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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.\\
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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.
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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
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|‘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]).
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!Benefit Plan Types - IBPT
!Benefit Plan Types - [IBPT]
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!Benefit Plans - IBPN
!Benefit Plans - [IBPN]
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;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).
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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.\\ \\
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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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Yes - Choose the rule to be used \\
No - Go to B0020
Yes - Choose the rule to be used\\
No - Go to B0020\\
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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 a qualification period must be added to the enrollment effective date. Choose the rule that is used as the ‘Enrollment Effective Base Date’ rule.\\
This component specifies whether a qualification period must be added to the enrollment effective date.\\ \\ Choose the rule that is used as the ‘Enrollment Effective Base Date’ rule.\\
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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.\\
Must the employee be hired by a certain day in the month in order for 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.\\ \\
Must the employee be hired by a certain day in the month in order for 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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Yes Choose the rule to be used \\
No Go to B0060\\
Yes - Choose the rule to be used \\
No - Go to B0060
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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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This component is required to establish the base date used in determining the eligibility date of an enrollment form.\\
This component is required to establish the base date used in determining the eligibility date of an enrollment form.\\ \\
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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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This component specifies whether a qualification period must be added to the enrollment eligibility date. Choose the rule that is used as the ‘Eligibility Date’ rule.
This component specifies whether a qualification period must be added to the enrollment eligibility date.\\ \\ Choose the rule that is used as the ‘Eligibility Date’ rule.\\
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Yes Choose the rule to be used \\
No Go to B0110\\
Yes - Choose the rule to be used \\
No - Go to B0110\\
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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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This component specifies the waiting period for benefit eligibility.\\
This component specifies the waiting period for benefit eligibility.\\ \\
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Yes Choose the rule to be used\\
No Go to B0120\\
Yes - Choose the rule to be used\\
No - Go to B0120\\
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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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This component specifies that the eligibility date takes place on a specific day of the month, such as the first. \\Is it necessary to roll the eligibility date forward or backward to a specific day of the month? \\
Yes Choose the rule to be used\\
No Go to B0130 \\
This component specifies that the eligibility date takes place on a specific day of the month, such as the first. \\ \\
Is it necessary to roll the eligibility date forward or backward to a specific day of the month? \\
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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This component stores the final eligibility date result.\\
This component stores the final eligibility date result.\\ \\
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This component determines the date premiums will commence.\\Choose the rule that is used as the Premium Start Date rule.\\
This component determines the date premiums will commence.\\ \\
Choose the rule that is used as the Premium Start Date rule.\\
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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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This component is required to establish the base date used in determining the expiration of an enrollment form.\\ Choose the rule that is used as the Expire Base Date rule.\\
This component is required to establish the base date used in determining the expiration of an enrollment form.\\ \\
Choose the rule that is used as the Expire Base Date rule.\\
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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
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|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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This component specifies whether a continuation period must be added to the enrollment expiration date.\\Choose the rule that will be used as the Expire Date rule.
This component specifies whether a continuation period must be added to the enrollment expiration date.\\ \\
Choose the rule that will be used as the Expire Date rule.
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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.\\ \\
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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 296 changed 4 lines
This component specifies the continuation period for benefit enrollment.\\
Is there a continuation period for benefit enrollment?\\
Yes Choose the rule to be used\\
No Go to B0190\\
This component specifies the continuation period for benefit enrollment.\\ \\
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 309 changed 4 lines
This component specifies that enrollment expires on a specific day of the month, such as the last.\\
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
This component specifies that enrollment expires on a specific day of the month, such as the last.\\ \\
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 321 changed one line
This component stores the final expiration date result.\\
This component stores the final expiration date result.\\ \\
At line 328 changed one line
This component is required to establish the base date used in determining the eligibility end date of an enrollment form.\\
This component is required to establish the base date used in determining the eligibility end date of an enrollment form.\\ \\
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 341 changed one line
This component specifies whether a continuation period must be added to the enrollment eligibility end date.\\ Choose the rule that is used as the Eligibility End Date rule.\\
This component specifies whether a continuation period must be added to the enrollment eligibility end date.\\ \\ Choose the rule that is used as the Eligibility End Date rule.\\
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 360 changed one line
This component specifies the length of the continuation period.\\Choose the rule that is used as the Continuation Period rule.
This component specifies the length of the continuation period.\\ \\
Choose the rule that is used as the Continuation Period rule.\\
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 371 changed one line
This component specifies that eligibility ends on a specific day of the month, such as the last.\\
This component specifies that eligibility ends on a specific day of the month, such as the last.\\ \\
At line 373 changed 2 lines
Yes Choose the rule to be used\\
No Go to B0260
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 383 changed one line
This component stores the final eligible end date result.\\Choose the rule that is used as the Eligibility End Date rule.
This component stores the final eligible end date result.\\ \\
Choose the rule that is used as the Eligibility End Date rule.
At line 389 changed one line
This component determines the date premium collection will cease.\\
This component determines the date premium collection will cease.\\ \\
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 400 changed one line
This component specifies which earnings are considered eligible for benefit calculation purposes.\\
This component specifies which earnings are considered eligible for benefit calculation purposes.\\ \\
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 408 changed one line
This component specifies which earnings are considered eligible for benefit calculation purposes.\\
This component specifies which earnings are considered eligible for benefit calculation purposes.\\ \\
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 416 changed one line
This component specifies which earnings are considered eligible for benefit calculation purposes.\\
This component specifies which earnings are considered eligible for benefit calculation purposes.\\ \\
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 424 changed one line
This component specifies which earnings are considered eligible for benefit calculation purposes.\\
This component specifies which earnings are considered eligible for benefit calculation purposes.\\ \\
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 432 changed 4 lines
This component enables the earnings to be rounded to the next or nearest specified value.\\
Are the normal member earnings to be rounded? \\
Yes Choose the rule to be used\\
No Go to B0360\\
This component enables the earnings to be rounded to the next or nearest specified value.\\ \\
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 442 changed one line
This component determines whether the amount of the earnings replaces any previously calculated amount, or adds to it.\\
This component determines whether the amount of the earnings replaces any previously calculated amount, or adds to it.\\ \\
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 450 changed one line
This is the prior period earnings adjustment earnings used to calculate the prior period contribution for CAPERS. The prior period earnings amount replaces any previously calculated amount.\\
This is the prior period earnings adjustment earnings used to calculate the prior period contribution for CAPERS. The prior period earnings amount replaces any previously calculated amount.\\ \\
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 457 changed one line
This component determines what the retroactive salary amount is.\\
This component determines what the retroactive salary amount is.\\ \\
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 464 changed one line
This component determines what the amount of the special compensation is.\\
This component determines what the amount of the special compensation is.\\ \\
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 473 changed one line
This component specifies the source of the premium rate.\\Choose the rule that is used as the Premium Rate rule
This component specifies the source of the premium rate.\\ \\
Choose the rule that is used as the Premium Rate rule
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 480 changed one line
This component determines how the premium amount will be calculated.\\
This component determines how the premium amount will be calculated.\\ \\
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 487 changed one line
This component determines how the prior period amount will be calculated.\\
This component determines how the prior period amount will be calculated.\\ \\
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 494 changed one line
This component determines how the prior period earnings amount will be calculated.\\
This component determines how the prior period earnings amount will be calculated.\\ \\
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 501 changed one line
This component determines how the contribution receivable amount will be calculated.\\
This component determines how the contribution receivable amount will be calculated.\\ \\
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 508 changed one line
This component determines how the retroactive salary amount will be calculated.\\
This component determines how the retroactive salary amount will be calculated.\\ \\
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 515 changed one line
This component determines how the special compensation amount will be calculated.\\
This component determines how the special compensation amount will be calculated.\\ \\
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 522 changed one line
This component determines how the prior period survivor amount will be calculated.\\
This component determines how the prior period survivor amount will be calculated.\\ \\
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 529 changed 4 lines
This component enables the calculated premium amount to be rounded up or down to the <BC Value> specified (e.g. 1000).\\
Round the premium amount up or down?\\
Yes Choose the rule to be used\\
No Go to B0680\\
This component enables the calculated premium amount to be rounded up or down to the <BC Value> specified (e.g. 1000).\\ \\
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 539 changed one line
This component determines whether the premium amount replaces any previously calculated amount, or adds to it.\\
This component determines whether the premium amount replaces any previously calculated amount, or adds to it.\\ \\
At line 546 changed 2 lines
This component determines whether the prior period premium amount replaces any previously calculated amount, or adds to it.\\
Choose the rule that is used as the Prior Period Adjustment Premium Calculation Method rule.
