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Page References

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CAPERS
CAPERS

Version management

Difference between version and

At line 4 changed one line
CAPERS or ‘California Public Employees' Retirement System’ is responsible for administering the California Public Employees' Retirement Law, the Public Employees' Medical and Hospital Care Act, and the State Employees' Dental Care Act, all of which is part of the California Government Code.
CAPERS or ‘California Public Employees' Retirement System’ is responsible for administering the California Public Employees' Retirement Law, the Public Employees' Medical and Hospital Care Act, and the State Employees' Dental Care Act, all of which is part of the California Government Code.\\
At line 6 changed one line
Personality2000 provides specialized Benefit Components (BC) and user fields that may be set up to ensure that the report and interface file are created correctly.
Specialized Benefit Components (BC) and user fields are provided that may be set up to ensure that the report and interface file are created correctly.
At line 9 changed one line
The Contribution Code (‘CC’) is a column on the CAPERS report that defines the type of contribution being submitted. For each amount submitted, a code must be provided. The meaning of the code is shown in the table below. Personality2000 uses Benefit Components to define the codes (types of contributions) used at each organization.
The Contribution Code (‘CC’) is a column on the CAPERS report that defines the type of contribution being submitted. For each amount submitted, a code must be provided. The meaning of the code is shown in the table below. Benefit Components are used to define the codes (types of contributions) used at each organization.
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||Frequency||Number of Payroll Periods Per Year||Service Period Type Code||Description
||Frequency||Number of Payroll Periods\\Per Year||Service Period\\Type Code||Description
At line 37 changed one line
|‘01’ Monthly | Full time monthly paid employee works an average of 173 hours per month. To determine the monthly average when only a weekly average is known, use the following formula (rounded to nearest whole number): (Hrs per week * Weeks per Year) divided by Months per Year|173
|‘01’ Monthly | Full time monthly paid employee works an average of 173 hours per month. To determine the monthly average when only a weekly average is known, use the following formula (rounded to nearest whole number): (Hrs per week * Weeks per Year) divided by Months per Year|173
At line 42 changed one line
To create the required report and interface file users must use specific benefit components within a specific plan type, create user fields (if needed) and set up the required Interface Format form (IDIF).
To create the required report and interface file users must use specific benefit components within a specific plan type, create user fields (if needed) and set up the required Interface Format form ([IDIF]).
At line 44 changed one line
!Benefit Plan Types - IBPT
!Benefit Plan Types - [IBPT]
At line 49 changed one line
!Benefit Plans - IBPN
!Benefit Plans - [IBPN]
At line 91 changed one line
;Coverage Rates:The Employee Deduction Rate and Employer Contribution Rate must be entered through the ‘IBPN’ screen (Rate step 1; Up to limit 999,999).
;Coverage Rates:The Employee Deduction Rate and Employer Contribution Rate must be entered through the [IBPN] screen (Rate step 1; Up to limit 999,999).
At line 94 changed one line
Most Benefit Components have an implied Contribution Code attached, indicated as CC##. Components that represent values on the CAPERS report also require an output Pay Component to store the calculated value for later reporting. \\
Most Benefit Components have an implied Contribution Code attached, indicated as CC##. Components that represent values on the CAPERS report also require an output Pay Component to store the calculated value for later reporting.\\ \\
At line 103 changed 2 lines
Although the sheer number of options may seem daunting, not all components are required for every plan. They are provided to allow complete versatility when defining policies.
Although the sheer number of options may seem daunting, not all components are required for every plan. They are provided to allow complete versatility when defining policies.\\ \\
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This component is required to establish the base date used in determining the effective date of an enrollment form.\\
Choose the rule that is used as the ‘Enrollment Base Date’ rule. B0030
This component is required to establish the base date used in determining the effective date of an enrollment form.\\ \\
Choose the rule that is used as the ‘Enrollment Base Date’ rule.
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|00|Use UserCalc Only|The <User Calc> specified will be executed. Specify the name of the UserCalc on the component. \\The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value.\\ This value is interpreted by the component as a user provided enrollment base date from which the employee’s coverage effective date is determined.| |B0030
|00|Use UserCalc Only|The <User Calc> specified will be executed. Specify the name of the UserCalc on the component. \\The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value.\\ \\This value is interpreted by the component as a user provided enrollment base date from which the employee’s coverage effective date is determined.| |B0030
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|02*|Use Hire Date|Uses hire date from Employment Information form (IEEI) to determine effective date of employee’s coverage.| |B0030
|03|Use Seniority Date|Uses seniority date from Employment Information form (IEEI) to determine effective date of employee’s coverage.| |B0030
|02*|Use Hire Date|Uses hire date from Employment Information ([IEEI]) form to determine effective date of employee’s coverage.| |B0030
|03|Use Seniority Date|Uses seniority date from Employment Information ([IEEI]) form to determine effective date of employee’s coverage.| |B0030
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|05|Use Leave Date|Uses leave date from Employment Information form (IEEI) to determine effective date of the employee’s coverage. This rule is normally only used with disability type plans.| |B0030
|06|Use Birth Date|Uses employee’s birth date from Identity Information form (IEID) plus a qualifying period to determine effective date of employee’s coverage. Sometimes used for pension type plans that become mandatory at age 18 or 21.| |B0030
|07|Use Termination Date|Uses employee’s termination date from Employment Information form (IEEI) to determine effective date of employee’s coverage. Used for special coverages available to an employee only after termination, for example, on retirement.| |B0030
|05|Use Leave Date|Uses leave date from Employment Information ([IEEI]) form to determine effective date of the employee’s coverage. This rule is normally only used with disability type plans.| |B0030
|06|Use Birth Date|Uses employee’s birth date from Identity Information ([IEID]) form plus a qualifying period to determine effective date of employee’s coverage. Sometimes used for pension type plans that become mandatory at age 18 or 21.| |B0030
|07|Use Termination Date|Uses employee’s termination date from Employment Information ([IEID]) form to determine effective date of employee’s coverage. Used for special coverages available to an employee only after termination, for example, on retirement.| |B0030
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This component specifies whether an employee must be hired by a certain day in the month in order for that month to be included in the qualification criteria.\\
This component specifies whether an employee must be hired by a certain day in the month in order for that month to be included in the qualification criteria.\\ \\
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|00|Use Day from UserCalc Only|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value.\\This value is interpreted as a user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire.| |B0050
|01|Use Day from Element|Specify the name of the <Element> on the component.\\The value of the element is used as the user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire.| |B0050
|02*|Hired By Specified Day|Specify the <BC Value> on the coverage component.\\The <BC Value> of the component is used as the user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire.\\Must be entered as DD (15 for the 15th of the month.)| |B0050
