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CAPERS
CAPERS

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At line 8 changed one line
!!!CAPERS Contribution Codes
!CAPERS Contribution Codes
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!!!Service Periods and Work Schedule Codes
!Service Periods and Work Schedule Codes
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!!!Benefit Plan Types - IBPT
!Benefit Plan Types - IBPT
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!!!Benefit Plans - IBPN
!Benefit Plans - IBPN
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!!!List of Benefit Components
!!List of Benefit Components
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B0010 – B0299 Preprocess/Qualification
!B0010 – B0299 Preprocess/Qualification
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B0010 Preprocess/Qualify UserCalc {optional}
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
;B0010 Preprocess/Qualify UserCalc {optional}
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 3 lines
Rule Description Logic Assoc. Go to
00* Use UserCalc Only The pre-processing or qualifying <User Calc> specified will be executed. The UserCalc may be a qualifier to decide which employees to evaluate. Specify the name of the <User Calc> on the component. The UserCalc must supply any logic required to disqualify an employee from being processed. The UserCalc must be of the type ‘Function’, with a return value of the type ‘Boolean’. Use the RET operator to return the Boolean value of True or False. The false value is interpreted by the component as an instruction to exit the coverage without further processing. B0020
||Rule||Description||Logic||Assoc.||Go to
|00*|Use UserCalc Only|The pre-processing or qualifying <User Calc> specified will be executed. The UserCalc may be a qualifier to decide which employees to evaluate.\\ \\Specify the name of the <User Calc> on the component. The UserCalc must supply any logic required to disqualify an employee from being processed.\\ \\The UserCalc must be of the type ‘Function’, with a return value of the type ‘Boolean’. Use the RET operator to return the Boolean value of True or False.\\ \\The false value is interpreted by the component as an instruction to exit the coverage without further processing.| |B0020
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B0020 Enrollment Base Date
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.
Rule Description Logic Assoc. Go to
00 Use UserCalc Only The <User Calc> specified will be executed. Specify the B0030
;B0020 Enrollment Base Date
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
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Rule Description Logic Assoc. Go to
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.
01 Use Processing Date Uses the date of the benefits run (or pay period end date if benefits are processed through payroll), to determine effective date of the 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
04 Use Latest of Hire/Seniority/Processing Date Uses the 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. B0030
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
||Rule||Description||Logic||Assoc.||Go to
|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
|01|Use Processing Date|Uses the date of the benefits run (or pay period end date if benefits are processed through payroll), to determine effective date of the 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
|04|Use Latest of Hire/Seniority/Processing Date|Uses the 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.| |B0030
|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
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;B0030 Enrollment Effective 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.\\
||Rule||Description||Logic||Assoc.||Go to
|01|Use Base Date|Uses the exact date calculated by component B0020.|B0020|B0070
|02*|Use Base Date plus Qualifying Period|Uses the date calculated by component B0020, plus any additional qualifying period calculated by components B0040 and B0050.|B0020\\B0040\\B0050|B0040
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This component specifies whether a qualification period must be added to the enrollment effective date. Choose the rule that is used as the ‘Enrollment Effective Base Date’ rule.
Rule Description Logic Assoc. Go to
01 Use Base Date Uses the exact date calculated by component B0020. B0020 B0070
02* Use Base Date plus Qualifying Period Uses the date calculated by component B0020, plus any additional qualifying period calculated by components B0040 and B0050. B0020 B0040 B0050 B0040
;B0040 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 B0050\\
||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 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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B0040 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
;B0050 Qualifying Period {optional}
Is there a specific waiting period for enrollment?\\
Yes Choose the rule to be used \\
No Go to B0060\\
||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 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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No Go to B0050
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 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
B0050 Qualifying Period {optional}
Is there a specific waiting period for enrollment?
Yes Choose the rule to be used
No Go to B0060
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 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
This page (revision-36) was last changed on 26-Nov-2021 10:22 by JMyersTop