This component determines whether the prior period premium amount replaces any previously calculated amount, or adds to it.\\ \\
Choose the rule that is used as the Prior Period Adjustment Premium Calculation Method rule.\\
At line 553 changed 2 lines
This component determines whether the prior period adjustment earnings amount replaces any previously calculated amount, or adds to it.\\
Choose the rule that is used as the Prior Period Adjustment Earnings Premium Amount rule.
This component determines whether the prior period adjustment earnings amount replaces any previously calculated amount, or adds to it.\\ \\
Choose the rule that is used as the Prior Period Adjustment Earnings Premium Amount rule.\\
At line 560 changed 2 lines
This component determines whether the contribution receivable premium amount replaces any previously calculated amount, or adds to it.\\
Choose the rule that is used as the Contribution Receivable Premium Amount rule.
This component determines whether the contribution receivable premium amount replaces any previously calculated amount, or adds to it.\\ \\
Choose the rule that is used as the Contribution Receivable Premium Amount rule.\\
At line 567 changed 2 lines
This component determines whether the retroactive salary amount replaces any previously calculated amount, or adds to it.\\
Choose the rule that is used as the Retroactive Salary Premium Amount rule.
This component determines whether the retroactive salary amount replaces any previously calculated amount, or adds to it.\\ \\
Choose the rule that is used as the Retroactive Salary Premium Amount rule.\\
At line 574 changed 2 lines
This component determines whether the special compensation premium amount replaces any previously calculated amount, or adds to it.\\
Choose the rule that is used as the Special Compensation Premium Amount rule.
This component determines whether the special compensation premium amount replaces any previously calculated amount, or adds to it.\\ \\
Choose the rule that is used as the Special Compensation Premium Amount rule.\\
At line 581 changed 2 lines
This component determines whether the prior period survivor amount replaces any previously calculated amount, or adds to it.\\
Choose the rule that is used as the Prior Period Survivor Adjustment Premium Amount rule.
This component determines whether the prior period survivor amount replaces any previously calculated amount, or adds to it.\\ \\
Choose the rule that is used as the Prior Period Survivor Adjustment Premium Amount rule.\\
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 588 changed one line
This component determines the total required contribution amount for survivor amounts. Choose the rule that is used as the Survivor Amount rule.
This component determines the total required contribution amount for survivor amounts.\\ \\
Choose the rule that is used as the Survivor Amount rule.\\
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 597 changed 2 lines
This component specifies the source of the contribution rate to be used by B0800’s Rule 11.
\\Choose the rule that is used as the Contribution Rate rule.
This component specifies the source of the contribution rate to be used by B0800’s Rule 11.\\ \\
Choose the rule that is used as the Contribution Rate rule.\\
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 607 changed 2 lines
This component determines how the contribution amount will be calculated.\\
Choose the rule that is used as the Employer Paid Amount Contribution Method rule.
This component determines how the contribution amount will be calculated.\\ \\
Choose the rule that is used as the Employer Paid Amount Contribution Method rule.\\
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 616 changed one line
This component determines how the prior period amount will be calculated.\\
This component determines how the prior period amount will be calculated.\\ \\
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 625 changed 2 lines
This component determines how the prior period adjustment amount will be calculated.\\
Choose the rule that is used as the Prior Period Adjustment Contribution Calculation Method rule.
This component determines how the prior period adjustment amount will be calculated.\\ \\
Choose the rule that is used as the Prior Period Adjustment Contribution Calculation Method rule.\\
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 634 changed 2 lines
This component determines how the contribution receivable amount will be calculated.\\
Choose the rule that is used as the Contribution Receivable Contribution Calculation Method rule.
This component determines how the contribution receivable amount will be calculated.\\ \\
Choose the rule that is used as the Contribution Receivable Contribution Calculation Method rule.\\
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 643 changed 2 lines
This component determines how the retroactive salary amount will be calculated.
Choose the rule that is used as the Retroactive Salary Adjustment Contribution Calculation Method rule.
This component determines how the retroactive salary amount will be calculated.\\ \\
Choose the rule that is used as the Retroactive Salary Adjustment Contribution Calculation Method rule.\\
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
At line 652 changed one line
This component determines how the special compensation amount will be calculated.\\
This component determines how the special compensation amount will be calculated.\\ \\
At line 656 changed one line
|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 661 changed 2 lines
This component determines how the prior period survivor amount will be calculated.\\
Choose the rule that is used as the Prior Period Survivor Adjustment Contribution Calculation Method rule.
This component determines how the prior period survivor amount will be calculated.\\ \\
Choose the rule that is used as the Prior Period Survivor Adjustment Contribution Calculation Method rule.\\
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
At line 670 changed one line
This component determines how the employer paid additional amount will be calculated.\\
This component determines how the employer paid additional amount will be calculated.\\ \\
At line 673 changed one line
|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 3 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
At line 692 changed one line
This component determines whether the contribution amount replaces any previously calculated amount or adds to it.\\
This component determines whether the contribution amount replaces any previously calculated amount or adds to it.\\ \\
At line 695 changed one line
|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 699 changed 2 lines
This component determines whether the amount replaces any previously calculated amount or adds to it. This is the final prior period amount for CAPERS.\\
Choose the rule that is used as the Prior Period Adjustment Contribution Amount rule.
This component determines whether the amount replaces any previously calculated amount or adds to it. This is the final prior period amount for CAPERS.\\ \\
Choose the rule that is used as the Prior Period Adjustment Contribution Amount rule.\\
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 706 changed 2 lines
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. This is the final prior period adjustment contribution amount for CAPERS.\\
Choose the rule that is used as the Prior Period Earnings Adjustment Contribution Amount rule.
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. This is the final prior period adjustment contribution amount for CAPERS.\\ \\
Choose the rule that is used as the Prior Period Earnings Adjustment Contribution Amount rule.\\
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 713 changed 2 lines
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. This is the final contribution receivable contribution amount for CAPERS.\\
Choose the Contribution Receivable Contribution Amount rule.
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. This is the final contribution receivable contribution amount for CAPERS.\\ \\
Choose the Contribution Receivable Contribution Amount rule.\\
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 720 changed 2 lines
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. This is the final retroactive salary contribution amount for CAPERS.\\
Choose the rule that is used as the Retroactive Salary Adjustment Contribution Amount rule.
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. This is the final retroactive salary contribution amount for CAPERS.\\ \\
Choose the rule that is used as the Retroactive Salary Adjustment Contribution Amount rule.\\
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 727 changed 2 lines
This component determines whether the contribution amount replaces any previously calculated amount or adds to it.\\ This is the final special compensation contribution amount.\\
Choose the rule that is used as the Special Compensation Contribution Amount rule.
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. This is the final special compensation contribution amount.\\ \\
Choose the rule that is used as the Special Compensation Contribution Amount rule.\\
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 734 changed 2 lines
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. This is the final prior period survivor contribution amount for CAPERS.\\
Choose the rule that is used as the Prior Period Survivor Contribution Adjustment Amount rule.
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. This is the final prior period survivor contribution amount for CAPERS.\\ \\
Choose the rule that is used as the Prior Period Survivor Contribution Adjustment Amount rule.\\
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 751 removed one line
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 761 changed 3 lines
This component specifies the source of the deduction rate to be used by B1000’s Rule 11.\\
Choose the rule that is used as the Deduction Rate rule.\\
This component specifies the source of the deduction rate to be used by B1000’s Rule 11.\\ \\
Choose the rule that is used as the Deduction Rate rule.\\
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 2 lines
|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
\\
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At line 771 changed 2 lines
This component determines how the normal member deduction amount will be calculated.\\
Choose the rule that is used as the Normal Member Deduction Calculation Method rule.
This component determines how the normal member deduction amount will be calculated.\\ \\
Choose the rule that is used as the Normal Member Deduction Calculation Method rule.\\
At line 774 changed 4 lines
|04|Premium Amount|Uses the whole premium amount (B0680) as the deduction amount.\\Rule used when the employee pays the total premium.|B0680|B1012
|06|Premium Amt less Contribution|Uses the difference between the premium amount (B0680) and the employer contribution (B0840) as the deduction amount.|B0680\\B0840|B1012
|11*|Percentage (B1000) of the eligible earnings (B0363).|Percentage (B1000) of the eligible earnings (B0363)|B0360\\B1000|B1012
\\
|04|Premium Amount|Uses the whole premium amount (B0680) as the deduction amount.\\ \\Rule used when the employee pays the total premium.|B0680|B1012
|06|Premium Amt less Contribution|Uses the difference between the premium amount (B0680) and the employer contribution (B0840) as the deduction amount.|B0680\\ \\B0840|B1012
|11*|Percentage (B1000) of the eligible earnings (B0363).|Percentage (B1000) of the eligible earnings (B0363)|B0360\\ \\B1000|B1012
\\
At line 779 changed 3 lines
B1012 Prior Period Deduction Calculation Method CC02
This component determines how the prior period deduction amount will be calculated.\\
Choose the rule that is used as the Prior Period Deduction Calculation Method rule.
