This page (revision-16) was last changed on 26-Nov-2021 10:22 by rforbes

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

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
16 26-Nov-2021 10:22 53 KB rforbes to previous
15 26-Nov-2021 10:22 53 KB JMyers to previous | to last
14 26-Nov-2021 10:22 53 KB JMyers to previous | to last
13 26-Nov-2021 10:22 55 KB JMyers to previous | to last
12 26-Nov-2021 10:22 55 KB JMyers to previous | to last
11 26-Nov-2021 10:22 55 KB JMyers to previous | to last
10 26-Nov-2021 10:22 55 KB JMyers to previous | to last
9 26-Nov-2021 10:22 54 KB JMyers to previous | to last
8 26-Nov-2021 10:22 55 KB JMyers to previous | to last
7 26-Nov-2021 10:22 54 KB JMyers to previous | to last
6 26-Nov-2021 10:22 54 KB JMyers to previous | to last
5 26-Nov-2021 10:22 54 KB JMyers to previous | to last
4 26-Nov-2021 10:22 54 KB JMyers to previous | to last
3 26-Nov-2021 10:22 54 KB JMyers to previous | to last
2 26-Nov-2021 10:22 53 KB JMyers to previous | to last
1 26-Nov-2021 10:22 53 KB JMyers to last

Page References

Incoming links Outgoing links

Version management

Difference between version and

At line 35 changed 5 lines
|B0320|FRS Reg Earns|All earnings PC that make up Regular Earnings
|B0321|FRS Lump Earns|All earnings PC that make up Lump Sum Leave Pay Earnings
|B0323|FRS PP Earns|All earnings PC that make up Prior Period Earnings
|B0328|FRS WC Earns|All earnings PC that make up Workers’ Compensation Earnings
|B0380|FRS Lv Hrs|All earnings PC that make up Lump Sum Leave Pay Hours
|B0320|FRS Reg Earns|All earnings PC that make-up Regular Earnings
|B0321|FRS Lump Earns|All earnings PC that make-up Lump Sum Leave Pay Earnings
|B0323|FRS PP Earns|All earnings PC that make-up Prior Period Earnings
|B0328|FRS WC Earns|All earnings PC that make-up Workers’ Compensation Earnings
|B0380|FRS Lv Hrs|All earnings PC that make-up Lump Sum Leave Pay Hours
At line 78 changed one line
The Employer Contribution Rate must be entered through the [IBPN] screen (Rate step 1; Up to limit 999,999).
The Employer Contribution Rate must be entered through the ‘IBPN’ screen (Rate step 1; Up to limit 999,999).
At line 98 changed one line
*The standard or most commonly used rule(s) for each component is indicated by the asterisk (*) in the rule column. %%
*The standard or most commonly used rule(s) for each Component is indicated by the asterisk (*) in the rule column. %%
At line 100 added one line
At line 118 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
At line 121 changed 3 lines
|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 ([IEEI]) 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 ([IEEI]) 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
|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 159 changed 2 lines
Yes - Choose the rule to be used\\
No - Go to B0070\\
Yes Choose the rule to be used\\
No Go to B0070\\
At line 179 changed 9 lines
|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 end 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 (retirement).| |B0090
|08|Use Effective Date|Uses date calculated in component B0070.|B0070|B0090
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 end 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 (retirement). B0090
08 Use Effective Date Uses date calculated in component B0070. B0070 B0090
At line 191 changed one line
This component specifies whether a qualification period must be added to the enrollment eligibility date.\\ \\ Choose the rule tat is used as the Eligibility Date rule.\\
This component specifies whether a qualification period must be added to the enrollment eligibility date.\\ \\ Choose the rule tat is used as the Eligibility Date rule.
