BN18.1 - Options Amount
Use BN18.1 (Options Amount) to define contributions for plans in which
contributions are associated with coverage options.
Any amounts on this form use the currency associated with the plan on BN15.1
(Benefit Plan).
You can define employee, retiree, COBRA participant, and company
contributions. Contributions can be calculated as a flat amount, percent of
salary, or a flat percent. See below for a description of each.
- Flat Amount. Every employee in a group pays the same amount for a coverage
option. For example, Single coverage costs $300 annually and family coverage
costs $500 annually.
- Percent of Salary. An annual contribution defined as a percent of the
employee's annual salary. (You specify the salary used for the calculation on
this form.) For example, the contribution for Single coverage is five percent
of each employee's annualized rate of pay from HR11.1 (Employee); Family
coverage is seven percent of each employee's annualized rate of pay from
HR11.1.
- Flat percent. A contribution defined as a percent of the employee's pay
period wages. You define the wages on which the contribution is based by
assigning a pay class to the plan deductions. PR140 (Earnings and Deductions
Calculation) calculates the actual deduction amount each pay period. For
example, the contribution for Single coverage is five percent of base pay; the
contribution of Family coverage is seven percent of base pay. Because pay is
calculated each pay period, the wages on which contributions are based could
change each pay cycle.
For flex plans, you can also define an amount of flex dollars the company
gives to employees for electing each benefit coverage option.
If the plan does not have unique contributions for specific employee groups,
you only need to define this form once for a plan by leaving the Employee
Group field blank. If the plan has different contributions for different
groups of employees, complete this form for each employee group for which
contributions are unique. When you define the form for a plan leaving the
Employee Group field blank, the system uses the contribution record for
employees who do not meet the criteria for a specific employee group
contribution record.
COBRA participants and retiree contributions must be a flat amount. The
Benefits system determines the monthly billing amount for COBRA participant
and retiree by dividing their annual contributions by 12.
Use this form only if the Contribution Type field is Options Amount in BN15.1
(Benefit Plan) for the plan.
Tip: The easiest way to access this form is by displaying the plan you want
in BN15.1 (Benefit Plan) and choosing the Contribution button. The system
transfers you to this form and displays the appropriate plan.
Updated Files
BNPRMOPT - Benefit Premium Option records are deleted when the option
amount is deleted.
CONTRDETL - The Contribution Schedule Detail file records are deleted when
the options amount is deleted.
PREMIUM - The Benefit Plan Premium 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 Employee Benefit file validates the benefits to ensure
records are not deleted if benefits exist.
BNCOMPANY - The Benefit Company Parameters file validates the company.
PARTBEN - The COBRA Participant Benefits file ensures records are not
deleted if COBRA participant benefits exist.
PERSGROUP - The Employee Group Header validates the group and retrieves
the group name. It also validates whether the group is flagged
for benefits.
PLAN - The Benefit Plan file retrieves the plan description and uses
the plan type for verifications.
PRSYSTEM - The HR Company and Process Levels file retrieves the company
name.
RATETBLDTL - The Rate Table Detail file checks rates and calculates the
employee total rate (employee rate - flex rate).
RATETBLHDR - The Rate Table Header validates the rate table.
BN18.2 - Options Amount Range
Use BN18.2 (Options Amount Range) to define contributions for plans in which
contributions are associated with coverage options and are based on salary,
age, or years of service ranges. Each coverage option is tied to a different
rate table which contains the rates for the option.
Any amounts on this form use the currency associated with the plan on BN15.1
(Benefit Plan).
You can vary employee contributions by using a salary, age, or years of
service rate table. For example, employees making $10,000 to $19,999 pay a
different rate than employees making $20,000 to $29,999; or, employees 20 to
29 years of age pay a different rate than employees 30 to 39 year of age; or,
employees with less than five years of service pay a different rate than
employees with more than five years of service. You can also vary rates for
smoker status. (For COBRA participant and retiree contributions, only age rate
tables are valid.)
You can define employee, retiree, COBRA participant, and company
contributions. Contributions can be calculated as a flat amount, percent of
salary, or a flat percent. A description of each follows.