;B1012 Prior Period Deduction Calculation Method CC02
This component determines how the prior period deduction amount will be calculated.\\ \\
Choose the rule that is used as the Prior Period Deduction Calculation Method rule.\\
At line 783 changed one line
|04|Premium Amount|Uses the whole premium amount (B0682) as the deduction amount.\\Rule used when the employee pays the total premium.|B0682|B1013
|04|Premium Amount|Uses the whole premium amount (B0682) as the deduction amount.\\ \\Rule used when the employee pays the total premium.|B0682|B1013
At line 788 changed 2 lines
This component determines how the prior period earnings deduction amount will be calculated.
Choose the rule that is used as the Prior Period Earnings Adjustment Deduction Calculation Method rule.
This component determines how the prior period earnings deduction amount will be calculated.\\ \\
Choose the rule that is used as the Prior Period Earnings Adjustment Deduction Calculation Method rule.\\
At line 791 changed one line
|04|Premium Amount|Uses the whole premium amount (B0680) as the deduction amount.\\Rule used when the employee pays the total premium.|B0683|B1014
|04|Premium Amount|Uses the whole premium amount (B0680) as the deduction amount.\\ \\Rule used when the employee pays the total premium.|B0683|B1014
At line 796 changed 4 lines
B1014 Contribution Receivable Deduction Calculation Method CC04
This component determines how the contribution receivable deduction amount will be calculated.\\
Choose the rule that is used as the Contribution Receivable Deduction Calculation Method rule.
;B1014 Contribution Receivable Deduction Calculation Method CC04
This component determines how the contribution receivable deduction amount will be calculated.\\ \\
Choose the rule that is used as the Contribution Receivable Deduction Calculation Method rule.\\
At line 801 changed one line
|04|Premium Amount|Uses the whole premium amount (B0684) as the deduction amount.\\Rule used when the employee pays the total premium.|B0684|B1015
|04|Premium Amount|Uses the whole premium amount (B0684) as the deduction amount.\\ \\Rule used when the employee pays the total premium.|B0684|B1015
At line 806 changed 2 lines
This component determines how the retroactive salary deduction amount will be calculated.\\
Choose the rule that is used as the Retroactive Salary Adjustment Deduction Calculation Method rule.
This component determines how the retroactive salary deduction amount will be calculated.\\ \\
Choose the rule that is used as the Retroactive Salary Adjustment Deduction Calculation Method rule.\\
At line 814 changed 3 lines
B1016 Special Compensation Deduction Calculation Method CC06
This component determines how the special compensation deduction amount will be calculated.\\
Choose the rule that is used as the Special Compensation Deduction Calculation Method rule.
;B1016 Special Compensation Deduction Calculation Method CC06
This component determines how the special compensation deduction amount will be calculated.\\ \\
Choose the rule that is used as the Special Compensation Deduction Calculation Method rule.\\
At line 824 changed 2 lines
This component determines how the prior period survivor deduction amount will be calculated.\\
Choose the rule that is used as the Prior Period Survivor Adjustment Deduction Calculation Method rule.
This component determines how the prior period survivor deduction amount will be calculated.\\ \\
Choose the rule that is used as the Prior Period Survivor Adjustment Deduction Calculation Method rule.\\
At line 832 changed 2 lines
This component determines how the employee paid additional deduction amount will be calculated.\\
Choose the rule that is used as the Employee Paid Additional Deduction Calculation Method rule.
This component determines how the employee paid additional deduction amount will be calculated.\\ \\
Choose the rule that is used as the Employee Paid Additional Deduction Calculation Method rule.\\
At line 845 changed 2 lines
No – go to B1040
No – go to B1040\\
At line 848 changed 3 lines
|01|Employee picks up extra cent|Adds the extra cent to the deduction 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 employee portion would mean that the employee pays $66.35 and the company’s portion is $66.34.|B1010|B1040
|02*|Round 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.|B1010|B1040
|03|Rounded Down to the Next Cent|Specify the rounding factor on the component (e.g. 0.01) in the <BC Value>.\\ Rounds the deduction amount down to the next cent when the dollar amount calculated is more than two decimal places.|B1010|B1040
|01|Employee picks up extra cent|Adds the extra cent to the deduction 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 employee portion would mean that the employee pays $66.35 and the company’s portion is $66.34.|B1010|B1040
|02*|Round 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.|B1010|B1040
|03|Rounded Down to the Next Cent|Specify the rounding factor on the component (e.g. 0.01) in the <BC Value>.\\ \\ Rounds the deduction amount down to the next cent when the dollar amount calculated is more than two decimal places.|B1010|B1040
At line 854 changed one line
This component determines whether the normal member deduction amount replaces any previously calculated amount or adds to it.\\
This component determines whether the normal member deduction amount replaces any previously calculated amount or adds to it.\\ \\
At line 857 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\A <PC Code> must be indicated.| |B1042
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1042
At line 861 changed 2 lines
This component determines whether the prior period deduction amount replaces any previously calculated amount or adds to it.\\
Choose the rule that is sued as the Prior Period Deduction Amount rule.
This component determines whether the prior period deduction amount replaces any previously calculated amount or adds to it.\\ \\
Choose the rule that is sued as the Prior Period Deduction Amount rule.\\
At line 864 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\A <PC Code> must be indicated.| |B1043
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1043
At line 868 changed 2 lines
This component determines whether the prior period adjustment deduction amount replaces any previously calculated amount or adds to it.\\
Choose the rule that is used as the Prior Period Adjustment Deduction Amount rule.
This component determines whether the prior period adjustment deduction amount replaces any previously calculated amount or adds to it.\\ \\
Choose the rule that is used as the Prior Period Adjustment Deduction Amount rule.\\
At line 871 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\A <PC Code> must be indicated.| |B1044
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1044
At line 875 changed 2 lines
This component determines whether the contribution receivable deduction amount replaces any previously calculated amount or adds to it.\\
Choose the rule that is used as the Contribution Receivable Deduction Amount rule.
This component determines whether the contribution receivable deduction amount replaces any previously calculated amount or adds to it.\\ \\
Choose the rule that is used as the Contribution Receivable Deduction Amount rule.\\
At line 878 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\A <PC Code> must be indicated.| |B1045
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1045
At line 882 changed 2 lines
This component determines whether the retroactive salary adjustment deduction amount replaces any previously calculated amount or adds to it.\\
Choose the rule that is used as the Retroactive Salary Adjustment Deduction Amount rule.
This component determines whether the retroactive salary adjustment deduction amount replaces any previously calculated amount or adds to it.\\ \\
Choose the rule that is used as the Retroactive Salary Adjustment Deduction Amount rule.\\
At line 885 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\A <PC Code> must be indicated.| |B1046
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1046
At line 889 changed 2 lines
This component determines whether the special compensation deduction amount replaces any previously calculated amount or adds to it.\\
Choose the rule that is used as the Special Compensation Deduction Amount rule.
This component determines whether the special compensation deduction amount replaces any previously calculated amount or adds to it.\\ \\
Choose the rule that is used as the Special Compensation Deduction Amount rule.\\
At line 892 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\A <PC Code> must be indicated.| |B1047
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1047
At line 896 changed 2 lines
This component determines whether the prior period survivor deduction amount replaces any previously calculated amount or adds to it.\\
Choose the rule that is used as the Prior Period Survivor Adjustment Deduction Amount rule.
This component determines whether the prior period survivor deduction amount replaces any previously calculated amount or adds to it.\\ \\
Choose the rule that is used as the Prior Period Survivor Adjustment Deduction Amount rule.\\
At line 899 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\A <PC Code> must be indicated.| |B1048
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1048
At line 903 changed 2 lines
This component determines whether the employee paid additional deduction amount replaces any previously calculated amount or adds to it.\\
Choose the rule that is used as the Employee Paid Additional Deduction Amount rule.
This component determines whether the employee paid additional deduction amount replaces any previously calculated amount or adds to it.\\ \\
Choose the rule that is used as the Employee Paid Additional Deduction Amount rule.\\
At line 912 changed 2 lines
This component determines the tax-deferred amount on the normal current contribution.\\
Choose the rule that is the used as the Normal Member Tax Deferred Amount rule.