At line 193 changed 2 lines
|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
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 198 changed 4 lines
The 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\\
The 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\\
At line 203 changed 3 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 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
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 211 changed 2 lines
Yes - Choose the rule to be used\\
No - Go to B0120\\
Yes Choose the rule to be used\\
No Go to B0120\\
At line 214 changed 5 lines
|01|Number of Days|Specify the <BC Value> on the coverage component.\\ \\Adds number of days to the eligibility base date.| |B0120
|02|Number of Weeks|Specify the <BC Value> on the coverage component.\\ \\Adds number of weeks to the eligibility base date.| |B0120
|03*|Number of Months|Specify the <BC Value> on the coverage component.\\ \\Adds number of months to the eligibility base date.| |B0120
|04|Number of Pay Periods|Specify the <BC Value> on the coverage component.\\ \\Adds number of pay periods to the eligibility base date.| |B0120
|05*|Number of Years|Specify the <BC Value> on the coverage component.\\ \\Adds number of years to the eligibility base date.| |B0120
01 Number of Days Specify the <BC Value> on the coverage component. Adds number of days to the eligibility base date. B0120
02 Number of Weeks Specify the <BC Value> on the coverage component. Adds number of weeks to the eligibility base date. B0120
03* Number of Months Specify the <BC Value> on the coverage component. Adds number of months to the eligibility base date. B0120
04 Number of Pay Periods Specify the <BC Value> on the coverage component. Adds number of pay periods to the eligibility base date. B0120
05* Number of Years Specify the <BC Value> on the coverage component. Adds number of years to the eligibility base date. B0120
At line 224 changed 2 lines
Yes - Choose the rule to be used\\
No - Go to B0130\\
Yes Choose the rule to be used\\
No Go to B0130\\
At line 227 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 1tst of 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
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. B0130
Used when benefits may only start on a specified day of the month, such as the first.
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 237 changed one line
|01*|Calculate Eligible Date|Stores the calculated eligibility date of the benefit coverage.| |B0140
01* Calculate Eligible Date Stores the calculated eligibility date of the benefit coverage. B0140
At line 244 changed 3 lines
|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 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
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 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
At line 252 changed 7 lines
|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 the employee’s enrollment is expired.| |B0160
|04|Use Earlier of Term/Leave|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 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
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 the employee’s enrollment is expired. B0160
04 Use Earlier of Term/Leave 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 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
At line 265 changed 2 lines
|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
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
At line 277 changed 4 lines
|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
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
At line 289 changed 5 lines
|01|Number of Days|Specify the <BC Value> on the coverage component.\\ \\Adds number of days to the expiration base date.|B0160\\B0170|B0190
|02|Number of Weeks|Specify the <BC Value> on the coverage component.\\ \\Adds number of weeks to the expiration base date.|B0160\\B0170|B0190
|03*|Number of Months|Specify the <BC Value> on the coverage component.\\ \\Adds 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 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 number of years to the expiration base date.|B0160\\B0170|B0190
01 Number of Days Specify the <BC Value> on the coverage component. Adds number of days to the expiration base date. B0160 B0170 B0190
02 Number of Weeks Specify the <BC Value> on the coverage component. Adds number of weeks to the expiration base date. B0160 B0170 B0190
03* Number of Months Specify the <BC Value> on the coverage component. Adds 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 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 number of years to the expiration base date. B0160 B0170 B0190
At line 302 changed 4 lines
|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 expiry 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 expiry 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
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 expiry 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 expiry 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
At line 312 changed one line
|01*|Calculate Expire Date|Stores the calculated expiration date of the enrollment.| |B0210
01* Calculate Expire Date Stores the calculated expiration date of the enrollment. B0210
At line 319 changed 7 lines
|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]) form 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]) form to determine date employee’s eligibility is expired, or 31st December, 3999 if date is unavailable.| |B0220
|04|Use Earlier of Term/Leave|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]) form 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 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
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/Leave 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 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
At line 332 changed 2 lines
|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
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
At line 342 changed 4 lines
|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
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
At line 350 changed one line
Choose the rule that is used as the Continuation Period rule.\\
Choose the rule that is used as the Continuation Period rule.
