employee pays in the unlabeled field to the right of the Employee Payroll Ded DBA (employee payroll deduction DBA) field.
If applicable, complete the unlabeled field to the right of the Employer Paid Benefit DBA field.
If the company has set up the system to calculate the employer-paid DBA based on information from the employee-paid DBA, leave the unlabeled field to the right of the Employer Paid Benefit DBA field blank. For this type of setup, the system calculates the amount or rate based on the value in the employee-paid field. If the company has not set up the system so that it calculates the employer-paid DBA based on the employee-paid DBA, enter the amount or rate in the unlabeled field to the right of the Employer Paid Benefit DBA field.
When you have entered the amounts or rates, click OK to close the Change Amount or Rate form.
On the Work With Enrollment With Eligibility form, review the amount in the Total Payroll Deduction field on either the General tab or the Flex Elections tab.
The system displays the Total Payroll Deduction field on the General tab only if the selected employee's benefit group does not offer flex plans. If the selected employee's benefit group offers flex plans, the system displays the Total Payroll Deduction field on the Flex Elections tab.
Before you click Submit to save the elections, you can undo an incorrect election by clearing the check mark for that election.
Click Submit to save the entries.
Note: Every time that you submit records on the Enrollment with Eligibility form, the system recalculates the DBA amounts.If you discover an incorrect election after you have saved the record, select the Mistaken Enrollment option from the Row menu to remove the election.See Working with Enrollment with Eligibility.
Effective Date
Enter the date that identifies when a date is first valid. The effective date is used generically. It can be a lease effective date, a price or cost effective date, a currency effective date, a tax rate effective date, or whatever is appropriate.
Date Started
Displays the date on which the employee actually reported to work for the most recent period of hire. When an employee initially begins working, the default date is the original hire date. If no original hire date exists, the system uses the current date. This field can be updated multiple times if, for example, an employee is a seasonal worker.
For the calculation tables in JD Edwards EnterpriseOne Payroll and the eligibility tables and date codes in Human Resources, the system also uses this date as a start date when it calculates deductions, benefits, and accruals.
Pay Frequency
Displays a UDC 07/PF that indicates how often an employee is paid. Values are:
B: Biweekly
W: Weekly
S: Semimonthly
M: Monthly
A: Annually
C: European Annualized
The system uses the value in the Description-2 field in the UDC to calculate the amount per pay period for a salaried employee.
Flex Credits Available
Displays the total flex benefit credits available to an employee.
Non Flex Payroll Deduction
Displays the cost that the system calculates for a plan or plan option.
Flex Credits Spent
Displays the total amount of flex benefit credits spent by the employee.
Flex Payroll Deduction
Displays the amount of the payroll deduction when the flex benefit deductions for an employee are greater than the flex benefit credits provided by the employer.
Flex Credits Remaining
Displays the amount of the remaining flex benefits. The system derives the amount by subtracting the flex benefits spent by an employee from the flex benefits available to that employee.
Total Payroll Deductions
Displays an amount that represents the total payroll deductions for an employee for a pay period as a result of enrollment in a benefit plan. This amount is the total of applicable flex and non-flex benefit deductions.
Total Payroll Deduction:
Displays the cost that the system calculates for a plan or plan option.