This component determines the tax-deferred amount on the normal current contribution.\\ \\
Choose the rule that is the used as the Normal Member Tax Deferred Amount rule.\\
At line 915 changed 2 lines
|01|Same as Employer Amount|The Employer amount (B0840) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B0840|B1272
|02|Same as Employee Amount|The Employee amount (B1040) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B1040|B1272
|01|Same as Employer Amount|The Employer amount (B0840) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B0840|B1272
|02|Same as Employee Amount|The Employee amount (B1040) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B1040|B1272
At line 918 changed one line
|04|Normal Member Earnings X User Rate 1|Multiples the normal member earnings (B0360) times the rate from the __Rates tab__ for User Rate 1. Tax Deferred is Eligible Amount times User Rate 1.\\A <PC Code> must be indicated.|B0360|B1272
|04|Normal Member Earnings X User Rate 1|Multiples the normal member earnings (B0360) times the rate from the __Rates tab__ for User Rate 1. Tax Deferred is Eligible Amount times User Rate 1.\\ \\A <PC Code> must be indicated.|B0360|B1272
At line 922 changed 2 lines
This component determines the tax-deferred amount on the Prior Period Adjustment.\\
Choose the rule that is used as the Prior Period Adjustment Tax Deferred Amount rule.
This component determines the tax-deferred amount on the Prior Period Adjustment.\\ \\
Choose the rule that is used as the Prior Period Adjustment Tax Deferred Amount rule.\\
At line 925 changed 3 lines
|01|Same as Employer Amount|The Employer amount (B0842) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B0842|B1273
|02|Same as Employee Amount|The employee amount (B1042) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B1042|B1273
|03*|Premium Amount - Employer Amount|The tax deferred amount is the premium (B0682) minus the employer amount (B0842)\\A <PC Code> must be indicated.|B0682\\B0842|B1273
|01|Same as Employer Amount|The Employer amount (B0842) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B0842|B1273
|02|Same as Employee Amount|The employee amount (B1042) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B1042|B1273
|03*|Premium Amount - Employer Amount|The tax deferred amount is the premium (B0682) minus the employer amount (B0842)\\ \\A <PC Code> must be indicated.|B0682\\B0842|B1273
At line 931 changed 2 lines
This component determines how the tax-deferred amount on the Prior Period will be calculated.\\
Choose the rule that is used as the Prior Period Earnings Adjustment Tax Deferred Amount rule.
This component determines how the tax-deferred amount on the Prior Period will be calculated.\\ \\
Choose the rule that is used as the Prior Period Earnings Adjustment Tax Deferred Amount rule.\\
At line 934 changed 4 lines
|01|Same as Employer Amount|The employer amount (B0843) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B0843|B1274
|02|Same as Employee Amount|The employee amount (B1043) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B1043|B1274
|03*|Premium Amount - Employer Amount|The tax deferred amount is the premium (B0683) minus the employer amount (B0843).\\A <PC Code> must be indicated.|B0683\\B0843|B1274
|04|Prior Period Earnings X User Rate 1|Multiples the normal member earnings (B0363) times the rate from the Rates tab for User Rate 1.\\A <PC Code> must be indicated.|B0363|B1274
|01|Same as Employer Amount|The employer amount (B0843) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B0843|B1274
|02|Same as Employee Amount|The employee amount (B1043) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B1043|B1274
|03*|Premium Amount - Employer Amount|The tax deferred amount is the premium (B0683) minus the employer amount (B0843).\\ \\A <PC Code> must be indicated.|B0683\\B0843|B1274
|04|Prior Period Earnings X User Rate 1|Multiples the normal member earnings (B0363) times the rate from the Rates tab for User Rate 1.\\ \\A <PC Code> must be indicated.|B0363|B1274
At line 941 changed one line
This component determines the tax-deferred amount on the Contribution Receivable.\\Choose the rule that is used as the Contribution Receivable Tax Deferred Amount rule.
This component determines the tax-deferred amount on the Contribution Receivable.\\ \\
Choose the rule that is used as the Contribution Receivable Tax Deferred Amount rule.\\
At line 943 changed 3 lines
|01*|Same as Employer Amount|The employer amount (B0844) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B0844|B1275
|02|Same as Employee Amount|The employee amount (B1044) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B1044|B1275
|03|Premium Amount – Employer Amount|The tax deferred amount is the premium (B0684) minus the employer amount (B0844).\\A <PC Code> must be indicated.|B0684\\B0844|B1275
|01*|Same as Employer Amount|The employer amount (B0844) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B0844|B1275
|02|Same as Employee Amount|The employee amount (B1044) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B1044|B1275
|03|Premium Amount – Employer Amount|The tax deferred amount is the premium (B0684) minus the employer amount (B0844).\\ \\A <PC Code> must be indicated.|B0684\\B0844|B1275
At line 949 changed 2 lines
This component determines the tax-deferred amount on the Retroactive Salary Adjustment\\
Choose the rule that is used as the Retroactive Salary Adjustment Tax Deferred Amount rule.
This component determines the tax-deferred amount on the Retroactive Salary Adjustment\\ \\
Choose the rule that is used as the Retroactive Salary Adjustment Tax Deferred Amount rule.\\
At line 952 changed 4 lines
|01|Same as Employer Amount|The employer amount (B0845) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B0845|B1276
|02|Same as Employee Amount|The employee amount (B1045) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B1045|B1276
|03*|Premium Amount - Employer Amount|The tax deferred amount is the premium (B0685) minus the employer amount (B0845).\\A <PC Code> must be indicated.|B0685\\B0845|B1276
|04|Retroactive Salary Earnings X User Rate 1|Multiples the normal member earnings (B0365) times the rate from the Rates tab for User Rate 1.\\A <PC Code> must be indicated.|B0365|B1276
|01|Same as Employer Amount|The employer amount (B0845) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B0845|B1276
|02|Same as Employee Amount|The employee amount (B1045) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B1045|B1276
|03*|Premium Amount - Employer Amount|The tax deferred amount is the premium (B0685) minus the employer amount (B0845).\\ \\A <PC Code> must be indicated.|B0685\\B0845|B1276
|04|Retroactive Salary Earnings X User Rate 1|Multiples the normal member earnings (B0365) times the rate from the Rates tab for User Rate 1.\\ \\A <PC Code> must be indicated.|B0365|B1276
At line 959 changed 2 lines
This component determines how the tax-deferred amount on Special Compensation will be calculated.\\
Choose the rule that is used as the Special Compensation Tax Deferred Amount rule.
