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!!!CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM- CAPERS 

CAPERS or ‘California Public Employees' Retirement System’ is responsible for administering the California Public Employees' Retirement Law, the Public Employees' Medical and Hospital Care Act, and the State Employees' Dental Care Act, all of which is part of the California Government Code. 

Personality2000 provides specialized Benefit Components (BC) and user fields that may be set up to ensure that the report and interface file are created correctly. 

!CAPERS Contribution Codes 
The Contribution Code (‘CC’) is a column on the CAPERS report that defines the type of contribution being submitted. For each amount submitted, a code must be provided.  The meaning of the code is shown in the table below. Personality2000 uses Benefit Components to define the codes (types of contributions) used at each organization. 

||Normal Code||Tax Deferred Code||Description 
|01|11|Normal Current Contribution 
|02|12|Prior Period Contribution Adjustment 
|03|13|Prior Period Earning Adjustment 
|04|--|Contribution Receivable 
|05|15|Retroactive Salary Adjustment 
|06|16|Special Compensation 
|07|--|Prior Period Survivor Contribution Adjustment 
|08|--|Employee-Paid Additional Contributions (must be established prior to July 1, 1983) 
|09|--|Employer-Paid Additional Contributions (must be established prior to July 1, 1983) 

!Service Periods and Work Schedule Codes 
Service Period (MM-YY-T), where MMYY stands for the month and year of the service period and T stands for Service Period Type. 

||Frequency||Number of Payroll Periods Per Year||Service Period Type Code||Description 
|Monthly|12|0| 	
|Semi-Monthly|24|1|First half of Month (1st through the 15th) 
|Semi-Monthly|24|2|Second Half of Month (16th through the end of the month) 
|Bi-Weekly|26|3|First report in month (ending on the 1st through the 14th) 
|Bi-Weekly|26|4|Second report in month (ending on the 15th through the 28th) 
|Bi-Weekly|26|5|Third report in month (ending after 28th) 
|Quadri-Weekly|13|6|First report in month (ending on the 1st through the 28th) 
|Quadri-Weekly|13|7|Second report in month (ending after the 28th of the month) 
 
Work Schedule Code on the report is derived by the system using the employee’s master files and payroll information. 
||Pay Code||Description and Formula||Work Schedule Code 
|‘01’ Monthly |	Full time monthly paid employee works an average of 173 hours per month.   To determine the monthly average when only a weekly average is known, use the following formula (rounded to nearest whole number): (Hrs per week * Weeks per Year) divided by Months per Year|173 
|‘04’ Hourly|Full time Hourly paid employee works an average of 37.50 hrs/week.|375 
|‘09’ Special|Only used for CC09 – Special| 	

!!CAPERS Setup 
To create the required report and interface file users must use specific benefit components within a specific plan type, create user fields (if needed) and set up the required Interface Format form (IDIF).

!Benefit Plan Types - IBPT 
All CAPERS benefit plans must be setup with a ‘CAPERS’ benefit plan type. \\
 
%%warning If this is spelled differently, the program will not work.%%
 
!Benefit Plans - IBPN 
Benefit Components are used to calculate and store the values for CAPERS.  These values must be qualified, for the report by what type of contribution they represent (which Contribution Code). Users must analyze the possible types of contributions made at their site, and set up the appropriate Benefit Component as described. \\ 

%%warning In the benefits components in the next section, the result of the component must be stored into a pay component where indicated.  This may be zero but it must be stored.  Define the appropriate pay component ('PC Code' field), on each Benefit Component, and ensure that the 'action' is "Store Line and Enroll".%%\\
 
;Regular Enrollment Dates:Use Benefit Components B0020 through B0270 to define the Benefit Enrollment start and end dates.  As with all Benefit Plans these BC must be defined.
 
;Member Earnings:Use Benefit Components B0320 through B0366 to define Regular Member Earnings, Prior Period Earning Adjustments, Retroactive Salary Adjustments, and Special Compensation Amounts.
;:The CAPERS ‘Member Earnings’ amount is the regular Member Earning plus the Contribution Amount required for that CAPERS Coverage group.\\  \\
 
;Total Employee and Employer Contributions (Premium Amount):This ‘Premium Amount’ is not required by the CAPERS system; it may be necessary to use/set up the ‘Premium Amount’ if it is required, by the individual implementation, to include it in the Employee or Employer contribution amount.
;:Use Benefit Components B0600 through B0680 to define this amount, if needed.   
;:If used, the premium rate should be entered as a percentage, i.e. 14.50% would be entered as 14.5000. 
 