|00|Use Day from UserCalc Only|Specify the name of the <User Calc> on the component.\\ \\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value.\\ \\This value is interpreted as a user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire.| |B0050
|01|Use Day from Element|Specify the name of the <Element> on the component.\\ \\The value of the element is used as the user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire.| |B0050
|02*|Hired By Specified Day|Specify the <BC Value> on the coverage component.\\ \\The <BC Value> of the component is used as the user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire.\\Must be entered as DD (15 for the 15th of the month.)| |B0050
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|01|Number of Days|Specify the <BC Value> on the coverage component.\\Adds the number of days to the enrollment base date.| |B0060
|02|Number of Weeks|Specify the <BC Value> on the coverage component.\\Adds the number of weeks to the enrollment base date.| |B0060
|03*|Number of Months|Specify the <BC Value> on the coverage component.\\Adds the number of months to the enrollment base date.| |B0060
|04|Number of Pay Periods|Specify the <BC Value> on the coverage component.\\Adds the number of pay periods to the enrollment base date.| |B0060
|05*|Number of Years|Specify the <BC Value> on the coverage component.\\Adds the number of years to the enrollment base date.| |B0060
|01|Number of Days|Specify the <BC Value> on the coverage component.\\ \\Adds the number of days to the enrollment base date.| |B0060
|02|Number of Weeks|Specify the <BC Value> on the coverage component.\\ \\Adds the number of weeks to the enrollment base date.| |B0060
|03*|Number of Months|Specify the <BC Value> on the coverage component.\\ \\Adds the number of months to the enrollment base date.| |B0060
|04|Number of Pay Periods|Specify the <BC Value> on the coverage component.\\ \\Adds the number of pay periods to the enrollment base date.| |B0060
|05*|Number of Years|Specify the <BC Value> on the coverage component.\\ \\Adds the number of years to the enrollment base date.| |B0060
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Yes Choose the rule to be used\\
No Go to B0070\\ \\
Yes - Choose the rule to be used\\
No - Go to B0070\\ \\
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|01*|Roll Forward to Day in Next Month|Specify the <BC Value> on the coverage component.\\Must be entered as DD (01 for the 1tstof the month.)\\Rolls effective date forward to this day in the following month.\\Used when benefits may only start on a specified day of the month, such as the first.| |B0070
|02|Roll Back to Day in Curr Month|Specify the <BC Value> on the coverage component.\\Must be entered as DD (01 for the 1tstof the month.)\\Rolls effective date back to this day in the current month.\\Used when benefits may only start on a specified day of the month, such as the first, and benefits may be backdated.| |B0070
|03|Roll Forward to First Day in Next Quarter|Rolls effective date forward to the first day in the following quarter.\\Used when benefits may only start at the beginning of a quarter.| |B0070
|04|Roll Back to First Day in Curr Quarter|Rolls effective date back to the first day in the current quarter.\\Used when benefits may only start at the beginning of a quarter and enrollment may be backdated.| |B0070
|01*|Roll Forward to Day in Next Month|Specify the <BC Value> on the coverage component.\\ \\Must be entered as DD (01 for the 1tstof the month.)\\ \\Rolls effective date forward to this day in the following month.\\ \\Used when benefits may only start on a specified day of the month, such as the first.| |B0070
|02|Roll Back to Day in Curr Month|Specify the <BC Value> on the coverage component.\\ \\Must be entered as DD (01 for the 1tst of the month.)\\ \\Rolls effective date back to this day in the current month.\\ \\Used when benefits may only start on a specified day of the month, such as the first, and benefits may be backdated.| |B0070
|03|Roll Forward to First Day in Next Quarter|Rolls effective date forward to the first day in the following quarter.\\ \\Used when benefits may only start at the beginning of a quarter.| |B0070
|04|Roll Back to First Day in Curr Quarter|Rolls effective date back to the first day in the current quarter.\\ \\Used when benefits may only start at the beginning of a quarter and enrollment may be backdated.| |B0070
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|00|Use UserCalc Only|The pre-processing or qualifying <User Calc> specified will be executed. Specify the name of the UserCalc on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value.\\This value is interpreted by the component as a User provided enrollment base date from which the employee’s coverage eligibility date is determined.| |B0090
|00|Use UserCalc Only|The pre-processing or qualifying <User Calc> specified will be executed. Specify the name of the UserCalc on the component.\\ \\The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value.\\ \\This value is interpreted by the component as a User provided enrollment base date from which the employee’s coverage eligibility date is determined.| |B0090
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|02*|Use Hire Date|Uses hire date from Employment Information form (IEEI) to determine eligibility date of employee’s coverage.| |B0090
|03|Use Seniority Date|Uses seniority date from Employment Information form (IEEI) to determine eligibility date of the employee’s coverage.| |B0090
|02*|Use Hire Date|Uses hire date from Employment Information ([IEEI]) form to determine eligibility date of employee’s coverage.| |B0090
|03|Use Seniority Date|Uses seniority date from Employment Information (IEEI) form to determine eligibility date of the employee’s coverage.| |B0090
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|05|Use Leave Date|Uses leave date from Employment Information form (IEEI) to determine eligibility date of employee’s coverage. This rule is normally only used with disability type plans.| |B0090
|06|Use Birth Date|Uses employee’s birth date from Identity Information form (IEID) plus a qualifying period to determine eligibility date of employee’s coverage. Sometimes used for pension type plans that become mandatory at age 18 or 21.| |B0090
|07|Use Termination Date|Uses employee’s termination date from Employment Information form (IEEI) to determine eligibility date of employee’s coverage. Used for special coverages available to an employee only after termination (for example, retirement).| |B0090
|05|Use Leave Date|Uses leave date from Employment Information ([IEEI]) form to determine eligibility date of employee’s coverage. This rule is normally only used with disability type plans.| |B0090
|06|Use Birth Date|Uses employee’s birth date from Identity Information ([IEID]) form plus a qualifying period to determine eligibility date of employee’s coverage. Sometimes used for pension type plans that become mandatory at age 18 or 21.| |B0090
|07|Use Termination Date|Uses employee’s termination date from Employment Information ([IEEI]) form to determine eligibility date of employee’s coverage. Used for special coverages available to an employee only after termination (for example, retirement).| |B0090
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|00|Use Day from UserCalc Only|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value.\\ This value is interpreted as the user provided day of the month by which an employee must be hired in order to be eligible for benefits in the first month of hire.| |B0110
|01|Use Day from Element|Specify the name of the <Element> on the component.\\The value of the element is used as the user provided day of the month by which an employee must be hired in order to be eligible for benefits in the first month of hire.| |B0110
|02*|Hired By Specified Day|Specify the <BC Value> on the coverage component.\\The <BC Value> of the component is used as the user provided day of the month by which an employee must be hired in order to be eligible for benefits in the first month of hire.\\Must be entered as DD (15 for the 15th of the month.)| |B0110
|00|Use Day from UserCalc Only|Specify the name of the <User Calc> on the component.\\ \\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value.\\ \\ This value is interpreted as the user provided day of the month by which an employee must be hired in order to be eligible for benefits in the first month of hire.| |B0110