This component determines how the tax-deferred amount on Special Compensation will be calculated.\\ \\
Choose the rule that is used as the Special Compensation Tax Deferred Amount rule.\\
At line 962 changed 4 lines
|01|Same as Employer Amount|The employer amount (B0846) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B0846|DONE
|02|Same as Employee Amount|The employee amount (B1046) will be used as the tax deferred amount.\\A <PC Code> must be indicated.|B1046|DONE
|03*|Premium Amount - Employer Amount|The tax deferred amount is the premium (B0686) minus the employer amount (B0846)\\A <PC Code> must be indicated.|B0686\\B0846|DONE
|04|Special Compensation Amount X User Rate 1|Multiples the normal member earnings (B0366) times the rate from the Rates tab for User Rate 1.\\A <PC Code> must be indicated.|B0366|DONE
|01|Same as Employer Amount|The employer amount (B0846) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B0846|DONE
|02|Same as Employee Amount|The employee amount (B1046) will be used as the tax deferred amount.\\ \\A <PC Code> must be indicated.|B1046|DONE
|03*|Premium Amount - Employer Amount|The tax deferred amount is the premium (B0686) minus the employer amount (B0846)\\ \\A <PC Code> must be indicated.|B0686\\B0846|DONE
|04|Special Compensation Amount X User Rate 1|Multiples the normal member earnings (B0366) times the rate from the Rates tab for User Rate 1.\\ \\A <PC Code> must be indicated.|B0366|DONE
At line 996 changed one line
|B0620 Premium Calculation Method|10 Eligible Amount X Prem Rate / 100|01| | | |
|B0620 Premium Calculation Method|10 Eligible Amount X Prem Rate / 100|01| | | |
At line 998 changed 3 lines
|B0695 Survivor Amount|02 Use Value from Enrollment|01| | |3695 CAPERS Surv|0.93 in the <BC Value> on the Component
|B0800 Contribution Rate|02 Use Value from Coverage Rate Step|ALL| | | |0.0000
|B0810 Contribution Method|11 Contribution Rate X Eligible Earnings|01| | | |
|B0695 Survivor Amount|02 Use Value from Enrollment|01| | |3695 CAPERS Surv|0.93 in the <BC Value> on the Component
|B0800 Contribution Rate|02 Use Value from Coverage Rate Step|ALL| | | |0.0000
|B0810 Contribution Method|11 Contribution Rate X Eligible Earnings|01| | | |
At line 1,029 added 31 lines
|B1014 Contribution receivable Deduction Method|06 Premium Amt less Contribution |04 | | | |
|B1044 Contribution receivable Deduction Amount|01 Replace Enrollment Value|04| | |3804 CAPERS Rec EE|
|B1274 Contribution Receivable Tax Defer Amount|01 Same as Employer amount|04|14| |5804 CAPERS Rec TD|
|B0325 Eligible Retroactive Salary Earnings|01 Use Amount from Element|05| |CAPERS RETRO| |
|B0365 Eligible Amount|01 Replace Enrollment Value|05| | |6805 CAPERS Retro Earns|
|B0625 Retroactive Salary Premium Calculation Method|10 Eligible Amount X Prem Rate / 100|05| | | |
|B0685 Retroactive Salary Premium Amount |01 Replace Value |05 | | | |
|B0815 Retroactive Salary Contribution Method|11 Contribution Rate X Eligible Earnings|05| | | |
|B0845 Retroactive Salary Contribution Amount|01 Replace Enrollment Value|05| | |4805 CAPERS Retro ER|
|B1015 Retroactive Salary Deduction Method|11 Contribution Rate X Eligible Earnings|05 | | | |
|B1045 Retroactive Salary Deduction Amount|01 Replace Enrollment Value|05| | |3805 CAPERS Retro EE|
|B1275 Retroactive Salary Tax Deferred Amount|03 Premium Amount - Employer Amount|05 |15 | |5805 CAPERS Retro TD|
|B0326 Eligible Special Compensation Amount|01 Use Amount from Element|06| |CAPERS SPECIAL| |
|B0366 Eligible Amount|01 Replace Enrollment Value|06| | |6806 CAPERS Spec Earns|
|B0626 Special Compensation Prem Calculation Method |10 Eligible Amount X Prem Rate / 100 |06| | | |
|B0686 Special Compensation Premium Amount|01 Replace Value |06 | | | |
|B0816 Special Compensation Contribution Method|11 Contribution Rate X Eligible Earnings |06| | | |
|B0846 Special Compensation Contribution Amount |01 Replace Enrollment Value |06| | |4806 CAPERS Spec ER|
|B1016 Special Compensation Deduction Method|11 Contribution Rate X Eligible Earnings|06| | | |
|B1046 Special Compensation Deduction Amount |01 Replace Enrollment Value|06| | |3806 CAPERS Spec EE|
|B1276 Special Compensation Tax Defer Amount|03 Premium Amount - Employer Amount|06|16| |5806 CAPERS Spec TD|
|B0627 Prior Period Survivor Prem Calculation Method|01 Use Value from Element|07| |May be blank if there is no separate PP Survivor amount| |
|B0687 Prior Period Survivor Amount|01 Replace Value |07| | |3687 CAPERS PP Surv|
|B0817 Prior Period Survivor Contribution Method|04 Premium Amount |07 | | | |
|B0847 Prior Period Survivor Contribution Amount|01 Replace Enrollment Value |07| | |4807 CAPERS PP Surv ER |
|B1017 Prior Period Survivor Deduction Method|06 Premium Amt less Contribution|07| | | |
|B1047 Prior Period Survivor Deduction Amount|01 Replace Enrollment Value|07| | |3807 CAPERS PP Surv EE|
|B1018 Employee Paid Additional Deduction Method|01 Use Amount from Element|08| |May be blank if there is no direct EE Additional contribution| |
|B1048 Employee Paid Additional Deduction Amount|01 Replace Enrollment Value|08| | |3808 CAPERS Add EE|
|B0819 Employer Paid Additional Contribution Method|01 Use Amount from Element|09| |May be blank if there is no direct ER Additional contribution| |
|B0849 Employer Paid Additional Contribution Amount|01 Replace Enrollment Value|09| | |4809 CAPERS Add ER|
At line 1,028 changed 14 lines
| | | | | | |
B1014 Contribution receivable Deduction 06 Premium Amt less Contribution 04
Method
B1044 Contribution receivable Deduction Amount 01 Replace Enrollment Value 04 3804 CAPERS Rec EE
B1274 Contribution Receivable Tax Defer Amount 01 Same as Employer amount 04 14 5804 CAPERS Rec TD
B0325 Eligible Retroactive Salary Earnings 01 Use Amount from Element 05 CAPERS RETRO
B0365 Eligible Amount 01 Replace Enrollment Value 05 6805 CAPERS Retro Earns
B0625 Retroactive Salary Premium 10 Eligible Amount X 05
||Step||Up to Limit||Premium Rate 1||ER Contribution||EE Deduction||User Rate 1
|1| |7.0000|0.0000|0.0000|7.0000
At line 1,043 changed 17 lines
BC RULE CC TDC ELEMENT PC RATE
Calculation Method Prem Rate / 100
B0685 Retroactive Salary Premium Amount 01 Replace Value 05
B0815 Retroactive Salary Contribution Method 11 Contribution Rate X Eligible Earnings 05
B0845 Retroactive Salary Contribution Amount 01 Replace Enrollment Value 05 4805 CAPERS Retro ER
B1015 Retroactive Salary Deduction Method 11 Contribution Rate X Eligible Earnings 05
B1045 Retroactive Salary Deduction Amount 01 Replace Enrollment Value 05 3805 CAPERS Retro EE
B1275 Retroactive Salary Tax Deferred Amount 03 Premium Amount -Employer Amount 05 15 5805 CAPERS Retro TD
B0326 Eligible Special Compensation Amount 01 Use Amount from Element 06 CAPERS SPECIAL
B0366 Eligible Amount 01 Replace Enrollment Value 06 6806 CAPERS Spec Earns
B0626 Special Compensation Prem Calculation Method 10 Eligible Amount X Prem Rate / 100 06
B0686 Special Compensation Premium Amount 01 Replace Value 06
B0816 Special Compensation Contribution Method 11 Contribution Rate X Eligible Earnings 06
B0846 Special Compensation Contribution Amount 01 Replace Enrollment Value 06 4806 CAPERS Spec ER
B1016 Special Compensation Deduction Method 11 Contribution Rate X Eligible Earnings 06
B1046 Special Compensation 01 Replace 06 3806 CAPERS
!Exceptions / Notes
The sample provided previously is a fairly generic example. You and your consultant will need to discuss your specific requirements. Below is a list of some of the additional options that are available to you.
\\ \\
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;Earnings
If you pay prior period and/or retro earnings in the same pay components used for normal earnings then you MUST pay them in separate categories and use a UserCalc to return the value of the earnings in BC0300s.\\ \\
i.e. BC0320 use Rule 01 with an element of CAPERS EARNS, and a UserCalc that has the following logic: \\
|10|LET|V|Norm Earns|EQ|$P|Numeric Parameter| 10 |
|20 |IF|DB|PCT.Pay_Category_Code|NE|A|Regular|30|99999
|30|LET|V|Norm Earns|EQ|N| |0 |99999
|99999|RET|V|Norm Earns| | | | |
At line 1,061 changed 18 lines
49
BC RULE CC TDC ELEMENT PC RATE
Deduction Amount Enrollment Value Spec EE
B1276 Special Compensation Tax Defer Amount 03 Premium Amount -Employer Amount 06 16 5806 CAPERS Spec TD
B0627 Prior Period Survivor Prem Calculation Method 01 Use Value from Element 07 May be blank if there is no separate PP Survivor amount
B0687 Prior Period Survivor Amount 01 Replace Value 07 3687 CAPERS PP Surv
B0817 Prior Period Survivor 04 Premium Amount 07
Contribution Method
B0847 Prior Period Survivor Contribution Amount 01 Replace Enrollment Value 07 4807 CAPERS PP Surv ER
B1017 Prior Period Survivor 06 Premium Amt less Contribution 07
Deduction Method
B1047 Prior Period Survivor Deduction Amount 01 Replace Enrollment Value 07 3807 CAPERS PP Surv EE
B1018 Employee Paid Additional Deduction Method 01 Use Amount from Element 08 May be blank if there is no direct EE Additional contribution
B1048 Employee Paid Additional Deduction Amount 01 Replace Enrollment Value 08 3808 CAPERS Add EE
B0819 Employer Paid Additional Contribution Method 01 Use Amount from Element 09 May be blank if there is no direct ER Additional contribution
B0849 Employer Paid Additional Contribution Amount 01 Replace Enrollment Value 09 4809 CAPERS Add ER
On BC0323 use Rule 01 with an element of CAPERS EARNS, and a UserCalc that has the following logic:\\
|10|LET|V|PP Earns|EQ|$P|Numeric Parameter|10|
|20|IF|DB|PCT.Pay_Category_Code|NE|A|Prior Period|30|99999
|30|LET|V|PP Earns|EQ|N | | 0 |99999
|99999|RET|V|PP Earns | | | | |
At line 1,080 changed 22 lines
Step Up to Limit Premium Rate 1 ER Contribution EE Deduction User Rate 1
1 7.0000 0.0000 0.0000 7.0000
Exceptions / Notes
The sample provided previously is a fairly generic example. You and your High Line Consultant will need to discuss your specific requirements. Below is a list of some of the additional options that are available to you.
