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Page References

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CAPERS
CAPERS

Version management

Difference between version and

At line 4 changed one line
CAPERS or ‘California Public Employees' Retirement System’ is responsible for administering the California Public Employees' Retirement Law, the Public Employees' Medical and Hospital Care Act, and the State Employees' Dental Care Act, all of which is part of the California Government Code.\\
CAPERS or ‘California Public Employees' Retirement System’ is responsible for administering the California Public Employees' Retirement Law, the Public Employees' Medical and Hospital Care Act, and the State Employees' Dental Care Act, all of which is part of the California Government Code.
At line 6 changed one line
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.
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.
At line 9 changed one line
The Contribution Code (‘CC’) is a column on the CAPERS report that defines the type of contribution being submitted. For each amount submitted, a code must be provided. The meaning of the code is shown in the table below. Benefit Components are used 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. Personality2000 uses Benefit Components to define the codes (types of contributions) used at each organization.
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||Frequency||Number of Payroll Periods\\Per Year||Service Period\\Type Code||Description
||Frequency||Number of Payroll Periods Per Year||Service Period Type Code||Description
At line 37 changed one line
|‘01’ Monthly | Full time monthly paid employee works an average of 173 hours per month. To determine the monthly average when only a weekly average is known, use the following formula (rounded to nearest whole number): (Hrs per week * Weeks per Year) divided by Months per Year|173
|‘01’ Monthly | Full time monthly paid employee works an average of 173 hours per month. To determine the monthly average when only a weekly average is known, use the following formula (rounded to nearest whole number): (Hrs per week * Weeks per Year) divided by Months per Year|173
At line 42 changed one line
To create the required report and interface file users must use specific benefit components within a specific plan type, create user fields (if needed) and set up the required Interface Format form ([IDIF]).
To create the required report and interface file users must use specific benefit components within a specific plan type, create user fields (if needed) and set up the required Interface Format form (IDIF).
At line 44 changed one line
!Benefit Plan Types - [IBPT]
!Benefit Plan Types - IBPT
At line 49 changed one line
!Benefit Plans - [IBPN]
!Benefit Plans - IBPN
At line 91 changed one line
;Coverage Rates:The Employee Deduction Rate and Employer Contribution Rate must be entered through the [IBPN] screen (Rate step 1; Up to limit 999,999).
;Coverage Rates:The Employee Deduction Rate and Employer Contribution Rate must be entered through the ‘IBPN’ screen (Rate step 1; Up to limit 999,999).
At line 94 changed one line
Most Benefit Components have an implied Contribution Code attached, indicated as CC##. Components that represent values on the CAPERS report also require an output Pay Component to store the calculated value for later reporting.\\ \\
Most Benefit Components have an implied Contribution Code attached, indicated as CC##. Components that represent values on the CAPERS report also require an output Pay Component to store the calculated value for later reporting. \\
At line 103 changed one line
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.
At line 115 changed 2 lines
!B0010 – B0299 Preprocess/Qualification\\
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!B0010 – B0299 Preprocess/Qualification
At line 118 changed 4 lines
This component is required when a UserCalc is used to disqualify/qualify an employee from processing based on any criteria other than entity, unit, group, and/or employment status.\\ \\
Is a UserCalc required to disqualify/qualify an employee from processing?\\
Yes - Choose the rule to be used\\
No - Go to B0020\\
This component is required when a UserCalc is used to disqualify/qualify an employee from processing based on any criteria other than entity, unit, group, and/or employment status.\\
Is a UserCalc required to disqualify/qualify an employee from processing?\\
Yes Choose the rule to be used \\
No Go to B0020
At line 124 changed 2 lines
\\
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At line 127 changed 2 lines
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.\\
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
At line 130 changed one line
|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
At line 132 changed 2 lines
|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
|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
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|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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|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
At line 141 changed one line
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.\\
At line 145 changed 2 lines
\\
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This component specifies whether an employee must be hired by a certain day in the month in order for that month to be included in the qualification criteria.\\ \\
This component specifies whether an employee must be hired by a certain day in the month in order for that month to be included in the qualification criteria.\\
At line 150 changed 2 lines
Yes - Choose the rule to be used\\
No - Go to B0050\\
Yes Choose the rule to be used\\
No Go to B0050\\
At line 153 changed 5 lines
|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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|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\\
At line 163 changed 234 lines
|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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;B0060 Roll Forward/Back Rule {optional}
This component specifies that enrollment takes place on a specific day of the month, such as the first.\\ \\
Is it necessary to roll the effective date forward or backward to a specific day of the month?\\
Yes - Choose the rule to be used\\
No - Go to B0070\\
||Rule||Description||Logic||Assoc.||Go to
|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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;B0070 Effective Date
This component stores the final effective date result. Choose the rule that is used as the ‘Effective Date’ rule.\\
||Rule||Description||Logic||Assoc.||Go to
|01*|Calculate Effective Date|Stores the calculated effective date of the benefit coverage.| |B0080
\\
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;B0080 Eligibility Base Date
This component is required to establish the base date used in determining the eligibility date of an enrollment form.\\ \\
Choose the rule that is used as the Eligibility Base Date rule.\\
||Rule||Description||Logic||Assoc.||Go to
|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
|01|Use Processing Date|Uses date of the benefits run (or pay period start date if benefits are processed through payroll), to determine eligibility date of 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
|04|Use Latest of Hire/Seniority/Processing Date|Uses latest of hire date, seniority date or date of the benefits run (or pay period end date if benefits are processed through payroll). This rule is often used when a benefit is completely optional, such as a 401K (US) or RRSP (CDN) plan.| |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
|08|Use Effective Date|Uses date calculated in component B0070.|B0070|B0090
\\
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;B0090 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.\\
||Rule||Description||Logic||Assoc.||Go to
|01|Use Base Date|Uses the exact date calculated by component B0080.|B0080|B0130
|02*|Use Base Date Plus Qualifying Period|Uses the date calculated by component B0080, plus any additional qualifying period calculated by components B0100 and B0110.|B0080\\B0100\\B0110|B0100
\\
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;B0100 Hiring Qualification {optional}
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?\\
Yes - Choose the rule to be used \\
No - Go to B0110\\
||Rule||Description||Logic||Assoc.||Go to
|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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;B0110 Qualifying Period {optional}
This component specifies the waiting period for benefit eligibility.\\ \\
Is there a specific waiting period for eligibility? \\
Yes - Choose the rule to be used\\
No - Go to B0120\\
||Rule||Description||Logic||Assoc.||Go to
|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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;B0120 Roll Forward/Back Rule {optional}
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 \\
||Rule||Description||Logic||Assoc.||Go to
|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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;B0130 Eligible Date
This component stores the final eligibility date result.\\ \\
Choose the rule that is used as the ‘Eligible Date’ rule.\\
||Rule||Description||Logic||Assoc.||Go to
|01*|Calculate Eligible Date|Stores the calculated eligibility date of the benefit coverage.| |B0140
\\
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;B0140 Premium Start Date
This component determines the date premiums will commence.\\ \\
Choose the rule that is used as the Premium Start Date rule.\\
||Rule||Description||Logic||Assoc.||Go to
|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
|01*|Use Effective Date|Uses component B0070 as the premium date.|B0070|B0150
|02|Use Eligible Date|Uses component B0130 as the premium date.|B0130|B0150
\\
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;B0150 Expire Base Date
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.\\
||Rule||Description||Logic||Assoc.||Go to
|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
|01|Use End of Time|Uses 31st December, 3999 as the base date from which 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
|04|Use Earlier of Term or Leave Date|Uses the earlier of the termination date or the leave date as the date from which an employee’s enrollment is expired, or 31st December, 3999 if there is no termination date available.| |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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;B0160 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.
