Contents

• Title and Copyright Information
• Preface

1 Introduction to JD Edwards EnterpriseOne Benefits

• JD Edwards EnterpriseOne Benefits Overview
• JD Edwards EnterpriseOne Benefits Business Processes
• JD Edwards EnterpriseOne Benefits Integrations
  • JD Edwards EnterpriseOne Address Book
  • JD Edwards EnterpriseOne Human Capital Management Application Fundamentals
  • JD Edwards EnterpriseOne Payroll
• JD Edwards EnterpriseOne Benefits Implementation
  • Global Implementation Steps
  • Implementation Steps

2 Setting Up Benefits Administration

• Understanding Benefits Administration Setup
• Understanding UDCs for Benefits
  • Data Items Based From (UDC 08/D1)
  • Data Items for Dates to Follow (UDC 08/D2)
  • Dependent/Beneficiary Relationship (UDC 08/RL)
  • Dependent/Beneficiary Type (UDC 08/DB)
  • Employee Benefit Status (UDC 06/EA)
  • Enrollment Status (UDC 08/ES)
  • Event Codes (UDC 08/BE)
  • ACA Eligibility Status (08/SE)
  • Pay Type Table (UDC 08/TT)
  • Plan Status (UDC 08/ST)
  • Plan Type (UDC 08/PT)
• Setting Up Common Settings for Benefits Enrollment
  • Understanding Common Settings for Benefits Enrollment
  • Forms Used to Set Up Common Settings for Benefits Enrollment
  • Setting Up Common Settings for Benefits Enrollment
• Setting Up Benefit Group Information
  • Understanding Benefit Group Information
    • Setting Up Benefit Groups
    • Setting Up Benefit Categories
    • Linking Categories to Benefit Groups
  • Forms Used to Set Up Benefit Group Information
  • Setting Processing Options for the Benefit Group Descriptions Program (P00191)
    • Defaults
    • Display
  • Setting Up Benefit Groups
  • Setting Processing Options for the Group Category Descriptions Program (P00191)
    • Defaults
    • Display
  • Setting Up Benefit Categories
  • Linking Categories to Benefit Groups
• Setting Up Benefit Plans
  • Understanding Benefit Plan Setup
    • Adding a New Benefit Plan
    • Copying an Existing Benefit Plan
  • Prerequisites
  • Forms Used to Set Up Benefit Plans
  • Setting Processing Options for the Plan Master Program (P08320)
    • Display
  • Adding a New Benefit Plan
    • General Info
    • Calc./Eligibility
    • Plan Master Rates Window
    • Self-Service
    • Premium/Coverage
  • Copying an Existing Benefit Plan
• Setting Up Plan Options
  • Understanding Plan Option Setup
  • Forms Used to Set Up Plan Options
  • Setting Up Plan Options
• Recalculating Plan Option Costs
  • Understanding Plan Option Cost Recalculations
  • Running the Batch Enrollment Program (R083800) to Recalculate Option Costs
• Linking Plans to Benefit Categories
  • Understanding Links Between Plans and Benefit Categories
  • Forms Used to Link Plans to Benefit Categories
  • Linking Plans to Benefit Categories
• Setting Up Date Codes
  • Understanding Date Code Setup
    • Date Codes for a Specified Day of the Month That Occurs After a Particular Date
    • Date Codes for the Last Day of the Month in Which a Particular Date Occurs
    • Date Codes for a Length of Time After a Specified Date
    • Date Codes for a Specified Enrollment Date
  • Forms Used to Set Up Date Codes
  • Setting Up Date Codes for a Specified Day of the Month That Occurs After a Particular Date
  • Setting Up Date Codes for the Last Day of the Month in Which a Particular Date Occurs
  • Setting Up Date Codes for a Length of Time After a Specified Date
  • Setting Up Date Codes for a Specified Enrollment Date
• Setting Up Pay Type Tables
  • Understanding Pay Type Table Setup
  • Prerequisite
  • Form Used to Set Up Pay Type Tables
  • Setting Up Pay Type Tables
• Setting Up Eligibility Tables
  • Understanding Eligibility Tables
    • ACA Eligibility
  • Prerequisites
  • Form Used to Set Up Eligibility Tables
  • Setting Up a Typical Eligibility Table
  • Setting Up an Eligibility Table for No Eligibility Requirements
• Setting Up Enrollment Parameters
  • Understanding Enrollment Parameters
    • Default Enrollment Parameters
    • Parameter 1
    • Parameter 2
    • Parameter 3
    • Parameter 4
    • Parameter 5
  • Prerequisites
  • Form Used to Set Up Enrollment Parameters
  • Setting Up Enrollment Parameters
• Linking Allocation Funds to Plans
  • Understanding Links from Allocation Funds to Plans
  • Prerequisites
  • Form Used to Link Allocation Funds to Plans
  • Linking Allocation Funds to Plans
• Reviewing the Benefit Structure
  • Understanding Benefit Structure Review
  • Form Used to Review the Benefit Structure
  • Reviewing the Benefit Structure