|01|Use Day from Element|Specify the name of the <Element> on the component.\\ \\The value of the element is used as the user provided day of the month by which an employee must be hired in order to be eligible for benefits in the first month of hire.| |B0110
|02*|Hired By Specified Day|Specify the <BC Value> on the coverage component.\\ \\The <BC Value> of the component is used as the user provided day of the month by which an employee must be hired in order to be eligible for benefits in the first month of hire.\\ \\Must be entered as DD (15 for the 15th of the month.)| |B0110
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|01|Number of Days|Specify the <BC Value> on the coverage component.\\Adds the number of days to the eligibility base date.| |B0120
|02|Number of Weeks|Specify the <BC Value> on the coverage component.\\Adds the number of weeks to the eligibility base date.| |B0120
|03*|Number of Months|Specify the <BC Value> on the coverage component.\\Adds the number of months to the eligibility base date.| |B0120
|04|Number of Pay Periods|Specify the <BC Value> on the coverage component.\\Adds the number of pay periods to the eligibility base date.| |B0120
|05*|Number of Years|Specify the <BC Value> on the coverage component.\\Adds the number of years to the eligibility base date.| |B0120
|01|Number of Days|Specify the <BC Value> on the coverage component.\\ \\Adds the number of days to the eligibility base date.| |B0120
|02|Number of Weeks|Specify the <BC Value> on the coverage component.\\ \\Adds the number of weeks to the eligibility base date.| |B0120
|03*|Number of Months|Specify the <BC Value> on the coverage component.\\ \\Adds the number of months to the eligibility base date.| |B0120
|04|Number of Pay Periods|Specify the <BC Value> on the coverage component.\\ \\Adds the number of pay periods to the eligibility base date.| |B0120
|05*|Number of Years|Specify the <BC Value> on the coverage component.\\ \\Adds the number of years to the eligibility base date.| |B0120
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Yes Choose the rule to be used\\
No Go to B0130 \\
Yes - Choose the rule to be used\\
No - Go to B0130 \\
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|01*|Roll Forward to Day in Next Month|Specify the <BC Value> on the coverage component.\\Must be entered as DD (01 for the 1tstof the month.)\\Rolls the eligibility date forward to this day in the following month.\\Used when benefits may only start on a specified day of the month, such as the first.| |B0130
|02|Roll Back to Day in Curr Month|Specify the <BC Value> on the coverage component.\\Must be entered as DD (01 for the 1tstof the month.)\\Rolls the eligibility date back to this day in the current month.\\Used when benefits may only start on a specified day of the month, such as the first, and benefits may be backdated.| |B0130
|03|Roll Forward to First Day in Next Quarter|Rolls the eligibility date forward to the first day in the following quarter.\\Used when benefits may only start at the beginning of a quarter.| |B0130
|04|Roll Back to First Day in Curr Quarter|Rolls the eligibility date back to the first day in the current quarter.\\Used when benefits may only start at the beginning of a quarter, and eligibility may be backdated.| |B0130
|01*|Roll Forward to Day in Next Month|Specify the <BC Value> on the coverage component.\\ \\Must be entered as DD (01 for the 1tstof the month.)\\Rolls the eligibility date forward to this day in the following month.\\ \\Used when benefits may only start on a specified day of the month, such as the first.| |B0130
|02|Roll Back to Day in Curr Month|Specify the <BC Value> on the coverage component.\\ \\Must be entered as DD (01 for the 1tstof the month.)\\ \\Rolls the eligibility date back to this day in the current month.\\ \\Used when benefits may only start on a specified day of the month, such as the first, and benefits may be backdated.| |B0130
|03|Roll Forward to First Day in Next Quarter|Rolls the eligibility date forward to the first day in the following quarter.\\ \\Used when benefits may only start at the beginning of a quarter.| |B0130
|04|Roll Back to First Day in Curr Quarter|Rolls the eligibility date back to the first day in the current quarter.\\ \\Used when benefits may only start at the beginning of a quarter, and eligibility may be backdated.| |B0130
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|00|Use UserCalc Only|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value.\\This value is interpreted by the component as a User provided premium date.| |B0150
|00|Use UserCalc Only|Specify the name of the <User Calc> on the component.\\ \\The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value.\\ \\This value is interpreted by the component as a User provided premium date.| |B0150
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|00|UserCalc Only|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value.\\This value is interpreted by the component as the user provided base date from which the employee’s enrollment is expired.| |B0160
|00|UserCalc Only|Specify the name of the <User Calc> on the component.\\ \\The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value.\\ \\This value is interpreted by the component as the user provided base date from which the employee’s enrollment is expired.| |B0160
At line 269 changed 2 lines
|02*|Use Termination Date|Uses the employee’s termination date from Employment Information form (IEEI) to determine the date the employee’s enrollment is expired, or 31st December, 3999 if there is no termination date available.| |B0160
|03|Use Leave Date|Uses the employee’s leave date from Employment Information form (IEEI) to determine the date that the employee’s enrollment is expired.| |B0160
|02*|Use Termination Date|Uses the employee’s termination date from Employment Information ([IEEI]) form to determine the date the employee’s enrollment is expired, or 31st December, 3999 if there is no termination date available.| |B0160
|03|Use Leave Date|Uses the employee’s leave date from Employment Information ([IEEI]) form to determine the date that the employee’s enrollment is expired.| |B0160
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|05*|Use Birth Date|Uses the employee’s birth date from the Identity Information form (IEID) plus a continuation period to determine the date an employee’s enrollment is expired.\\Sometimes used for life type plans that automatically expire at a specific age.| |B0160
|06|Use Spouse's Birth Date|Uses the spouse birth date from the Contact Form (IECT) plus a continuation period to determine the date a spouse’s enrollment is expired. Sometimes used for dependent or spousal life type plans that automatically expire at a specific age.| |B0160
|05*|Use Birth Date|Uses the employee’s birth date from the Identity Information ([IEID]) form plus a continuation period to determine the date an employee’s enrollment is expired.\\ \\Sometimes used for life type plans that automatically expire at a specific age.| |B0160
|06|Use Spouse's Birth Date|Uses the spouse birth date from the Contact ([IECT]) form plus a continuation period to determine the date a spouse’s enrollment is expired. Sometimes used for dependent or spousal life type plans that automatically expire at a specific age.| |B0160
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----
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This component specifies the day on or after which an employee must be terminated in order to remain enrolled.\\
This component specifies the day on or after which an employee must be terminated in order to remain enrolled.\\ \\
At line 286 changed 2 lines
Yes Choose the rule to be used\\
No Go to B0180\\
Yes - Choose the rule to be used\\
No - Go to B0180\\
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|00|Use Day from Calc Only|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value.\\This value is interpreted as a user provided day of the month after which an employee must be terminated by, in order to remain enrolled during the last month of employment.|B0160|B0180
|01|Use Day from Element|Specify the name of the <Element> on the component.\\The value of the element is used as the user provided day of the month after which an employee must be terminated in order to remain enrolled during the last month of employment.|B0160|B0180
|02*|Terminated after Specified Day|Specify the <BC Value> on the coverage component.\\The value of the component is used as the user provided day of the month after which an employee must be terminated in order to remain enrolled during the last month of employment.\\Must be entered as DD (15 for the 15th of the month.)|B0160|B0180