At line 352 changed 5 lines
|01|Number of Days|Specify the <BC Value> on the coverage component.\\ \\Adds 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.\\ \\Adds the number of years to the eligibility end base date.|B0220\\ B0230|B0250
01 Number of Days Specify the <BC Value> on the coverage component. Adds 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. Adds the number of years to the eligibility end base date. B0220 B0230 B0250
At line 365 changed 4 lines
|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
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
At line 375 changed one line
|01*|Calculate Eligibility End Date|Stores the calculated end date of the eligibility.| |B0270
01* Calculate Eligibility End Date Stores the calculated end date of the eligibility. B0270
At line 382 changed 3 lines
|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
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
At line 393 changed 2 lines
|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|B0321
|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|B0321
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 B0321
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 B0321
At line 401 changed 2 lines
|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.| |B0323
|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.| |B0323
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. B0323
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. B0323
At line 409 changed 2 lines
|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.| |B0328
|01*|Use Earnings from Element|Specify the name of the <Element> on the component.\\ \\The value of the element will be used as prior period earnings.| |B0328
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. B0328
01* Use Earnings from Element Specify the name of the <Element> on the component. The value of the element will be used as prior period earnings. B0328
At line 414 changed 2 lines
This component specifies which earnings are considered eligible for benefit calculation purposes.\\ \\
Choose the rule that is used as the Eligible Workers’ Compensation Earnings rule.\\
This component specifies which earnings are considered eligible for benefit calculation purposes.
Choose the rule that is used as the Eligible Workers’ Compensation Earnings rule.
At line 417 changed 2 lines
|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
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 425 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated normal member earnings value.\\ \\A <PC Code> must be indicated.| |B0361
01* Replace Enrollment Value Replaces the enrollment value with the newly calculated normal member earnings value. A <PC Code> must be indicated. B0361
At line 429 changed 2 lines
This is the lump sum leave pay earnings used to calculate the prior period contribution for FRS. The lump sum leave pay earnings amount replaces any previously calculated amount.\\ \\
Choose the rule that is used as the Lump Sum Leave Pay Earnings rule\\
This is the lump sum leave pay earnings used to calculate the prior period contribution for FRS. The lump sum leave pay earnings amount replaces any previously calculated amount.
Choose the rule that is used as the Lump Sum Leave Pay Earnings rule
At line 432 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated prior period earnings value.\\ \\A <PC Code> must be indicated.| |B0363
01* Replace Enrollment Value Replaces the enrollment value with the newly calculated prior period earnings value. A <PC Code> must be indicated. B0363
At line 437 changed 2 lines
period earnings amount replaces any previously calculated amount.\\ \\
Choose the rule that is used as the Prior Period Adjustment Earnings rule.\\
period earnings amount replaces any previously calculated amount.
Choose the rule that is used as the Prior Period Adjustment Earnings rule.
At line 440 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated retroactive salary earnings value.\\ \\A <PC Code> must be indicated.| |B0368
01* Replace Enrollment Value Replaces the enrollment value with the newly calculated retroactive salary earnings value. A <PC Code> must be indicated. B0368
At line 445 changed 2 lines
worker’s compensation earnings amount replaces any previously calculated amount.\\ \\
Choose the rule that is used as the Workers Compensation Earnings rule.\\
worker’s compensation earnings amount replaces any previously calculated amount.
Choose the rule that is used as the Workers Compensation Earnings rule.
At line 448 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated special compensation amount value.\\ \\A <PC Code> must be indicated.| |B0380
01* Replace Enrollment Value Replaces the enrollment value with the newly calculated special compensation amount value. A <PC Code> must be indicated. B0380
At line 452 changed 2 lines
This component is used to store Annual Leave Hours for Florida Retirement System (FRS), only. It may not be used alone and must be used in conjunction with Component B0321, which stores the Annual Leave Pay Amounts.\\ \\
Choose the rule that is used as the Lump Sum Leave Pay Hours\\
This component is used to store Annual Leave Hours for Florida Retirement System (FRS), only. It may not be used alone and must be used in conjunction with Component B0321, which stores the Annual Leave Pay Amounts.
Choose the rule that is used as the Lump Sum Leave Pay Hours
At line 455 changed one line
|01*|Replace Enrollment Value|Replaces the enrollment value with the newly calculated special compensation amount value.\\ \\An <Element> must be indicated.\\ \\A <PC Code> must be indicated.|B0321|B0600
01* Replace Enrollment Value Replaces the enrollment value with the newly calculated special compensation amount value. An <Element> must be indicated. A <PC Code> must be indicated. B0321 B0600
At line 461 changed 2 lines
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.\\
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.
At line 464 changed 4 lines
|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
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
At line 471 changed 2 lines
This component determines how the regular contribution amount will be calculated.\\ \\
Choose the rule that is used as the Regular Contribution Calculation Method rule.\\
This component determines how the regular contribution amount will be calculated.
