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

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Rule Description Logic Assoc. Go to
00* Use UserCalc Only The pre-processing or qualifying <User Calc> specified will be executed. The UserCalc may be a qualifier to decide which employees to evaluate. Specify the name of the <User Calc> on the component. The UserCalc must supply any logic required to disqualify an employee from being processed. The UserCalc must be of the type ‘Function’, with a return value of the type ‘Boolean’. Use the RET operator to return the Boolean value of True or False. The false value is interpreted by the component as an instruction to exit the coverage without further processing. B0020
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|00*|Use UserCalc Only|The pre-processing or qualifying <User Calc> specified will be executed. The UserCalc may be a qualifier to decide which employees to evaluate.\\ \\Specify the name of the <User Calc> on the component. The UserCalc must supply any logic required to disqualify an employee from being processed. The UserCalc must be of the type ‘Function’, with a return value of the type ‘Boolean’. Use the RET operator to return the Boolean value of True or False.\\ \\The false value is interpreted by the component as an instruction to exit the coverage without further processing.| |B0020
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This component is required to establish the base date used in determining the effective date of an enrollment form.
Choose the rule that is used as the Enrollment Base Date rule.
Rule Description Logic Assoc. Go to
00 Use UserCalc Only The 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 effective date is determined. B0030
Rule Description Logic Assoc. Go to
01 Use Processing Date Uses the date of the benefits run (or pay period end date if benefits are processed through payroll), to determine effective date of the employee’s coverage. B0030
02* Use Hire Date Uses Hire Date from Employment Information form (IEEI) to determine effective date of employee’s coverage. B0030
03 Use Seniority Date Uses Seniority Date from Employment Information form (IEEI) to determine effective date of employee’s coverage. B0030
04 Use Latest of Hire/Seniority/Processing Date Uses the latest of hire date, seniority date, or date of the benefits run (or pay period end date if benefits are processed through payroll). This rule is often used when a benefit is completely optional, such as a 401K (US) or RRSP (CDN) plan. B0030
05 Use Leave Date Uses Leave Date from Employment Information form (IEEI) to determine effective date of the employee’s coverage. This rule is normally only used with disability type plans. B0030
06 Use Birth Date Uses employee’s birth date from Identity Information form (IEID) plus a qualifying period to determine effective date of employee’s coverage. Sometimes used for pension type plans that become mandatory at age 18 or 21. B0030
07 Use Termination Date Uses employee’s termination date from Employment Information form (IEEI) to determine effective date of employee’s coverage. Used for special coverages available to an employee only after termination, for example, on retirement. B0030
This component is required to establish the base date used in determining the effective date of an enrollment form.\\ \\
Choose the rule that is used as the Enrollment Base Date rule.\\
||Rule||Description||Logic||Assoc.||Go to
|00|Use UserCalc Only|The 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 effective date is determined.| |B0030
|01|Use Processing Date|Uses the date of the benefits run (or pay period end date if benefits are processed through payroll), to determine effective date of the employee’s coverage.| |B0030
|02*|Use Hire Date|Uses Hire Date from Employment Information form (IEEI) to determine effective date of employee’s coverage.| |B0030
|03|Use Seniority Date|Uses Seniority Date from Employment Information form (IEEI) to determine effective date of employee’s coverage. | |B0030
|04|Use Latest of Hire/Seniority/Processing Date|Uses the latest of hire date, seniority date, or date of the benefits run (or pay period end date if benefits are processed through payroll). This rule is often used when a benefit is completely optional, such as a 401K (US) or RRSP (CDN) plan.| |B0030
|05|Use Leave Date|Uses Leave Date from Employment Information form (IEEI) to determine effective date of the employee’s coverage. This rule is normally only used with disability type plans.| |B0030
|06|Use Birth Date|Uses employee’s birth date from Identity Information form (IEID) plus a qualifying period to determine effective date of employee’s coverage. Sometimes used for pension type plans that become mandatory at age 18 or 21.| |B0030
|07|Use Termination Date|Uses employee’s termination date from Employment Information form (IEEI) to determine effective date of employee’s coverage. Used for special coverages available to an employee only after termination, for example, on retirement.| |B0030
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This component specifies whether a qualification period must be added to the enrollment effective date. Choose the rule that is used as the enrollment Effective Base Date rule.