- Flat Amount. Every employee in a group pays the same amount for a coverage
option. For example, Single coverage costs $300 annually and family coverage
costs $500 annually.
- Percent of Salary. An annual contribution defined as a percent of the
employee's annual salary. (You specify the salary for the calculation on this
form.) For example, the contribution for Single coverage is five percent of
each employee's annualized rate of pay from HR11.1 (Employee); Family coverage
is calculated as seven percent of each employee's annualized rate of pay from
HR11.1.
- Flat percent. A contribution defined as a percent of the employee's pay
period wages. You define the wages on which the contribution is based by
assigning a pay class to the plan's deduction(s). PR140 (Earnings and
Deductions Calculation) calculates the actual deduction amount each pay
period. For example, the contribution for Single coverage is five percent of
base pay; the contribution of Family coverage is seven percent of base pay.
Because pay is calculated each pay period, the wages on which contributions
are based could change each pay cycle.
If the plan does not have unique contributions for specific employee groups,
you only need to define this form once for a plan by leaving the Employee
Group field blank. If the plan has different contributions for different
groups of employees, complete this form for each employee group for which
contributions are unique. When you define the form for a plan leaving the
Employee Group field blank, the system uses the contribution record for
employees who do not meet the criteria for a specific employee group
contribution record.
For flex plans, you can also define an amount of flex dollars the company
gives to employees for electing each benefit coverage option.
COBRA participants and retiree contributions must be a flat amount. The
Benefits system determines the monthly billing amount for COBRA participants
and retirees by dividing their annual contributions by 12.
Use this form only if the Contribution Type field is Options Amount Range in
BN15.1 (Benefit Plan) for the plan.
Tip: The easiest way to access this form is by displaying the plan you want
in BN15.1 (Benefit Plan) and choosing the Contribution button. The system
transfers you to this form and displays the appropriate plan.
Updated Files
BNPRMOPT - Benefit Premium Option records are deleted when the option
amount is deleted.
CONTRDETL - The Contribution Schedule Detail file records are deleted when
the options amount is deleted.
PREMIUM - The Benefit Plan Premium 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 Employee Benefit file validates the benefits to ensure
records are not deleted if benefits exist.
BNCOMPANY - The Benefit Company Parameters file validates the company.
PARTBEN - The COBRA Participant Benefits file ensures records are not
deleted if COBRA participant benefits exist.
PERSGROUP - The Employee Group Header validates the group and retrieves
the group name. It also validates whether the group is flagged
for benefits.
PLAN - The Benefit Plan file retrieves the plan description and uses
the plan type
for verifications.
PRSYSTEM - The HR Company and Process Levels file retrieves the company
name.
RATETBLDTL - The Rate Table Detail file checks rates and calculates the
employee total rate (employee rate - flex rate).
RATETBLHDR - The Rate Table Header validates the rate table.
BN18.3 - Flat Contributions
Use BN18.3 (Flat Contributions) to define contributions for plans in which
every employee in a group pays the same flat amount, flat percent, or percent
of salary. Use this form only for plans with either coverage amounts or no
coverage.
Any amounts on this form use the currency associated with the plan on BN15.1
(Benefit Plan).
You can vary employee contributions by using a salary, age, or years of
service rate table. For example, employees making $10,000 to $19,999 pay a
different rate than employees making $20,000 to $29,999; or, employees 20 to
29 years of age pay a different rate than employees 30 to 39 year of age; or,
employees with less than five years of service pay a different rate than
employees with more than five years of service. You can also vary rates for
smoker status. (For COBRA participant and retiree contributions, only age rate
tables are valid.)
You can define employee, retiree, COBRA participant, and company
contributions. Contributions can be calculated as a flat amount, percent of
salary, or a flat percent. A description of each follows.
- Flat Amount. Every employee in a group pays the same amount. For example,
the annual employee contribution is $300 annually.
- Percent of Salary. An annual contribution defined as a percent of the
employee's annual salary. (You specify the salary for the calculation on this
form.) For example, the annual employee contribution is five percent of each
employee's annualized rate of pay from HR11.1 (Employee).