Choose the rule that is used as the Regular Contribution Calculation Method rule.
At line 474 changed one line
|11*|Percentage of Eligible Earnings|Multiplies the contribution rate (B0800) by the eligible earnings (B0360).|B0800\\B0360|B0811
11* Percentage of Eligible Earnings Multiplies the contribution rate (B0800) by the eligible earnings (B0360). B0800 B0360 B0811
At line 478 changed 2 lines
This component determines how the lump sum leave pay contribution amount will be calculated.\\ \\
Choose the rule that is used as the Lump Sum Leave Pay Contribution Calculation Method rule.\\
This component determines how the lump sum leave pay contribution amount will be calculated.
Choose the rule that is used as the Lump Sum Leave Pay Contribution Calculation Method rule.
At line 481 changed one line
|11*|Percentage of Eligible Earnings|The contribution rate (B0800) divided by 100 multiplied by the Lump Sum Leave Pay Earnings (B0361).|B0800\\B0361|B0813
11* Percentage of Eligible Earnings The contribution rate (B0800) divided by 100 multiplied by the Lump Sum Leave Pay Earnings (B0361). B0800 B0361 B0813
At line 485 changed 2 lines
This component determines how the prior period adjustment contribution amount will be calculated.\\ \\
Choose the rule that is used as the Prior Period Adjustment Contribution Calculation Method rule.\\
This component determines how the prior period adjustment contribution amount will be calculated.
Choose the rule that is used as the Prior Period Adjustment Contribution Calculation Method rule.
At line 488 changed one line
|11*|Percentage of Eligible Earnings|The contribution rate (B0800) divided by 100 multiplied by the Prior Period Adjustment Earnings (B0363).|B0800\\B0363|B0818
11* Percentage of Eligible Earnings The contribution rate (B0800) divided by 100 multiplied by the Prior Period Adjustment Earnings (B0363). B0800 B0363 B0818
At line 492 changed 2 lines
This component determines how the workers’ compensation contribution amount will be calculated.\\ \\
Choose the rule that is used as the Workers’ Compensation Contribution Calculation Method rule.\\
This component determines how the workers’ compensation contribution amount will be calculated.
Choose the rule that is used as the Workers’ Compensation Contribution Calculation Method rule.
At line 495 changed one line
|11*|Percentage of Eligible Earnings|The contribution rate (B0800) divided by 100 multiplied by the Workers’ Compensation earnings (B0368).|B0800\\B0368|B0840
11* Percentage of Eligible Earnings The contribution rate (B0800) divided by 100 multiplied by the Workers’ Compensation earnings (B0368). B0800 B0368 B0840
At line 499 changed 2 lines
This component determines whether the contribution amount replaces any previously calculated amount, or adds to it.\\ \\
Choose the rule that is used as the Regular Contribution Amount rule.\\
This component determines whether the contribution amount replaces any previously calculated amount, or adds to it.
Choose the rule that is used as the Regular Contribution Amount rule.
At line 502 changed 2 lines
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0841
|02|Accumulate Value to Enrollment|Accumulates the newly calculated contribution amount into the existing enrollment value.| |B0841
01* Replace Value on Enrollment Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. B0841
02 Accumulate Value to Enrollment Accumulates the newly calculated contribution amount into the existing enrollment value. B0841
At line 507 changed 2 lines
This component stores the lump sum leave pay contribution amount calculated. This is the final lump sum pay contribution amount for FRS.\\ \\
Choose the rule that is used as the Lump Sum Leave Pay Contribution Amount rule.\\
This component stores the lump sum leave pay contribution amount calculated. This is the final lump sum pay contribution amount for FRS.
Choose the rule that is used as the Lump Sum Leave Pay Contribution Amount rule.
At line 510 changed one line
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0843
01* Replace Value on Enrollment Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. B0843
At line 514 changed 2 lines
This component stores the prior period adjustment contribution amount calculated. This is the final prior period adjustment contribution amount for FRS.\\ \\
Choose the rule that is used as the Prior Period Adjustment Contribution Amount rule.\\
This component stores the prior period adjustment contribution amount calculated. This is the final prior period adjustment contribution amount for FRS.
