Set Up Benefit Contribution Limits
Access the Benefit Amount/Rate Edit Revisions form.
To set up benefit contribution limits:
On Work With Plan Master, click Find to display existing benefit plans.
Select a benefit plan, and then click Select.
On Plan Master, click the Calc./Eligibility tab and review these fields:
EE Payroll Deduction
EE Flex Cost
Select one of these fields, and then select Benefit Rates from the Form menu:
EE Payroll Deduction
EE Flex Cost
On Work With Benefit Amount/Rate Edits, complete these fields and then click Find to display existing records:
Enrollment Event Type
DBA Code
To add minimum and maximum limits to a DBA, click Add.
On Benefit Amount/Rate Edit Revisions, complete these fields:
DBA Code
Minimum Amount
Maximum Amount
Frequency Type
Click OK.
EE Payroll Deduction
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.
DBA Code
Enter a code that defines the type of pay, deduction, benefit, or accrual.
Pay types are numbered from 1 to 999. Deductions and benefits are numbered from 1000 to 9999.
Minimum Amount
Enter the minimum amount per pay period that an employee can enter for this benefit plan.
Maximum Amount
Enter the maximum amount per pay period that an employee can enter for this benefit plan.
Frequency Type
Enter the period of time for which the minimum and maximum amounts apply. When an employee enters an amount or rate for a flat amount DBA during self-service enrollment, the system translates this amount to a pay period amount. For example, if the maximum is 1200 per year, and an employee is paid monthly, the system allows him or her to enter amounts up to 100 (the annual amount of 1200 divided by 12 months). The system allows an employee who is paid bimonthly to enter amounts up to 50. Values are:
1: Per Pay Period
2: Per Month
3: Per Quarter
4: Per Year