||Rule||Description||Logic||Assoc.||Go to
|01|Use Base Date|Uses the exact date calculated by component B0150 to expire the enrollment.|B0150|B0200
|02*|Use Base Date plus Continuation Period|Uses the date calculated by component B0150, plus any additional continuance period calculated by components B0170 and B0180 to expire the enrollment.|B0150\\B0170\\B0180| |B0170
\\
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;B0170 Termination Qualification {optional}
This component specifies the day on or after which an employee must be terminated in order to remain enrolled.\\ \\
Must an employee be terminated on/after a certain day in the month in order for month to be included in the continuation criteria?\\
Yes - Choose the rule to be used\\
No - Go to B0180\\
||Rule||Description||Logic||Assoc.||Go to
|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
|03|Terminated on Last Day in Month|Specifies an employee must not terminate until the last day of the month in order to remain enrolled during the last month of employment.|B0160|B0180
\\
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;B0180 Continuation Period {optional}
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\\
||Rule||Description||Logic||Assoc.||Go to
|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
\\
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;B0190 Roll Forward/Back Rule {optional}
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\\
||Rule||Description||Logic||Assoc.||Go to
|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
\\
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;B0200 Expire Date
This component stores the final expiration date result.\\ \\
Choose the rule that is used as the Expire Date rule.\\
||Rule||Description||Logic||Assoc.||Go to
|01*|Calculate Expire Date |Stores the calculated expiration date of the enrollment.| |B0210
\\
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;B0210 Eligibility End Base Date
This component is required to establish the base date used in determining the eligibility end date of an enrollment form.\\ \\
Choose the rule that is used as the Eligibility End Base Date rule.\\
||Rule||Description||Logic||Assoc.||Go to
|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
|01|Use End of Time|Uses 31st December, 3999 as base date from which employee’s eligibility is expired.| |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
|04|Use Earlier of Term or Leave Date|Uses earlier of termination date or leave date as date from which an employee’s eligibility is expired, or 31st December, 3999 if date is unavailable.| |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
\\
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;B0220 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.\\
||Rule||Description||Logic||Assoc.||Go to
|01|Use Base Date|Uses the exact date calculated by component B0210 to expire the benefit eligibility.|B0210|B0260
|02*|Use Base Date plus Continuation Period|Uses the date calculated by component B0210, plus any additional continuance period calculated by components B0230 and B0240 to expire the benefit eligibility.|B0210\\B0230\\B0240|B0230
\\
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;B0230 Termination Qualification {optional}
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.\\ \\
Must an employee be terminated on/after a certain day in the month in order for month to be included in the continuation criteria?\\
Yes - Choose the rule to be used \\
No - Go to B0240\\
||Rule||Description||Logic||Assoc.||Go to
|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
|03*|Terminated on Last Day in Month|Specifies an employee must not terminate until the last day of the month in order to remain eligible for benefits during the last month of employment.|B0220|B0240
\\
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;B0240 Continuation Period
This component specifies the length of the continuation period.\\ \\
Choose the rule that is used as the Continuation Period rule.\\
||Rule||Description||Logic||Assoc.||Go to
|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
|05*|Number of Years|Specify the <BC Value> on the coverage component.|B0220|B0250
| | |Adds the number of years to the eligibility end base date.|B0230| |
\\
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;B0250 Roll Forward/Back Rule {optional}
This component specifies that eligibility ends on a specific day of the month, such as the last.\\ \\
Is it necessary to roll the eligibility end date forward or backward to a specific day of the month?\\
Yes - Choose the rule to be used\\
No - Go to B0260\\
||Rule||Description||Logic||Assoc.||Go To
|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
\\
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;B0260 Eligibility End Date
This component stores the final eligible end date result.\\ \\
Choose the rule that is used as the Eligibility End Date rule.
||Rule||Description||Logic||Assoc.||Go to
|01*|Calculate Eligibility End Date|Stores the calculated end date of the eligibility.| |B0270
\\
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;B0270 Premium End Date
This component determines the date premium collection will cease.\\ \\
Choose the rule that is used as the Premium End Date rule.
||Rule||Description||Logic||Assoc.||Go to
|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
|01*|Use Expire Date|Uses the date calculated in component B0210 as the premium end date.|B0210|B0300
|02|Use Eligibility End Date|Uses the date calculated in component B0260 as the premium end date.|B0260|B0300
|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
B0060 Roll Forward/Back Rule {optional}
This component specifies that enrollment takes place on a specific day of the month, such as the first.
Is it necessary to roll the effective date forward or backward to a specific day of the month?
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!B0300 - B0399 Eligible Earnings/Amounts
\\
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;B0320 Normal Member Earnings (Before Cap) Calculation Method CC01\\
This component specifies which earnings are considered eligible for benefit calculation purposes.\\ \\
Yes Choose the rule to be used
No Go to B0070
Rule Description Logic Assoc. Go to
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
This component stores the final effective date result. Choose the rule that is used as the ‘Effective Date’ rule.
Rule Description Logic Assoc. Go to
01* Calculate Effective Date Stores the calculated effective date of the benefit coverage. B0080
B0080 Eligibility Base Date
This component is required to establish the base date used in determining the eligibility date of an enrollment form.
Choose the rule that is used as the Eligibility Base Date rule.
Rule Description Logic Assoc. Go to
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
01 Use Processing Date Uses date of the benefits run (or pay period start date if benefits are processed through payroll), to determine B0090
Rule Description Logic Assoc. Go to
eligibility date of employee’s coverage.
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
04 Use Latest of Hire/Seniority/Processing Date Uses latest of hire date, seniority date or date of the benefits run (or pay period end date if benefits are processed through payroll). This rule is often used when a benefit is completely optional, such as a 401K (US) or RRSP (CDN) plan. B0090
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
08 Use Effective Date Uses date calculated in component B0070. B0070 B0090
B0090 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.
Rule Description Logic Assoc. Go to
01 Use Base Date Uses the exact date calculated by component B0080. B0080 B0130
02* Use Base Date plus Qualifying Period Uses the date calculated by component B0080, plus any additional qualifying period calculated by components B0100 and B0110. B0080 B0100 B0110 B0100
B0100 Hiring Qualification {optional}
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?
Yes Choose the rule to be used
No Go to B0110
Rule Description Logic Assoc. Go to
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
B0110 Qualifying Period {optional}
This component specifies the waiting period for benefit eligibility.
Is there a specific waiting period for eligibility?
Yes Choose the rule to be used
No Go to B0120
Rule Description Logic Assoc. Go to
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
B0120 Roll Forward/Back Rule {optional}
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
Rule Description Logic Assoc. Go to
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
B0130 Eligible Date
This component stores the final eligibility date result.
Choose the rule that is used as the ‘Eligible Date’ rule.
Rule Description Logic Assoc. Go to
01* Calculate Eligible Date Stores the calculated eligibility date of the benefit coverage. B0140
This component determines the date premiums will commence. Choose the rule that is used as the Premium Start Date rule.
Rule Description Logic Assoc. Go to
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
01* Use Effective Date Uses component B0070 as the premium date. B0070 B0150
02 Use Eligible Date Uses component B0130 as the premium date. B0130 B0150
B0150 Expire Base Date
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.
Rule Description Logic Assoc. Go to
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
01 Use End of Time Uses 31st December, 3999 as the base date from which the employee’s enrollment is expired. B0160
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
04 Use Earlier of Term or Leave Date Uses the earlier of the termination date or the leave date as the date from which an employee’s enrollment is expired, or 31st December, 3999 if there is no termination date available. B0160
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
B0160 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.
Rule Description Logic Assoc. Go to
01 Use Base Date Uses the exact date calculated by component B0150 to expire the enrollment. B0150 B0200
02* Use Base Date plus Continuation Period Uses the date calculated by component B0150, plus any additional continuance period calculated by components B0170 and B0180 to expire the enrollment. B0150 B0170 B0180 B0170
B0170 Termination Qualification {optional}
This component specifies the day on or after which an employee must be terminated in order to remain enrolled.
Must an employee be terminated on/after a certain day in the month in order for month to be included in the continuation criteria?
Yes Choose the rule to be used
No Go to B0180
Rule Description Logic Assoc. Go to
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
03 Terminated on Last Day in Month Specifies an employee must not terminate until the last day of the month in order to remain enrolled during the last month of employment. B0160 B0180
B0180 Continuation Period {optional}
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
Rule Description Logic Assoc. Go to
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
Rule Description Logic Assoc. Go to
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
B0190 Roll Forward/Back Rule {optional}
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
Rule Description Logic Assoc. Go to
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
B0200 Expire Date
This component stores the final expiration date result.
Choose the rule that is used as the Expire Date rule.
Rule Description Logic Assoc. Go to
01* Calculate Expire Date Stores the calculated expiration date of the enrollment. B0210
B0210 Eligibility End Base Date
This component is required to establish the base date used in determining the eligibility end date of an enrollment form.
Choose the rule that is used as the Eligibility End Base Date rule.