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01 Use Base Date Uses the exact date calculated by component B0020. B0020 B0070
02* Use Base Date plus Qualifying Period Uses the date calculated by component B0020, plus any additional qualifying period calculated by components B0040 and B0050. B0020 B0040 B0050 B0040
This component specifies whether a qualification period must be added to the enrollment effective date.\\ \\ Choose the rule that is used as the enrollment Effective Base Date rule.\\
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|01|Use Base Date|Uses the exact date calculated by component B0020.|B0020|B0070
|02*|Use Base Date plus Qualifying Period|Uses the date calculated by component B0020, plus any additional qualifying period calculated by components B0040 and B0050.|B0020\\B0040\\B0050|B0040
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This component specifies whether an employee must be hired by a certain day in the month in order for that month to be included in the qualification criteria.
Must the employee be hired by a certain day in the month in order for month to be included in the qualification criteria?
Yes Choose the rule to be used
No Go to B0050
Rule Description Logic Assoc. Go to
00 Use Day from UserCalc Only Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return B0050
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a numeric value. This value is interpreted as a user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire.
01 Use Day from Element Specify the name of the <Element> on the component. The value of the element is used as the user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire. B0050
02* Hired By Specified Day Specify the <BC Value> on the coverage component. The <BC Value> of the component is used as the user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire. Must be entered as DD (15 for the 15th of the month.) B0050
This component specifies whether an employee must be hired by a certain day in the month in order for that month to be included in the qualification criteria.\\ \\
Must the employee be hired by a certain day in the month in order for month to be included in the qualification criteria?\\
Yes - Choose the rule to be used\\
No - Go to B0050\\
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|00|Use Day from UserCalc Only|Specify the name of the <User Calc> on the component.\\ \\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value.\\ \\This value is interpreted as a user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire.| |B0050
|01|Use Day from Element|Specify the name of the <Element> on the component.\\ \\The value of the element is used as the user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire.| |B0050
|02*|Hired By Specified Day|Specify the <BC Value> on the coverage component.\\ \\The <BC Value> of the component is used as the user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire.\\ \\Must be entered as DD (15 for the 15th of the month.)| |B0050
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Is there a specific waiting period for enrollment?
Yes Choose the rule to be used
No Go to B0060
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01 Number of Days Specify the <BC Value> on the coverage component. Adds the number of days to the enrollment base date. B0060
02 Number of Weeks Specify the <BC Value> on the coverage component. Adds the number of weeks to the enrollment base date. B0060
03* Number of Months Specify the <BC Value> on the coverage component. Adds the number of months to the enrollment base date. B0060
04 Number of Pay Periods Specify the <BC Value> on the coverage component. Adds the number of pay periods to the enrollment base date. B0060
05* Number of Years Specify the <BC Value> on the coverage component. Adds the number of years to the enrollment base date. B0060
Is there a specific waiting period for enrollment?\\
Yes - Choose the rule to be used\\
No - Go to B0060\\
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|01|Number of Days|Specify the <BC Value> on the coverage component.\\ \\Adds the number of days to the enrollment base date.| |B0060
|02|Number of Weeks|Specify the <BC Value> on the coverage component.\\ \\Adds the number of weeks to the enrollment base date.| |B0060
|03*|Number of Months|Specify the <BC Value> on the coverage component.\\ \\Adds the number of months to the enrollment base date.| |B0060
|04|Number of Pay Periods|Specify the <BC Value> on the coverage component.\\ \\Adds the number of pay periods to the enrollment base date.| |B0060
|05*|Number of Years|Specify the <BC Value> on the coverage component.\\ \\Adds the number of years to the enrollment base date.| |B0060
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This component specifies that enrollment takes place on a specific day of the month, such as the first.