;Survivor Contribution:This is the amount of contribution a member pays for the 1959 Survivor Benefit.  If a member has this coverage, the member contributes the following amounts based on the reporting frequency. 
;:Monthly $2.00 
;:Semi-Monthly $1.00  
;:Bi-weekly $0.93 
;:Quadri-weekly $1.86 

;:Use Benefit Component B0695 to enter this amount. This amount can be entered either through the benefit component value, a UserCalc, or through the member’s enrollment record. 
 
;Employer Contribution Amount:Use Benefit Component B0800 through B0849 to set up the Employer Contribution Amount.   
;:This amount will appear only in the CAPERS Contribution Summary Report.   
;:Enter the Employer Contribution Rate as a percentage, i.e. 8.25% would be entered as 8.2500. 
;:This amount can be set up as either ‘Same as Premium Amount’, ‘Premium Amount Less Employee Contribution’, or as ‘Employer Percentage on Member Earnings’. 
;:Additional Employer Contribution Amounts can only be derived using a pay element. 
 
;Member Contributions (Employee Paid Amount):Use Benefit Component B1000 through B1048 to set up the Member Contributions.
;:This amount will appear on the CAPERS report as the Normal Member Contribution Amount.
;:Enter the Member Contribution Rate as a percentage, i.e. 7.00% would be entered as 7.0000.
;:This amount can be derived using the rules ‘Same as Premium Amount’, ‘Premium Amount Less Employer Contribution’, or as ‘Employee Percentage on Member Earnings’.   
;:Additional Employee Contribution Amounts can only be derived using a Pay Element. 

;Special Setup Situation for Contribution Receivables (Code ‘04’/’14’):This special Benefit Component Coverage setup applies only to installations where an employee is enrolled in a CAPERS Coverage who has Contribution Receivable that is contrary to the Normal Situation. 
;:If this situation arises, then the Contribution Receivable amount (B0624) should be setup as computed from all output Pay Components (as stored in B1044, and/or B1274).  
;:Also the ‘Component Action’ in B1044, and/or B1274 should not be ‘Stored in the Benefit Lines’.  
;:This allows the Contribution Receivable amount (as it is entered through a Sundry Line), to be retained without overriding it. 
 
;Tax Deferred Amount:Use Benefit Components B1270 through B1276 to set up the Tax Deferred Amount. This amount can be derived as either ‘Same as Employee Amount’, or ‘Same as Employer Amount’. 
;:There is no Tax Deferred Amount for Contribution Codes 07, 08, and 09. 
 
;Coverage Rates:The Employee Deduction Rate and Employer Contribution Rate must be entered through the ‘IBPN’ screen (Rate step 1; Up to limit 999,999). 

!!List of Benefit Components 
Most Benefit Components have an implied Contribution Code attached, indicated as CC##. Components that represent values on the CAPERS report also require an output Pay Component to store the calculated value for later reporting. \\
The Benefit Components provided in the following pages have been grouped based on their purpose under the following subheadings: \\
|0010 – 0299|Preprocessing/Qualification 
|0300 – 0399|Eligible Earnings/Amounts 
|0600 – 0699|Premiums 
|0800 – 0899|Employer Contributions 
|1000 – 1099|Employee Deduction 
|1200 – 1299|Tax Deferred Amounts 

Although the sheer number of options may seem daunting, not all components are required for every plan. They are provided to allow complete versatility when defining policies. 
 
__Note:__ 
*Bracketed words on the following pages represent fields in the Component Rules or the Enrollment Form to be filled in. i.e. <User Calc> 
**To create any UserCalcs that may be needed, please refer to the User Calculation Tool Workbook. 
*Each Component has a table to define the Rules that are available.  The columns in the table are described below: 
**Rule the index number of the rule 
**Description a brief description of the rule 
**Logic what the rule will do if chosen, and what other ‘pieces’ it may need to complete it logic 
**Assoc. if there are any associated benefit components needed they are listed 
**Go to after this rule is chosen which benefit component should be evaluated next 
*The standard or most commonly used rule(s) for each component is indicated by the asterisk (*) in the rule column. 

!B0010 – B0299 Preprocess/Qualification  
 
;B0010 Preprocess/Qualify UserCalc  {optional} 
This component is required when a UserCalc is used to disqualify/qualify an employee from processing based on any criteria other than entity, unit, group, and/or employment status.\\ 
Is a UserCalc required to disqualify/qualify an employee from processing?\\ 
Yes   Choose the rule to be used \\
No    Go to B0020 

||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 
 
;B0020 Enrollment Base Date 
This component is required to establish the base date used in determining the effective date of an enrollment form.\\
Choose the rule that is used as the ‘Enrollment Base Date’ rule. B0030