Rule Description Logic Assoc. Go to
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
01 Use End of Time Uses 31st December, 3999 as base date from which employee’s eligibility is expired. B0220
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
04 Use Earlier of Term or Leave Date Uses earlier of termination date or leave date as date from which an employee’s eligibility is expired, or 31st December, 3999 if date is unavailable. B0220
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
B0220 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.
Rule Description Logic Assoc. Go to
01 Use Base Date Uses the exact date calculated by component B0210 to expire the benefit eligibility. B0210 B0260
02* Use Base Date plus Continuation Period Uses the date calculated by component B0210, plus any additional continuance period calculated by components B0230 and B0240 to expire the benefit eligibility. B0210 B0230 B0240 B0230
B0230 Termination Qualification {optional}
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.
Must an employee be terminated on/after a certain day in the month in order for month to be included in the continuation criteria?
Yes Choose the rule to be used
No Go to B0240
Rule Description Logic Assoc. Go to
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
03* Terminated on Last Day in Month Specifies an employee must not terminate until the last day of the month in order to remain eligible for benefits during the last month of employment. B0220 B0240
This component specifies the length of the continuation period. Choose the rule that is used as the Continuation Period rule.
Rule Description Logic Assoc. Go to
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
05* Number of Years Specify the <BC Value> on the coverage component. B0220 B0250
Rule Description Logic Assoc. Go to
Adds the number of years to the eligibility end base date. B0230
B0250 Roll Forward/Back Rule {optional}
This component specifies that eligibility ends on a specific day of the month, such as the last.
Is it necessary to roll the eligibility end date forward or backward to a specific day of the month?
Yes Choose the rule to be used
No Go to B0260
Rule Description Logic Assoc. Go to
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
B0260 Eligibility End Date
This component stores the final eligible end date result. Choose the rule that is used as the Eligibility End Date rule.
Rule Description Logic Assoc. Go to
01* Calculate Eligibility End Date Stores the calculated end date of the eligibility. B0270
This component determines the date premium collection will cease.
Rule Description Logic Assoc. Go to
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
01* Use Expire Date Uses the date calculated in component B0210 as the premium end date. B0210 B0300
02 Use Eligibility End Date Uses the date calculated in component B0260 as the premium end date. B0260 B0300
B0300 - B0399 Eligible Earnings/Amounts
B0320 Normal Member Earnings (Before Cap) Calculation Method CC01
This component specifies which earnings are considered eligible for benefit calculation purposes.
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||Rule||Description||Logic||Assoc.||Go to
|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
\\
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;B0323 Eligible Prior Period Earnings Adjustment Earnings Calculation Method CC03\\
This component specifies which earnings are considered eligible for benefit calculation purposes.\\ \\
Rule Description Logic Assoc. Go to
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
B0323 Eligible Prior Period Earnings Adjustment Earnings Calculation Method CC03
This component specifies which earnings are considered eligible for benefit calculation purposes.
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||Rule||Description||Logic||Assoc.||Go To
|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
\\
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;B0325 Eligible Retroactive Salary Adjustment Earnings Calculation Method CC05
This component specifies which earnings are considered eligible for benefit calculation purposes.\\ \\
Rule Description Logic Assoc. Go to
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
B0325 Eligible Retroactive Salary Adjustment Earnings Calculation Method CC05
This component specifies which earnings are considered eligible for benefit calculation purposes.
At line 420 changed 7 lines
||Rule||Description||Logic||Assoc.||Go To
|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
\\
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;B0326 Eligible Special Compensation Earnings Calculation Method CC06
This component specifies which earnings are considered eligible for benefit calculation purposes.\\ \\
Rule Description Logic Assoc. Go to
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
B0326 Eligible Special Compensation Earnings Calculation Method CC06
This component specifies which earnings are considered eligible for benefit calculation purposes.
At line 428 changed 42 lines
||Rule||Description||Logic||Assoc.||Go To
|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
\\
----
;B0350 Round Normal Member Earnings {optional}
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\\
||Rule||Description||Logic||Assoc.||Go to
|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
\\
----
;B0360 Normal Member Earnings (Sequence 581) CC01
This component determines whether the amount of the earnings replaces any previously calculated amount, or adds to it.\\ \\
Choose the rule that is used as the Normal Member Earnings rule.\\
||Rule||Description||Logic||Assoc.||Go to
|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
\\
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;B0363 Prior Period Earnings Adjustment Earnings (Sequence 583) CC03
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.\\ \\
Choose the rule that is used as the Prior Period Earnings Adjustment Earnings rule.\\
||Rule||Description||Logic||Assoc.||Go to
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated prior period earnings value.\\ \\A <PC Code> must be indicated.| |B0365
\\
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;B0365 Retroactive Salary Adjustment Earnings (Sequence 585) CC05
This component determines what the retroactive salary amount is.\\ \\
Choose the rule that is used as the Retroactive Salary Adjustment Earnings rule.\\
||Rule||Description||Logic||Assoc.||Go to
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated retroactive salary earnings value.\\ \\A <PC Code> must be indicated.| |B0366
\\
----
;B0366 Special Compensation Amount (Sequence 588) CC06
This component determines what the amount of the special compensation is.\\ \\
Choose the rule that is used as the Special Compensation Amount rule.\\
||Rule||Description||Logic||Assoc.||Go to
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated special compensation amount value.\\ \\A <PC Code> must be indicated.| |B0600
Rule Description Logic Assoc. Go to
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 471 removed 125 lines
!B0600 - B0699 Premiums
\\
----
;B0600 Premium Rate
This component specifies the source of the premium rate.\\ \\
Choose the rule that is used as the Premium Rate rule
||Rule||Description||Logic||Assoc.||Go to
|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
|02*|Use Value from Coverage Rate Step|Uses the premium rate from the Rates tab.| |B0620
\\
----
;B0620 Normal Member Premium Calculation Method CC01
This component determines how the premium amount will be calculated.\\ \\
Choose the rule that is used as the Normal Member Premium Calculation Method rule.\\
||Rule||Description||Logic||Assoc.||Go to
|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
\\
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;B0622 Prior Period Adjustment Premium Calculation Method CC02
This component determines how the prior period amount will be calculated.\\ \\
Choose the rule that is used as the Prior Period Adjustment Premium Calculation Method rule.\\
||Rule||Description||Logic||Assoc.||Go To
|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
\\
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;B0623 Prior Period Earnings Premium Calculation Method CC03
This component determines how the prior period earnings amount will be calculated.\\ \\
Choose the rule that is used as the Prior Period Earnings Premium Calculation Method rule.\\
||Rule||Description||Logic||Assoc.||Go To
|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
\\
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;B0624 Contribution Receivable Premium Calculation Method CC04
This component determines how the contribution receivable amount will be calculated.\\ \\
Choose the rule that is used as the Contribution Receivable Premium Calculation Method rule.
