Setting Up Plan Options
Access the Plan Master Options form.
To set up plan options:
Complete these fields:
Plan Option
Plan Option Description
Dep Ben (dependent beneficiary)
Additional Premium Payment
V O (valid option)
If you are using self service benefits, complete these fields to set up the plan option for self service:
Plan Option Self Service Description
Short Plan/Option Description
Minimum Dependents
Maximum Dependent
PCP Flag (primary care physician flag)
Non-Participating Plan
If you do not enter a self service description, the system uses the benefit plan option description on self service forms.
Complete these fields to set up the employee contribution information:
Payroll Ded - Option Rule
Payroll Ded DBA
Payroll Ded - Add'l or Override Rate
Complete these fields to set up the employer-paid information:
Paid Benefit - Option Rule
Paid Benefit DBA
Paid Benefit - Add'l or Override Rate
Complete these fields to set up the employee flex cost information:
Flex Cost - Option Rule
Flex Cost DBA
Flex Cost - Add'l or Override Rate
Complete these fields to set up the flex credits information:
Flex Credit - Option Rule
Flex Credit DBA
Flex Credit - Add'l or Override Rate
Select one of the DBA fields and select Plan Rates from the Row menu to enter a date-effective override amount or rate for the employee contribution to the DBA item.
On the PDBA Detail form, select a record and then click Select.
On the Plan Master Rates Window form, complete these fields:
Beginning Date
Ending Date
Amount or Rate
Click OK to save the amount or rate record, and then click Cancel to return to the Plan Master Options form.
Click OK to save the plan record.
- Dep Ben (dependent/beneficiary)
Enter a code that indicates whether beneficiary information is required for employees participating in the plan or plan additional option. Codes are:
Blank: No dependent or beneficiary information is required.
D: Dependent information is required.
B: Beneficiary information is required.
- Additional Premium Payment
Enter the premium payment amount that applies to this plan.
- V O (valid option)
Enter a code to indicate whether an option is valid for the plan. This code enables you to cancel options when they are no longer valid. Values are:
Y: Yes, this is a valid plan option.
N: No, this is not a valid plan option.
When you make an option invalid, that option does not appear on any enrollment form, whether print or online, and no employee can enroll in that option.
- Plan Option Self Service Description
Enter a descriptive statement of up to 50 characters in length.
- Short Plan/Option Description
Enter a short description (up to 15 characters) of the benefit plan or benefit plan option.
- Minimum Dependents
Enter the minimum number of people that can be covered under a specific plan or plan option. This number includes the employee. For example, if the plan allows an employee plus one dependent, then the minimum number is 2.
- Maximum Dependent
Enter the maximum number of dependents that can be enrolled in a benefit plan.
- PCP Flag (primary care physician)
Select to specify whether the benefit plan or benefit plan option tracks primary care physician numbers. If you select this option, then the system displays a form during the enrollment process for an employee to enter the number for a primary care physician.
- Non-Participating Plan
Enter a code that specifies whether an employee can elect to decline participation in the benefit plan.
- Payroll Ded - Option Rule (payroll deduction - option rule)
Enter a code that specifies the rule that the system uses to determine the specific DBA to add to an employee's DBA instructions when the employee is enrolled in a plan. This rule also includes the amount or rate to use. Values are:
1: Plan DBA. Use the employee share from the DBA for the specified plan. You can also include an additional amount or rate that the system adds in the calculation. No DBA is allowed for the option.
2: Plan and Option DBAs. The system uses both the DBA for the plan and the DBA for the option. The two DBAs must have different code numbers.
3: Option DBA. Use the employee share from the option DBA. Use the additional amount from the option, if any.
- Payroll Ded DBA (payroll deduction DBA)
Enter the DBA defined in the Payroll Transactions Constants table (F069116) that is used to calculate the dollar amount that the employee contributes by enrolling in the plan. In most cases, this DBA is defined to deduct pay from the enrolled employee's check.
- Payroll Ded - Add'l or Override Rate (payroll deduction - additional or override rate)
Enter the employee's additional payroll deduction (employee share amount) for optional coverage.