||Rule||Description||Logic||Assoc.||Go to 
|00|Use UserCalc Only|The <User Calc> specified will be executed. Specify the name of the UserCalc on the component. \\The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value.\\ This value is interpreted by the component as a user provided enrollment base date from which the employee’s coverage effective date is determined.|  |B0030		
|01|Use Processing Date|Uses the date of the benefits run (or pay period end date if benefits are processed through payroll), to determine effective date of the employee’s coverage.|  |B0030 
|02*|Use Hire Date|Uses hire date from Employment Information form (IEEI) to determine effective date of employee’s coverage.|  |B0030 
|03|Use Seniority Date|Uses seniority date from Employment Information form (IEEI) to determine effective date of employee’s coverage.|  |B0030 
|04|Use Latest of Hire/Seniority/Processing Date|Uses the latest of hire date, seniority date, or date of the benefits run (or pay period end date if benefits are processed through payroll). This rule is often used when a benefit is completely optional, such as a 401K (US) or RRSP (CDN) plan.|  |B0030 
|05|Use Leave Date|Uses leave date from Employment Information form (IEEI) to determine effective date of the employee’s coverage. This rule is normally only used with disability type plans.|  |B0030 
|06|Use Birth Date|Uses employee’s birth date from Identity Information form (IEID) plus a qualifying period to determine effective date of employee’s coverage.  Sometimes used for pension type plans that become mandatory at age 18 or 21.|  |B0030 
|07|Use Termination Date|Uses employee’s termination date from Employment Information form (IEEI) to determine effective date of employee’s coverage. Used for special coverages available to an employee only after termination, for example, on retirement.|  |B0030 

;B0030  Enrollment Effective Date Rule 
This component specifies whether a qualification period must be added to the enrollment effective date. Choose the rule that is used as the ‘Enrollment Effective Base Date’ rule.\\  
||Rule||Description||Logic||Assoc.||Go to 
|01|Use Base Date|Uses the exact date calculated by component B0020.|B0020|B0070 
|02*|Use Base Date plus Qualifying Period|Uses the date calculated by component B0020, plus any additional qualifying period calculated by components B0040 and B0050.|B0020\\B0040\\B0050|B0040 
 
;B0040 Hiring Qualification {optional} 
This component specifies whether an employee must be hired by a certain day in the month in order for that month to be included in the qualification criteria.\\ 
Must the employee be hired by a certain day in the month in order for month to be included in the qualification criteria? \\
Yes  Choose the rule to be used\\ 
No Go to B0050\\ 
||Rule||Description||Logic||Assoc.||Go to 
|00|Use Day from UserCalc Only|Specify the name of the <User Calc> on the component.\\The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value.\\This value is interpreted as a user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire.|  |B0050 
|01|Use Day from Element|Specify the name of the <Element> on the component.\\The value of the element is used as the user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire.|  |B0050 
|02*|Hired By Specified Day|Specify the <BC Value> on the coverage component.\\The <BC Value> of the component is used as the user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire.\\Must be entered as DD (15 for the 15th of the month.)|  |B0050 
 
;B0050 Qualifying Period  {optional} 
Is there a specific waiting period for enrollment?\\ 
Yes  Choose the rule to be used \\
No   Go to B0060\\ 
||Rule||Description||Logic||Assoc.||Go to 
|01|Number of Days|Specify the <BC Value> on the coverage component.\\Adds the number of days to the enrollment base date.|  |B0060 
|02|Number of Weeks|Specify the <BC Value> on the coverage component.\\Adds the number of weeks to the enrollment base date.|  |B0060 
|03*|Number of Months|Specify the <BC Value> on the coverage component.\\Adds the number of months to the enrollment base date.|  |B0060 
|04|Number of Pay Periods|Specify the <BC Value> on the coverage component.\\Adds the number of pay periods to the enrollment base date.|  |B0060 
|05*|Number of Years|Specify the <BC Value> on the coverage component.\\Adds the number of years to the enrollment base date.|  |B0060 
 
B0060 Roll Forward/Back Rule  {optional} 
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 

 
This component stores the final effective date result. Choose the rule that is used as the ‘Effective Date’ rule.  
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Calculate Effective Date 	Stores the calculated effective date of the benefit coverage. 		B0080 

 
B0080 Eligibility Base Date 
This component is required to establish the base date used in determining the eligibility date of an enrollment form. 
Choose the rule that is used as the Eligibility Base Date rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
00 	Use UserCalc Only 	The pre-processing or qualifying <User Calc> specified will be executed. Specify the name of the UserCalc on the component. The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value. This value is interpreted by the component as a User provided enrollment base date from which the employee’s coverage eligibility date is determined. 		B0090 
01 	Use Processing Date 	Uses date of the benefits run (or pay period start date if benefits are processed through payroll), to determine 		B0090 

 
 