||Rule||Description||Logic||Assoc.||Go To
|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
\\
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;B0625 Retroactive Salary Premium Calculation Method CC05
This component determines how the retroactive salary amount will be calculated.\\ \\
Choose the rule that is used as the Retroactive Salary Premium Calculation Method rule.\\
||Rule||Description||Logic||Assoc.||Go to
|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
\\
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;B0626 Special Compensation Premium Calculation Method CC06
This component determines how the special compensation amount will be calculated.\\ \\
Choose the rule that is used as the Special Compensation Premium Calculation Method rule.\\
||Rule||Description||Logic||Assoc.||Go To
|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
\\
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;B0627 Prior Period Survivor Adjustment Premium Calculation Method CC07
This component determines how the prior period survivor amount will be calculated.\\ \\
Choose the rule that is used as the Prior Period Survivor Adjustment Premium Calculation Method rule.\\
||Rule||Description||Logic||Assoc.||Go To
|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
\\
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;B0670 Round Normal Member Premium Amount {optional}
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\\
||Rule||Description||Logic||Assoc.||Go To
|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
\\
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;B0680 Normal Member Premium Amount CC01
This component determines whether the premium amount replaces any previously calculated amount, or adds to it.\\ \\
Choose the rule that is used as the Normal Member Premium Amount rule.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Value|Replaces the enrollment value with the newly calculated premium amount.| |B0682
\\
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;B0682 Prior Period Adjustment Premium Calculation Method CC02
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Value|Replaces the enrollment value with the newly calculated premium amount.|B0622|B0683
\\
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;B0683 Prior Period Earnings Adjustment Premium Amount CC03
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Value|Replaces the enrollment value with the newly calculated premium amount.|B0623|B0684
\\
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;B0684 Contribution Receivable Premium Amount CC04
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Value|Replaces the enrollment value with the newly calculated premium amount.|B0624|B0685
\\
----
;B0685 Retroactive Salary Adjustment Premium Amount CC05
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Value|Replaces the enrollment value with the newly calculated premium amount.|B0625|B0686
\\
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;B0686 Special Compensation Premium Amount CC06
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Value|Replaces the enrollment value with the newly calculated premium amount.|B0626|B0687
\\
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;B0687 Prior Period Survivor Adjustment Premium Amount CC07
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.\\
||Rule||Description||Logic||Assoc.||Go To
|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
\\
----
;B0695 Survivor Amount
This component determines the total required contribution amount for survivor amounts.\\ \\
Choose the rule that is used as the Survivor Amount rule.\\
||Rule||Description||Logic||Assoc.||Go To
|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 162 lines
!B0800 - B0899 Employer Contributions
\\
----
;B0800 Contribution Rate
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.\\
||Rule||Description||Logic||Assoc.||Go To
|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
|02*|Use Value from Coverage Rate Step|Uses the contribution rate from the __Rates tab__.| |B0810
|03 |Use Value from Enrollment|Specify the value on the employee’s enrollment.\\ \\The specified value is used as the contribution rate.| |B0810
\\
----
;B0810 Employer Paid Amount Contribution Method CC01
This component determines how the contribution amount will be calculated.\\ \\
Choose the rule that is used as the Employer Paid Amount Contribution Method rule.\\
||Rule||Description||Logic||Assoc.||Go To
|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
|11*|Percentage of Eligible Earnings|The contribution (B0800) divided by 100 multiplied by the Eligible Earnings (B0360)|B0800\\B0360|B0812
\\
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;B0812 Prior Period Contribution Calculation Method
This component determines how the prior period amount will be calculated.\\ \\
Choose the rule that is used as the Prior Period Contribution Calculation Method rule.\\
||Rule||Description||Logic||Assoc.||Go To
|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
\\
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;B0813 Prior Period Earnings Adjustment Contribution Calculation Method CC03
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.\\
||Rule||Description||Logic||Assoc.||Go To
|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
|11*|Percentage of Eligible Earnings| The contribution rate (B0800) divided by 100 multiplied by the Prior Period Adjustment Earnings (B0363).|B0800\\B0363|B0814
\\
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;B0814 Contribution Receivable Contribution Calculation Method
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.\\
||Rule||Description||Logic||Assoc.||Go To
|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
\\
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;B0815 Retroactive Salary Adjustment Contribution Calculation Method CC05
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.\\
||Rule||Description||Logic||Assoc.||Go To
|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
|11*|Percentage of Eligible Earnings|The contribution rate (B0800) divided by 100 multiplied by the Retroactive Earnings (B0365).|B0800\\B0365|B0815
\\
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;B0816 Special Compensation Contribution Calculation Method CC06
This component determines how the special compensation amount will be calculated.\\ \\
Choose the rule that is used as the Special Compensation Contribution Calculation Method rule.\\
||Rule||Description||Logic||Assoc.||Go To
|04|Use Premium Amount|Uses the whole premium amount (B0686) as the contribution amount.\\Rule used when the employer pays the total premium.|B0686|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
|11*|Percentage of Eligible Earnings|The contribution rate (B0800) divided by 100 multiplied by the Special Compensation Earnings (B0366).|B0800\\B0366|B0817
\\
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;B0817 Prior Period Survivor Adjustment Contribution Calculation Method CC07
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.\\
||Rule||Description||Logic||Assoc.||Go To
|04*|Use Premium Amount|Uses the whole premium amount (B0687) as the contribution amount.\\ \\Rule used when the employer pays the total premium.|B0687|B0819
|05|Use Percentage of Premium Amount|Specify the <BC Value> on the component.\\ \\Uses the specified value as a percentage to apply to the premium amount (B0687) as the contribution amount.\\ \\Rule used when only a percentage of the premium is paid by the employer.|B0687|B0819
|06|Premium Amt less EE Deduction|Uses the difference between the premium amount (B0687) and the employee deduction (B1047) as the contribution amount.\\ \\When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1047 has already been calculated.|B0687\\B1047|B0819
\\
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;B0819 Employer Paid Additional Contribution Calculation Method CC09
This component determines how the employer paid additional amount will be calculated.\\ \\
Choose the rule that is used as the Employer Paid Additional Contribution Calculation Method rule.\\
||Rule||Description||Logic||Assoc.||Go To
|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
\\
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;B0830 Round Employer Paid Contribution Amount {optional}
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.\\ \\
If the premium is not evenly divisible by the processing frequency should the employer pick up the extra cent?\\
Yes – continue with Rule 1\\
No – go to next question\\ \\
Round the contribution amount up?\\
Yes - Choose the rule to be used\\
No - Go to B0840\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Company picks up extra cent|Specify the rounding factor on the component (e.g. 0.01) in the <BC Value> field.\\ \\Adds the extra cent to the contribution amount when the premium is split between the company and the employee and the result is not exact cents. i.e. If the premium were $132.69/mo and the split was 50/50 between the employee and the company the amounts would be $66.345. Rounding the company portion would mean that the employee pays $66.34 and the company’s portion is $66.35.|B0810|B0840
|02|Rounded to the Nearest Cent|Specify the rounding factor on the component (e.g. 0.01) in the <BC Value> field.\\ \\Rounds the deduction amount to the nearest cent when the dollar amount calculated is more than two decimal places.|B0810|B0840
|03|Rounded Down to the Next Cent|Specify the rounding factor on the component (e.g. 0.01) in the <BC Value> field.\\ \\Rounds the deduction amount down to the next cent when the dollar amount calculated is more than two decimal places.|B0810|B0840
\\
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;B0840 Employer Paid Contribution Amount CC01
This component determines whether the contribution amount replaces any previously calculated amount or adds to it.\\ \\
Choose the rule that is to be used as the Employer Paid Contribution Amount rule.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0842
\\
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;B0842 Prior Period Contribution Adjustment Contribution Amount CC02
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0843
\\
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;B0843 Prior Period Earnings Adjustment Contribution Amount CC03
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0844
\\
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;B0844 Contribution Receivable Contribution Amount CC04
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0845
\\
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;B0845 Retroactive Salary Adjustment Contribution Amount CC05
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0846
\\
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;B0846 Special Compensation Contribution Amount CC06
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0847
\\
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;B0847 Prior Period Survivor Contribution Adjustment Amount CC07
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0849
\\
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;B0849 Employer Paid Additional Contribution Amount CC09
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0860
\\
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;B0860 Contribution Cap Rule (Sequence 811) {optional}
This component stores the value of the percentage cap.\\ \\
Is there a limit/cap placed on the percentage of the employer contribution?\\
Yes – choose the rule to be used\\
No – go to B1000\\
||Rule||Description||Logic||Assoc.||Go To
|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
|04|Use Flat Amount|Ensures that the calculated employer contribution (B0840) does not exceed the amount specified in the <BC Value> on the component.|B0840|B1000
B0350 Round Normal Member Earnings {optional}
This component enables the earnings to be rounded to the next or nearest specified value.
Are the normal member earnings to be rounded?