- Paid Benefit - Option Rule
Specify a rule that indicates the specific DBA to add to the employee's DBA instructions when an employee is enrolled in a plan. This rule also includes the amount or rate to use. Values are:
1: Plan DBA. The system uses the employee share DBA from the specified plan. It adds the additional amount from the option to the amount or rate from the plan employee share DBA. No DBA is allowed for the option.
2: Both DBAs. For the plan DBA, this is the default amount from DBA definition.
For the option DBA, the system uses the additional amount from the option.
The plan and option DBAs must be different.
3: Option DBA. The system uses the employee share DBA from the option. It uses the additional amount from the option, if any.
- Paid Benefit DBA
Enter the DBA defined in the Payroll Transactions Constants table (F069116) that the system uses to calculate the dollar amount that the employer contributes to the employee enrolled in the plan. In most cases, this DBA is defined as a benefit to add pay to the enrolled employee's check.
- Paid Benefit - Add'l or Override Rate (paid benefit- additional or override rate)
Enter an additional amount that the employer contributes toward the cost of a benefit option. For example, an employer might pay 100.00 USD toward the cost of the option for family medical coverage.
- Flex Cost - Option Rule
Specify a rule that indicates the specific DBA to add to the employee's DBA instructions when an employee is enrolled in a plan. This rule also includes the amount or rate to use. Values are:
1: Plan DBA. The system uses the employee share DBA from the specified plan. Add the additional amount from the option to the amount or rate from the plan employee share DBA. No DBA is allowed for the option.
2: Both DBAs. For the plan DBA, this is the default amount from the DBA definition.
For the option DBA, the system uses the additional amount from the option.
The plan and option DBAs must be different.
3: Option DBA. The system uses the employee share DBA from the option. It uses the additional amount from the option, if any.
- Flex Cost DBA
Specify the DBA defined in the Payroll Transactions Constants table (F069116) that is used to calculate the points amount that the employee contributes by enrolling in the plan in a flexible spending environment.
DBAs used for points in a benefit plan or option must meet two requirements:
The DBA must have blanks in the specification for gross effect and net effect (see data items PAYG and PAYN) so that the use of non-dollar points does not add or subtract dollars from employee pay.
The DBA must have an M in the specification for journal entry (see data item NMTH) so that the use of non-dollar points does not affect the General Ledger system.
- Flex Cost - Add'l or Override Rate (flex cost - additional or override rate)
Enter the additional points or credits that the employee contributed for optional coverage.
- Flex Credit - Option Rule
Specify a rule that indicates the particular DBA to add to the employee's DBA instructions when an employee is enrolled in a plan. This rule also includes the amount or rate to use. Values are:
1: Plan DBA. The system uses the employee share DBA from the specified plan. Add the additional amount from the option to the amount or rate from the plan employee share DBA. No DBA is allowed for the option.
2: Both DBAs. For the plan DBA, this is the default amount from DBA definition.
For the option DBA, the system uses the additional amount from the option.
The plan and option DBAs must be different.
3: Option DBA. The system uses the employee share DBA from the option. It uses the additional amount from the option, if any.
- Flex Credit DBA
Enter the DBA defined in the Payroll Transactions Constants table (F069116) that the system uses to calculate the points amount that the employer contributes to an employee enrolled in a flexible spending environment.
DBAs used for points in a benefit plan or option must meet two requirements:
The DBA must have blanks in the specification for gross effect and net effect (see data items PAYG and PAYN) so that the use of non-dollar points does not add or subtract dollars from employee pay.
The DBA must have an M in the specification for journal entry (see data item NMTH) so that the use of non-dollar points does not affect the General Ledger system.
- Flex Credit - Add'l or Override Rate (flex credit - additional or override rate)
Enter the additional points or credits the employer contributed for optional coverage.
- Amount or Rate
Enter the monetary amount, a percentage, or an hourly rate that the employee or the employer pays for the employee to participate in a benefit plan. Values are:
1: For a deduction, benefit, or accrual, the meaning of this value depends on the method of calculation. The method determines whether the deduction is a flat monetary amount, a percentage, or a multiplication rate. Table method DBAs, depending on which table method they use, can either use this amount in the calculation or not use it. If there are exceptions to the table calculation, you can override the table code in the detail area, set up a flat monetary DBA amount, or override the amount with a one time override for a timecard.
2: For a pay type, amounts entered in this field override the hourly rate.