This page (revision-36) was last changed on 26-Nov-2021 10:22 by JMyers

This page was created on 26-Nov-2021 10:22 by JMyers

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
36 26-Nov-2021 10:22 107 KB JMyers to previous
35 26-Nov-2021 10:22 107 KB JMyers to previous | to last
34 26-Nov-2021 10:22 110 KB JMyers to previous | to last
33 26-Nov-2021 10:22 110 KB JMyers to previous | to last
32 26-Nov-2021 10:22 109 KB JMyers to previous | to last
31 26-Nov-2021 10:22 109 KB JMyers to previous | to last
30 26-Nov-2021 10:22 109 KB JMyers to previous | to last
29 26-Nov-2021 10:22 108 KB JMyers to previous | to last
28 26-Nov-2021 10:22 108 KB JMyers to previous | to last
27 26-Nov-2021 10:22 108 KB JMyers to previous | to last
26 26-Nov-2021 10:22 108 KB JMyers to previous | to last
25 26-Nov-2021 10:22 108 KB JMyers to previous | to last
24 26-Nov-2021 10:22 108 KB JMyers to previous | to last
23 26-Nov-2021 10:22 108 KB JMyers to previous | to last
22 26-Nov-2021 10:22 108 KB JMyers to previous | to last
21 26-Nov-2021 10:22 108 KB JMyers to previous | to last