At line 760 changed 148 lines
!B1000 - B1099 Employee Deductions
\\
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;B1000 Deduction Rate
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.\\
||Rule||Description||Logic||Assoc.||Go To
|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
|02*|Use Value from Coverage Rate Step|Uses the deduction rate from the __Rates tab__.| |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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;B1010 Normal Member Deduction Calculation Method CC01
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.\\
||Rule||Description||Logic||Assoc.||Go To
|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
\\
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;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.\\
||Rule||Description||Logic||Assoc.||Go To
|04|Premium Amount|Uses the whole premium amount (B0682) as the deduction amount.\\ \\Rule used when the employee pays the total premium.|B0682|B1013
|06*|Premium Amt Less Contribution|Uses the difference between the premium amount (B0682) and the employer contribution (B0842) as the deduction amount.|B0682\\B0842|B1013
\\
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;B1013 Prior Period Earnings Adjustment Deduction Calculation Method CC03
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.\\
||Rule||Description||Logic||Assoc.||Go To
|04|Premium Amount|Uses the whole premium amount (B0680) as the deduction amount.\\ \\Rule used when the employee pays the total premium.|B0683|B1014
|06|Premium Amount Less Contribution|Uses the difference between the premium amount (B0683) and the employer contribution (B0843) as the deduction amount.|B0683\\B0843|B1014
|11*|Deduction Rate x Eligible Earnings|Percentage (B1000) of the eligible earnings (B0363).|B0363\\B1000|B1014
\\
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;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.\\
||Rule||Description||Logic||Assoc.||Go To
|04|Premium Amount|Uses the whole premium amount (B0684) as the deduction amount.\\ \\Rule used when the employee pays the total premium.|B0684|B1015
|06*|Premium Amount Less Contribution|Uses the difference between the premium amount (B0684) and the employer contribution (B0844) as the deduction amount.|B0684\\B0844|B1015
\\
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;B1015 Retroactive Salary Adjustment Deduction Calculation Method CC05
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.\\
||Rule||Description||Logic||Assoc.||Go To
|04|Premium Amount|Uses the whole premium amount (B0685) as the deduction amount.\\Rule used when the employee pays the total premium.|B0685|B1016
|06|Premium Amount less Contribution|Uses the difference between the premium amount (B0685) and the employer contribution (B0845) as the deduction amount.|B0685\\B0845|B1016
|11*|Percentage of Eligible Earnings|Percentage (B1000) of the eligible earnings (B0365).|B0365\\B1000|B1016
\\
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;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.\\
||Rule||Description||Logic||Assoc.||Go To
|04|Premium Amount|Uses the whole premium amount (B0686) as the deduction amount.\\Rule used when the employee pays the total premium.|B0686|B1017
|06|Premium Amount less Contribution|Uses the difference between the premium amount (B0686) and the employer contribution (B0846) as the deduction amount.|B0686\\B0846|B1017
|11*|Percentage of Eligible Earnings|Percentage (B1000) of the eligible earnings (B0366).|B0366\\B1000|B1017
\\
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;B1017 Prior Period Survivor Adjustment Deduction Method CC07
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.\\
||Rule||Description||Logic||Assoc.||Go To
|04|Premium Amount|Uses the whole premium amount (B0687) as the deduction amount.\\Rule used when the employee pays the total premium.|B0687|B1018
|06*|Premium Amount less Contribution|Uses the difference between the premium amount (B0687) and the employer contribution (B0847) as the deduction amount.|B0687\\B0847|B1018
\\
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;B1018 Employee Paid Additional Deduction Calculation Method CC08
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Use Value from Element|Specify the name of the <Element> on the component.\\The value of the element will be used as the deduction amount.| |B1030
\\
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;B1030 Round Deduction Amount {optional}
This component enables the calculated deduction amount to be rounded up to the next 0.01. Used to indicate that it is the employee who picks up the odd one cent when a premium is not evenly divisible.\\ \\
If the premium is not evenly divisible by the processing frequency should the employee pick up the extra cent?\\
Yes – continue with rule 1\\
No – go to next question \\ \\
Round the contribution amount up?\\
Yes – continue with either rule 2 or 3\\
No – go to B1040\\
||Rule||Description||Logic||Assoc.||Go To
|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
\\
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;B1040 Normal Member Deduction Amount CC01
This component determines whether the normal member deduction amount replaces any previously calculated amount or adds to it.\\ \\
Choose the rule that is used as the Normal Member Deduction Amount rule.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1042
\\
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;B1042 Prior Period Adjustment Deduction Amount CC02
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1043
\\
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;B1043 Prior Period Adjustment Deduction Amount CC03
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1044
\\
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;B1044 Contribution Receivable Deduction Amount CC04
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1045
\\
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;B1045 Retroactive Salary Adjustment Deduction Amount CC05
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1046
\\
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;B1046 Special Compensation Deduction Amount CC06
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1047
\\
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;B1047 Prior Period Survivor Adjustment Deduction Amount CC07
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\ \\A <PC Code> must be indicated.| |B1048
\\
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;B1048 Employee Paid Additional Deduction Amount CC08
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.\\
||Rule||Description||Logic||Assoc.||Go To
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated deduction amount.\\A <PC Code> must be indicated.| |B1270
Yes Choose the rule to be used
No Go to B0360
At line 909 changed 59 lines
!B1200 - B1299 Tax Deferred Amount
\\
----
;B1270 Normal Member Tax Deferred Amount
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.\\
||Rule||Description||Logic||Assoc.||Go To
|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
|03*|Premium Amount - Employer Amount|The tax deferred amount is the premium (B0680) minus the employer amount (B0840)\\A <PC Code> must be indicated.|B0680\\B0840|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
\\
----
;B1272 Prior Period Adjustment Tax Deferred Amount CC02 TDC12
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.\\
||Rule||Description||Logic||Assoc.||Go To
|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
\\
----
;B1273 Prior Period Earnings Adjustment Tax Deferred Amount CC03 TDC13
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.\\
||Rule||Description||Logic||Assoc.||Go To
|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
\\
----
;B1274 Contribution Receivable Tax Deferred Amount CC04 TDC14
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.\\
||Rule||Description||Logic||Assoc.||Go To
|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
\\
----
;B1275 Retroactive Salary Adjustment Tax Deferred Amount CC05 TDC15
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.\\
||Rule||Description||Logic||Assoc.||Go To
|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
\\
----
;B1276 Special Compensation Tax Deferred Amount CC06 TDC16
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.\\
||Rule||Description||Logic||Assoc.||Go To
|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
Rule Description Logic Assoc. Go to
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 969 changed 8 lines
!!Sample CAPERS Plan
In this example the coverage is for 70001 – Misc. CAPERS is processed biweekly. \\
|0010 – 0299|Pre-processing/Qualification
|0300 – 0399|Eligible Earnings/Amounts
|0600 – 0699|Premiums
|0800 – 0899|Employer Contributions
|1000 – 1099|Employee Deduction
|1200 – 1299|Tax Deferred Amounts
B0360 Normal Member Earnings (Sequence 581) CC01
This component determines whether the amount of the earnings replaces any previously calculated amount, or adds to it.
Choose the rule that is used as the Normal Member Earnings rule.