Rule 	Description 	Logic 	Assoc. 	Go to 
		eligibility date of employee’s coverage. 		
02* 	Use Hire Date 	Uses hire date from Employment Information form (IEEI) to determine eligibility date of employee’s coverage. 		B0090 
03 	Use Seniority Date 	Uses seniority date from Employment Information form (IEEI) to determine eligibility date of the employee’s coverage. 		B0090 
04 	Use Latest of Hire/Seniority/Processing Date 	Uses latest of hire date, seniority date or date of the benefits run (or pay period end date if benefits are processed through payroll). This rule is often used when a benefit is completely optional, such as a 401K (US) or RRSP (CDN) plan. 		B0090 
05 	Use Leave Date 	Uses leave date from Employment Information form (IEEI) to determine eligibility date of employee’s coverage. This rule is normally only used with disability type plans. 		B0090 
06 	Use Birth Date 	Uses employee’s birth date from Identity Information form (IEID) plus a qualifying period to determine eligibility date of employee’s coverage. Sometimes used for pension type plans that become mandatory at age 18 or 21. 		B0090 
07 	Use Termination Date 	Uses employee’s termination date from Employment Information form (IEEI) to determine eligibility date of employee’s coverage. Used for special coverages available to an employee only after termination (for example, retirement). 		B0090 
08 	Use Effective Date 	Uses date calculated in component B0070. 	B0070 	B0090 

 
B0090 Eligibility Date Rule 
This component specifies whether a qualification period must be added to the enrollment eligibility date.  Choose the rule that is used as the ‘Eligibility Date’ rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01 	Use Base Date 	Uses the exact date calculated by component B0080. 	B0080 	B0130 
02* 	Use Base Date plus Qualifying Period 	Uses the date calculated by component B0080, plus any additional qualifying period calculated by components B0100 and B0110. 	B0080 B0100 B0110 	B0100 

 
B0100 Hiring Qualification {optional} 
This component specifies whether an employee must be hired by a certain day in the month in order for that month to be included in the qualification criteria. 
Must the employee be hired by a certain day in the month in order for month to be included in the qualification criteria? 
Yes  Choose the rule to be used 
No Go to B0110 

 
 
 
Rule 	Description 	Logic 	Assoc. 	Go to 
00 	Use Day from UserCalc Only 	Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value. This value is interpreted as the user provided day of the month by which an employee must be hired in order to be eligible for benefits in the first month of hire. 		B0110 
01 	Use Day from Element 	Specify the name of the <Element> on the component. The value of the element is used as the user provided day of the month by which an employee must be hired in order to be eligible for benefits in the first month of hire. 		B0110 
02* 	Hired By Specified Day 	Specify the <BC Value> on the coverage component.  The <BC Value> of the component is used as the user provided day of the month by which an employee must be hired in order to be eligible for benefits in the first month of hire. Must be entered as DD (15 for the 15th of the month.) 		B0110 

 
B0110 Qualifying Period  {optional} 
This component specifies the waiting period for benefit eligibility. 
Is there a specific waiting period for eligibility? 

Yes  Choose the rule to be used 
No Go to B0120 

Rule 	Description 	Logic 	Assoc. 	Go to 
01 	Number of Days 	Specify the <BC Value> on the coverage component.  Adds the number of days to the eligibility base date. 		B0120 
02 	Number of Weeks 	Specify the <BC Value> on the coverage component.  Adds the number of weeks to the eligibility base date. 		B0120 
03* 	Number of Months 	Specify the <BC Value> on the coverage component.  Adds the number of months to the eligibility base date. 		B0120 
04 	Number of Pay Periods 	Specify the <BC Value> on the coverage component.  Adds the number of pay periods to the eligibility base date. 		B0120 
05* 	Number of Years 	Specify the <BC Value> on the coverage component.  Adds the number of years to the eligibility base date. 		B0120 

 
B0120 Roll Forward/Back Rule  {optional} 
This component specifies that the eligibility date takes place on a specific day of the month, such as the first. Is it necessary to roll the eligibility date forward or backward to a specific day of the month? 
Yes  Choose the rule to be used 
No Go to B0130 

 
 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Roll Forward to Day in Next Month 	Specify the <BC Value> on the coverage component. Must be entered as DD (01 for the 1tstof the month.) Rolls the eligibility date forward to this day in the following month. Used when benefits may only start on a specified day of the month, such as the first. 		B0130 
02 	Roll Back to Day in Curr Month 	Specify the <BC Value> on the coverage component. Must be entered as DD (01 for the 1tstof the month.) Rolls the eligibility date back to this day in the current month. Used when benefits may only start on a specified day of the month, such as the first, and benefits may be backdated. 		B0130 
03 	Roll Forward to First Day in Next Quarter 	Rolls the eligibility date forward to the first day in the following quarter.  Used when benefits may only start at the beginning of a quarter. 		B0130 
04 	Roll Back to First Day in Curr Quarter 	Rolls the eligibility date back to the first day in the current quarter. Used when benefits may only start at the beginning of a quarter, and eligibility may be backdated. 		B0130 

 
B0130 Eligible Date 
This component stores the final eligibility date result. 
Choose the rule that is used as the ‘Eligible Date’ rule. 

Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Calculate Eligible Date 	Stores the calculated eligibility date of the benefit coverage. 		B0140 

 
This component determines the date premiums will commence. Choose the rule that is used as the Premium Start Date rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
00 	Use 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 

 
 
 
B0150 Expire Base Date 
This component is required to establish the base date used in determining the expiration of an enrollment form.  Choose the rule that is used as the Expire 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 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 that the employee’s enrollment is expired. 		B0160 
04 	Use Earlier of Term or Leave Date 	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 (IECT) 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 

 
B0160 Expire Date Rule 
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. 
Rule 	Description 	Logic 	Assoc. 	Go to 
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 

 
 
 
B0170 Termination Qualification {optional} 
This component specifies the day on or after which an employee must be terminated in order to remain enrolled. 
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 B0180 

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 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 

 
B0180 Continuation Period {optional} 
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 
01 	Number of Days 	Specify the <BC Value> on the coverage component.  Adds the number of days to the expiration base date. 	B0160 B0170 	B0190 
02 	Number of Weeks 	Specify the <BC Value> on the coverage component.  Adds the number of weeks to the expiration base date. 	B0160 B0170 	B0190 
03* 	Number of Months 	Specify the <BC Value> on the coverage component. Adds the number of months to the expiration base date. 	B0160 B0170 	B0190 

 
 
Rule 	Description 	Logic 	Assoc. 	Go to 
04 	Number of Pay Periods 	Specify the <BC Value> on the coverage component.  Adds the 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 the number of years to the expiration base date. 	B0160 B0170 	B0190 

 
B0190 Roll Forward/Back Rule  {optional} 
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 
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 expiration 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 expiration 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 

 
B0200 Expire Date 
This component stores the final expiration date result.  
Choose the rule that is used as the Expire Date rule. 

Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Calculate Expire Date 	Stores the calculated expiration date of the enrollment. 		B0210 

 
 
 
B0210 Eligibility End Base Date 
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 
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 or Leave Date 	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 (IECT) 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 

 
B0220 Eligibility End Date Rule 
This component specifies whether a continuation period must be added to the enrollment eligibility end date. Choose the rule that is used as the Eligibility End Date rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
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 

 
B0230 Termination Qualification {optional} 
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 
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 

 
This component specifies the length of the continuation period. Choose the rule that is used as the Continuation Period rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01 	Number of Days 	Specify the <BC Value> on the coverage component.  Add 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.  	B0220 	B0250 

 
 
Rule 	Description 	Logic 	Assoc. 	Go to 
		Adds the number of years to the eligibility end base date. 	B0230 	

 
B0250 Roll Forward/Back Rule  {optional} 
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 
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 

 
B0260 Eligibility End Date 
This component stores the final eligible end date result.  Choose the rule that is used as the Eligibility End Date rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Calculate Eligibility End Date 	Stores the calculated end date of the eligibility. 		B0270 

 
This component determines the date premium collection will cease.  
 
 
 
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 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 

B0300 - B0399 Eligible Earnings/Amounts  
 
B0320 Normal Member Earnings (Before Cap) Calculation Method CC01 
This component specifies which earnings are considered eligible for benefit calculation purposes.  
Choose the rule that is used as the Normal Members Earnings Calculation Method 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 `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 	B0323 
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 	B0323 

 
B0323 Eligible Prior Period Earnings Adjustment Earnings Calculation Method CC03 
This component specifies which earnings are considered eligible for benefit calculation purposes. 
Choose the rule that is used as the Eligible Prior Period Earnings Adjustment Earnings Calculation Method 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 `Numeric`. Use the RET operator to return the numeric value. This value is interpreted by the component as a User provided prior period earnings. 		B0325 
01* 	Use Earnings Amount from Element 	Specify the name of the <Element> on the component. The value of the element will be used as prior period earnings. 		B0325 

 
 
 
B0325 Eligible Retroactive Salary Adjustment Earnings Calculation Method CC05 
This component specifies which earnings are considered eligible for benefit calculation purposes. 
Choose the rule that is used as the Eligible Retroactive Salary Adjustment Earnings Calculation Method 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 `Numeric`. Use the RET operator to return the numeric value. This value is interpreted by the component as a user provided retroactive salary earnings. 		B0326 
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. 		B0326 

 
B0326 Eligible Special Compensation Earnings Calculation Method CC06 
This component specifies which earnings are considered eligible for benefit calculation purposes.  
Choose the rule that is used as the Eligible Special Compensation Earnings Calculation Method 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 `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 

 
B0350 Round Normal Member Earnings {optional} 
This component enables the earnings to be rounded to the next or nearest specified value. 
Are the normal member earnings to be rounded? 