Choose the rule that is used as the Prior Period Adjustment Contribution Amount rule.
At line 517 changed one line
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |B0848
01* Replace Value on Enrollment Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. B0848
At line 521 changed 2 lines
This component stores the workers’ compensation contribution amount calculated. This is the final workers’ compensation contribution amount for FRS.\\ \\
Choose the rule that is used as the Workers’ Compensation Contribution Amount.\\
This component stores the workers’ compensation contribution amount calculated. This is the final workers’ compensation contribution amount for FRS.
Choose the rule that is used as the Workers’ Compensation Contribution Amount.
At line 524 changed one line
|01*|Replace Value on Enrollment|Replaces the enrollment value with the newly calculated contribution amount.\\ \\A <PC Code> must be indicated.| |Done
01* Replace Value on Enrollment Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. Done
At line 528 changed 3 lines
|0010 – 0299|Pre-processing/Qualification
|0300 – 0399|Eligible Earnings/Amounts
|0800 – 0899|Employer Contributions
0010 – 0299 Preprocessing/Qualification
0300 – 0399 Eligible Earnings/Amounts
0800 – 0899 Employer Contributions
At line 532 removed one line
%%information This is a sample, so the Pay Element and Pay Components may be renamed to best suit your set up. This sample has also been written so you can follow a Work Period Code's complete set up.%%
At line 534 changed 32 lines
||BC||Rule||WP||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 Regular Earnings|01 Use Earnings from Element|12|FRS REG| |
|B0360 Regular Eligible Earnings|01 Replace Enrollment Value|12| |6800 – FRS Reg Earns|
|B0800 Contribution Rate|02 Use Value from Coverage Rate Step|ALL| | |ER Rate (%) = 10.15
|B0810 Regular Contribution Method|11 Percentage of Eligible Earnings|12| | |
|B0840 Regular Contribution Amount|01 Replace Enrollment Value|12| |4800 – FRS Reg ER|
|B0321 Eligible Lump Sum Leave Pay Earnings|01 Use Earnings from Element|21|FRS LUMP| |
|B0361 Lump Sum Leave Pay Eligible Earnings|01 Replace Enrollment Value|21| |6801 – FRS Lump Earns|
|B0811 Lump Sum Leave Pay Contribution Method|11 Percentage of Eligible Earnings|21| | |
|B0841 Lump Sum Leave Pay Contribution Amount|01 Replace Enrollment Value|21| |4801 – FRS Lump ER|
|B0323 Eligible Prior Period Adjustment Earnings|01 Use Earnings from Element|12|FRS PP| |
|B0363 Prior Period Adjustment Eligible Earnings|01 Replace Enrollment Value|12| |6803 – FRS PP Earns|
|B0813 Prior Period Adjustment Contribution Method|11 Percentage of Eligible Earnings|12| | |
|B0843 Prior Period Adjustment Contribution Amount|01 Replace Enrollment Value|12| |4803 – FRS PP ER|
|B0328 Eligible Workers’ Compensation Earnings|01 Use Earnings from Element|88|FRS WC| |
|B0368 Workers’ Compensation Eligible Earnings|01 Replace Enrollment Value|88| |6808 – FRS WC Earns|
|B0818 Workers’ Compensation Contribution Method|11 Percentage of Eligible Earnings|88| | |
|B0848 Workers’ Compensation Contribution Amount|01 Replace Enrollment Value|88| |4808 – FRS WC ER|
BC Rule WP Element PC Rate
B002 0 Enrollment Base Date 02 Hire Date
B003 0 Enrollment Effective Date 01 Use Base Date
B007 0 Effective Date 01 Calculate Effective Date
B008 0 Eligibility Base Date 02 Hire Date
B009 0 Eligibility Date Rule 01 Use Base Date
B013 0 Eligibility Date 01 Calculate Eligible Date
B014 0 Premium Start Date 01 Use Effective Date
B015 0 Expire Base Date 02 Termination Date
B016 0 Expire Date Rule 01 Use Base Date
B020 0 Expire Date 01 Calculate Expire Date
B021 0 Eligibility End Base Date 02 Termination Date
B022 0 Eligibility End Date Rule 01 Use Base Date
B026 0 Eligibility End Date 01 Calculate Eligible End Date
B027 0 Premium End Date 01 Use Expiration Date
B032 0 Eligible Regular Earnings 01 Use Earnings from Element 12 FRS REG