3 Setting Up Flexible Benefits

• Understanding Flexible Benefits Setup
• Common Fields Used in Flexible Benefits
• Setting Up DBA Information for Flexible Benefits
  • Understanding DBA Information for Flexible Benefits
• Setting Up a Benefit Group for Flex Benefits
  • Understanding Benefit Groups for Flex Benefits
  • Form Used to Set Up a Benefit Group for Flex Benefits
  • Linking Categories to Benefit Groups for Flex Benefits
• Setting Up a Lump Sum Credit
  • Understanding Lump Sum Credits
  • Prerequisites
  • Forms Used to Set Up a Lump Sum Credit
  • Setting Up a Lump Sum Credit Category
  • Setting Up a Lump Sum Credit Plan
• Setting Up an Employee Flex Deduction
  • Understanding Employee Flex Deductions
  • Prerequisites
  • Forms Used to Set Up an Employee Flex Deduction
  • Setting Up a Flex Deduction Category
  • Setting Up a Flex Deduction Plan
• Setting Up Flex Benefit Plans
  • Understanding Flex Benefit Plans
  • Prerequisite
  • Form Used to Set Up Flex Benefit Plans
  • Setting Up a Flex Benefit Plan

4 (USA) Setting Up COBRA

• Understanding COBRA Setup
  • Prerequisites
• Activating Automated COBRA Administration
  • Understanding Automated COBRA Administration
  • Prerequisite
  • Forms Used to Activate Automated COBRA Administration
• Using COBRA Workflow
• Completing the Post-Install Conversion
  • Understanding the Post-Install Conversion Process
  • Forms Used to Complete the Post-Install Conversion
  • Completing the Post-Install Conversion
    • COBRA Constants Revision
• Setting Up COBRA General Constants
  • Understanding COBRA General Constants
  • Forms Used to Set Up COBRA General Constants
  • Setting Up COBRA General Constants
    • Constants
    • Coverage Information - 1
    • Coverage Information - 2
    • Grace Periods
    • Other Information
• Setting Up COBRA Qualifying Event Constants
  • Understanding COBRA Qualifying Event Constants
  • Prerequisite
  • Form Used to Set Up COBRA Qualifying Event Constants
  • Setting Up COBRA Qualifying Event Constants
• Setting Up COBRA Qualifying Event Rules
  • Understanding COBRA Qualifying Event Rules
  • Form Used to Set Up COBRA Qualifying Event Rules
  • Setting Up COBRA Qualifying Event Rules
• Setting Up COBRA Plan Premium Amounts
  • Understanding COBRA Plan Premium Amount Calculations
    • Calculating COBRA Plan Premium Amounts for Benefit Plans without Options
    • Calculating COBRA Plan Premium Amounts for Benefit Plans with Options
    • Example: COBRA Premium Calculation
  • Prerequisite
  • Form Used to Set Up COBRA Plan Premium Amounts for Unions
  • Setting Up COBRA Plan Premium Amounts for Unions