Yes  Choose the rule to be used 
No Go to B0360 

Rule 	Description 	Logic 	Assoc. 	Go to 
01 	Round Up To Next Value 	Specify the rounding factor on the component (e.g. 1000). Rounds the normal member earnings up to the next value specified. (e.g. 39,420 rounded to the next 1000 would be 40,000) 	B0320 	B0360 
02* 	Round Up/Down To Nearest Value 	Specify the rounding factor on the component (e.g. 1000). Rounds the normal member earnings to the nearest value specified. (e.g. 39,4000 rounded to the nearest 1000 would be 39,000 and 39,5200 rounded to the nearest 1000 would be 40,000) 	B0320 	B0360 

 
 
 
B0360 Normal Member Earnings (Sequence 581) CC01 
This component determines whether the amount of the earnings replaces any previously calculated amount, or adds to it. 
Choose the rule that is used as the Normal Member Earnings rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Enrollment Value 	Replaces the enrollment value with the newly calculated normal member earnings value. A <PC Code> must be indicated. This is the standard rule used. 		B0363 
02 	Accumulate Enrollment Value 	Accumulates the newly calculated eligible earnings value into the existing enrollment value. Required when accumulating pensionable or similar types of earnings. 		B0363 

 
B0363 Prior Period Earnings Adjustment Earnings (Sequence 583) CC03 
This is the prior period earnings adjustment earnings used to calculate the prior period contribution for CAPERS. The prior period earnings amount replaces any previously calculated amount. 
Choose the rule that is used as the Prior Period Earnings Adjustment Earnings rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Enrollment Value 	Replaces the enrollment value with the newly calculated prior period earnings value. A <PC Code> must be indicated. 		B0365 

 
B0365 Retroactive Salary Adjustment Earnings  (Sequence 585) CC05 
This component determines what the retroactive salary amount is. 
Choose the rule that is used as the Retroactive Salary Adjustment Earnings rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Enrollment Value 	Replaces the enrollment value with the newly calculated retroactive salary earnings value. A <PC Code> must be indicated. 		B0366 

 
B0366 Special Compensation Amount (Sequence 588) CC06 
This component determines what the amount of the special compensation is. 
Choose the rule that is used as the Special Compensation Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Enrollment Value 	Replaces the enrollment value with the newly calculated special compensation amount value. A <PC Code> must be indicated. 		B0600 

 
 
B0600 - B0699 Premiums 
 
This component specifies the source of the premium rate. Choose the rule that is used as the Premium Rate rule 
Rule 	Description 	Logic 	Assoc. 	Go to 
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 premium rate. 		B0620 
02* 	Use Value from Coverage Rate Step 	Uses the premium rate from the Rates tab. 		B0620 

 
This component determines how the premium amount will be calculated.  
Choose the rule that is used as the Normal Member Premium Calculation Method rule. 

Rule 	Description 		Logic 	Assoc. 	Go to 
10 	Premium Rate Earnings / 100 	× Normal Member 	Multiplies the premium rate from the Rates tab by the Normal Member earnings (B0360) divided by 100.  The premium rate must be specified as a percentage not a decimal. Rule should be used in PERS plan only 	B0360 	B0622 

 
B0622 Prior Period Adjustment Premium Calculation Method CC02 
This component determines how the prior period amount will be calculated.  
Choose the rule that is used as the Prior Period Adjustment Premium Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01 	Use Value from Element 	Specify the name of the <Element> on the component. The value of the element will be used as the Prior Period Contribution amount. 		B0622 

 
B0623 Prior Period Earnings Premium Calculation Method CC03 
This component determines how the prior period earnings amount will be calculated.  
Choose the rule that is used as the Prior Period Earnings Premium Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
10 	Premium Rate × Prior Period Adjustment Earnings / 100 	Multiplies the premium rate from the Rates tab by the prior period earnings (B0363) divided by 100.  The premium rate must be specified as a percentage not a decimal. Rule should be used in PERS plan only. 	B0363 	B0624 

 
 
 
This component determines how the contribution receivable amount will be calculated.  Choose the rule that is used as the Contribution Receivable Premium Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01 	Use Value from Element 	Specify the name of the <Element> on the component. The value of the element will be used as the Contribution Receivable amount. 		B0625 