- Flat percent. A contribution defined as a percent of the employee's pay
period wages. You define the wages on which the contribution is based by
assigning a pay class to the plan's deduction(s). PR140 (Earnings and
Deductions Calculation) calculates the actual deduction amount each pay
period. For example, the contribution is five percent of base pay. Because pay
is calculated each pay period, the wages on which contributions are based
could change each pay cycle.
If the plan does not have unique contributions for specific employee groups,
define this form once for the plan by leaving the Employee Group field blank.
If the plan has different contributions for different groups of employees,
complete this form for each employee group for which contributions are unique.
When you define the form for a plan leaving the Employee Group field blank,
the system uses the contribution record for employees who do not meet the
criteria for a specific employee group contribution record.
For flex plans, you can also define an amount of flex dollars the company
gives to employees for electing the benefit.
COBRA participant and retiree annual contributions are divided by 12 to
determine the monthly billing amount.
Use this form only if the Contribution Type field is Flat Contributions in
BN15.1 (Benefit Plan) for the plan.
Tip: The easiest way to access this form is by displaying the plan you want
in BN15.1 (Benefit Plan) and choosing the Contribution button. The system
transfers you to this form and displays the appropriate plan.
Updated Files
BNPRMOPT - Benefit Premium Option records are deleted when the option
amount is deleted.
CONTRDETL - The Contribution Schedule Detail file records are deleted when
the options amount is deleted.
PREMIUM - The Benefit Plan Premium 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 Employee Benefit file validates the benefits to ensure
records are not deleted if benefits exist.
BNCOMPANY - The Benefit Company Parameters file validates the company.
PARTBEN - The COBRA Participant Benefits file ensures records are not
deleted if COBRA participant benefits exist.
PERSGROUP - The Employee Group Header validates the group and retrieves
the group name. It also validates whether the group is flagged
for benefits.
PLAN - The Benefit Plan file retrieves the plan description and uses
the plan type for verifications.
PRSYSTEM - The HR Company and Process Levels file retrieves the company
name.
RATETBLDTL - The Rate Table Detail file checks rates and calculates the
employee total rate (employee rate - flex rate).
RATETBLHDR - The Rate Table Header validates the rate table.
BN18.4 - Salary or Coverage Rate Table
Use BN18.4 (Salary or Coverage Rate Table) to define flat annual
contributions based on the benefit's annual salary or coverage amount. You can
vary contributions by age, salary, or years of service.
Any amounts on this form use the currency associated with the plan on BN15.1
(Benefit Plan).
You can vary employee contributions by using a salary, age, or years of
service rate table. For example, employees making $10,000 to $19,999 pay a
different rate than employees making $20,000 to $29,999; or, employees 20 to
29 years of age pay a different rate than employees 30 to 39 year of age; or,
employees with less than five years of service pay a different rate than
employees with more than five years of service. You can also vary rates for
smoker status. (For COBRA participant and retiree contributions, only age rate
tables are valid.)
You can define employee, retiree, COBRA participant, and company
contributions. For flex plans, you can also define an amount of flex dollars
the company gives to employees for electing the benefit.
If the plan does not have unique contributions for specific employee groups,
you only need to define this form once for a plan by leaving the Employee
Group field blank. If the plan has different contributions for different
groups of employees, complete this form for each employee group for which
contributions are unique. When you define the form for a plan leaving the
Employee Group field blank, the system uses the contribution record for
employees who do not meet the criteria for a specific employee group
contribution record.
COBRA participant and retiree annual contributions are divided by 12 to
determine the monthly billing amount.
Use this form only if the Coverage Type field in Coverage Amount and the
Contribution Type field is Salary or Coverage Rate Table in BN15.1 (Benefit
Plan) for the plan.
Tip: The easiest way to access this form is by displaying the plan you want
in BN15.1 (Benefit Plan) and choosing the Contribution button. The system
transfers you to this form and displays the appropriate plan.
Updated Files
BNPRMOPT - Benefit Premium Option records are deleted when the option
amount is deleted.
CONTRDETL - The Contribution Schedule Detail file records are deleted when
the options amount is deleted.
PREMIUM - The Benefit Plan Premium 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 Employee Benefit file validates the benefits to ensure
records are not deleted if benefits exist.
BNCOMPANY - The Benefit Company Parameters file validates the company.