5 (USA) Setting Up Nondiscrimination Testing

• Working with UDCs for NDT
  • Understanding for NDT
    • Test Name Codes for NDT (UDC 08/TN)
    • Compensation and Contribution PDBA Tables (UDC 08/TU)
    • Test Category Codes for Nondiscrimination Testing (UDC 08/EC)
• Creating a Plan Control Group
  • Understanding Plan Control Groups
  • Form Used to Create a Plan Control Group
  • Creating a Plan Control Group

6 Understanding JD Edwards EnterpriseOne Benefits Administration

• J.D. Edwards EnterpriseOne Benefits Administration
• System Integration for J.D. Edwards EnterpriseOne Benefits Administration
• J.D. Edwards EnterpriseOne Benefits Administration Terms and Concepts

7 Administering Benefits

• Understanding the Benefits Administration Process
  • (USA) Administering Benefits for the U.S.
• Enrolling Employees
  • Understanding Employee Enrollment
    • Enrolling Employees Using Eligibility
    • Enrolling Employees Using Overrides
    • Enrolling Employees Using Batch Enrollment
    • Unenrolling Employees Using Batch Enrollment
    • Printing a Confirmation Statement
  • Prerequisites
  • Forms Used to Enroll Employees
  • Setting Processing Options for the Enrollment with Eligibility Program (P08334)
    • Dates
    • Defaults
  • Enrolling Employees Using Eligibility
  • Setting Processing Options for the Enrollment Overrides Program (P08330)
    • Defaults
  • Enrolling Employees Using Overrides
  • Running the Batch Enrollment Program (R083800)
  • Setting Processing Options for the Batch Enrollment Program (R083800)
    • Date
    • Process
    • Enrollment
    • Recalculation
    • Reports
  • Unenrolling Employees Using Batch Enrollment
  • Running the Confirmation Statement Program (R083440)
  • Setting Processing Options for the Confirmation Statement Program (R083440)
    • Date
    • Print
• Working with Fund Allocations
  • Understanding Fund Allocations
  • Prerequisites
  • Forms Used to Work with Fund Allocations
  • Revising Fund Allocation Percentages
  • Revising Fund Allocation Start Dates

8 Working with Dependents and Beneficiaries

• Understanding Dependent and Beneficiary Information
• Prerequisites
• Creating Dependent and Beneficiary Records
  • Understanding Dependent/Beneficiary Record Creation
  • Form Used to Create Dependent/Beneficiary Records
  • Setting Processing Options for the Dependent/Beneficiary Entry Program (P08901)
    • Process
    • Edit
  • Creating Dependent and Beneficiary Records
• Enrolling Dependents and Beneficiaries in Benefit Plans
  • Understanding Dependent/Beneficiary Enrollment
  • Prerequisites
  • Form Used to Enroll Dependents and Beneficiaries in Benefit Plans
  • Enrolling Dependents and Beneficiaries in Benefit Plans
• Entering Supplemental Data for Dependents and Beneficiaries
  • Understanding Supplemental Data Entry for Dependents and Beneficiaries
  • Form Used to Enter Supplemental Data for Dependents and Beneficiaries

