BN16.1 - Benefit Entry Rules
Use BN16.1 (Benefit Entry Rules) to define initial and re-enrollment criteria
for entry into a plan. You must define a plan's initial and re-entry rules
before employees can enroll in the plan. These rules specify the waiting
period requirement, if any, each employee must satisfy before being eligible
to enroll in a plan. Benefit entry programs use these criteria to calculate an
employee's eligibility date.
You can define entry rules for a plan type or a benefit plan.
You can define entry rules by employee group. For example, union employees
must be employed 30 days before being eligible; non-union employees are
eligible on their hire date. If you define benefit entry rules for one or more
employee groups as well as an entry rule with no employee group selected, the
latter entry rules include all employees not in the employee groups associated
with an entry rule.
When you define initial entry or re-entry rules, you indicate the date (such
as the hire date or anniversary date) on which the rules are effective. You
can add to this date a number of months, days, and hours of service an
employee must work to be eligible. For example, employees must work 12 months
and 1000 hours after their hire date. The employee's eligibility date is the
latest date calculated by the system. To define a particular type of hours for
eligibility, you select a pay class. For information on pay classes, see the
Payroll Procedures Manual.
For employees who have met the waiting period requirement, you define the
point at which the employee can enroll in the plan. Entry points can include
one of the following.
Up to twelve specific months and days. If you specify a month and day, an
employee's benefit start date must match a plan entry date.
- The pay period before or after the employee's eligibility date.
- The work period before or after the employee's eligibility date.
For example, entry dates are on the first of each month and an employee's
eligibility date is calculated to be 1/15. If you select a Prior value (such
as Prior Entry Point), the system adds the benefit for the employee with a
start date of 1/1. If you select a Next value (such as Next Entry Point), the
system adds the benefit for the employee with a start date of 2/1. For
information about pay periods and work periods, see the Payroll Procedures
Manual.
Updated Files
BNWAIT - The Benefits Waiting Period file is the primary file updated
by this program. The Benefits Waiting Period file also
validates the benefit waiting period.
Referenced Files
BENEFIT - The Employee Benefit file contains employee benefit records
for all benefit types.
The Benefits file is accessed to ensure a plan rule is not
deleted if a benefit exists.
BNCOMPANY - The Benefit Company Parameters file validates the benefits
company.
FLEXPLAN - The Flex Plan file validates the flex plan and retrieves the
plan description.
OCCURTYPE - The COBRA Occurrence Type file validates the occurrence type
for COBRA types.
PAYCLASS - The Pay Class file validates the pay class.
PERSGROUP - The Employee Group Header file validates the group name and
indicates if it is used by benefits.
PLAN - The Benefit Plan file validates the plan and retrieves the
plan description.
PRSYSTEM - The HR Company and Process Levels file verifies the company
information.
BN16.2 - Add Rules
Use BN16.2 (Add Rules) to define a waiting period for employees who, as a
result of a personnel action, become eligible to enroll in a benefit or a flex
plan. BN100 (Employee Benefit Update) uses add rules for the calculation of
eligibility and, if appropriate, enrollment of employees into benefit plans
for which the employee has become eligible. BN100 (Employee Benefit Update)
enrolls employees into default benefit plans only.
Define add rules for personnel actions that cause an employee to become
eligible for a benefit plan. An employee becomes eligible for a plan if:
- the employee is added to an employee group used to qualify an employee for
the plan, or
- the employee's benefit postal code changes to match one in the plan's
postal code table.
You can define add rules for a flex plan, plan type, or a benefit plan. If
all benefit plans under a plan type (such as all dental plans) have the same
add rules, define add rules only for the plan type. You do not need to define
rules for each plan under the plan type.
If add rules vary for different groups of employees, define add rules by
employee group. If you define add rules for one or more employee groups as
well as an add rule with no employee group selected, the latter add rules
include all employees not in the employee groups associated with an add rule.
Note: If you define different rules for different groups of employees, the
employee group selected in BN15.1 (Benefit Plan) should include all the groups
used for the rules. For example, if rules vary for UNION and NON-UNION
employees, the group in BN15.1 should include the groups UNION and NON-UNION.
If a change makes an employee eligible for benefits for which no add rules
have been defined, BN100 lists, but does not enroll, employees who have become
eligible to enroll in the benefit.
For further information about BN100 and benefit update rules, see the
Benefits Procedures Manual.
Updated Files
BNWAIT - The Benefits Waiting Period file is the primary file updated
by the program.
The Benefits Waiting Period file also validates adds rules.
Referenced Files
BENEFIT - The Employee Benefit file contains employee benefit records
for all benefit types.
BNCOMPANY - The Benefit Company Parameters file validates the benefits
company.
FLEXPLAN - The Flex Plan file validates the flex plan and retrieves the
plan description.
OCCURTYPE - The COBRA Occurrence Type file validates the occurrence type
for COBRA types.
PAYCLASS - The Pay Class file validates the pay class.
PERSACTYPE - The Personnel Action Code file is accessed to retrieve the
action code description.
PERSGROUP - The Employee Group Header file validates the group name and
indicates if it is used by benefits.
PLAN - The Benefit Plan file validates the plan and retrieves the
plan description.
PRSYSTEM - The HR Company and Process Levels file verifies the company
information.
BN16.3 - Change Rules
Use BN16.3 (Change Rules) to define the date used to update benefits for
employees whose benefits change because of a personnel action. BN100 (Employee
Benefit Update) uses the rules you define in this form to automatically change
the benefits.