 
B0625 Retroactive Salary Premium Calculation Method  CC05 
This component determines how the retroactive salary amount will be calculated.  
Choose the rule that is used as the Retroactive Salary Premium Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
10 	Premium Rate × Retroactive Salary Earnings / 100 	Multiplies the premium rate from the Rates tab by the retroactive salary earnings (B0365) divided by 100.  The premium rate must be specified as a percentage not a decimal. Rule should be used in PERS plan only. 	B0365 	B0626 

 
B0626 Special Compensation Premium Calculation Method CC06 
This component determines how the special compensation amount will be calculated.  
Choose the rule that is used as the Special Compensation Premium Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
10 	Premium Rate × Special Compensation Amount/ 100 	Multiplies the premium rate from the Rates tab by the Special Compensation Amount (B0366) divided by 100.  The premium rate must be specified as a percentage not a decimal. Rule should be used in PERS plan only. 	B0366 	B0627 

 
B0627 Prior Period Survivor Adjustment Premium Calculation Method CC07 
This component determines how the prior period survivor amount will be calculated.  
Choose the rule that is used as the Prior Period Survivor Adjustment Premium Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01 	Use Value from Element 	Specify the name of the <Element> on the component. The value of the element will be used as the Prior Period Survivor Adjustment amount. 		B0670 

 
B0670 Round Normal Member Premium Amount {optional} 
This component enables the calculated premium amount to be rounded up or down to the <BC Value> specified (e.g. 1000). 
Round the premium amount up or down? 
Yes  Choose the rule to be used 
 
 
No Go to B0680 
Rule 	Description 	Logic 	Assoc. 	Go to 
01 	Round Up To Next Value 	Specify the rounding factor on the component (e.g. 1000). Rounds the premium amount up to the next value specified. (e.g. 39,420 rounded to the next 1000 would be 40,000) 	B0610 	B0680 
02* 	Round Up/Down To Nearest Value 	Specify the rounding factor on the component (e.g. 1000). Rounds the premium amount to the nearest value specified. (e.g. 39,4000 rounded to the nearest 1000 would be 39,000 and 39,5200 rounded to the nearest 1000 would be 40,000) 	B0610 	B0680 

 
B0680 Normal Member Premium Amount CC01 
This component determines whether the premium amount replaces any previously calculated amount, or adds to it. 
Choose the rule that is used as the Normal Member Premium Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Value 	Replaces the enrollment value with the newly calculated premium amount. 		B0682 

 
B0682 Prior Period Adjustment Premium Calculation Method CC02 
This component determines whether the prior period premium amount replaces any previously calculated amount, or adds to it. 
Choose the rule that is used as the Prior Period Adjustment Premium Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Value 	Replaces the enrollment value with the newly calculated premium amount. 	B0622 	B0683 

 
B0683 Prior Period Earnings Adjustment Premium Amount CC03 
This component determines whether the prior period adjustment earnings amount replaces any previously calculated amount, or adds to it. 
Choose the rule that is used as the Prior Period Adjustment Earnings Premium Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Value 	Replaces the enrollment value with the newly calculated premium amount. 	B0623 	B0684 

 
B0684 Contribution Receivable Premium Amount CC04 
This component determines whether the contribution receivable premium amount replaces any previously calculated amount, or adds to it. 
Choose the rule that is used as the Contribution Receivable Premium Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Value 	Replaces the enrollment value with the newly calculated premium amount. 	B0624 	B0685 

 
 
 
B0685 Retroactive Salary Adjustment Premium Amount CC05 
This component determines whether the retroactive salary amount replaces any previously calculated amount, or adds to it. 
Choose the rule that is used as the Retroactive Salary Premium Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Value 	Replaces the enrollment value with the newly calculated premium amount. 	B0625 	B0686 

 
B0686 Special Compensation Premium Amount CC06 
This component determines whether the special compensation premium amount replaces any previously calculated amount, or adds to it. 
Choose the rule that is used as the Special Compensation Premium Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Value 	Replaces the enrollment value with the newly calculated premium amount. 	B0626 	B0687 

 
B0687 Prior Period Survivor Adjustment Premium Amount CC07 
This component determines whether the prior period survivor amount replaces any previously calculated amount, or adds to it. 
Choose the rule that is used as the Prior Period Survivor Adjustment Premium Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Value 	Replaces the enrollment value with the newly calculated premium amount. A <PC Code> must be indicated if Prior Period Amounts are to have their own Survivor Contribution attached and not the normal Survivor Amount from B0695. This amount may be 0.00 	B0627 	B0695 

 
This component determines the total required contribution amount for survivor amounts. Choose the rule that is used as the Survivor Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
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 premium rate. A <PC Code> must be indicated. 		B0800 
02* 	Use Value from Enrollment 	Uses the override amount provided on the employee’s current enrollment details form (IBEN) for this component. This is for individual employees. Or the coverage <BC Value> on the component, this is for all enrolled employees. A <PC Code> must be indicated. 		B0800 

 
 
Rule 	Description 	Logic 	Assoc. 	Go to 
		The employee’s enrolment detail must be initialized with a value, either by conversion or manual input, or through the component value. 		