Page References

Incoming links Outgoing links
CAPERS
CAPERS

Version management

Difference between version and

At line 42 changed one line
To create the required report and interface file users must use specific benefit components within a specific plan type, create user fields (if needed) and set up the required Interface Format form (IDIF).
To create the required report and interface file users must use specific benefit components within a specific plan type, create user fields (if needed) and set up the required Interface Format form (IDIF).
At line 45 changed one line
All CAPERS benefit plans must be setup with a ‘CAPERS’ benefit plan type.
All CAPERS benefit plans must be setup with a ‘CAPERS’ benefit plan type. \\
At line 47 changed one line
%%warning If this is spelled differently, the program will not work.%%
%%warning If this is spelled differently, the program will not work.%%
At line 52 changed one line
%%warning In the benefits components in the next section, the result of the component must be stored into a pay component where indicated. This may be zero but it must be stored. Define the appropriate pay component ('PC Code' field), on each Benefit Component, and ensure that the 'action' is "Store Line and Enroll".%%
%%warning In the benefits components in the next section, the result of the component must be stored into a pay component where indicated. This may be zero but it must be stored. Define the appropriate pay component ('PC Code' field), on each Benefit Component, and ensure that the 'action' is "Store Line and Enroll".%%\\
At line 54 changed 2 lines
__Regular Enrollment Dates__
Use Benefit Components B0020 through B0270 to define the Benefit Enrollment start and end dates. As with all Benefit Plans these BC must be defined.
;Regular Enrollment Dates:Use Benefit Components B0020 through B0270 to define the Benefit Enrollment start and end dates. As with all Benefit Plans these BC must be defined.
At line 57 changed 4 lines
__Member Earnings__
Use Benefit Components B0320 through B0366 to define Regular Member Earnings, Prior Period Earning Adjustments, Retroactive Salary Adjustments, and Special Compensation Amounts.
The CAPERS ‘Member Earnings’ amount is the regular Member Earning plus the Contribution Amount required for that CAPERS Coverage group.
;Member Earnings:Use Benefit Components B0320 through B0366 to define Regular Member Earnings, Prior Period Earning Adjustments, Retroactive Salary Adjustments, and Special Compensation Amounts.
;:The CAPERS ‘Member Earnings’ amount is the regular Member Earning plus the Contribution Amount required for that CAPERS Coverage group.\\ \\
At line 62 changed 6 lines
__Total Employee and Employer Contributions (Premium Amount)__
This ‘Premium Amount’ is not required by the CAPERS system; it may be necessary to use/set up the ‘Premium Amount’ if it is required, by the individual implementation, to include it in the Employee or Employer contribution amount.
Use Benefit Components B0600 through B0680 to define this amount, if needed.
If used, the premium rate should be entered as a percentage, i.e. 14.50% would be entered as 14.5000.
;Total Employee and Employer Contributions (Premium Amount):This ‘Premium Amount’ is not required by the CAPERS system; it may be necessary to use/set up the ‘Premium Amount’ if it is required, by the individual implementation, to include it in the Employee or Employer contribution amount.
;:Use Benefit Components B0600 through B0680 to define this amount, if needed.
;:If used, the premium rate should be entered as a percentage, i.e. 14.50% would be entered as 14.5000.
At line 69 changed 2 lines
__Survivor Contribution__
This is the amount of contribution a member pays for the 1959 Survivor Benefit. If a member has this coverage, the member contributes the following amounts based on the reporting frequency. Monthly $2.00 Semi-Monthly $1.00 Bi-weekly $0.93
;Survivor Contribution:This is the amount of contribution a member pays for the 1959 Survivor Benefit. If a member has this coverage, the member contributes the following amounts based on the reporting frequency.
;:Monthly $2.00
;:Semi-Monthly $1.00
;:Bi-weekly $0.93
;:Quadri-weekly $1.86
At line 72 changed one line
Quadri-weekly $1.86 Use Benefit Component B0695 to enter this amount. This amount can be entered either through the benefit component value, a UserCalc, or through the member’s enrollment record.
;:Use Benefit Component B0695 to enter this amount. This amount can be entered either through the benefit component value, a UserCalc, or through the member’s enrollment record.
At line 74 changed 6 lines
__Employer Contribution Amount__
Use Benefit Component B0800 through B0849 to set up the Employer Contribution Amount. This amount will appear only in the CAPERS Contribution Summary Report. Enter the Employer Contribution Rate as a percentage, i.e. 8.25% would be entered as 8.2500. This amount can be set up as either ‘Same as Premium Amount’, ‘Premium Amount Less Employee
Contribution’, or as ‘Employer Percentage on Member Earnings’.
Additional Employer Contribution Amounts can only be derived using a pay element.
;Employer Contribution Amount:Use Benefit Component B0800 through B0849 to set up the Employer Contribution Amount.
;:This amount will appear only in the CAPERS Contribution Summary Report.
;:Enter the Employer Contribution Rate as a percentage, i.e. 8.25% would be entered as 8.2500.
;:This amount can be set up as either ‘Same as Premium Amount’, ‘Premium Amount Less Employee Contribution’, or as ‘Employer Percentage on Member Earnings’.
;:Additional Employer Contribution Amounts can only be derived using a pay element.
At line 81 changed one line
Member Contributions (Employee Paid Amount) Use Benefit Component B1000 through B1048 to set up the Member Contributions. This amount will appear on the CAPERS report as the Normal Member Contribution Amount. Enter the Member Contribution Rate as a percentage, i.e. 7.00% would be entered as 7.0000. This amount can be derived using the rules ‘Same as Premium Amount’, ‘Premium Amount Less Employer Contribution’, or as ‘Employee Percentage on Member Earnings’.