Rule Description Logic Assoc. Go to
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 978 removed one line
%%information This is a sample, so the pay element and pay component may be renamed to best suit your set up.\\This sample has also been written so users can follow a contribution codes complete set up.%%
At line 980 changed 80 lines
||BC||RULE||CC||TDC||ELEMENT||PC||RATE
|B0020 Enrollment Base Date|02 Hire Date| | | | |
|B0030 Enrollment Effective Date|01 Use Base Date| | | | |
|B0070 Effective Date|01 Calculate Effective Date| | | | |
|B0080 Eligibility Base Date|02 Hire Date | | | | |
|B0090 Eligibility Date Rule|01 Use Base Date| | | | |
|B0130 Eligibility Date|01 Calculate Eligible Date| | | | |
|B0140 Premium Start Date|01 Use Effective Date| | | | |
|B0150 Expire Base Date|02 Termination Date| | | | |
|B0160 Expire Date Rule|01 Use Base Date| | | | |
|B0200 Expire Date|01 Calculate Expire Date| | | | |
|B0210 Eligibility End Base Date|02 Termination Date| | | | |
|B0220 Eligibility End Date Rule|01 Use Base Date| | | | |
|B0260 Eligibility End Date|01 Calculate Eligible End Date| | | | |
|B0270 Premium End Date|01 Use Expiration Date| | | | |
|B0320 Eligible Amount (before cap)|01 Use Earnings from Element|01| |CAPERS NORM| |
|B0360 Eligible Amount|01 Replace Enrollment Value|01 | | |6800 CAPERS Norm Earns|
|B0600 Premium Rate|02 Use Value from Coverage Rate Step|ALL| | | |Rate: Premium Rate 1 = 7.00
|B0620 Premium Calculation Method|10 Eligible Amount X Prem Rate / 100|01| | | |
|B0680 Premium Amount|01 Replace Value|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| | | |
|B0830 Round Contribution Amount|01 Company picks up extra cent|ALL| | | |
|B0840 Contribution Amount|01 Replace Enrollment Value|01| | |4800 CAPERS Norm ER|
|B1000 Deduction Rate|02 Use Value from Coverage Rate Step|ALL| | | |0.0000
|B1010 Deduction Method|11 Deduction Rate X Eligible Earnings|01| | | |
|B1040 Deduction Amount|01 Replace Value|01| | |3800 CAPERS Norm EE|
|B1270 Normal Member Tax Defer Amount|03 Premium Amount - Employer Amount|01|11| |5800 CAPERS Norm TD|
|B0622 Prior Period Contribution Premium Method|01 Use Value from Element|02| |May be blank if there is no direct ER Prior Period contribution| |
|B0682 Prior Period Contribution Amount|01 Replace Value|02| | | |
|B0812 Prior Period Contribution Method|04 Premium Amount|02| | | |
|B0842 Prior Period Contribution Amount|01 Replace Enrollment Value|02| | |4802 CAPERS PP Cont ER|
|B1012 Prior Period Contribution Deduction Method|06 Premium Amt less Contribution|02| | | |
|B1042 Prior Period Contribution Deduction Amount|01 Replace Enrollment Value|02| | |3802 CAPERS PP Cont EE|
|B1272 Prior Period Contribution Tax Defer Amount|03 Premium Amount -Employer Amount|02|12| |5802 CAPERS PP Cont TD|
|B0323 Eligible Prior Period Earnings|01 Use Amount from Element|03| |CAPERS PR PER| |
|B0363 Eligible Amount|01 Replace Enrollment Value|03| | |6803 CAPERS PP Earns|
|B0623 Prior Period Premium Calculation Method|10 Eligible Amount X Prem Rate / 100|03| | | |
|B0683 Prior Period Earnings Amount|01 Replace Value|03| | | |
|B0813 Prior Period Earnings Contribution Method|11 Contribution Rate X Eligible Earnings|03| | | |
|B0843 Prior Period Earning Amount|01 Replace Enrollment Value|03| | |4803 CAPERS PP ER|
|B1013 Prior Period Deduction Method|11 Contribution Rate X Eligible Earnings|03| | | |
|B1043 Prior Period Earnings Deduction Amount|01 Replace Enrollment Value|03| | |3803 CAPERS PP EE|
|B1273 Prior Period Earnings Tax Deferred Amount|03 Premium Amount - Employer Amount|03|13| |5803 CAPERS PP TD|
|B0624 Contribution Receivable Calculation Method|01 Use Value from Element|04| |CAPERS RECEIV (Usually contains one PC that is entered as a Sundry or a Pay Line that is processed on a Pay Point PRIOR to the CAPERS)| |
|B0684 Contribution Receivable Amount|01 Replace Value|04| | | |
|B0814 Contribution receivable Contribution Method|06 Premium Amt less EE Deduction|04| | | |
|B0844 Contribution receivable Contribution Amount|01 Replace Enrollment Value|04| | |4804 CAPERS Rec ER|
|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|
B0363 Prior Period Earnings Adjustment Earnings (Sequence 583) CC03
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.
Choose the rule that is used as the Prior Period Earnings Adjustment Earnings rule.
Rule Description Logic Assoc. Go to
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 1,061 removed 2 lines
||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 1,064 changed 11 lines
!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| | | | |
B0365 Retroactive Salary Adjustment Earnings (Sequence 585) CC05
This component determines what the retroactive salary amount is.
Choose the rule that is used as the Retroactive Salary Adjustment Earnings rule.
Rule Description Logic Assoc. Go to
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 1,076 changed 5 lines
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|$P|Numeric Parameter|10|
|20|IF|DB|PCT.Pay_Category_Code|NE|A|Prior Period|30|99999
|30|LET|V|PP Earns|EQ|N | | 0 |99999
|99999|RET|V|PP Earns | | | | |
B0366 Special Compensation Amount (Sequence 588) CC06
This component determines what the amount of the special compensation is.
Choose the rule that is used as the Special Compensation Amount rule.
Rule Description Logic Assoc. Go to
01* Replace Enrollment Value Replaces the enrollment value with the newly calculated special compensation amount value. A <PC Code> must be indicated. B0600
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On BC0325 use Rule 01 with an element of CAPERS EARNS, and a UserCalc that has the following logic:
|10 |LET |V |Retro Earns |EQ |$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 | | | | |
\\ \\
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;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.\\ \\
B0600 - B0699 Premiums
This component specifies the source of the premium rate. Choose the rule that is used as the Premium Rate rule
Rule Description Logic Assoc. Go to
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
02* Use Value from Coverage Rate Step Uses the premium rate from the Rates tab. B0620
This component determines how the premium amount will be calculated.
Choose the rule that is used as the Normal Member Premium Calculation Method rule.
Rule Description Logic Assoc. Go to
10 Premium Rate Earnings / 100 × Normal Member 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
B0622 Prior Period Adjustment Premium Calculation Method CC02
This component determines how the prior period amount will be calculated.
Choose the rule that is used as the Prior Period Adjustment Premium Calculation Method rule.
Rule Description Logic Assoc. Go to
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
B0623 Prior Period Earnings Premium Calculation Method CC03
This component determines how the prior period earnings amount will be calculated.
Choose the rule that is used as the Prior Period Earnings Premium Calculation Method rule.
Rule Description Logic Assoc. Go to
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
This component determines how the contribution receivable amount will be calculated. Choose the rule that is used as the Contribution Receivable Premium Calculation Method rule.
Rule Description Logic Assoc. Go to
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
B0625 Retroactive Salary Premium Calculation Method CC05
This component determines how the retroactive salary amount will be calculated.
Choose the rule that is used as the Retroactive Salary Premium Calculation Method rule.
Rule Description Logic Assoc. Go to
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
B0626 Special Compensation Premium Calculation Method CC06
This component determines how the special compensation amount will be calculated.
Choose the rule that is used as the Special Compensation Premium Calculation Method rule.
Rule Description Logic Assoc. Go to
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
B0627 Prior Period Survivor Adjustment Premium Calculation Method CC07
This component determines how the prior period survivor amount will be calculated.
Choose the rule that is used as the Prior Period Survivor Adjustment Premium Calculation Method rule.
Rule Description Logic Assoc. Go to
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
B0670 Round Normal Member Premium Amount {optional}
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
Rule Description Logic Assoc. Go to
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
B0680 Normal Member Premium Amount CC01
This component determines whether the premium amount replaces any previously calculated amount, or adds to it.
Choose the rule that is used as the Normal Member Premium Amount rule.
Rule Description Logic Assoc. Go to
01* Replace Value Replaces the enrollment value with the newly calculated premium amount. B0682
B0682 Prior Period Adjustment Premium Calculation Method CC02
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.
Rule Description Logic Assoc. Go to
01* Replace Value Replaces the enrollment value with the newly calculated premium amount. B0622 B0683
B0683 Prior Period Earnings Adjustment Premium Amount CC03
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.
Rule Description Logic Assoc. Go to
01* Replace Value Replaces the enrollment value with the newly calculated premium amount. B0623 B0684
B0684 Contribution Receivable Premium Amount CC04
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.
Rule Description Logic Assoc. Go to
01* Replace Value Replaces the enrollment value with the newly calculated premium amount. B0624 B0685
B0685 Retroactive Salary Adjustment Premium Amount CC05
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.
Rule Description Logic Assoc. Go to
01* Replace Value Replaces the enrollment value with the newly calculated premium amount. B0625 B0686
B0686 Special Compensation Premium Amount CC06
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.
Rule Description Logic Assoc. Go to
01* Replace Value Replaces the enrollment value with the newly calculated premium amount. B0626 B0687
B0687 Prior Period Survivor Adjustment Premium Amount CC07
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.
Rule Description Logic Assoc. Go to
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
This component determines the total required contribution amount for survivor amounts. Choose the rule that is used as the Survivor Amount rule.
Rule Description Logic Assoc. Go to
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. B0800
Rule Description Logic Assoc. Go to
The employee’s enrolment detail must be initialized with a value, either by conversion or manual input, or through the component value.
B0800 - B0899 Employer Contributions
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.
Rule Description Logic Assoc. Go to
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
02* Use Value from Coverage Rate Step Uses the contribution rate from the Rates tab. B0810
03 Use Value from Enrollment Specify the value on the employee’s enrollment. The specified value is used as the contribution rate. B0810
B0810 Employer Paid Amount Contribution Method CC01
This component determines how the contribution amount will be calculated.
Choose the rule that is used as the Employer Paid Amount Contribution Method rule.
Rule Description Logic Assoc. Go to
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
11* Percentage of Eligible Earnings The contribution (B0800) divided by 100 multiplied by the Eligible Earnings (B0360) B0800 B0360 B0812
This component determines how the prior period amount will be calculated.