9 Working with Enrollment Information

• Understanding Enrollment Information
• Working with Enrollment with Eligibility
  • Understanding Enrollment with Eligibility
  • Prerequisite
  • Forms Used to Work With Enrollment with Eligibility
  • Ending Enrollment Using Eligibility
  • Changing an Amount or Rate Using Eligibility
  • Correcting Mistaken Enrollment Using Eligibility
  • Verifying Continuing Eligibility in Plans
  • Changing Enrollment Due to a Life Event
• Working with Enrollment Overrides
  • Understanding Enrollment Overrides
  • Forms Used to Work With Enrollment Overrides
  • Ending Enrollment Using Overrides
  • Changing an Amount or Rate Using Overrides
  • Correcting Mistaken Enrollment Using Overrides
• Reviewing Employee Enrollment
  • Understanding Employee Enrollment Review
  • Forms Used to Review Employee Enrollment
  • Running the Benefit Enrollment Form Program (R083430)
  • Setting Processing Options for the Benefit Enrollment Form Program (R083430)
    • Defaults
    • Print

10 Working with Employee Benefit Statements

• Understanding Employee Benefit Statements
• Setting Up a Benefit Statement
  • Understanding Benefit Statement Setup
  • Prerequisite
  • Form Used to Set Up a Benefit Statement
  • Setting Up a Benefit Statement
• Setting Up Benefit Statement Headings
  • Understanding Benefit Statement Headings
  • Forms Used to Set Up Benefit Statement Headings
  • Adding a Benefit Statement Heading
  • Cross-Referencing PDBAs
  • Cross-Referencing Tax Information
• Linking Headings to a Benefit Statement
  • Understanding Linking Headings to a Benefit Statement
  • Form Used to Link a Heading to a Benefit Statement
  • Linking Headings to a Benefit Statement
• Printing Benefit Statements
  • Understanding Benefit Statement Printing
  • Prerequisites
  • Form Used to Print Benefit Statements
  • Printing Benefit Statements
  • Setting Processing Options for the Benefit Statement File Creation Mail Merge Report (R083305)
    • Define

11 Working With Flexible Benefits

• Understanding Flexible Benefits
• Understanding Enrolling in Flex Benefit Plans

12 (USA) Understanding COBRA

• COBRA Features
• What Is a Qualifying Event?
• Who Are Qualified COBRA Beneficiaries?
• How Do You Comply with COBRA Coverage?
• UDCs for COBRA
  • COBRA Notice Type (UDC 08U/CN)
  • Unavailability Reason Code (UDC 08U/UR)
  • Termination Reason Code (UDC 08U/TR)

13 (USA) Administering COBRA

• Understanding COBRA Administration
• Prerequisites
• Entering a Qualifying Event or a Subsequent Qualifying Event
  • Understanding Qualifying Event or Subsequent Qualifying Event Entry
  • Forms Used to Enter a Qualifying Event or a Subsequent Qualifying Event
  • Entering a Qualifying Event or a Subsequent Qualifying Event
  • Review a Subsequent Qualifying Event or Extend the Coverage Period
• Reviewing Subsequent Qualifying Event Information
  • Understanding Subsequent Qualifying Event Information Review
  • Form Used to Review Subsequent Qualifying Event Information
  • Reviewing Subsequent Qualifying Event Information
• Working with COBRA Coverage Election for Participants
  • Understanding COBRA Coverage Election
  • Forms Used to Work with COBRA Coverage for Participants
  • Waiving or Selecting COBRA Coverage for a Participant
  • Reviewing or Revising COBRA Coverage for a Participant
  • Terminating COBRA Coverage for a Participant:
• Entering COBRA Payments
  • Understanding COBRA Payments
  • Forms Used to Work with COBRA Payments
  • Entering COBRA Payments
  • Void a COBRA Payment Check
  • Delete a COBRA Payment Check
• Tracking COBRA Notification History
  • Understanding COBRA Notification History
  • Form Used to Track COBRA Notification History
  • Tracking COBRA Notification History