;Member Contributions (Employee Paid Amount):Use Benefit Component B1000 through B1048 to set up the Member Contributions.
;:This amount will appear on the CAPERS report as the Normal Member Contribution Amount.
;:Enter the Member Contribution Rate as a percentage, i.e. 7.00% would be entered as 7.0000.
;:This amount can be derived using the rules ‘Same as Premium Amount’, ‘Premium Amount Less Employer Contribution’, or as ‘Employee Percentage on Member Earnings’.
;:Additional Employee Contribution Amounts can only be derived using a Pay Element.
At line 83 changed 8 lines
Additional Employee Contribution Amounts can only be derived using a Pay Element.
__Special Setup Situation for Contribution Receivables (Code ‘04’/’14’)__
This special Benefit Component Coverage setup applies only to installations where an employee is enrolled in a CAPERS Coverage who has Contribution Receivable that is contrary to the Normal Situation.
If this situation arises, then the Contribution Receivable amount (B0624) should be setup as computed from all output Pay Components (as stored in B1044, and/or B1274).
Also the ‘Component Action’ in B1044, and/or B1274 should not be ‘Stored in the Benefit Lines’.
;Special Setup Situation for Contribution Receivables (Code ‘04’/’14’):This special Benefit Component Coverage setup applies only to installations where an employee is enrolled in a CAPERS Coverage who has Contribution Receivable that is contrary to the Normal Situation.
;:If this situation arises, then the Contribution Receivable amount (B0624) should be setup as computed from all output Pay Components (as stored in B1044, and/or B1274).
;:Also the ‘Component Action’ in B1044, and/or B1274 should not be ‘Stored in the Benefit Lines’.
;:This allows the Contribution Receivable amount (as it is entered through a Sundry Line), to be retained without overriding it.
At line 92 changed one line
This allows the Contribution Receivable amount (as it is entered through a Sundry Line), to be retained without overriding it.
;Tax Deferred Amount:Use Benefit Components B1270 through B1276 to set up the Tax Deferred Amount. This amount can be derived as either ‘Same as Employee Amount’, or ‘Same as Employer Amount’.
;:There is no Tax Deferred Amount for Contribution Codes 07, 08, and 09.
At line 94 changed 7 lines
__Tax Deferred Amount__
Use Benefit Components B1270 through B1276 to set up the Tax Deferred Amount. This amount can be derived as either ‘Same as Employee Amount’, or ‘Same as Employer Amount’.
There is no Tax Deferred Amount for Contribution Codes 07, 08, and 09.
__Coverage Rates__
The Employee Deduction Rate and Employer Contribution Rate must be entered through the ‘IBPN’ screen (Rate step 1; Up to limit 999,999).
;Coverage Rates:The Employee Deduction Rate and Employer Contribution Rate must be entered through the ‘IBPN’ screen (Rate step 1; Up to limit 999,999).
At line 103 changed one line
Most Benefit Components have an implied Contribution Code attached, indicated as CC##. Components that represent values on the CAPERS report also require an output Pay Component to store the calculated value for later reporting.
Most Benefit Components have an implied Contribution Code attached, indicated as CC##. Components that represent values on the CAPERS report also require an output Pay Component to store the calculated value for later reporting. \\
The Benefit Components provided in the following pages have been grouped based on their purpose under the following subheadings: \\
|0010 – 0299|Preprocessing/Qualification
|0300 – 0399|Eligible Earnings/Amounts
|0600 – 0699|Premiums
|0800 – 0899|Employer Contributions
|1000 – 1099|Employee Deduction
|1200 – 1299|Tax Deferred Amounts
At line 105 removed 8 lines
The Benefit Components provided in the following pages have been grouped based on their purpose under the following subheadings:
0010 – 0299 Preprocessing/Qualification
0300 – 0399 Eligible Earnings/Amounts
0600 – 0699 Premiums
0800 – 0899 Employer Contributions
1000 – 1099 Employee Deduction
1200 – 1299 Tax Deferred Amounts
At line 115 changed 8 lines
Note:
• Bracketed words on the following pages represent fields in the Component Rules or the Enrollment Form to be filled in. i.e. <User Calc>
To create any UserCalcs that may be needed, please refer to the User Calculation Tool Workbook.
• Each Component has a table to define the Rules that are available. The columns in the table are described below: Rule the index number of the rule Description a brief description of the rule Logic what the rule will do if chosen, and what other ‘pieces’ it may need to complete it logic
Assoc. if there are any associated benefit components needed they are listed
Go to after this rule is chosen which benefit component should be evaluated next
__Note:__
*Bracketed words on the following pages represent fields in the Component Rules or the Enrollment Form to be filled in. i.e. <User Calc>
**To create any UserCalcs that may be needed, please refer to the User Calculation Tool Workbook.
*Each Component has a table to define the Rules that are available. The columns in the table are described below:
**Rule the index number of the rule
**Description a brief description of the rule
**Logic what the rule will do if chosen, and what other ‘pieces’ it may need to complete it logic
**Assoc. if there are any associated benefit components needed they are listed
**Go to after this rule is chosen which benefit component should be evaluated next
*The standard or most commonly used rule(s) for each component is indicated by the asterisk (*) in the rule column.
At line 124 removed 2 lines
The standard or most commonly used rule(s) for each component is indicated by the asterisk (*) in the rule column.
This page (revision-36) was last changed on 26-Nov-2021 10:22 by JMyersTop