PARTBEN - The COBRA Participant Benefits file ensures records are not
deleted if COBRA participant benefits exist.
PERSGROUP - The Employee Group Header validates the group and retrieves
the group name. It also validates whether the group is flagged
for benefits.
PLAN - The Benefit Plan file retrieves the plan description and uses
the plan type for verifications.
PRSYSTEM - The HR Company and Process Levels file retrieves the company
name.
RATETBLDTL - The Rate Table Detail file checks rates and calculates the
employee total rate (employee rate - flex rate).
RATETBLHDR - The Rate Table Header validates the rate table.
BN18.5 - Contribution Limits
Use BN18.5 (Contribution Limits) to define contribution limits and company
contributions for a plan in which employees elect contributions within limits.
For example, use this form for a spending account in which the company limits
the amount an employee can contribute. Use this form also for vacation plans
to define the maximum number of hours employees can buy or sell and the cost
of those hours.
Any amounts on this form use the currency associated with the plan on BN15.1
(Benefit Plan).
You can define limits as a minimum and maximum
- amount per pay period,
- annual amount, or
- percent of salary.
Use this form for employee or COBRA participant contributions.
If the plan does not have unique contributions for specific employee groups,
you only need to define this form once for a plan by leaving the Employee
Group field blank. If the plan has different contributions for different
groups of employees, complete this form for each employee group for which
contributions are unique. When you define the form for a plan leaving the
Employee Group field blank, the system uses the contribution record for
employees who do not meet the criteria for a specific employee group
contribution record.
Annual contributions for COBRA participants are divided by 12 to determine
the monthly billing amount.
Use this form only if the Contribution Type field is Contribution Limits in
BN15.1 (Benefit Plan) for the plan.
Tip: The easiest way to access this form is by displaying the plan you want
in BN15.1 (Benefit Plan) and choosing the Contribution button. The system
transfers you to this form and displays the appropriate plan.
Updated Files
BNPRMOPT - Benefit Premium Option records are deleted when the option
amount is deleted.
CONTRDETL - The Contribution Schedule Detail file records are deleted when
the options amount is deleted.
PREMIUM - The Benefit Plan Premium 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 Employee Benefit file validates the benefits to ensure
records are not deleted if benefits exist.
BNCOMPANY - The Benefit Company Parameters file validates the company.
PARTBEN - The COBRA Participant Benefits file ensures records are not
deleted if COBRA participant benefits exist.
PERSGROUP - The Employee Group Header validates the group and retrieves
the group name. It also validates whether the group is flagged
for benefits.
PLAN - The Benefit Plan file retrieves the plan description and uses
the plan type for verifications.
PRSYSTEM - The HR Company and Process Levels file retrieves the company
name.
RATETBLDTL - The Rate Table Detail file checks rates and calculates the
employee total rate (employee rate - flex rate).
RATETBLHDR - The Rate Table Header validates the rate table.
BN18.6 - Match Limit Schedule
Use BN18.6 (Match Limit Schedule) to define contribution limits for a plan in
which employees contribute a percent or an amount that the company matches.
You can limit the employee's pre-tax, after-tax, and total employee
contribution as a percent of salary. The company match is calculated as a
percentage of the employee's contribution. You can limit the percent of the
employee's contribution that is matched.
For example, the company matches 50 percent of an employee's contribution up
to four percent. If an employee contributes three percent, the company match
is 1.5 percent (0.50 * 0.03). If an employee contributes six percent, the
company match is two percent (0.50 * 0.04). You can further define limits to
be based on years of service.
You can vary the match limit schedule based on years of service. (If you do
not want the match limit schedule varied by years of service, define only one
range.)
If the plan does not have unique contribution limits for specific employee
groups, you only need to define this form once for a plan by leaving the
Employee Group field blank. If the plan has different contribution limits for
different groups of employees, complete this form for each employee group for
which contribution limits are unique. When you define the form for a plan
leaving the Employee Group field blank, the system uses the contribution
record for employees who do not meet the criteria for a specific employee
group contribution record.
Any amounts on this form use the currency associated with the plan on BN15.1
(Benefit Plan).