Is it necessary to roll the effective date forward or backward to a specific day of the month?
Yes Choose the rule to be used
No Go to B0070
Rule Description Logic Assoc. Go to
01* Roll Forward to Day in Next Month Specify the <BC Value> on the coverage component. Must be entered as DD (01 for the 1tstof the month.) B0070
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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.
02 Roll Back to Day in Curr Month Specify the <BC Value> on the coverage component. Must be entered as DD (01 for the 1tstof the month.) Rolls effective date back to this day in the current month. Used when benefits may only start on a specified day of the month, such as the first, and benefits may be backdated. B0070
03 Roll Forward to First Day in Next Quarter Rolls effective date forward to the first day in the following quarter. Used when benefits may only start at the beginning of a quarter. B0070
04 Roll Back to First Day in Curr Quarter Rolls effective date back to the first day in the current quarter. Used when benefits may only start at the beginning of a quarter and enrollment may be backdated. B0070
This component specifies that enrollment takes place on a specific day of the month, such as the first.\\ \\
Is it necessary to roll the effective date forward or backward to a specific day of the month?\\
Yes Choose the rule to be used\\
No Go to B0070\\
||Rule||Description||Logic||Assoc.||Go to
|01*|Roll Forward to Day in Next Month|Specify the <BC Value> on the coverage component.\\ \\Must be entered as DD (01 for the 1tstof the month.)\\ \\Rolls effective date forward to this day in the following month.\\ \\Used when benefits may only start on a specified day of the month, such as the first.| |B0070
|02|Roll Back to Day in Curr Month|Specify the <BC Value> on the coverage component.\\ \\Must be entered as DD (01 for the 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
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This component stores the final effective date result. Choose the rule that is used as the Effective Date rule.
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01* Calculate Effective Date Stores the calculated effective date of the benefit coverage. B0080
This component stores the final effective date result.\\ \\
Choose the rule that is used as the Effective Date rule.
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|01*|Calculate Effective Date|Stores the calculated effective date of the benefit coverage.| |B0080
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This component is required to establish the base date used in determining the eligibility date of an enrollment form.
This component is required to establish the base date used in determining the eligibility date of an enrollment form.\\ \\
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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.
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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.
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No Go to B0110
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No Go to B0110\\
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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
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\\
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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 eligible 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
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 eligible date forward or backward to a specific day of the month?\\
Yes Choose the rule to be used\\
No Go to B0130\\
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This component stores the final eligible date result. Choose the rule that is used as the Eligible Date rule.
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This component stores the final eligible date result.\\ \\
Choose the rule that is used as the Eligible Date rule.\\
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This component determines the date premiums will commence. Choose the rule that is used as the Premium Start Date rule.
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This component determines the date premiums will commence.\\ \\
Choose the rule that is used as the Premium Start Date rule.\\
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This component is required to establish the base date used in determining the expiration of an enrollment form.
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This component is required to establish the base date used in determining the expiration of an enrollment form.\\
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This component specifies whether a continuation period must be added to the enrollment expiration date. Choose the rule that will be used as the Expire Date rule.
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This component specifies whether a continuation period must be added to the enrollment expiration date.\\ \\
Choose the rule that will be used as the Expire Date rule.
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enrolled.
enrolled.\\ \\
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continuation criteria?
Yes Choose the rule to be sued No Go to B0180
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continuation criteria?\\
Yes - Choose the rule to be used\\
No - Go to B0180\\
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This component specifies the continuation period for benefit enrollment.
Is there a continuation period for benefit enrollment?
Yes Choose the rule to be used
No Go to B0190
Rule Description Logic Assoc. Go to
This component specifies the continuation period for benefit enrollment.\\ \\
Is there a continuation period for benefit enrollment?\\
Yes - Choose the rule to be used\\
No - Go to B0190\\
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This component specifies that enrollment expires on a specific day of the month, such as the last.
Is it necessary to roll the expiry date forward or backward to a specific day of the month?
