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

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CAPERS
CAPERS

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At line 174 changed 4 lines
|01*|Roll Forward to Day in Next Month| Specify the <BC Value> on the coverage component. Must be entered as DD (01 for the 1tstof the month.) Rolls effective date forward to this day in the following month. Used when benefits may only start on a specified day of the month, such as the first. B0070
02 Roll Back to Day in Curr Month Specify the <BC Value> on the coverage component. Must be entered as DD (01 for the 1tstof the month.) Rolls effective date back to this day in the current month. Used when benefits may only start on a specified day of the month, such as the first, and benefits may be backdated. B0070
03 Roll Forward to First Day in Next Quarter Rolls effective date forward to the first day in the following quarter. Used when benefits may only start at the beginning of a quarter. B0070
04 Roll Back to First Day in Curr Quarter Rolls effective date back to the first day in the current quarter. Used when benefits may only start at the beginning of a quarter and enrollment may be backdated. B0070
|01*|Roll Forward to Day in Next Month|Specify the <BC Value> on the coverage component.\\Must be entered as DD (01 for the 1tstof the month.)\\Rolls effective date forward to this day in the following month.\\Used when benefits may only start on a specified day of the month, such as the first.| |B0070
|02|Roll Back to Day in Curr Month|Specify the <BC Value> on the coverage component.\\Must be entered as DD (01 for the 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
At line 179 changed 4 lines
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
;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
At line 184 changed 7 lines
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
;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 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
At line 192 changed 14 lines
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
;B0090 Eligibility Date Rule
At line 207 changed 3 lines
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
||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
At line 211 changed 6 lines
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
;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
At line 214 added 11 lines
;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
At line 219 changed 6 lines
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
;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
At line 226 changed 4 lines
B0110 Qualifying Period {optional}
This component specifies the waiting period for benefit eligibility.
Is there a specific waiting period for eligibility?
;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
At line 231 changed 35 lines
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
;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
This page (revision-36) was last changed on 26-Nov-2021 10:22 by JMyersTop