This form is not valid for COBRA participant and retiree contributions.
Use this form only if the Contribution Type field is Match Limit Schedule in
BN15.1 (Benefit Plan) for the plan.
Tip: The easiest way to access this form is by displaying the plan you want
in BN15.1 (Benefit Plan) and choosing the Contribution button. The system
transfers you to this form and displays the appropriate plan.
Updated Files
BNPRMOPT - Benefit Premium Option records are deleted when the option
amount is deleted.
CONTRDETL - The Contribution Schedule Detail file records are deleted when
the options amount is deleted.
PREMIUM - The Benefit Plan Premium 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 Employee Benefit file validates the benefits to ensure
records are not deleted if benefits exist.
BNCOMPANY - The Benefit Company Parameters file validates the company.
PARTBEN - The COBRA Participant Benefits file ensures records are not
deleted if COBRA participant benefits exist.
PERSGROUP - The Employee Group Header validates the group and retrieves
the group name. It also validates whether the group is flagged
for benefits.
PLAN - The Benefit Plan file retrieves the plan description and uses
the plan type for verifications.
PRSYSTEM - The HR Company and Process Levels file retrieves the company
name.
RATETBLDTL - The Rate Table Detail file checks rates and calculates the
employee total rate
(employee rate - flex rate).
RATETBLHDR - The Rate Table Header validates the rate table.
BN18.7 - Match Percent Schedule
Use BN18.7 (Match Percent Schedule) to define contributions for a plan in
which employees contribute a percent or an amount that the company matches.
The company match is calculated as a percentage of the employee's contribution
and can be fixed or cumulative. If the match calculation is fixed, the company
match directly corresponds to the percent of the employee's contribution. If
the match is cumulative, the company match varies by incremental percents. The
company match varies as the employee's contribution percent increases.
For example:
A plan matches 50 percent of employee contributions from one percent up to
four percent and 25 percent of employee contributions from five percent up to
10 percent.
If the match calculation is fixed and an employee contributes three percent,
the company match is 1.5 (0.5 * 3). If the employee contributes seven percent,
the company match is 1.75 (0.25 * 7).
If the match calculation is cumulative and an employee contributes three
percent, the company match is 1.5 (0.5 * 3). If the employee contributes seven
percent, the company match is 50 percent of the first four percent and 25
percent of the next three percent, or 2.75 percent (0.5 * 4 + 0.25 * 3).
If the plan does not have unique contributions for specific employee groups,
you only need to define this form once for a plan by leaving the Employee
Group field blank. If the plan has different contributions for different
groups of employees, complete this form for each employee group for which
contributions are unique. When you define the form for a plan leaving the
Employee Group field blank, the system uses the contribution record for
employees who do not meet the criteria for a specific employee group
contribution record.
Any amounts on this form use the currency associated with the plan on BN15.1
(Benefit Plan).
This form is not valid for COBRA participant and retiree contributions.
Use this form only if the Contribution Type field is Match Percent Schedule
in BN15.1 (Benefit Plan) for the plan.
Tip: The easiest way to access this form is by displaying the plan you want
in BN15.1 (Benefit Plan) and choosing the Contribution button. The system
transfers you to this form and displays the appropriate plan.
Updated Files
BNPRMOPT - Benefit Premium Option records are deleted when the option
amount is deleted.
CONTRDETL - The Contribution Schedule Detail file records are deleted when
the options
amount is deleted.
PREMIUM - The Benefit Plan Premium 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 Employee Benefit file validates the benefits to ensure
records are not
deleted if benefits exist.
BNCOMPANY - The Benefit Company Parameters file validates the company.
PARTBEN - The COBRA Participant Benefits file ensures records are not
deleted if COBRA participant benefits exist.
PERSGROUP - The Employee Group Header validates the group and retrieves
the group name. It
also validates whether the group is flagged for benefits.
PLAN - The Benefit Plan file retrieves the plan description and uses
the plan type
for verifications.
PRSYSTEM - The HR Company and Process Levels file retrieves the company
name.
RATETBLDTL - The Rate Table Detail file checks rates and calculates the
employee total rate
(employee rate - flex rate).
RATETBLHDR - The Rate Table Header validates the rate table.
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