|00|Use Day from Calc Only|Specify the name of the <User Calc> on the component.\\ \\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value.\\ \\This value is interpreted as a user provided day of the month after which an employee must be terminated by, in order to remain enrolled during the last month of employment.|B0160|B0180
|01|Use Day from Element|Specify the name of the <Element> on the component.\\ \\The value of the element is used as the user provided day of the month after which an employee must be terminated in order to remain enrolled during the last month of employment.|B0160|B0180
|02*|Terminated after Specified Day|Specify the <BC Value> on the coverage component.\\ \\The value of the component is used as the user provided day of the month after which an employee must be terminated in order to remain enrolled during the last month of employment.\\ \\Must be entered as DD (15 for the 15th of the month.)|B0160|B0180
At line 297 changed 3 lines
Is there a continuation period for benefit enrollment?\\
Yes Choose the rule to be used\\
No Go to B0190\\
Is there a continuation period for benefit enrollment?\\ \\
Yes - Choose the rule to be used\\
No - Go to B0190\\
At line 301 changed 5 lines
|01|Number of Days|Specify the <BC Value> on the coverage component.\\Adds the number of days to the expiration base date.|B0160\\B0170|B0190
|02|Number of Weeks|Specify the <BC Value> on the coverage component.\\Adds the number of weeks to the expiration base date.|B0160\\B0170|B0190
|03*|Number of Months|Specify the <BC Value> on the coverage component.\\Adds the number of months to the expiration base date.|B0160\\B0170|B0190
|04|Number of Pay Periods|Specify the <BC Value> on the coverage component.\\Adds the number of pay periods to the expiration base date.|B0160\\B0170|B0190
|05*|Number of Years|Specify the <BC Value> on the coverage component.\\Adds the number of years to the expiration base date.|B0160\\B0170|B0190
|01|Number of Days|Specify the <BC Value> on the coverage component.\\ \\Adds the number of days to the expiration base date.|B0160\\B0170|B0190
|02|Number of Weeks|Specify the <BC Value> on the coverage component.\\ \\Adds the number of weeks to the expiration base date.|B0160\\B0170|B0190
|03*|Number of Months|Specify the <BC Value> on the coverage component.\\ \\Adds the number of months to the expiration base date.|B0160\\B0170|B0190
|04|Number of Pay Periods|Specify the <BC Value> on the coverage component.\\ \\Adds the number of pay periods to the expiration base date.|B0160\\B0170|B0190
|05*|Number of Years|Specify the <BC Value> on the coverage component.\\ \\Adds the number of years to the expiration base date.|B0160\\B0170|B0190
At line 310 changed 3 lines
Is it necessary to roll the expiry date forward or backward to a specific day of the month?\\
Yes Choose the rule to be used\\
No Go to B0200
Is it necessary to roll the expiry date forward or backward to a specific day of the month?\\ \\
Yes - Choose the rule to be used\\
No - Go to B0200
At line 314 changed 4 lines
|01|Roll Forward to Day in Curr Month|Specify the <BC Value> on the coverage component.\\Must be entered as DD (31 for the end of the month.)\\Rolls the expiration date forward to this day in the current or following month whichever is past the original expiration date month.\\Used when benefits may only expire on a specified day of the month.| |B0200
|02*|Roll Back to Day in Prev Month|Specify the <BC Value> on the coverage component.\\Must be entered as DD (31 for the end of the month.)\\Rolls the expiration date back to this day in the previous month.\\Used when benefit may only expire on a specified day of the month.| |B0200
|03|Roll Forward to Last Day in Curr Quarter|Rolls the expiration date forward to the last day in the current quarter.\\Used when benefits may only expire at the end of a quarter.| |B0200
|04|Roll Back to Last Day in Prev Quarter|Rolls the expiration date back to the last day in the previous quarter.\\Used when benefits may only expire at the end of a quarter and the employee has to be employed for the whole quarter in order to be enrolled for that quarter.| |B0200
|01|Roll Forward to Day in Curr Month|Specify the <BC Value> on the coverage component.\\ \\Must be entered as DD (31 for the end of the month.)\\ \\Rolls the expiration date forward to this day in the current or following month whichever is past the original expiration date month.\\ \\Used when benefits may only expire on a specified day of the month.| |B0200
|02*|Roll Back to Day in Prev Month|Specify the <BC Value> on the coverage component.\\ \\Must be entered as DD (31 for the end of the month.)\\ \\Rolls the expiration date back to this day in the previous month.\\ \\Used when benefit may only expire on a specified day of \\ \\the month.| |B0200
|03|Roll Forward to Last Day in Curr Quarter|Rolls the expiration date forward to the last day in the current quarter.\\ \\Used when benefits may only expire at the end of a quarter.| |B0200
|04|Roll Back to Last Day in Prev Quarter|Rolls the expiration date back to the last day in the previous quarter.\\ \\Used when benefits may only expire at the end of a quarter and the employee has to be employed for the whole quarter in order to be enrolled for that quarter.| |B0200
At line 331 changed one line
|00|UserCalc Only|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value.\\This value is interpreted by the component as a user provided base date from which the employee’s eligibility is expired.| |B0220
|00|UserCalc Only|Specify the name of the <User Calc> on the component.\\ \\The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value.\\ \\This value is interpreted by the component as a user provided base date from which the employee’s eligibility is expired.| |B0220
At line 333 changed 2 lines
|02*|Use Termination Date|Uses employee’s termination date from Employment Information form (IEEI) to determine date employee’s eligibility is expired, or 31st December, 3999 if date is unavailable.| |B0220
|03|Use Leave Date|Uses employee’s leave date from Employment Information form (IEEI) to determine date employee’s eligibility is expired, or 31st December, 3999 if date is unavailable.| |B0220
|02*|Use Termination Date|Uses employee’s termination date from Employment Information ([IEEI]) to determine date employee’s eligibility is expired, or 31st December, 3999 if date is unavailable.| |B0220
|03|Use Leave Date|Uses employee’s leave date from Employment Information ([IEEI]) to determine date employee’s eligibility is expired, or 31st December, 3999 if date is unavailable.| |B0220
At line 336 changed 2 lines
|05*|Use Birth Date|Uses employee’s birth date from Identity Information form (IEID) plus a continuation period to determine date employee’s eligibility is expired. Sometimes used for life type plans that automatically expire at a specific age.| |B0220
|06|Use Spouse's Birth Date|Uses spouse’s birth date from Contact Form (IECT) plus a continuation period to determine date spouse’s eligibility is expired. Sometimes used for dependent or spousal life type plans that automatically expire at a specific age.| |B0220
|05*|Use Birth Date|Uses employee’s birth date from Identity Information ([IEID]) plus a continuation period to determine date employee’s eligibility is expired. Sometimes used for life type plans that automatically expire at a specific age.| |B0220
|06|Use Spouse's Birth Date|Uses spouse’s birth date from Contact ([IECT]) form plus a continuation period to determine date spouse’s eligibility is expired. Sometimes used for dependent or spousal life type plans that automatically expire at a specific age.| |B0220
At line 348 changed one line
This component specifies whether an employee must be terminated on/after a certain day in the month in order for that month to be included in the continuation criteria.\\
This component specifies whether an employee must be terminated on/after a certain day in the month in order for that month to be included in the continuation criteria.\\ \\
At line 350 changed 2 lines
Yes Choose the rule to be used \\
No Go to B0240
Yes - Choose the rule to be used \\
No - Go to B0240
At line 353 changed 3 lines
|00|Use Day from Calc Only|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value.\\This value is interpreted as a user provided day of the month after which an employee must be terminated in order to be eligible for benefits during the last month of employment.|B0220|B0240
|01|Use Day from Element|Specify the name of the <Element> on the component.\\The value of the element is used as the user provided day of the month after which an employee must be terminated in order to be eligible for benefits during the last month of employment.|B0220|B0240