Earnings
If you pay prior period and/or retro earnings in the same pay components used for normal earnings then you MUST pay them in separate categories and use a UserCalc to return the value of the earnings in BC0300s.
i.e. BC0320 use Rule 01 with an Element of CAPERS EARNS, and a UserCalc that has the following logic:
10 LET V Norm Earns EQ $P Numeric Parameter 10
20 IF DB PCT.Pay_Category_Code NE A Regular 30 99999
30 LET V Norm Earns EQ N 0 99999
99999 RET V Norm Earns
On BC0323 use Rule 01 with an Element of CAPERS EARNS, and a UserCalc that has the following logic: 10 LET V PP Earns EQ $P Numeric Parameter 10 20 IF DB PCT.Pay_Category_Code NE A Prior Period 30 99999 30 LET V PP Earns EQ N 0 99999 99999 RET V PP Earns
On BC0325 use Rule 01 with an Element of CAPERS EARNS, and a UserCalc that has the following logic: 10 LET V Retro Earns EQ $P Numeric Parameter 10 20 IF DB PCT.Pay_Category_Code NE A Retro 30 99999 30 LET V Retro Earns EQ N 0 99999 99999 RET V Retro Earns
Survivor Amount
If the Contribution Category is 03 – Prior Period, you need to determine if a Survivor amount is to be calculated.
If you are paying in the same Pay Header as Normal/Regular Earnings then the 07-Contribution Components should be established to come up with 0 (no element needed on B0627), as the B0695 will be the one amount paid for the period.
On BC0325 use Rule 01 with an element of CAPERS EARNS, and a UserCalc that has the following logic:
|10 |LET |V |Retro Earns |EQ |$P |Numeric Parameter |10 |
|20 |IF |DB |PCT.Pay_Category_Code |NE |A |Retro |30 |99999
|30 |LET |V |Retro Earns |EQ |N | | 0 |99999
|99999|RET|V |Retro Earns | | | | |
\\ \\
----
;Survivor Amount
If the Contribution Category is 03 – Prior Period, you need to determine if a Survivor amount is to be calculated. \\ \\
If you are paying in the same Pay Header as Normal/Regular Earnings then the 07-Contribution Components should be established to come up with 0 (no element needed on B0627), as the B0695 will be the one amount paid for the period.\\ \\
At line 1,103 changed 2 lines
EPMC – Employer Paid Member Contribution
\\ \\
----
;EPMC – Employer Paid Member Contribution
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additional income.
The ER Contribution Rate on the Rates Tab needs to be completed.
additional income.\\ \\
The ER Contribution Rate on the Rates Tab needs to be completed.\\ \\
At line 1,110 changed 16 lines
00010 LET V Spec Amt PERC EC CAPERS SPEC
DB BCGR.ER_CONTRIBUTION_RATE 00020
00020 LET V Spec Amt RDN V Spec Amt
N .01 00030
00030 LET V Norm Amt PERC EC CAPERS NORM
DB BCGR.ER_CONTRIBUTION_RATE 00040
00040 LET V Norm Amt RDN V Norm Amt
N .01 00050
00050 LET V Special Earns ADD V Spec Amt
V Norm Amt 00060
00060 LET V Special Earns ADD V Spec Earns
EC CAPERS SPEC 99999
99999 RET V Special Earns
|00010|LET|V|Spec Amt|PERC|EC|CAPERS SPEC|
| | | | | |DB|BCGR.ER_CONTRIBUTION_RATE|00020
|00020|LET|V|Spec Amt|RDN |V |Spec Amt |
| | | | | |N |.01 |00030
|00030|LET|V|Norm Amt|PERC|EC|CAPERS NORM|
| | | | | |DB|BCGR.ER_CONTRIBUTION_RATE|00040
|00040|LET|V|Norm Amt|RDN|V|Norm Amt |
| | | | | |N|.01|00050
|00050|LET|V|Special Earns|ADD|V|Spec Amt |
| | | | | |V|Norm Amt|00060
|00060|LET|V|Special Earns|ADD|V|Spec Earns
| | | | | |EC|CAPERS SPEC|99999
|99999|RET|V|Special Earns| | |
At line 1,128 changed one line
User Fields - IMUF
!User Fields - [IMUF]
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POSTED UPCAPERS
This user field is MANDATORY. CAPERS cannot operate without adding this user field. When the UPCAPERS program is run in update mode (Trial = ‘N’), this user field is used to ‘stamp’ each pay run as ‘Processed by CAPERS’. This prevents pay runs from being processed twice.
This is a SYSTEM updated User Field.
Table User Field Name Prompt Field Type Fld Seq
P2K_PR_PAY_HEADERS POSTED UPCAPERS Posted CAPERS Char 1
\\ \\
----
;POSTED [UPCAPERS]
This user field is MANDATORY. CAPERS cannot operate without adding this user field. When the [UPCAPERS] program is run in update mode (Trial = ‘N’), this user field is used to ‘stamp’ each pay run as ‘Processed by CAPERS’. This prevents pay runs from being processed twice.\\
This is a SYSTEM updated User Field. \\
||Table||User Field Name||Prompt||Field Type||Fld Seq
|P2K_PR_PAY_HEADERS|POSTED UPCAPERS|Posted CAPERS|Char|1
\\ \\
----
;CALPERS BUYBACK
The ‘CALPERS’ buyback (contribution receivable) situation for an employee may be contrary to the normal situation in the CALPERS coverage in which the employee is enrolled. If this is the case, then a user field ‘CALPERS BUYBACK’ must be setup for this employee in the ENROLLMENTS table or all amounts calculated for the prior period will be under the CC04.\\
This is a USER updated user field. Enter whether the buyback is employee paid (enter - 04), or employer paid (enter – 14 – Tax Deferred).\\
||Table||User Field Name||Prompt||Field Type||Fld Seq
|P2K_BE_ENROLLMENTS|CALPERS BUYBACK|CALPERS BuyBack|Char|1
\\ \\
----
;CAPERS UNIT
The ‘CAPERS’ unit code is established with the user field ‘CAPERS UNIT’. It can be defined on any of the [P2K_HR_EMPLOYMENTS], [P2K_CM_UNIT_DETAILS], or [P2K_CM_DEPARTMENT_DETAILS] tables.\\
The unit code is picked up for each employee separately in the order of employment, department and then unit. Normally, you would decide which table best describes the CAPERS unit grouping and set up the CAPERS units as a user field at that level. If either unit or department does not apply to your situation then you can always define it separately for each employee.\\
This is a USER updated user field. If this user field does not exist then '000' is used.\\
||Table||User Field Name||Prompt||Field Type||Fld Seq
|[P2K_CM_UNIT_DETAILS]|CAPERS UNIT|CAPERS Unit|Char|1
\\ \\
----
;ELECTED OFFICIAL
The Elected Officials user field will allow user to indicate which employees are 'elected officials' who need to be reported monthly and not biweekly.\\
||Table||User Field Name||Prompt||Field Type||Fld Seq
|[P2K_BE_COVERAGES]|ELECTED OFFICIALS|CAPERS ELECTEDOFFF|Char|1
\\ \\
----
;CALPERS PAY CODE
The ‘CALPERS’ pay code is a required reporting column that determines the basis of the pay rate. [UPCAPERS] supports ONLY 01-Monthly and 04-Hourly.\\
[UPCAPERS] assumes that WEEKLY/BIWEEKLY paid employees are to be reported as ‘Hourly’, and that MONTHLY/SEMI-MONTHLY employees are to be reported as ‘Monthly’.\\
Attaching a user field to the ‘Payrolls’ table can change this behavior. The user field must be named ‘CALPERS PAY CODE’ and contain a value of either ‘01’ OR ‘04’.\\
||Table||User Field Name||Prompt||Field Type||Fld Seq
|P2K_PR_PAYROLLS|CALPERS PAY CODE|CALPERS Pay Code|Char|1
\\ \\
----
;CALPERS DISABILITY
At line 1,137 changed 8 lines
CALPERS BUYBACK
The ‘CALPERS’ buyback (contribution receivable) situation for an employee may be contrary to the normal situation in the CALPERS coverage in which the employee is enrolled. If this is the case, then a user field ‘CALPERS BUYBACK’ must be setup for this employee in the ENROLLMENTS table or all amounts calculated for the prior period will be under the CC04.