B036 0 Regular Eligible Earnings 01 Replace Enrollment Value 12 6800 – FRS Reg Earns
B080 0 Contribution Rate 02 Use Value from Coverage Rate Step ALL ER Rate (%) = 10.15
B081 Regular Contribution 11 Percentage of 12
At line 557 added 22 lines
BC Rule WP Element PC Rate
0 Method Eligible Earnings
B084 0 Regular Contribution Amount 01 Replace Enrollment Value 12 4800 – FRS Reg ER
B032 1 Eligible Lump Sum Leave Pay Earnings 01 Use Earnings from Element 21 FRS LUMP
B036 1 Lump Sum Leave Pay Eligible Earnings 01 Replace Enrollment Value 21 6801 – FRS Lump Earns
B081 1 Lump Sum Leave Pay Contribution Method 11 Percentage of Eligible Earnings 21
B084 1 Lump Sum Leave Pay Contribution Amount 01 Replace Enrollment Value 21 4801 – FRS Lump ER
B032 3 Eligible Prior Period Adjustment Earnings 01 Use Earnings from Element 12 FRS PP
B036 3 Prior Period Adjustment Eligible Earnings 01 Replace Enrollment Value 12 6803 – FRS PP Earns
B081 3 Prior Period Adjustment Contribution Method 11 Percentage of Eligible Earnings 12
B084 3 Prior Period Adjustment Contribution Amount 01 Replace Enrollment Value 12 4803 – FRS PP ER
B032 8 Eligible Workers’ Compensation Earnings 01 Use Earnings from Element 88 FRS WC
B036 8 Workers’ Compensation Eligible Earnings 01 Replace Enrollment Value 88 6808 – FRS WC Earns
B081 8 Workers’ Compensation Contribution Method 11 Percentage of Eligible Earnings 88
B084 8 Workers’ Compensation Contribution Amount 01 Replace Enrollment Value 88 4808 – FRS WC ER
At line 568 changed one line
The sample provided previously is a fairly generic example. You and your consultant will need to discuss your specific requirements.
The sample provided previously is a fairly generic example. You and your High Line Consultant will need to discuss your specific requirements.
At line 573 changed 2 lines
__FRS Position Number__
This user field is OPTIONAL and is attached to the Position Details table.\\
FRS Position Number This user field is OPTIONAL and is attached to the Position Details table. This is a SYSTEM updated user field.
Table User Field Name Prompt Field Type Fld Seq
P2KCM_POSITION_DETAILS FRS POSITION NUMBER FRS Position Number Char 1
At line 576 changed 5 lines
This is a SYSTEM updated user field.\\
||Table||User Field Name||Prompt||Field Type||Fld Seq
|[P2K_CM_POSITION_DETAILS]|FRS POSITION NUMBER|FRS Position Number|Char|1
\\ \\
This user field is OPTIONAL. This user field is attached to the Position Details table.\\
This user field is OPTIONAL. This user field is attached to the Position Details table. This is a SYSTEM updated user field.
Table User Field Name Prompt Field Type Fld Seq
P2KCM_POSITION_DETAILS FRS CLASS CODE FRS Class Code Char 2
At line 582 changed 4 lines
This is a SYSTEM updated user field.\\
||Table||User Field Name||Prompt||Field Type||Fld Seq
|[P2K_CM_POSITION_DETAILS]|FRS CLASS CODE|FRS Class Code|Char|2
At line 588 changed one line
This update will process all FRS plans, and produce a flat file to be remitted.\\ \\
This update will process all FRS plans, and produce a flat file to be remitted.
The report can be produced only after the FRS 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 FRS Pay Components with values 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 FRS report using the required format.
Function UPFRS produces the FRS report and optionally the associated file for transmission.
The output file will contain exactly what is shown on the report.
Report Field Source Notes
Social Security Number Government Code P2K_HR_IDENTITIES
Department Department Code P2K_HR_ASSIGNMENT_DETAILS
Check Date Pay Issue Date P2K_PR_PAY_HEADERS
Member Name (Last, First) Name (Last, First, M.) P2K_HR_IDENTITIES
Plan Plan Code P2K_BE_PLAN_DEFINITIONS
Work Period Derived from Plans (IBPN) Derived from Earnings Pay Component attached to the Plan’s Benefit Components
Monthly Salary Derived from Assignment (IEAS) Monthly Salary derived from the Wage Rate on the employee’s assignment.