|02*|Terminated after Specified Day|Specify the <BC Value> on the coverage component.\\The value of the component is used as the user provided day of the month after which an employee must be terminated in order to remain eligible for benefits during the last month of employment.\\Must be entered as DD (15 for the 15th of the month.)|B0220|B0240
|00|Use Day from Calc Only|Specify the name of the <User Calc> on the component.\\ \\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value.\\ \\This value is interpreted as a user provided day of the month after which an employee must be terminated in order to be eligible for benefits during the last month of employment.|B0220|B0240
|01|Use Day from Element|Specify the name of the <Element> on the component.\\ \\The value of the element is used as the user provided day of the month after which an employee must be terminated in order to be eligible for benefits during the last month of employment.|B0220|B0240
|02*|Terminated after Specified Day|Specify the <BC Value> on the coverage component.\\ \\The value of the component is used as the user provided day of the month after which an employee must be terminated in order to remain eligible for benefits during the last month of employment.\\ \\Must be entered as DD (15 for the 15th of the month.)|B0220|B0240
At line 362 changed 4 lines
|01|Number of Days|Specify the <BC Value> on the coverage component.\\Add the number of days to the eligibility end base date.|B0220\\B0230|B0250
|02|Number of Weeks|Specify the <BC Value> on the coverage component.\\Adds the number of weeks to the eligibility end base date.|B0220\\B0230|B0250
|03*|Number of Months|Specify the <BC Value> on the coverage component.\\Adds the number of months to the eligibility end base date.|B0220\\B0230|B0250
|04|Number of Pay Periods|Specify the <BC Value> on the coverage component.\\Adds the number of pay periods to the eligibility end base date.|B0220\\B0230|B0250
|01|Number of Days|Specify the <BC Value> on the coverage component.\\ \\Add the number of days to the eligibility end base date.|B0220\\B0230|B0250
|02|Number of Weeks|Specify the <BC Value> on the coverage component.\\ \\Adds the number of weeks to the eligibility end base date.|B0220\\B0230|B0250
|03*|Number of Months|Specify the <BC Value> on the coverage component.\\ \\Adds the number of months to the eligibility end base date.|B0220\\B0230|B0250
|04|Number of Pay Periods|Specify the <BC Value> on the coverage component.\\ \\Adds the number of pay periods to the eligibility end base date.|B0220\\B0230|B0250
At line 372 changed 3 lines
Is it necessary to roll the eligibility end date forward or backward to a specific day of the month?\\
Yes Choose the rule to be used\\
No Go to B0260
Is it necessary to roll the eligibility end date forward or backward to a specific day of the month?\\ \\
Yes - Choose the rule to be used\\
No - Go to B0260
At line 376 changed 4 lines
|01*|Roll Forward to Day in Curr Month Specify the <BC Value> on the coverage component.\\Must be entered as DD (31 for the end of the month.)\\Rolls the expiration date forward to this day in the current month.\\Used when benefits may only expire on a specified day of the month.| |B0260
|02|Roll Back to Day in Prev Month|Specify the <BC Value> on the coverage component.\\Must be entered as DD (31 for the end of the month.)\\Rolls the expiration date back to this day in the previous month.\\Used when benefit may only expire on a specified day of the month.| |B0260
|03|Roll Forward to Last Day in Curr Quarter|Rolls the expiration date forward to the last day in the current quarter.\\Used when benefit eligibility may only end at the end of a quarter.| |B0260
|04|Roll Back to Last Day in Prev Quarter|Rolls the expiration date back to the last day in the previous quarter.\\Used when benefit eligibility may only end at the end of a quarter and the employee has to be employed for the whole quarter in order to be enrolled for quarter.| |B0260
|01*|Roll Forward to Day in Curr Month Specify the <BC Value> on the coverage component.\\ \\Must be entered as DD (31 for the end of the month.)\\ \\Rolls the expiration date forward to this day in the current month.\\ \\Used when benefits may only expire on a specified day of the month.| |B0260
|02|Roll Back to Day in Prev Month|Specify the <BC Value> on the coverage component.\\ \\Must be entered as DD (31 for the end of the month.)\\ \\Rolls the expiration date back to this day in the previous month.\\Used when benefit may only expire on a specified day of the month.| |B0260
|03|Roll Forward to Last Day in Curr Quarter|Rolls the expiration date forward to the last day in the current quarter.\\ \\Used when benefit eligibility may only end at the end of a quarter.| |B0260
|04|Roll Back to Last Day in Prev Quarter|Rolls the expiration date back to the last day in the previous quarter.\\ \\Used when benefit eligibility may only end at the end of a quarter and the employee has to be employed for the whole quarter in order to be enrolled for quarter.| |B0260
At line 392 changed one line
|00|UserCalc Only|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value.\\This value is interpreted by the component as a user provided date from which the employee’s premium is ended.| |B0300
|00|UserCalc Only|Specify the name of the <User Calc> on the component.\\ \\The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value.\\ \\This value is interpreted by the component as a user provided date from which the employee’s premium is ended.| |B0300
At line 403 changed 2 lines
|00|UserCalc Only|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value.\\This value is interpreted by the component as a User provided normal member earnings.|B0300|B0323
|01*|Use Earnings from Element|Specify the name of the <Element> on the component.\\The value of the element will be used as normal member earnings.|B0300|B0323
|00|UserCalc Only|Specify the name of the <User Calc> on the component.\\ \\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value.\\This value is interpreted by the component as a User provided normal member earnings.|B0300|B0323
|01*|Use Earnings from Element|Specify the name of the <Element> on the component.\\ \\The value of the element will be used as normal member earnings.|B0300|B0323
At line 411 changed 2 lines
|00|UserCalc Only|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value.\\This value is interpreted by the component as a User provided prior period earnings.| |B0325
|01*|Use Earnings Amount from Element|Specify the name of the <Element> on the component.\\The value of the element will be used as prior period earnings.| |B0325
|00|UserCalc Only|Specify the name of the <User Calc> on the component.\\ \\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value.\\ \\This value is interpreted by the component as a User provided prior period earnings.| |B0325
|01*|Use Earnings Amount from Element|Specify the name of the <Element> on the component.\\ \\The value of the element will be used as prior period earnings.| |B0325
At line 419 changed 2 lines
|00|UserCalc Only|Specify the name of the <User Calc> on the component.|The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value.\\This value is interpreted by the component as a user provided retroactive salary earnings.| |B0326
|01*|Use Earnings from Element|Specify the name of the <Element> on the component.\\The value of the element will be used as retroactive salary earnings.| |B0326
|00|UserCalc Only|Specify the name of the <User Calc> on the component.|The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value.\\ \\This value is interpreted by the component as a user provided retroactive salary earnings.| |B0326
|01*|Use Earnings from Element|Specify the name of the <Element> on the component.\\ \\The value of the element will be used as retroactive salary earnings.| |B0326
At line 427 changed 2 lines
|00|UserCalc Only|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value.\\This value is interpreted by the component as a user provided special compensation amount.| |B0350
|01*|Use Earnings from Element|Specify the name of the <Element> on the component.\\The value of the element will be used as special compensation amount.| |B0350
|00|UserCalc Only|Specify the name of the <User Calc> on the component.\\ \\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value.\\ \\This value is interpreted by the component as a user provided special compensation amount.| |B0350