14 (USA) Working with Nondiscrimination Testing

• Understanding NDT
  • Example: Sample ADP Calculation
• Defining and Identifying Key Employees
  • Understanding Key Employees
    • Maintaining Employee Information for NDT
    • Verifying Employee Payroll History for NDT
  • Running the NDT - Determine Eligibility by Hours Program (R08364)
  • Setting Processing Options for the NDT - Determine Eligibility by Hours Program (R08364)
    • Defaults
• Defining Key Employee Tests
  • Understanding Key Employee Tests
    • Entering Key Test Criteria
    • Reviewing Historical Test Data
  • Prerequisites
  • Forms Used to Enter Key Test Criteria
  • Entering Key Test Criteria
  • Review Historical Test Data
  • Running the NDT - Determine Key Employees Program (R08365)
  • Setting Processing Options for the NDT - Determine Key Employees Program (R08365)
    • Compensation Information
    • Category Code Information
    • Track NDT History
• Processing NDT
  • Understanding NDT Processing
  • Prerequisites
  • Forms Used to Process NDTs
  • Processing an NDT Using the Current Year Testing Method
  • Processing an NDT Using the Prior Year Testing Method
• Reviewing Test Results
  • Understanding NDT Results
    • Running the 401(k) Discrimination Results Program (R083675)
    • Running the NDT - 415 Nondiscrimination Testing Report (R083676)
  • Prerequisites
  • Form Used to Review NDT Test Results
  • Reviewing Test Results
  • Running the 401(k) Discrimination Results Program (R083675)
  • Setting Processing Options for the 401(k) Discrimination Results Program (R083675)
    • Default
  • Running the NDT - 415 Nondiscrimination Testing Report (R083676)
  • Setting Processing Options for the NDT - 415 Nondiscrimination Testing Report (R083676)
    • Defaults

15 Appendix A - Benefits Reports

• Benefits Reports: A to Z
• Benefits Reports: Selected Reports
  • R080415 - Dependent/Beneficiary Supplemental Data
  • Processing Options for the Dependent/Beneficiary Supplemental Data Report (R080415)
    • Processing
  • R083450 - Mandatory Participation Exception
  • Processing Options for the Mandatory Participation Exception Report (R083450)
    • Options
  • R083460 - Dependent/Beneficiary Exception
  • Processing Options for the Dependent/Beneficiary Exception Report (R083460)
    • Options
  • R083675 - (USA) 401(k) Discrimination Results
  • Processing Options for the 401(k) Discrimination Results Report (R083675)
    • Default
  • R083676 - (USA) NDT - 415 Nondiscrimination Testing
  • Processing Options for the NDT - 415 Nondiscrimination Testing Report (R083676)
    • Defaults
  • R083470 - Benefit Enrollment Outside Group
  • Processing Options for the Benefit Enrollment Outside Group Report (R083470)
    • Edits
  • R083480 - Required Elections in Benefits
  • Processing Options for the Required Elections in Benefits Report (R083480)
    • Options
  • R083496 - Non-Qualifying Dependents
  • Processing Options for the Non-Qualifying Dependents Report (R083496)
    • General
    • Max. Age Range
  • R089202 - (USA) Elected Plan Premium
  • Processing Options for the Elected Plan Premium Report (R089202)
    • Display
  • R089203 - (USA) Election Coverage by Beneficiary
  • Processing Options for the Election Coverage by Beneficiary Report (R089203)
    • Display
  • R089204 - (USA) COBRA Print Election Form
  • Processing Options for the COBRA Print Election Form Report (R089204)
    • Display
  • R089205 - (USA) Dependent Coming of Age
  • Processing Options for the Dependent Coming of Age Report (R089205)
    • Select
    • Process
  • R089909 - General Constants
  • Processing Options for the General Constants Report (R089909)
    • Process

16 Glossary

• Amount or Rate
• Beginning Date
• Benefit Group
• Benefit Group Rule
• Benefit Status
• Cont Elig Table (continuing eligibility table)
• Employee Identification
• Ending Date
• Group Category
• Init Elig Table (initial eligibility table)
• Plan ID (plan identification)
• Plan Option
• Plan Option Description
• Plan Type
• Provider/Trustee
• Seq. Num. (sequence number)