Employee Contribution Amount N/a
At line 590 removed one line
The report can be produced only after the FRS 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 FRS Pay Components with values 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 FRS report using the required format.\\ \\
At line 592 removed 3 lines
Function [RPFRS] produces the FRS report and optionally the associated file for transmission. \\ \\
The output file will contain exactly what is shown on the report.
At line 596 changed 12 lines
||Report Field||Source||Notes
|Social Security Number|Government Code|[P2K_HR_IDENTITIES]
|Department|Department Code|[P2K_HR_ASSIGNMENT_DETAILS]
|Check Date|Pay Issue Date|[P2K_PR_PAY_HEADERS]
|Member Name (Last, First)|Name (Last, First, M.)|[P2K_HR_IDENTITIES]
|Plan|Plan Code|[P2K_BE_PLAN_DEFINITIONS]
|Work Period|Derived from Plans ([IBPN])|Derived from Earnings Pay Component attached to the Plan’s Benefit Components
|Monthly Salary|Derived from Assignment ([IEAS])|Monthly Salary derived from the Wage Rate on the employee’s assignment.
|Employee Contribution Amount|N/A|
|Employer Contribution Amount|Derived from Coverage ([IBPN])|The ER Rate on the coverage multiplied by the Pay Component containing the earnings
|Leave Hours|From PC|The hours in the Pay Component on Benefit Component B380
|Adjustment|Derived from Coverage ([IBPN])|The ER Rate on the coverage multiplied by the Pay Component containing the earnings, when there is an amount in the Pay Component attached to B383
Report Field Source Notes
Employer Contribution Amount Derived from (IBPN) Coverage The ER Rate on the coverage multiplied by the Pay Component containing the earnings
Leave Hours From PC The hours in the Pay Component on Benefit Component B380
Adjustment Derived from (IBPN) Coverage The ER Rate on the coverage multiplied by the Pay Component containing the earnings, when there is an amount in the Pay Component attached to B383
At line 619 added 31 lines
Output Transmission File from the above report
‘Process FRS’ Highlights
‘Process FRS’ is not currently available through the menu bar. However, the form may be accessed through the command window with ‘UPFRS’.
‘Process FRS’ Usages and Examples
Report Parameter Form People List Mandatory, Multiple Selection, LOV available, <ALL>
A people list may be used to indicate specific employee transaction to be processed.
Person Code Mandatory, Multiple Selection, LOV available, <ALL>
The person code(s) of specific employee(s) to be processed.
Payroll Month/Year Mandatory
Users must specify the reporting month and year to be displayed on the report as MM/YYYY
AsOf Date Period Mandatory, Date, LOV available (DD-MON-YYYY)
This date is used to determine the wage rate, department, class code, etc. for the employee. This is used as there may be more than one period supplied.
For Period Mandatory
The pay period of the first pay to be included entered as YYYYPP.
To Period Mandatory
The pay period of the last pay to be included entered as YYYYPP.
Sort Method 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 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.
At line 610 changed one line
Modify the standard FRS file requirements using the [IDFDV] function for HL$FLPERS.\\ \\
Modify the standard FRS file requirements using the IDFDV function for HL$FLPERS.