Yes Choose the rule to be used
No Go to B0200
Rule Description Logic Assoc. Go to
This component specifies that enrollment expires on a specific day of the month, such as the last.\\ \\
Is it necessary to roll the expiry date forward or backward to a specific day of the month?\\
Yes - Choose the rule to be used\\
No - Go to B0200\\
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This component stores the final expiration date result.
Choose the rule that is used as the Expire Date rule.
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This component stores the final expiration date result.\\ \\
Choose the rule that is used as the Expire Date rule.\\
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This component is required to establish the base date used in determining the eligibility end date of an enrollment form.
Choose the rule that is used as the Eligibility End Base Date rule.
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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 B0220
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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.
This component is required to establish the base date used in determining the eligibility end date of an enrollment form.\\ \\
Choose the rule that is used as the Eligibility End Base Date rule.\\
||Rule||Description||Logic||Assoc.||Go to
00 UserCalc Only Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value. This value is interpreted by the component as a user- provided base date from which the employee’s eligibility is expired. B0220
At line 370 changed 2 lines
This component specifies whether a continuation period must be added to the enrollment eligibility end date? Chose the rule that is used as the Eligibility End Date rule.
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This component specifies whether a continuation period must be added to the enrollment eligibility end date?\\ \\
Chose the rule that is used as the Eligibility End Date rule.\\
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This component specifies whether an employee must be terminated on/after a certain day in the month in order for that month to be included in the continuation criteria.
Must an employee be terminated on/after a certain day in the month in order for month to be included in the continuation criteria?
Yes Choose the rule to be used
No Go to B0240
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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 B0220 B0240
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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.
This component specifies whether an employee must be terminated on/after a certain day in the month in order for that month to be included in the continuation criteria.\\ \\
Must an employee be terminated on/after a certain day in the month in order for month to be included in the continuation criteria?\\
Yes - Choose the rule to be used\\
No - Go to B0240\\
||Rule||Description||Logic||Assoc.||Go to
00 Use Day from Calc Only Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value. This value is interpreted as a user-provided day of the month after which an employee must be terminated in order to be eligible for benefits during the last month of employment. B0220 B0240
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This component specifies the length of the continuation period. Choose the rule that is used as the Continuation Period rule.
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This component specifies the length of the continuation period.\\ \\
Choose the rule that is used as the Continuation Period rule.
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This component specifies that eligibility ends on a specific day of the month, such as the last.
Is it necessary to roll the eligibility end date forward or backward to a specific day of the month?
Yes Choose the rule to be used
No Go to B0260
Rule Description Logic Assoc. Go to
This component specifies that eligibility ends on a specific day of the month, such as the last.\\ \\
Is it necessary to roll the eligibility end date forward or backward to a specific day of the month?\\
Yes - Choose the rule to be used\\
No - Go to B0260\\
||Rule||Description||Logic||Assoc.||Go to
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This component stores the final eligible end date result. Choose the rule that is used as the Eligibility End Date rule.
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This component stores the final eligible end date result.\\ \\
Choose the rule that is used as the Eligibility End Date rule.\\
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This component determines the date premium collection will cease. Choose the rule that is used as the Premium End Date.
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This component determines the date premium collection will cease.\\ \\
Choose the rule that is used as the Premium End Date.\\
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02 Use Eligibility End Date Uses the date calculated in component B0260 as the B0260 B0300
02 Use Eligibility End Date Uses the date calculated in component B0260 as the premium end date. B0260 B0300
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premium end date.
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This component specifies which earnings are considered eligible for benefit calculation purposes.
Choose the rule that is used as the Eligible Regular Earnings rule
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This component specifies which earnings are considered eligible for benefit calculation purposes.\\ \\
Choose the rule that is used as the Eligible Regular Earnings rule.\\
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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- B0328
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provided prior period earnings.
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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
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01* Replace Value on Enrollment Replaces the enrollment value with the newly calculated B0841
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contribution amount. A <PC Code> must be indicated.
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01* Replace Value on Enrollment Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. B0841
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This page (revision-16) was last changed on 26-Nov-2021 10:22 by rforbesTop