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BN16.1 - Benefit Entry Rules
Use Benefit Entry Rules (BN16.1) to define initial and re-enrollment
criteria for entry into a plan.
**More Information
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 application. To define a particular type of
hours for eligibility, you select a pay class. For information on pay classes,
see the Payroll User Guide.
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 application 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 application adds the benefit for the employee with a start date of 2/1.
For information about pay periods and work periods, see the Payroll
User Guide.
Updated Files
BNWAIT -
Referenced Files
BENEFIT -
BNCOMPANY -
FLEXPLAN -
OCCURTYPE -
PAYCLASS -
PERSGROUP -
PLAN -
PRSYSTEM -
BN16.2 - Add Rules
Use Add Rules (BN16.2) 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.
**More Information
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.
Updated Files
BNWAIT -
Referenced Files
BENEFIT -
BNCOMPANY -
FLEXPLAN -
OCCURTYPE -
PAYCLASS -
PCODES -
PERSACTYPE -
PERSGROUP -
PLAN -
PRSYSTEM -
BN16.3 - Change Rules
Use Change Rules (BN16.3) 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.
**More Information
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.
Updated Files
BNWAIT -
Referenced Files
BENEFIT -
BNCOMPANY -
FLEXPLAN -
OCCURTYPE -
PAYCLASS -
PCODES -
PERSACTYPE -
PERSGROUP -
PLAN -
PRSYSTEM -
BN16.4 - Termination Rules
Use Termination Rules (BN16.4) 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.
**More Information
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.
Updated Files
BNWAIT -
Referenced Files
BENEFIT -
BNCOMPANY -
FLEXPLAN -
OCCURTYPE -
PAYCLASS -
PCODES -
PERSACTYPE -
PERSGROUP -
PLAN -
PRSYSTEM -
BN16.5 - Plan Entry Points
Use Plan Entry Points (BN16.5) to define dates on which employees can
enroll in the plan.
Updated Files
None.
Referenced Files
BNWAIT -
BN16.6 - Plan Entry Points
Use Plan Entry Points (BN16.6) to define dates on which employees can
re-enroll in the plan.
Updated Files
None.
Referenced Files
BNWAIT -
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