Choose the rule that is used as the Prior Period Contribution Calculation Method rule.
Rule Description Logic Assoc. Go to
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
B0813 Prior Period Earnings Adjustment Contribution Calculation Method CC03
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.
Rule Description Logic Assoc. Go to
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
11* Percentage of Eligible Earnings The contribution rate (B0800) divided by 100 multiplied by the Prior Period Adjustment Earnings (B0363). B0800 B0363 B0814
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.
Rule Description Logic Assoc. Go to
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. B0684 B0815
Rule Description Logic Assoc. Go to
Rule used when a percentage of the premium is paid by the employer.
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
B0815 Retroactive Salary Adjustment Contribution Calculation Method CC05
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.
Rule Description Logic Assoc. Go to
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
11* Percentage of Eligible Earnings The contribution rate (B0800) divided by 100 multiplied by the Retroactive Earnings (B0365). B0800 B0365 B0815
B0816 Special Compensation Contribution Calculation Method CC06
This component determines how the special compensation amount will be calculated.
Choose the rule that is used as the Special Compensation Contribution Calculation Method rule.
Rule Description Logic Assoc. Go to
04 Use Premium Amount Uses the whole premium amount (B0686) as the contribution amount. Rule used when the employer pays the total premium. B0686 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
11* Percentage of Eligible Earnings The contribution rate (B0800) divided by 100 multiplied by the Special Compensation Earnings (B0366). B0800 B0366 B0817
B0817 Prior Period Survivor Adjustment Contribution Calculation Method CC07
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.
Rule Description Logic Assoc. Go to
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
B0819 Employer Paid Additional Contribution Calculation Method CC09
This component determines how the employer paid additional amount will be calculated.
Choose the rule that is used as the Employer Paid Additional Contribution Calculation Method rule.
Rule Description Logic Assoc. Go to
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
B0830 Round Employer Paid Contribution Amount {optional}
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.
If the premium is not evenly divisible by the processing frequency should the employer pick up the extra cent?
Yes – continue with rule 1
No – go to next question
Round the contribution amount up?
Yes Choose the rule to be used
No Go to B0840
Rule Description Logic Assoc. Go to
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 B0810 B0840
Rule Description Logic Assoc. Go to
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.
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
B0840 Employer Paid Contribution Amount CC01
This component determines whether the contribution amount replaces any previously calculated amount or adds to it.
Choose the rule that is to be used as the Employer Paid Contribution Amount rule.
Rule Description Logic Assoc. Go to
01* Replace Value on Enrollment Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. B0842
B0842 Prior Period Contribution Adjustment Contribution Amount CC02
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.
Rule Description Logic Assoc. Go to
01* Replace Value on Enrollment Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. B0843
B0843 Prior Period Earnings Adjustment Contribution Amount CC03
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.
Rule Description Logic Assoc. Go to
01* Replace Value on Enrollment Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. B0844
B0844 Contribution Receivable Contribution Amount CC04
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.
Rule Description Logic Assoc. Go to
01* Replace Value on Enrollment Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. B0845
B0845 Retroactive Salary Adjustment Contribution Amount CC05
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.
Rule Description Logic Assoc. Go to
01* Replace Value on Enrollment Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. B0846
B0846 Special Compensation Contribution Amount CC06
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.
Rule Description Logic Assoc. Go to
01* Replace Value on Enrollment Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. B0847
B0847 Prior Period Survivor Contribution Adjustment Amount CC07
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.
Rule Description Logic Assoc. Go to
01* Replace Value on Enrollment Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. B0849
B0849 Employer Paid Additional Contribution Amount CC09
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.
Rule Description Logic Assoc. Go to
01* Replace Value on Enrollment Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. B0860
B0860 Contribution Cap Rule (Sequence 811) {optional}
This component stores the value of the percentage cap.
Is there a limit/cap placed on the percentage of the employer contribution?
Yes – choose the rule to be used
No – go to B1000
Rule Description Logic Assoc. Go to
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
04 Use Flat Amount Ensures that the calculated employer contribution (B0840) does not exceed the amount specified in the <BC Value> on the component. B0840 B1000
B1000 - B1099 Employee Deductions
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.
Rule Description Logic Assoc. Go to
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
02* Use Value from Coverage Rate Step Uses the deduction rate from the Rates tab. B1010
03 Use Value from Enrollment Specify the <BC Value> on the employee’s enrollment. B1010
Rule Description Logic Assoc. Go to
The specified value is used as the deduction rate.
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.
Rule Description Logic Assoc. Go to
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
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.
Rule Description Logic Assoc. Go to
04 Premium Amount Uses the whole premium amount (B0682) as the deduction amount. Rule used when the employee pays the total premium. B0682 B1013
06* Premium Amt less Contribution Uses the difference between the premium amount (B0682) and the employer contribution (B0842) as the deduction amount. B0682 B0842 B1013
B1013 Prior Period Earnings Adjustment Deduction Calculation Method CC03
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.
Rule Description Logic Assoc. Go to
04 Premium Amount Uses the whole premium amount (B0680) as the deduction amount. Rule used when the employee pays the total premium. B0683 B1014
06 Premium Amount less Contribution Uses the difference between the premium amount (B0683) and the employer contribution (B0843) as the deduction amount. B0683 B0843 B1014
11* Deduction Rate x Eligible Earnings Percentage (B1000) of the eligible earnings (B0363). B0363 B1000 B1014
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.
Rule Description Logic Assoc. Go to
04 Premium Amount Uses the whole premium amount (B0684) as the deduction amount. Rule used when the employee pays the total premium. B0684 B1015
06* Premium Amount less Contribution Uses the difference between the premium amount (B0684) and the employer contribution (B0844) as the deduction amount. B0684 B0844 B1015
B1015 Retroactive Salary Adjustment Deduction Calculation Method CC05
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.
Rule Description Logic Assoc. Go to
04 Premium Amount Uses the whole premium amount (B0685) as the deduction amount. Rule used when the employee pays the total premium. B0685 B1016
06 Premium Amount less Contribution Uses the difference between the premium amount (B0685) and the employer contribution (B0845) as the deduction amount. B0685 B0845 B1016
11* Percentage of Eligible Earnings Percentage (B1000) of the eligible earnings (B0365). B0365 B1000 B1016
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.
Rule Description Logic Assoc. Go to
04 Premium Amount Uses the whole premium amount (B0686) as the deduction amount. Rule used when the employee pays the total premium. B0686 B1017
06 Premium Amount less Contribution Uses the difference between the premium amount (B0686) and the employer contribution (B0846) as the deduction amount. B0686 B0846 B1017
11* Percentage of Eligible Earnings Percentage (B1000) of the eligible earnings (B0366). B0366 B1000 B1017
B1017 Prior Period Survivor Adjustment Deduction Method CC07
This component determines how the prior period survivor deduction amount will be calculated.
Rule Description Logic Assoc. Go to
04 Premium Amount Uses the whole premium amount (B0687) as the deduction amount. Rule used when the employee pays the total premium. B0687 B1018
06* Premium Amount less Contribution Uses the difference between the premium amount (B0687) and the employer contribution (B0847) as the deduction amount. B0687 B0847 B1018
B1018 Employee Paid Additional Deduction Calculation Method CC08
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.
Rule Description Logic Assoc. Go to
01* Use Value from Element Specify the name of the <Element> on the component. The value of the element will be used as the deduction amount. B1030
B1030 Round Deduction Amount {optional}
This component enables the calculated deduction amount to be rounded up to the next 0.01. Used to indicate that it is the employee who picks up the odd one cent when a premium is not evenly divisible.
If the premium is not evenly divisible by the processing frequency should the employee pick up the extra cent?
Yes – continue with rule 1
No – go to next question
Round the contribution amount up?
Yes – continue with either rule 2 or 3
No – go to B1040
Rule Description Logic Assoc. Go to
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
B1040 Normal Member Deduction Amount CC01
This component determines whether the normal member deduction amount replaces any previously calculated amount or adds to it.
Choose the rule that is used as the Normal Member Deduction Amount rule.
Rule Description Logic Assoc. Go to
01* Replace Enrollment Value Replaces the enrollment value with the newly calculated deduction amount. A <PC Code> must be indicated. B1042
B1042 Prior Period Adjustment Deduction Amount CC02
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.