Define change rules for personnel actions that affect an employee's current
benefits. An employee's current benefits are affected by the following
changes.
- The employee's membership in an employee group changes, making him or her
eligible for different coverage, contributions or general ledger overrides.
- The employee's salary changes. Salary changes include changes made to the
employee's job code, FTE (Full-Time Equivalent), rate of pay, step, grade,
schedule, salary class, or benefit salaries 1 through 5.
- The employee's pay frequency changes.
You can define change rules for a flex plan, plan type, or a benefit plan. If
a change affects a flex plan, all benefit plans for the employee under the
flex plan are changed. If all benefit plans under a plan type (such as all
dental plans) have the same change rules, define change rules only for the
plan type. You do not need to define rules for each plan under the plan type.
BN100 (Employee Benefit Update) stops the appropriate benefits the day before
the change date and adds benefits effective on the change date.
If an employee's membership in an employee group, salary, or pay frequency
changes but no change rules exist, BN100 (Employee Benefit Update) only lists
the employee's affected benefits.
For further information about BN100 and benefit update rules, see the
Benefits Procedures Manual.
Updated Files
BNWAIT - The Benefits Waiting Period file is the primary file updated
by this program.
The Benefits Waiting Period file also validates the
termination rule.
Referenced Files
BENEFIT - The Employee Benefit file contains employee benefit records
for all benefit types.
The Benefits file is accessed to ensure a plan rule is not
deleted if a benefit exists.
BNCOMPANY - The Benefit Company Parameters file validates the benefits
company.
FLEXPLAN - The Flex Plan file validates the flex plan and retrieves the
plan description.
OCCURTYPE - The COBRA Occurrence Type file validates the occurrence type
for COBRA types.
PAYCLASS - The Pay Class file validates the pay class.
PERSACTYPE - The Personnel Action Code file is accessed to retrieve the
action code description.
PERSGROUP - The Employee Group Header file validates the group name and
indicates if it is used by benefits.
PLAN - The Benefit Plan file validates the plan and retrieves the
plan description.
PRSYSTEM - The HR Company and Process Levels file verifies the company
information.
BN16.4 - Termination Rules
Use BN16.4 (Termination Rules) to define a benefit stop date for employees
whose benefits should stop as a result of a personnel action. BN100 (Employee
Benefit Update) uses the rules you define in this form to automatically stop
the appropriate benefits.
Define termination rules only for personnel actions that cause an employee to
be ineligible for a benefit. An employee is no longer eligible for a plan if:
- The employee is removed from an employee group used to qualify an employee
for the plan.
- The employee's postal code changes so that it no longer matches one in the
postal code table for the plan.
You can define termination rules for a flex plan, plan type, or a benefit
plan. If all benefit plans under a plan type (such as all dental plans) have
the same termination rules, define termination rules only for the plan type.
You do not need to define rules for each plan under the plan type.
If termination rules vary for different groups of employees, define
termination rules by employee group. If you define termination rules for one
or more employee groups as well as a termination rule with no employee group
selected, the latter termination rules include all employees not in the
employee groups associated with a termination rule.
Note: If you define different rules for different groups of employees, the
employee group selected in BN15.1 (Benefit Plan) should include all the groups
used for the rules. For example, if rules vary for UNION and NON-UNION
employees, the group in BN15.1 should include the groups UNION and NON-UNION.
If a change makes an employee ineligible for a flex plan, BN100 (Employee
Benefit Update) stops the employee's flex dollar record and all benefits under
the flex plan according to the flex plan's termination rules.
If an employee's group membership in an employee group or postal code changes
but no termination rules exist, BN100 (Employee Benefit Update) only lists the
employee's affected benefits.
For further information about BN100 and benefit update rules, see the
Benefits Procedures Manual.
Updated Files
BNWAIT - The Benefits Waiting Period file is the primary file updated
by the program.
Referenced Files
BENEFIT - The Employee Benefit file contains employee benefit records
for all benefit types.
The Benefits file is accessed to ensure a plan rule is not
deleted if a benefit exists.
BNCOMPANY - The Benefit Company Parameters file validates the benefits
company.
FLEXPLAN - The Flex Plan file validates the flex plan and retrieves the
plan description.
OCCURTYPE - The COBRA Occurrence Type file validates the occurrence type
for COBRA types.
PAYCLASS - The Pay Class file validates the pay class.
PERSACTYPE - The Personnel Action Code file is accessed to retrieve the
action code description.
PERSGROUP - The Employee Group Header file validates the group name and
indicates if it is used by benefits.
PLAN - The Benefit Plan file validates the plan and retrieves the
plan description.
PRSYSTEM - The HR Company and Process Levels file verifies the company
information.
BN16.5 - Plan Entry Points
Use the Plan Entry Points subform to define dates on which employees can
enroll in the plan.
You access this subform by choosing the Init Points button in BN16.1 (Benefit
Entry Rules).
Updated Files
None.
Referenced Files
BNWAIT - The Benefits Waiting Period file validates the waiting period.
BN16.6 - Plan Entry Points
Use the Plan Entry Points subform to define dates on which employees can
re-enroll in the plan.
You access this subform by choosing the Re-En Points button in BN16.1
(Benefit Entry Rules).
Updated Files
None.
Referenced Files
BNWAIT - The Benefits Waiting Period file validates the waiting period.
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