This page (revision-11) was last changed on 26-Nov-2021 10:22 by JEscott

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

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Version Date Modified Size Author Changes ... Change note
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10 26-Nov-2021 10:22 2 KB RForbes to previous | to last Configuration (BE) ==> CONFIGURATION-BE
9 26-Nov-2021 10:22 2 KB JEscott to previous | to last
8 26-Nov-2021 10:22 2 KB JEscott to previous | to last
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Page References

Incoming links Outgoing links
CONFIGURATION-BE
CONFIGURATION-BE

Version management

Difference between version and

At line 4 changed 7 lines
In order to manage benefit plans in the application, users must complete or review several forms. Organizations must first identify the plan types required for their business need and analyze the different ways of creating these plans. Once defined, the benefit plans must be added to a schedule to ensure the employees have access to the appropriate plans.
*Define Benefit Plan Types ([IBPT])
*Define Business Contacts ([IECI])
*Define Business Calendars ([IDCL])
*Maintain Remittance Reports Rules ([IBRM])
*Define Processing Frequencies ([IPPF])
----
*Define Benefit Plan Types (IBPT)
*Define Business Contacts (IECI)
*Define Business Calendars (IDCL)
*Maintain Remittance Reports Rules (IBRM)
*Define Processing Frequencies (IPPF)
At line 12 changed 2 lines
**Define Benefits Components ([IBBC])
**Report Benefit Components ([RBBC])
**Define Benefits Components (IBBC)
**Report Benefit Components (RBBC)
At line 15 changed 2 lines
**Define Plan / Coverage Definitions ([IBPN])
**List Benefit Plans ([RBPN])
**Define Plan / Coverage Definitions (IBPN)
**List Benefit Plans (RBPN)
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**Establish Benefit Schedules ([IBSC])
**Report Benefit Schedules ([RBSC])
----
!!!Linking Payroll to Benefits
**Establish Benefit Schedules (IBSC)
**Report Benefit Schedules (RBSC)
At line 23 changed 4 lines
With the plans in place the next step is to link them to the payroll process so the employee
deductions, employer contributions, taxes, etc. are collected.
*Pay Components ([IPPC])
*Define Pay Points ([IPPP])
!!!Linking Payroll to Benefits
At line 28 changed one line
!!!Manage Benefit Enrollments
*Pay Components (IPPC)
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Once the plans and schedules are in place, the employees may then review their election options and elect their preferred coverages/plans. Approvals may be used with benefit elections but are not required. The BE administrator may use the list of tools below to maintain the elections and enrollments.
*Process Benefit Elections ([IBEL])
*Maintain Benefit Enrollments ([IBEN])
*Update Benefit Enrollments ([UBEN])
*Report Benefit Enrollments ([RBEN])
*Employee Benefit Report ([RBEB])
*List Employee Benefit Elections ([RBBE])
*List Employee Benefits ([RBBS])
!!!Manage Benefit Enrollments
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!!!Remit Benefit Contributions
*Process Benefit Elections (IBEL)
*Maintain Benefit Enrollments (IBEN)
*Update Benefit Enrollments (UBEN)
*Report Benefit Enrollments (RBEN)
*Employee Benefit Report (RBEB)
*List Employee Benefit Elections (RBBE)
*List Employee Benefits (RBBS)
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After elections are made and payroll is processing the enrollments, the BE Administrator may need to update the carriers with the remittance information. The following list of screens and reports are used to help with the remittance process.
*Maintain Benefit Line Details ([IBBL])
*Update Benefit Remittances ([UBRH])
*Maintain Benefit Remittance Amounts ([IBRH])
*Report Benefit Remittances ([RBRE])
*Report Remittance Details ([RBRD])
!!!Remit Benefit Contributions
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!!!Dependents and Beneficiaries
The benefit administration application allows employees to link dependents, beneficiaries or bond owners to their benefit enrollments.
*Define Employee Contacts ([IECT])
*Maintain Benefit Recipients for All Plans ([IBRA])
*Maintain Benefit Recipients By Plan ([IBRP])
*Maintain Benefit Line Details (IBBL)
*Update Benefit Remittances (UBRH)
*Maintain Benefit Remittance Amounts (IBRH)
*Report Benefit Remittances (RBRE)
*Report Remittance Details (RBRD)
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!!!Dependents and Beneficiaries
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![Notes|Edit:Internal.CONFIGURATION-BE]
[{InsertPage page='Internal.CONFIGURATION-BE' default='Click to create a new notes page'}]
*Define Employee Contacts (IECT)
*Maintain Benefit Recipients for All Plans (IBRA)
*Maintain Benefit Recipients By Plan (IBRP)
This page (revision-11) was last changed on 26-Nov-2021 10:22 by JEscottTop