|01*|Use Earnings from Element|Specify the name of the <Element> on the component.\\ \\The value of the element will be used as special compensation amount.| |B0350
At line 433 changed 3 lines
Are the normal member earnings to be rounded? \\
Yes Choose the rule to be used\\
No Go to B0360\\
Are the normal member earnings to be rounded? \\ \\
Yes - Choose the rule to be used\\
No - Go to B0360\\
At line 437 changed 2 lines
|01|Round Up To Next Value|Specify the rounding factor on the component (e.g. 1000).\\Rounds the normal member earnings up to the next value specified. (e.g. 39,420 rounded to the next 1000 would be 40,000)|B0320|B0360
|02*|Round Up/Down To Nearest Value|Specify the rounding factor on the component (e.g. 1000).\\Rounds the normal member earnings to the nearest value specified. (e.g. 39,4000 rounded to the nearest 1000 would be 39,000 and 39,5200 rounded to the nearest 1000 would be 40,000)|B0320|B0360
|01|Round Up To Next Value|Specify the rounding factor on the component (e.g. 1000).\\ \\Rounds the normal member earnings up to the next value specified. (e.g. 39,420 rounded to the next 1000 would be 40,000)|B0320|B0360
|02*|Round Up/Down To Nearest Value|Specify the rounding factor on the component (e.g. 1000).\\ \\Rounds the normal member earnings to the nearest value specified. (e.g. 39,4000 rounded to the nearest 1000 would be 39,000 and 39,5200 rounded to the nearest 1000 would be 40,000)|B0320|B0360
At line 445 changed 2 lines
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated normal member earnings value.\\A <PC Code> must be indicated.\\This is the standard rule used.| |B0363
|02|Accumulate Enrollment Value|Accumulates the newly calculated eligible earnings value into the existing enrollment value.\\Required when accumulating pensionable or similar types of earnings.| |B0363
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated normal member earnings value.\\ \\A <PC Code> must be indicated.\\ \\This is the standard rule used.| |B0363
|02|Accumulate Enrollment Value|Accumulates the newly calculated eligible earnings value into the existing enrollment value.\\ \\Required when accumulating pensionable or similar types of earnings.| |B0363
At line 453 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated prior period earnings value.\\A <PC Code> must be indicated.| |B0365
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated prior period earnings value.\\ \\A <PC Code> must be indicated.| |B0365
At line 460 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated retroactive salary earnings value.\\A <PC Code> must be indicated.| |B0366
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated retroactive salary earnings value.\\ \\A <PC Code> must be indicated.| |B0366
At line 467 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated special compensation amount value.\\A <PC Code> must be indicated.| |B0600
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated special compensation amount value.\\ \\A <PC Code> must be indicated.| |B0600
At line 475 changed one line
|00|Use Value from UserCalc|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value.\\This value is interpreted by the component as a user provided premium rate.| |B0620
|00|Use Value from UserCalc|Specify the name of the <User Calc> on the component.\\ \\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value.\\ \\This value is interpreted by the component as a user provided premium rate.| |B0620
At line 483 changed one line
|10|Premium Rate × Normal Member Earnings / 100|Multiplies the premium rate from the Rates tab by the Normal Member earnings (B0360) divided by 100.\\The premium rate must be specified as a percentage not a decimal.\\Rule should be used in PERS plan only|B0360|B0622
|10|Premium Rate × Normal Member Earnings / 100|Multiplies the premium rate from the Rates tab by the Normal Member earnings (B0360) divided by 100.\\ \\The premium rate must be specified as a percentage not a decimal.\\ \\Rule should be used in PERS plan only|B0360|B0622
At line 490 changed one line
|01|Use Value from Element|Specify the name of the <Element> on the component.\\The value of the element will be used as the Prior Period Contribution amount.| |B0622
|01|Use Value from Element|Specify the name of the <Element> on the component.\\ \\The value of the element will be used as the Prior Period Contribution amount.| |B0622
At line 497 changed one line
|10|Premium Rate × Prior Period Adjustment Earnings / 100|Multiplies the premium rate from the Rates tab by the prior period earnings (B0363) divided by 100.\\The premium rate must be specified as a percentage not a decimal.\\ Rule should be used in PERS plan only.|B0363|B0624
|10|Premium Rate × Prior Period Adjustment Earnings / 100|Multiplies the premium rate from the Rates tab by the prior period earnings (B0363) divided by 100.\\ \\The premium rate must be specified as a percentage not a decimal.\\ \\Rule should be used in PERS plan only.|B0363|B0624
At line 504 changed one line
|01|Use Value from Element|Specify the name of the <Element> on the component.\\The value of the element will be used as the Contribution Receivable amount.| |B0625
|01|Use Value from Element|Specify the name of the <Element> on the component.\\ \\The value of the element will be used as the Contribution Receivable amount.| |B0625
At line 511 changed one line
|10|Premium Rate × Retroactive Salary Earnings / 100|Multiplies the premium rate from the Rates tab by the retroactive salary earnings (B0365) divided by 100.\\The premium rate must be specified as a percentage not a decimal.\\Rule should be used in PERS plan only.|B0365|B0626
|10|Premium Rate × Retroactive Salary Earnings / 100|Multiplies the premium rate from the Rates tab by the retroactive salary earnings (B0365) divided by 100.\\ \\The premium rate must be specified as a percentage not a decimal.\\ \\Rule should be used in PERS plan only.|B0365|B0626
At line 518 changed one line
|10|Premium Rate × Special Compensation Amount/ 100|Multiplies the premium rate from the Rates tab by the Special Compensation Amount (B0366) divided by 100.\\The premium rate must be specified as a percentage not a decimal.\\ Rule should be used in PERS plan only.|B0366|B0627
|10|Premium Rate × Special Compensation Amount/ 100|Multiplies the premium rate from the Rates tab by the Special Compensation Amount (B0366) divided by 100.\\ \\The premium rate must be specified as a percentage not a decimal.\\ \\Rule should be used in PERS plan only.|B0366|B0627
At line 525 changed one line
|01|Use Value from Element|Specify the name of the <Element> on the component.\\The value of the element will be used as the Prior Period Survivor Adjustment amount.| |B0670
|01|Use Value from Element|Specify the name of the <Element> on the component.\\ \\The value of the element will be used as the Prior Period Survivor Adjustment amount.| |B0670
At line 530 changed 3 lines
Round the premium amount up or down?\\
Yes Choose the rule to be used\\
No Go to B0680\\
Round the premium amount up or down?\\ \\
Yes - Choose the rule to be used\\
No - Go to B0680\\
At line 534 changed 2 lines
|01|Round Up To Next Value|Specify the rounding factor on the component (e.g. 1000).\\Rounds the premium amount up to the next value specified. (e.g. 39,420 rounded to the next 1000 would be 40,000)|B0610|B0680
|02*|Round Up/Down To Nearest Value|Specify the rounding factor on the component (e.g. 1000).\\ Rounds the premium amount to the nearest value specified. (e.g. 39,4000 rounded to the nearest 1000 would be 39,000 and 39,5200 rounded to the nearest 1000 would be 40,000)|B0610|B0680
|01|Round Up To Next Value|Specify the rounding factor on the component (e.g. 1000).\\ \\Rounds the premium amount up to the next value specified. (e.g. 39,420 rounded to the next 1000 would be 40,000)|B0610|B0680
|02*|Round Up/Down To Nearest Value|Specify the rounding factor on the component (e.g. 1000).\\ \\Rounds the premium amount to the nearest value specified. (e.g. 39,4000 rounded to the nearest 1000 would be 39,000 and 39,5200 rounded to the nearest 1000 would be 40,000)|B0610|B0680
At line 584 changed one line
|01*|Replace Value|Replaces the enrollment value with the newly calculated premium amount.\\A <PC Code> must be indicated if Prior Period Amounts are to have their own Survivor Contribution attached and not the normal Survivor Amount from B0695. This amount may be 0.00|B0627|B0695
|01*|Replace Value|Replaces the enrollment value with the newly calculated premium amount.\\ \\A <PC Code> must be indicated if Prior Period Amounts are to have their own Survivor Contribution attached and not the normal Survivor Amount from B0695. This amount may be 0.00|B0627|B0695