This is a USER updated user field. Enter whether the buyback is employee paid (enter - 04), or employer paid (enter – 14 – Tax Deferred).
Table User Field Name Prompt Field Type Fld Seq
P2K_BE_ENROLLMENTS CALPERS BUYBACK CALPERS BuyBack Char 1
||Table||User Field Name||Prompt||Field Type||Fld Seq
|P2K_BE_PLAN_DEFINITIONS|CALPERS DISABILITY PC|CALPERS Disabilities|Char|1
At line 1,146 changed 34 lines
CAPERS UNIT
The ‘CAPERS’ unit code is established with the user field ‘CAPERS UNIT’. It can be defined on any of the P2K_HR_EMPLOYMENTS, P2K_CM_UNIT_DETAILS, or P2K_CM_DEPARTMENT_DETAILS tables.
The unit code is picked up for each employee separately in the order of employment, department and then unit. Normally, you would decide which table best describes the CAPERS unit grouping and set up the CAPERS units as a user field at that level. If either unit or department does not apply to your situation then you can always define it separately for each employee.
This is a USER updated user field. If this user field does not exist then '000' is used.
Table User Field Name Prompt Field Type Fld Seq
P2K_CM_UNIT_DETAILS CAPERS UNIT CAPERS Unit Char 1
ELECTED OFFICIAL
The Elected Officials user field will allow user to indicate which employees are 'elected officials' who need to be reported monthly and not biweekly.
Table User Field Name Prompt Field Type Fld Seq
P2K_BE_COVERAGES ELECTED OFFICIALS CAPERS ELECTEDOFFF Char 1
CALPERS PAY CODE
The ‘CALPERS’ pay code is a required reporting column that determines the basis of the pay rate. UPCAPERS supports ONLY 01-Monthly and 04-Hourly.
UPCAPERS assumes that WEEKLY/BIWEEKLY paid employees are to be reported as ‘Hourly’, and that MONTHLY/SEMI-MONTHLY employees are to be reported as ‘Monthly’.
Attaching a user field to the ‘Payrolls’ table can change this behavior. The user field must be named ‘CALPERS PAY CODE’ and contain a value of either ‘01’ OR ‘04’.
Table User Field Name Prompt Field Type Fld Seq
P2K_PR_PAYROLLS CALPERS PAY CODE CALPERS Pay Code Char 1
CALPERS DISABILITY
Table User Field Name Prompt Field Type Fld Seq
P2K_BE_PLAN_DEFINITIONS CALPERS DISABILITY PC CALPERS Disabilities Char 1
This update will process all bond plans, and produce a flat file to be remitted.
CAPERS reports are due within 30 calendar days after the close of a service period. The report can be produced only after the CAPERS plan/coverages are set up, employees properly enrolled, and payrolls have been closed. At payroll time, the benefit routine will be invoked which populates the CAPERS pay components with values that are derived from pay components/elements as defined in the benefit components. Reporting will be done after the Pay closes; it will extract the numbers from the Benefit Components and produce the CAPERS report using the required format.
Function UPCAPERS produces the CAPERS report and optionally the associated file for transmission. The function must be executed separately for each payroll due to the different processing frequencies. When run in update mode (Trial = ‘N’), the pay will be marked as ‘processed’, by the program, and will not be processed again in later UPCAPERS runs.
!!Process California PERS
This update will process all bond plans, and produce a flat file to be remitted.\\ \\
CAPERS reports are due within 30 calendar days after the close of a service period. The report can be produced only after the CAPERS plan/coverages are set up, employees properly enrolled, and payrolls have been closed. At payroll time, the benefit routine will be invoked which populates the CAPERS pay components with values that are derived from pay components/elements as defined in the benefit components. Reporting will be done after the Pay closes; it will extract the numbers from the Benefit Components and produce the CAPERS report using the required format.\\ \\
Function [UPCAPERS] produces the CAPERS report and optionally the associated file for transmission. The function must be executed separately for each payroll due to the different processing frequencies. When run in update mode (Trial = ‘N’), the pay will be marked as ‘processed’, by the program, and will not be processed again in later [UPCAPERS] runs.\\ \\
At line 1,182 changed 6 lines
REPORT FIELD SOURCE NOTES
Social Security Number Government Code P2K_HR_IDENTITIES
Member Name Name (Last, First, M.) P2K_HR_IDENTITIES
Coverage Group Coverage Code P2K_BE_COVERAGES
Service Period MM-YY-T(ype) Program finds unprocessed and closed payruns for the earliest pay end date for this component to get the service period MM-YY. The type is derived from pay frequency. (In update mode, the payruns will be stamped as ‘processed’ and will be skipped thereafter).
Pay Code Derived from Assignment Rate Basis (IEAS) Support ONLY the following Pay Codes
||REPORT FIELD||SOURCE||NOTES
|Social Security Number|Government Code|[P2K_HR_IDENTITIES]
|Member Name|Name (Last, First, M.)|[P2K_HR_IDENTITIES]
|Coverage Group|Coverage Code|[P2K_BE_COVERAGES]
|Service Period|MM-YY-T(ype)|Program finds unprocessed and closed payruns for the earliest pay end date for this component to get the service period MM-YY. The type is derived from pay frequency. (In update mode, the payruns will be stamped as ‘processed’ and will be skipped thereafter).
|Pay Code|Derived from Assignment Rate Basis ([IEAS])|Support ONLY the following Pay Codes\\ \\‘01’ Monthly Pay Rate is used for Monthly and Semi-Monthly paid Employees only.\\ \\‘04’ Hourly Pay Rate is used for Biweekly and Weekly paid employees only.\\ \\‘09’ Special Rate used for CC09 only
|Pay Rate|Wage Rate|P2K will always obtain the employee wage rate and basis from the prime assignment record as of the end of the service period. Although CAPERS requires that changes in pay rate be shown as separate lines on the report, P2K does not presently support this requirement.
|Member Earnings| |
|Member Normal Contribution Rate|Premium1 Rate|[P2K_BE_COVERAGE_RATES]
|Member Normal Contribution Code|Derived from Benefit Component|
|Member Normal Contribution Amount|From PC|
|Survivor Contribution Amount|From PC|
|Work Schedule Code|Derived from Pay Code and standard Hours per month/week|
|Unit Code|Policy Number|The Unit Code is obtained from a ‘User Field’ named ‘CAPERS UNIT’. If units are used, then attach this User field to each ‘Unit Detail’. If the User Field cannot be located, then unit code ‘000’ is used.\\Those clients not using Unit Code require no setup here at all, and the default of ‘000’ will always be used.
|Tax Deferred Member Contribution Code|Derived from Benefit Component|
|Tax Deferred Member Contribution Amount|From PC|
At line 1,189 changed 14 lines
REPORT FIELD SOURCE NOTES
‘01’ Monthly Pay Rate is used for Monthly and Semi-Monthly paid Employees only. ‘04’ Hourly Pay Rate is used for Biweekly and Weekly paid employees only. ‘09’ Special Rate used for CC09 only
Pay Rate Wage Rate P2K will always obtain the employee wage rate and basis from the prime assignment record as of the end of the service period. Although CAPERS requires that changes in pay rate be shown as separate lines on the report, P2K does not presently support this requirement.
Member Earnings
Member Normal Contribution Rate Premium1 Rate P2K_BE_COVERAGE_RATES
Member Normal Contribution Code Derived from Benefit Component
Member Normal Contribution Amount From PC
Survivor Contribution Amount From PC
Work Schedule Code Derived from Pay Code and standard Hours per month/week
Unit Code Policy Number The Unit Code is obtained from a ‘User Field’ named ‘CAPERS UNIT’. If units are used, then attach this User field to each ‘Unit Detail’. If the User Field cannot be located, then unit code ‘000’ is used. Those clients not using Unit Code require no setup here at all, and the default of ‘000’ will always be used.
Tax Deferred Member Contribution Code Derived from Benefit Component
Tax Deferred Member Contribution Amount From PC
[CAPERS/CAPERS_1.JPG]
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[CAPERS/CAPERS_2.JPG]
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Output Transmission File from the above Report 082140000000000001219984CONT.PAYROLL041490100 182140004730012981119983USBENEFITSVKSECON04008800002058900123534010600369400123534 182140004730070881119983USBENEFIT J FIRST04060000002058900144123010700295400144123 982140009999999991219984TRAIL RECORD00002
‘Process California PERS’ Highlights
‘Process California PERS’ may be found through the menu bar:
The form may also be accessed through the command window with ‘UPCAPERS’.