At line 612 changed 28 lines
__File Format Supported__
||Field Identifier||Description||Source||Variable||Notes
|DEPARTMENT|Department|Data Base Column|[DDP.DEPARTMENT_CODE|DEPARTMENT_CODE]|
|POSITION NUMBER|Position Number|Data Base Column|[DPS.POSITION_CODE|POSITION_CODE]|
|CLASS CODE|Class Code|Not Specified| |
|PLAN|FRS Plan Code|Data Base Column|[BPN.PLAN_CODE|PLAN_CODE]|
|WORK PERIOD|Work Period Code|Not Specified| |
|ADJ CODE|Adjustment Code|Not Specified| |
|CHECK DATE|Check Date|Not Specified| |
|EMPLOYEE NAME|Employee Name (Last, First, MI)|Not Specified| |
|SOCIAL SECURITY NUMBER|Employee Social Security Number|Data Base Column|[EID.GOVERNMENT_CODE|GOVERNMENT_CODE]|
|DATE OF BIRTH|Date of Birth (DOB)|Data Base Column|[EID.BIRTH_DATE|BIRTH_DATE]|
|SEX|Employee Gender|Data Base Column|[EID.GENDER|GENDER]|
|ADDRESS LINE 1|Employee Address Line One|Data Base Column|[EPS.ADDRESS_LINE_1|ADDRESS_LINE_1]|
|ADDRESS LINE 2|Employee Address Line Two|Data Base Column|[EPS.ADDRESS_LINE_2|ADDRESS_LINE_2]|
|ADDRESS CITY|Employee City|Data Base Column|[EPS.LOCALITY|LOCALITY]|
|ADDRESS STATE|Employee State|Data Base Column|[DSP.STATE_PROVINCE_CODE|STATE_PROVINCE_CODE]|
|ADDRESS ZIP CODE|Employee Zip|Data Base Column|[EPS.ZIP_POSTAL|ZIP_POSTAL]|
|SALARY|Salary|Element|GROSS|
|EE CONTRIBUTION|Employee Contribution Amount|Pay Component|FRS EE|
|ER CONTRIBUTION|Employer Contribution Amount|Pay Component|FRS ER|
|REPORT PERIOD|Report Period|Not Specified| |
|ANNUAL LEAVE HOURS|Annual Leave Hours|Pay Component| |
|AGENCY|Agency Number|Constant| |
|REPORT FORMAT CODE|Report Format Code|Constant| |
|REPORT PERIOD CD|Report Period (MMYYYY)|Not Specified| |
|TR|Trailer Record Identifier|Constant| |
|DETAIL RECORD COUNT|Detail Record Count|Not Specified| |
File Format Supported
Field Identifier Description Source Variable Notes
DEPARTMENT Department Data Base Column DDP.DEPARTMENT_CODE
POSITION NUMBER Position Number Data Base Column DPS.POSITION_CODE
CLASS CODE Class Code Not Specified
PLAN FRS Plan Code Data Base Column BPN.PLAN_CODE
WORK PERIOD Work Period Code Not Specified
ADJ CODE Adjustment Code Not Specified
CHECK DATE Check Date Not Specified
EMPLOYEE NAME Employee Name (Last, First, MI) Not Specified
SOCIAL SECURITY NUMBER Employee Social Security Number Data Base Column EID.GOVERNMENT_CODE
DATE OF BIRTH Date of Birth (DOB) Data Base Column EID.BIRTH_DATE
SEX Employee Gender Data Base Column EID.GENDER
ADDRESS LINE 1 Employee Address Line One Data Base Column EPS.ADDRESS_LINE_1
ADDRESS LINE 2 Employee Address Line Two Data Base Column EPS.ADDRESS_LINE_2
ADDRESS CITY Employee City Data Base Column EPS.LOCALITY
ADDRESS STATE Employee State Data Base Column DSP.STATE_PROVINCE_CO DE
ADDRESS ZIP CODE Employee Zip Data Base Column EPS.ZIP_POSTAL
SALARY Salary Element GROSS
At line 673 added 15 lines
Field Identifier Description Source Variable Notes
EE CONTRIBUTION Employee Contribution Amount Pay Component FRS EE
ER CONTRIBUTION Employer Contribution Amount Pay Component FRS ER
REPORT PERIOD Report Period Not Specified
ANNUAL LEAVE HOURS Annual Leave Hours Pay Component
AGENCY Agency Number Constant
REPORT FORMAT CODE Report Format Code Constant
REPORT PERIOD CD Report Period (MMYYYY) Not Specified
TR Trailer Record Identifier Constant
DETAIL RECORD COUNT Detail Record Count Not Specified
[{If var='loginstatus' contains 'authenticated'
At line 642 changed 2 lines
![Notes|Edit:Internal.FRS]
[{InsertPage page='Internal.FRS' default='Click to create a new notes page'}]
![Discussion|Edit:Internal.FRS]
[{InsertPage page='Internal.FRS' default='Click to create a new discussion page'}]
}]