At line 590 changed 2 lines
|00|Use Value from UserCalc|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value. This value is interpreted by the component as a User provided premium rate.\\A <PC Code> must be indicated.| |B0800
|02*|Use Value from Enrollment|Uses the override amount provided on the employee’s current enrollment details form (IBEN) for this component. This is for individual employees.\\Or the coverage <BC Value> on the component, this is for all enrolled employees.\\A <PC Code> must be indicated.\\The employee’s enrolment detail must be initialized with a value, either by conversion or manual input, or through the component value.| |B0800
|00|Use Value from UserCalc|Specify the name of the <User Calc> on the component.\\ \\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value. This value is interpreted by the component as a User provided premium rate.\\ \\A <PC Code> must be indicated.| |B0800
|02*|Use Value from Enrollment|Uses the override amount provided on the employee’s current enrollment details form ([IBEN]) for this component. This is for individual employees.\\ \\Or the coverage <BC Value> on the component, this is for all enrolled employees.\\ \\A <PC Code> must be indicated.\\ \\The employee’s enrolment detail must be initialized with a value, either by conversion or manual input, or through the component value.| |B0800
At line 600 changed 2 lines
|00|Use Value from UserCalc|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value. This value is interpreted by the component as a user provided contribution rate.| |B0810
|01*|Use Specified Value|Specify the <BC Value> on the component.\\The specified value is used as the contribution rate.| |B0810
|00|Use Value from UserCalc|Specify the name of the <User Calc> on the component.\\ \\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value. This value is interpreted by the component as a user provided contribution rate.| |B0810
|01*|Use Specified Value|Specify the <BC Value> on the component.\\ \\The specified value is used as the contribution rate.| |B0810
At line 603 changed one line
|03 |Use Value from Enrollment|Specify the value on the employee’s enrollment.\\The specified value is used as the contribution rate.| |B0810
|03 |Use Value from Enrollment|Specify the value on the employee’s enrollment.\\ \\The specified value is used as the contribution rate.| |B0810
At line 610 changed 2 lines
|04|Use Premium Amount|Uses the whole premium amount (B0680) as the contribution amount.\\Rule used when the employer pays the total premium.|B0680|B0812
|06|Premium Amt Less EE Deduction|Uses the difference between the premium amount (B0680) and the employee deduction (B1040) as the contribution amount.\\When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1040 has already been calculated.|B0680\\B0800\\B1040|B0812
|04|Use Premium Amount|Uses the whole premium amount (B0680) as the contribution amount.\\ \\Rule used when the employer pays the total premium.|B0680|B0812
|06|Premium Amt Less EE Deduction|Uses the difference between the premium amount (B0680) and the employee deduction (B1040) as the contribution amount.\\ \\When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1040 has already been calculated.|B0680\\B0800\\B1040|B0812
At line 619 changed 3 lines
|04*|Use Premium Amount|Uses the whole premium amount (B0682) as the contribution amount.\\Rule used when the employer pays the total premium.|B0682|B0813
|05|Use Percentage of Premium Amount|Specify the <BC Value> on the component.\\Uses the specified value as a percentage to apply to the premium amount (B0682) as the contribution amount. Rule used when only a percentage of the premium is paid by the employer.|B0682|B0813
|06|Premium Amt Less EE Deduction|Uses the difference between the premium amount (B0682) and the employee deduction (B1042) as the contribution amount.\\When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1042 has already been calculated.|B0682\\B1042|B0813
|04*|Use Premium Amount|Uses the whole premium amount (B0682) as the contribution amount.\\ \\Rule used when the employer pays the total premium.|B0682|B0813
|05|Use Percentage of Premium Amount|Specify the <BC Value> on the component.\\ \\Uses the specified value as a percentage to apply to the premium amount (B0682) as the contribution amount. Rule used when only a percentage of the premium is paid by the employer.|B0682|B0813
|06|Premium Amt Less EE Deduction|Uses the difference between the premium amount (B0682) and the employee deduction (B1042) as the contribution amount.\\ \\When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1042 has already been calculated.|B0682\\B1042|B0813
At line 628 changed 2 lines
|04|Use Premium Amount|Uses the whole premium amount (B0683) as the contribution amount.\\Rule used when the employer pays the total premium.|B0683|B0814
|06|Premium Amt less EE Deduction|Uses the difference between the premium amount (B0683) and the employee deduction (B1043) as the contribution amount.\\When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1043 has already been calculated.|B0683\\B0800\\B1043|B0814
|04|Use Premium Amount|Uses the whole premium amount (B0683) as the contribution amount.\\ \\Rule used when the employer pays the total premium.|B0683|B0814
|06|Premium Amt less EE Deduction|Uses the difference between the premium amount (B0683) and the employee deduction (B1043) as the contribution amount.\\ \\When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1043 has already been calculated.|B0683\\B0800\\B1043|B0814
At line 637 changed 3 lines
|04*|Use Premium Amount|Uses the whole premium amount (B0684) as the contribution amount.\\Rule used when the employer pays the total premium.|B0684|B0815
|05|Use Percentage of Premium Amount|Specify the <BC Value> on the component.\\Uses the specified value as a percentage to apply to the premium amount (B0684) as the contribution amount.\\Rule used when a percentage of the premium is paid by the employer.|B0684|B0815
|06|Premium Amt Less EE Deduction|Uses the difference between the premium amount (B0684) and the employee deduction (B1044) as the contribution amount.\\When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1044 has already been calculated.|B0684\\B1044|B0815
|04*|Use Premium Amount|Uses the whole premium amount (B0684) as the contribution amount.\\ \\Rule used when the employer pays the total premium.|B0684|B0815
|05|Use Percentage of Premium Amount|Specify the <BC Value> on the component.\\ \\Uses the specified value as a percentage to apply to the premium amount (B0684) as the contribution amount.\\ \\Rule used when a percentage of the premium is paid by the employer.|B0684|B0815
|06|Premium Amt Less EE Deduction|Uses the difference between the premium amount (B0684) and the employee deduction (B1044) as the contribution amount.\\ \\When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1044 has already been calculated.|B0684\\B1044|B0815
At line 646 changed 2 lines
|04|Use Premium Amount|Uses the whole premium amount (B0685) as the contribution amount.\\Rule used when the employer pays the total premium.|B0685|B0816
|06|Premium Amt less EE Deduction|Uses the difference between the premium amount (B0685) and the employee deduction (B1045) as the contribution amount.\\When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1045 has already been calculated.|B0685\\B0800\\B1045|B0816
|04|Use Premium Amount|Uses the whole premium amount (B0685) as the contribution amount.\\ \\Rule used when the employer pays the total premium.|B0685|B0816
|06|Premium Amt less EE Deduction|Uses the difference between the premium amount (B0685) and the employee deduction (B1045) as the contribution amount.\\ \\When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1045 has already been calculated.|B0685\\B0800\\B1045|B0816
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|06|Premium Amt less EE Deduction|Uses the difference between the premium amount (B0686) and the employee deduction (B1046) as the contribution amount.\\When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1046 has already been calculated.|B0686\\B0800\\B1046|B0817
|06|Premium Amt less EE Deduction|Uses the difference between the premium amount (B0686) and the employee deduction (B1046) as the contribution amount.\\ \\When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1046 has already been calculated.|B0686\\B0800\\B1046|B0817
At line 664 changed 3 lines
|04*|Use Premium Amount|Uses the whole premium amount (B0687) as the contribution amount.\\Rule used when the employer pays the total premium.|B0687|B0819