Rule Description Logic Assoc. Go to
01* Replace Enrollment Value Replaces the enrollment value with the newly calculated deduction amount. A <PC Code> must be indicated. B1043
B1043 Prior Period Adjustment Deduction Amount CC03
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.
Rule Description Logic Assoc. Go to
01* Replace Enrollment Value Replaces the enrollment value with the newly calculated deduction amount. A <PC Code> must be indicated. B1044
B1044 Contribution Receivable Deduction Amount CC04
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.
Rule Description Logic Assoc. Go to
01* Replace Enrollment Value Replaces the enrollment value with the newly calculated deduction amount. A <PC Code> must be indicated. B1045
B1045 Retroactive Salary Adjustment Deduction Amount CC05
This component determines whether the retroactive salary adjustment deduction amount replaces any previously calculated amount or adds to it.
Rule Description Logic Assoc. Go to
01* Replace Enrollment Value Replaces the enrollment value with the newly calculated deduction amount. A <PC Code> must be indicated. B1046
B1046 Special Compensation Deduction Amount CC06
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.
Rule Description Logic Assoc. Go to
01* Replace Enrollment Value Replaces the enrollment value with the newly calculated deduction amount. A <PC Code> must be indicated. B1047
B1047 Prior Period Survivor Adjustment Deduction Amount CC07
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.
Rule Description Logic Assoc. Go to
01* Replace Enrollment Value Replaces the enrollment value with the newly calculated deduction amount. A <PC Code> must be indicated. B1048
B1048 Employee Paid Additional Deduction Amount CC08
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.
Rule Description Logic Assoc. Go to
01* Replace Enrollment Value Replaces the enrollment value with the newly calculated deduction amount. A <PC Code> must be indicated. B1270
B1200 - B1299 Tax Deferred Amount
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.
Rule Description Logic Assoc. Go to
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
Rule Description Logic Assoc. Go to
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
03* Premium Amount - Employer Amount The tax deferred amount is the premium (B0680) minus the employer amount (B0840) A <PC Code> must be indicated. B0680 B0840 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
B1272 Prior Period Adjustment Tax Deferred Amount CC02 TDC12
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.
Rule Description Logic Assoc. Go to
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
B1273 Prior Period Earnings Adjustment Tax Deferred Amount CC03 TDC13
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.
Rule Description Logic Assoc. Go to
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
Rule Description Logic Assoc. Go to
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
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.
Rule Description Logic Assoc. Go to
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
B1275 Retroactive Salary Adjustment Tax Deferred Amount CC05 TDC15
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.
Rule Description Logic Assoc. Go to
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
B1276 Special Compensation Tax Deferred Amount CC06 TDC16
This component determines how the tax-deferred amount on Special Compensation will be calculated.
Rule Description Logic Assoc. Go to
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
Sample CAPERS Plan
In this example the coverage is for 70001 – Misc. CAPERS is processed biweekly.
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
BC RULE CC TDC ELEMENT PC RATE
B0020 Enrollment Base Date 02 Hire Date
B0030 Enrollment Effective Date 01 Use Base Date
B0070 Effective Date 01 Calculate Effective Date
B0080 Eligibility Base Date 02 Hire Date
B0090 Eligibility Date Rule 01 Use Base Date
45
BC RULE CC TDC ELEMENT PC RATE
B0130 Eligibility Date 01 Calculate Eligible Date
B0140 Premium Start Date 01 Use Effective Date
B0150 Expire Base Date 02 Termination Date
B0160 Expire Date Rule 01 Use Base Date
B0200 Expire Date 01 Calculate Expire Date
B0210 Eligibility End Base Date 02 Termination Date
B0220 Eligibility End Date Rule 01 Use Base Date
B0260 Eligibility End Date 01 Calculate Eligible End Date
B0270 Premium End Date 01 Use Expiration Date
B0320 Eligible Amount (before cap) 01 Use Earnings from Element 01 CAPERS NORM
B0360 Eligible Amount 01 Replace Enrollment Value 01 6800 CAPERS Norm Earns
B0600 Premium Rate 02 Use Value from Coverage Rate Step ALL Rate: Premium Rate 1 = 7.00
B0620 Premium Calculation Method 10 Eligible Amount X Prem Rate / 100 01
B0680 Premium Amount 01 Replace Value 01
B0695 Survivor 02 Use Value from 01 3695 CAPERS 0.93 in the <BC
Amount Enrollment Surv 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
B0830 Round Contribution Amount 01 Company picks up extra cent ALL
B0840 Contribution Amount 01 Replace Enrollment Value 01 4800 CAPERS Norm ER
B1000 Deduction Rate 02 Use Value from Coverage Rate ALL 0.0000
BC RULE CC TDC ELEMENT PC RATE
Step
B1010 Deduction Method 11 Deduction Rate X Eligible Earnings 01
B1040 Deduction Amount 01 Replace Value 01 3800 CAPERS Norm EE
B1270 Normal Member Tax Defer Amount 03 Premium Amount -Employer Amount 01 11 5800 CAPERS Norm TD
B0622 Prior Period Contribution Premium Method 01 Use Value from Element 02 May be blank if there is no direct ER Prior Period contribution
B0682 Prior Period Contribution Amount 01 Replace Value 02
B0812 Prior Period 04 Premium Amount 02
Contribution
Method
B0842 Prior Period Contribution Amount 01 Replace Enrollment Value 02 4802 CAPERS PP Cont ER
B1012 Prior Period Contribution 06 Premium Amt less Contribution 02
Deduction Method
B1042 Prior Period Contribution Deduction Amount 01 Replace Enrollment Value 02 3802 CAPERS PP Cont EE
B1272 Prior Period Contribution Tax Defer Amount 03 Premium Amount -Employer Amount 02 12 5802 CAPERS PP Cont TD
B0323 Eligible Prior Period Earnings 01 Use Amount from Element 03 CAPERS PR PER
B0363 Eligible Amount 01 Replace Enrollment Value 03 6803 CAPERS PP Earns
B0623 Prior Period Premium Calculation Method 10 Eligible Amount X Prem Rate / 100 03
B0683 Prior Period Earnings Amount 01 Replace Value 03
B0813 Prior Period Earnings Contribution Method 11 Contribution Rate X Eligible Earnings 03
B0843 Prior Period Earning 01 Replace Enrollment Value 03 4803 CAPERS PP ER
47
BC RULE CC TDC ELEMENT PC RATE
Amount
B1013 Prior Period Deduction Method 11 Contribution Rate X Eligible Earnings 03
B1043 Prior Period Earnings Deduction Amount 01 Replace Enrollment Value 03 3803 CAPERS PP EE
B1273 Prior Period Earnings Tax Deferred Amount 03 Premium Amount -Employer Amount 03 13 5803 CAPERS PP TD
B0624 Contribution Receivable Calculation Method 01 Use Value from Element 04 CAPERS RECEIV (Usually contains one PC that is entered as a Sundry or a Pay Line that is processed on a Pay Point PRIOR to the CAPERS)
B0684 Contribution Receivable Amount 01 Replace Value 04
B0814 Contribution receivable Contribution 06 Premium Amt less EE Deduction 04
Method
B0844 Contribution receivable Contribution Amount 01 Replace Enrollment Value 04 4804 CAPERS Rec ER
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
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
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
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.
At line 1,093 changed 3 lines
\\ \\
----
;EPMC – Employer Paid Member Contribution
EPMC – Employer Paid Member Contribution
At line 1,097 changed 3 lines
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 1,102 changed 14 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 1,118 changed one line
!User Fields - [IMUF]
User Fields - IMUF
At line 1,120 changed 39 lines
\\ \\
----
;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
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
At line 1,160 changed 2 lines
||Table||User Field Name||Prompt||Field Type||Fld Seq
|P2K_BE_PLAN_DEFINITIONS|CALPERS DISABILITY PC|CALPERS Disabilities|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
At line 1,163 changed 4 lines
!!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.\\ \\
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.
At line 1,169 changed 16 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\\ \\‘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|
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
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[CAPERS/CAPERS_1.JPG]
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
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[CAPERS/CAPERS_2.JPG]
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Output Transmission File from the above Report\\ \\
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>
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082140000000000001219984CONT.PAYROLL041490100\\ 182140004730012981119983USBENEFITSVKSECON04008800002058900123534010600369400123534\\ 182140004730070881119983USBENEFIT J FIRST04060000002058900144123010700295400144123\\
982140009999999991219984TRAIL RECORD00002\\
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
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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.
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||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
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
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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