‘Process California PERS’ Usages and Examples
Report Parameter Form Payroll Mandatory, LOV available, <ALL>
Limits the process to the payroll specified.
Person Code (for Test) Mandatory, Multiple Selection, LOV available, <ALL>
The person code(s) of specific employee(s) to be processed for testing purposes.
Entity Mandatory, LOV available
Limits the process to the entity specified.
Pay Calendar Mandatory, LOV available
Limits the process to the pay calendar specified.
Include All Pays (Testing) Toggle
For Pay Ending Date Mandatory, Date, LOV available
Usually the last pay date processed.
Include Elected Officials Mandatory, LOV available <No>
Output Transmission File from the above Report\\ \\
At line 1,233 changed 41 lines
If the User Field of 'ELECETED OFFICIAL' has a 'Y' on the Employee's Benefit Enrollment form then they may be included or excluded from the report/interface.
Re-compute ER at Summary Mandatory, LOV available <No>
If this parameter is <Yes> then the ER Contribution will be recalculated in the Summary based on the Earnings and Rate from the Benefit Coverage.
Sort By Name Mandatory, LOV available
Employees will be printed in this person code order unless this parameter is <Yes>
Create File Mandatory, LOV available
The report may be run without creating an interface file (normally for testing purposes).
Interface Code Mandatory, LOV available
Only those reports of the format “CAPERS Diskette” will display. Choose from the report formats created. The format “HL$CAPERS” has been provided as a sample, but should be copied, and the copy edited, by the client before running this report. The report definition selected will determine the format of the output file (if any), as well as the columnar content of the report.
Interface Directory Mandatory, text
Must be a directory on the server for which the current user (as signed onto the client’s network) has write capability. For example, the entry ‘C:\TEMP’ accesses the ‘TEMP’ directory on the server, not the local directory for the computer terminal being used.
File Name Mandatory, text
Enter the name of the file that will be created in the interface directory specified.
Exception Level Mandatory, LOV available
A ‘trace’ report of exception messages may be produced to assist in the testing phase. If necessary, choose from 0 – 9 (highest) level of trace. Please note that this is a voluminous report and will cause very slow performance.
Trial Mandatory, LOV available
The report may be run in trial mode (Yes) or update mode (No)
User Comment Optional, text
Users may enter a comment here that will appear on the selection criteria (header page) of the report. This is useful during testing phases to identify similar reports from each other.
Interface Format
If not already defined in the Interface Formats Definition form (IDIF), load the standard interface file format using the starter_idif_hl$capers.sql script.
Modify the standard CAPERS file requirements using the IDIF function. Rename the code from HL$CAPERS to a user-defined code.
RECOR D FIELD START POSITION ENDING POSITION NAME VARIABLE NUMBER NOTES
1 1 1 1 Record ID Constant = 0
1 2 2 5 Employer Code Enter in Constant Value
1 3 6 8 Unit Code Enter in Constant Value or leave blank
1 4 9 17 Filler Zero-filled
1 5 18 19 Service Period Month MM of the Pay End Date
1 6 20 23 Service Period Year YY of the Pay End Date
1 7 24 24 Service Period Type 0-7 based on the Frequency and Date being run
1 8 25 36 Identifier ‘CONT.PAYROLL’
1 9 37 41 Creation Date Server Date
1 10 42 44 Office Code Enter in Constant Value or leave blank
1 11 45 45 Special Payroll Code Enter in Constant Value 0Normal or 1=Special
1 12 46 96 Filler Space or zero-filled
2 1 1 1 Record ID Constant = 1
2 2 2 5 Employer Code
2 3 6 8 Unit Code
082140000000000001219984CONT.PAYROLL041490100\\ 182140004730012981119983USBENEFITSVKSECON04008800002058900123534010600369400123534\\ 182140004730070881119983USBENEFIT J FIRST04060000002058900144123010700295400144123\\
982140009999999991219984TRAIL RECORD00002\\
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[{InsertPage page='UPCAPERS' section=2}]
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!Interface Format
If not already defined in the Interface Formats Definition form ([IDIF]), load the standard interface file format using the starter_idif_hl$capers.sql script.\\ \\
Modify the standard CAPERS file requirements using the [IDIF] function. Rename the code from HL$CAPERS to a user-defined code.
At line 1,277 changed 30 lines
RECOR D FIELD START POSITION ENDING POSITION NAME VARIABLE NUMBER NOTES
2 4 9 17 Social Security Number
2 5 18 19 Service Period Month
2 6 20 21 Service Period Year
2 7 24 24 Service Period Type
2 8 25 34 Last Name
2 9 35 35 First Name
2 10 36 36 Middle Initial
2 11 37 41 Coverage Group
2 12 42 43 Pay Code
2 13 44 51 Pay Rate
2 14 52 58 Member Earnings
2 15 59 64 Contribution Amount
2 16 65 66 Contribution Code
2 17 67 70 Contribution Rate
2 18 71 73 1959 Survivor Contribution
2 19 74 76 Work Schedule Code
2 20 77 82 Employer Paid Contribution Amount
2 21 83 84 Employer Paid Contribution Code
2 22 85 96 Filler Space or Zero-filled
3 1 1 1 Record ID Constant = 9
3 2 2 5 Employer Code
3 3 6 8 Unit Code
3 4 9 17 Filler Constant = 999999999
3 5 18 19 Service Period Month
3 6 20 23 Service Period Year
3 7 24 24 Service Period Type
3 8 25 36 Identifier Constant = TRAIL RECORD
3 9 37 41 Record Count
3 10 42 96 Filler Space or zero-filled
||RECORD||FIELD||START POSITION||ENDING POSITION||NAME||VARIABLE NUMBER||NOTES
|1 | 1 | 1 | 1 | Record ID| |Constant = 0
|1 | 2 | 2 | 5 | Employer Code| |Enter in Constant Value
|1| 3 | 6 | 8 | Unit Code | |Enter in Constant Value or leave blank
|1 | 4 | 9 | 17| Filler| |Zero-filled
|1| 5 | 18| 19| Service Period Month| |MM of the Pay End Date
|1| 6| 20| 23| Service Period Year| |YY of the Pay End Date
|1| 7| 24| 24| Service Period Type| |0-7 based on the Frequency and Date being run
|1| 8| 25| 36| Identifier| |‘CONT.PAYROLL’
|1| 9| 37| 41| Creation Date| |Server Date
|1| 10| 42| 44| Office Code| |Enter in Constant Value or leave blank
|1| 11| 45| 45| Special Payroll Code| |Enter in Constant Value 0Normal or 1=Special
|1| 12| 46| 96| Filler| |Space or zero-filled
|2| 1| 1| 1| Record ID| |Constant = 1
|2| 2| 2| 5| Employer Code| |
|2| 3| 6| 8| Unit Code | |
|2| 4| 9| 17| Social Security Number | |
|2| 5| 18| 19| Service Period Month | |
|2| 6| 20| 21| Service Period Year | |
|2| 7| 24| 24| Service Period Type | |
|2| 8| 25| 34| Last Name | |
|2| 9| 35| 35| First Name | |
|2| 10| 36| 36| Middle Initial | |
|2| 11| 37| 41| Coverage Group| |
|2| 12| 42| 43| Pay Code | |
|2| 13| 44| 51| Pay Rate | |
|2| 14| 52| 58| Member Earnings| |
|2| 15| 59| 64| Contribution Amount| |
|2| 16| 65| 66| Contribution Code| |
|2| 17| 67| 70| Contribution Rate| |
|2| 18| 71| 73| 1959 Survivor Contribution| |
|2| 19| 74| 76| Work Schedule Code| |
|2| 20| 77| 82| Employer Paid Contribution Amount| |
|2| 21| 83| 84| Employer Paid Contribution Code| |
|2| 22| 85| 96| Filler| | Space or Zero-filled
|3| 1| 1 | 1 | Record ID| | Constant = 9
|3| 2| 2 | 5 | Employer Code| |
|3| 3| 6 | 8 | Unit Code| |
|3| 4| 9 | 17| Filler| | Constant = 999999999
|3| 5| 18| 19| Service Period Month | |
|3| 6| 20| 23| Service Period Year | |
|3| 7| 24| 24| Service Period Type | |
|3| 8| 25| 36| Identifier| | Constant = TRAIL RECORD
|3| 9| 37| 41| Record Count | |
|3| 10| 42| 96| Filler| | Space or zero-filled
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----
![Notes|Edit:Internal.CAPERS]
[{InsertPage page='Internal.CAPERS' default='Click to create a new notes page'}]
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This page (revision-36) was last changed on 26-Nov-2021 10:22 by JMyersTop