|05|Use Percentage of Premium Amount|Specify the <BC Value> on the component.\\Uses the specified value as a percentage to apply to the premium amount (B0687) as the contribution amount.\\Rule used when only a percentage of the premium is paid by the employer.|B0687|B0819
|06|Premium Amt less EE Deduction|Uses the difference between the premium amount (B0687) and the employee deduction (B1047) as the contribution amount.\\When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1047 has already been calculated.|B0687\\B1047|B0819
|04*|Use Premium Amount|Uses the whole premium amount (B0687) as the contribution amount.\\ \\Rule used when the employer pays the total premium.|B0687|B0819
|05|Use Percentage of Premium Amount|Specify the <BC Value> on the component.\\ \\Uses the specified value as a percentage to apply to the premium amount (B0687) as the contribution amount.\\ \\Rule used when only a percentage of the premium is paid by the employer.|B0687|B0819
|06|Premium Amt less EE Deduction|Uses the difference between the premium amount (B0687) and the employee deduction (B1047) as the contribution amount.\\ \\When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1047 has already been calculated.|B0687\\B1047|B0819
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|01*|Use Amount from Element|Specify the name of the <Element> on the component.\\The value of the element will be used as the Employer Paid Additional Contribution Amount.| |B0830
|01*|Use Amount from Element|Specify the name of the <Element> on the component.\\ \\The value of the element will be used as the Employer Paid Additional Contribution Amount.| |B0830
At line 677 changed one line
This component enables the calculated contribution amount to be rounded up or down to the <BC Value> specified (e.g. 0.01). Used to indicate that it is the employer who picks up the odd one cent when a premium is not divisible exactly in half.\\
This component enables the calculated contribution amount to be rounded up or down to the <BC Value> specified (e.g. 0.01). Used to indicate that it is the employer who picks up the odd one cent when a premium is not divisible exactly in half.\\ \\
At line 682 changed 2 lines
Yes Choose the rule to be used\\
No Go to B0840\\
Yes - Choose the rule to be used\\
No - Go to B0840\\
At line 686 changed 3 lines
|01*|Company picks up extra cent|Specify the rounding factor on the component (e.g. 0.01) in the <BC Value> field.\\Adds the extra cent to the contribution amount when the premium is split between the company and the employee and the result is not exact cents. i.e. If the premium were $132.69/mo and the split was 50/50 between the employee and the company the amounts would be $66.345. Rounding the company portion would mean that the employee pays $66.34 and the company’s portion is $66.35.|B0810|B0840
|02|Rounded to the Nearest Cent|Specify the rounding factor on the component (e.g. 0.01) in the <BC Value> field.\\Rounds the deduction amount to the nearest cent when the dollar amount calculated is more than two decimal places.|B0810|B0840
|03|Rounded Down to the Next Cent|Specify the rounding factor on the component (e.g. 0.01) in the <BC Value> field.\\Rounds the deduction amount down to the next cent when the dollar amount calculated is more than two decimal places.|B0810|B0840
|01*|Company picks up extra cent|Specify the rounding factor on the component (e.g. 0.01) in the <BC Value> field.\\ \\Adds the extra cent to the contribution amount when the premium is split between the company and the employee and the result is not exact cents. i.e. If the premium were $132.69/mo and the split was 50/50 between the employee and the company the amounts would be $66.345. Rounding the company portion would mean that the employee pays $66.34 and the company’s portion is $66.35.|B0810|B0840
|02|Rounded to the Nearest Cent|Specify the rounding factor on the component (e.g. 0.01) in the <BC Value> field.\\ \\Rounds the deduction amount to the nearest cent when the dollar amount calculated is more than two decimal places.|B0810|B0840
|03|Rounded Down to the Next Cent|Specify the rounding factor on the component (e.g. 0.01) in the <BC Value> field.\\ \\Rounds the deduction amount down to the next cent when the dollar amount calculated is more than two decimal places.|B0810|B0840
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|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\A <PC Code> must be indicated.| |B0842
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0842
At line 702 changed one line
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\A <PC Code> must be indicated.| |B0843
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0843
At line 709 changed one line
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\A <PC Code> must be indicated.| |B0844
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0844
At line 716 changed one line
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\A <PC Code> must be indicated.| |B0845
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0845
At line 723 changed one line
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\A <PC Code> must be indicated.| |B0846
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0846
At line 730 changed one line
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\A <PC Code> must be indicated.| |B0847
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0847
At line 737 changed one line
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\A <PC Code> must be indicated.| |B0849
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0849
At line 741 changed one line
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. This is the final employer paid additional contribution amount for CAPERS.\\ Choose the rule that is used as the Employer Paid Additional Contribution Amount rule.
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. This is the final employer paid additional contribution amount for CAPERS.\\ \\Choose the rule that is used as the Employer Paid Additional Contribution Amount rule.
At line 743 changed one line
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\A <PC Code> must be indicated.| |B0860
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0860
At line 753 changed 2 lines
|01*|Use Supplied Percentage of Eligible Normal Member Earnings|Multiplies the specified percentage by the eligible earnings (B360) and ensures that the calculated employer contribution (B0840) does not exceed this amount.\\Specify the <BC Value> on the component.|B360\\B0840|B1000
|03|Use Supplied Percentage of Employee Amount|Multiplies the specified percentage by the employee amount (B1040) and ensures that the calculated employer contribution (B0840) does not exceed this amount.\\Contributions must be calculated after the employee amount in order for this rule to work.\\Specify the <BC Value> on the component.| B0840\\B1040|B1000
|01*|Use Supplied Percentage of Eligible Normal Member Earnings|Multiplies the specified percentage by the eligible earnings (B360) and ensures that the calculated employer contribution (B0840) does not exceed this amount.\\ \\Specify the <BC Value> on the component.|B360\\B0840|B1000
|03|Use Supplied Percentage of Employee Amount|Multiplies the specified percentage by the employee amount (B1040) and ensures that the calculated employer contribution (B0840) does not exceed this amount.\\ \\Contributions must be calculated after the employee amount in order for this rule to work.\\ \\Specify the <BC Value> on the component.| B0840\\B1040|B1000
At line 765 changed 2 lines
|00|Use Value from UserCalc|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value.\\This value is interpreted by the component as a user provided deduction rate.| |B1010
|01|Use Specified Value|Specify the <BC Value> on the component.\\The specified value is used as the deduction rate.| |B1010
|00|Use Value from UserCalc|Specify the name of the <User Calc> on the component.\\ \\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value.\\ \\This value is interpreted by the component as a user provided deduction rate.| |B1010
|01|Use Specified Value|Specify the <BC Value> on the component.\\ \\The specified value is used as the deduction rate.| |B1010
At line 768 changed one line
|03|Use Value from Enrollment|Specify the <BC Value> on the employee’s enrollment.\\The specified value is used as the deduction rate.| |B1010
|03|Use Value from Enrollment|Specify the <BC Value> on the employee’s enrollment.\\ \\The specified value is used as the deduction rate.| |B1010
This page (revision-36) was last changed on 26-Nov-2021 10:22 by JMyersTop