Revise the Available Plans Workfile

Access the Available Plans and Plan Options form.

To revise the available plans workfile:

1. On Available Plans and Plan Options, complete the Employee Number field.

2. In the Display Enrollment Event Type area, select either the Current Enrollment or the Open Enrollment option.

3. In the Display Plans/Plan area, select either the All or the Selected Plan/Plans option, and then click Find.

4. Review the values in all of the fields and make changes, if appropriate:

5. Click OK to save the changes in the workfile.

   • Employee Number

     Enter a number that identifies an entry in the JD Edwards EnterpriseOne Address Book system, such as employee, applicant, participant, customer, supplier, tenant, or location.

   • Ev Ty

     Enter a value in the field that indicates the event during which the enrollment occurs. Values include:

     1: Open Enrollment

     2: Enrollment for current plan year

   • Sequence Number

     Enter a number used to organize the table into a logical group for online viewing and reporting.

   • Amt Rte

     Enter a code that indicates whether you can enter an amount or rate when you enroll an employee in a benefit plan. Typically, you enter Y (yes) when the employee determines the amount of a deduction or a benefit. Examples include 401(k) percentages, dependent care, and health care reimbursements.

   • Employee DBA ID

     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.

   • Employer DBA ID

     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.

   • Additional Amount

     Enter an additional amount that the employer contributes toward the cost of a benefit option. For example, an employer might pay 100.00 toward the cost of the option for family medical coverage.

   • Non-Participating Plan

     Enter a code that specifies whether an employee can elect to decline participation in the benefit plan.

   • Ded Pnts

     Enter the DBA defined in the Payroll Transactions Constants file (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 (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 (Y/N/M) (see data item NMTH) so that the use of (non-dollar) points does not affect the G/L system.

   • Cred Pnts

     Enter the DBA defined in the Payroll Transactions Constants table (F069116) that will be used 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 (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 (Y/N/M) (data item NMTH) so that the use of non-dollar points does not affect the G/L system.

   • Amount or Rate

     Enter a value in this field as a percentage, a dollar amount or an hourly rate depending upon where it is being used.

     When used in conjunction with a Deduction, Benefit or Accrual Type this field may represent many of these values depending upon the value of the D/B/A method code (DEDM).

   • Amount or Rate

     Enter a value in this field as a percentage, a dollar amount or an hourly rate depending upon where it is being used;

     When used in conjunction with a Deduction, Benefit or Accrual Type this field may represent many of these values depending upon the value of the D/B/A method code (DEDM).

   • M P

     Enter a code that indicates whether the plan is required for all employees. Valid codes are:

     Y: Yes, all employees must participate in this plan. You should not use this code unless all employees are required to participate in the plan.

     N: No, all employees are not required to participate in this plan. It is optional.

   • Dft Pln

     Enter a code that specifies if the plan is a default plan in the category. An employee is automatically enrolled in this plan if no other plans within the category are selected. Valid codes are:

     Y: Yes, this is a default plan.

     N: No, this is not a default plan.

   • Selc 01

     Enter a code used to prompt detail selection from a list of items. Typically, the legitimate selection codes are explained at the bottom of the screen of the video display. If not, see the program help instructions.

     This code indicates that the employee is enrolled in a benefit plan or a benefit plan option. When benefit plans are changed during an enrollment, whether the employee enrolls or withdraws from the plan, the system enters an event code in the Enrollment Event Code field. The system also enters 1 in the SELC 01 field when the employee enrolls in a benefit plan. Values are:

     0 or Blank: The benefit plan changed, but the employee is not enrolled in the plan.

     1: The employee is enrolled in the benefit plan.

   • Benefit Category Classification

     Enter a code that designates benefit categories that are grouped together.

   • Decline Coverage Notification

     Enter a code that the system uses to indicate that the benefit administrator needs to be notified when an employee elects to decline benefit coverage.

   • Defaulting Allowed

     Enter a code that specifies whether the system automatically displays a benefit plan or benefit plan option as the chosen plan, based on prior enrollment.

   • Max DP

     Enter a variable that denotes the maximum number of dependents that may be enrolled in a benefit plan.

   • 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.

   • Number Partic

     Enter a value that specifies the number of participants that have elected coverage for a specific plan.

   • Sequence Number

     Enter a number used to sequence information for review purposes only.

   • Short Category Description

     Enter a short description (up to 15 characters) of the benefit category.

   • Short Plan/Option Description

     Enter a short description (up to 15 characters) of the benefit plan or benefit plan option.