B0800 - B0899 Employer Contributions 
 
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. 
Rule 	Description 	Logic 	Assoc. 	Go to 
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 

 
B0810 Employer Paid Amount Contribution Method CC01 
This component determines how the contribution amount will be calculated.  
Choose the rule that is used as the Employer Paid Amount Contribution Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
04 	Use Premium Amount 	Uses the whole premium amount (B0680) as the contribution amount. Rule used when the employer pays the total premium. 	B0680 	B0812 
06 	Premium Amt less EE Deduction 	Uses the difference between the premium amount (B0680) and the employee deduction (B1040) as the contribution amount. When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1040 has already been calculated. 	B0680 B0800 B1040 	B0812 
11* 	Percentage of Eligible Earnings 	The contribution (B0800) divided by 100 multiplied by the Eligible Earnings (B0360) 	B0800 B0360 	B0812 

 
This component determines how the prior period amount will be calculated.  
Choose the rule that is used as the Prior Period Contribution Calculation Method rule.  

 
 
Rule 	Description 	Logic 	Assoc. 	Go to 
04* 	Use Premium Amount 	Uses the whole premium amount (B0682) as the contribution amount. Rule used when the employer pays the total premium. 	B0682 	B0813 
05 	Use Percentage of Premium Amount 	Specify the <BC Value> on the component. Uses the specified value as a percentage to apply to the premium amount (B0682) as the contribution amount. Rule used when only a percentage of the premium is paid by the employer. 	B0682 	B0813 
06 	Premium Amt less EE Deduction 	Uses the difference between the premium amount (B0682) and the employee deduction (B1042) as the contribution amount. When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1042 has already been calculated. 	B0682 B1042 	B0813 

 
B0813 Prior Period Earnings Adjustment Contribution Calculation Method CC03 
This component determines how the prior period adjustment amount will be calculated.  
Choose the rule that is used as the Prior Period Adjustment Contribution Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
04 	Use Premium Amount 	Uses the whole premium amount (B0683) as the contribution amount. Rule used when the employer pays the total premium. 	B0683 	B0814 
06 	Premium Amt less EE Deduction 	Uses the difference between the premium amount (B0683) and the employee deduction (B1043) as the contribution amount. When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1043 has already been calculated. 	B0683 B0800 B1043 	B0814 
11* 	Percentage of Eligible Earnings 	 The contribution rate (B0800) divided by 100 multiplied by the Prior Period Adjustment Earnings (B0363). 	B0800 B0363 	B0814 

 
This component determines how the contribution receivable amount will be calculated.  
Choose the rule that is used as the Contribution Receivable Contribution Calculation Method rule. 

Rule 	Description 	Logic 	Assoc. 	Go to 
04* 	Use Premium Amount 	Uses the whole premium amount (B0684) as the contribution amount. Rule used when the employer pays the total premium. 	B0684 	B0815 
05 	Use Percentage of Premium Amount 	Specify the <BC Value> on the component. Uses the specified value as a percentage to apply to the premium amount (B0684) as the contribution amount. 	B0684 	B0815 

 
 
Rule 	Description 	Logic 	Assoc. 	Go to 
		Rule used when a percentage of the premium is paid by the employer. 		
06 	Premium Amt less EE Deduction 	Uses the difference between the premium amount (B0684) and the employee deduction (B1044) as the contribution amount. When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1044 has already been calculated. 	B0684 B1044 	B0815 

 
B0815 Retroactive Salary Adjustment Contribution Calculation Method CC05 
This component determines how the retroactive salary amount will be calculated.  
Choose the rule that is used as the Retroactive Salary Adjustment Contribution Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
04 	Use Premium Amount 	Uses the whole premium amount (B0685) as the contribution amount. Rule used when the employer pays the total premium. 	B0685 	B0816 
06 	Premium Amt less EE Deduction 	Uses the difference between the premium amount (B0685) and the employee deduction (B1045) as the contribution amount. When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1045 has already been calculated. 	B0685 B0800 B1045 	B0816 
11* 	Percentage of Eligible Earnings 	The contribution rate (B0800) divided by 100 multiplied by the Retroactive Earnings (B0365). 	B0800 B0365 	B0815 

 
B0816 Special Compensation Contribution Calculation Method CC06 
This component determines how the special compensation amount will be calculated.  
Choose the rule that is used as the Special Compensation Contribution Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
04 	Use Premium Amount 	Uses the whole premium amount (B0686) as the contribution amount. Rule used when the employer pays the total premium. 	B0686 	B0817 
06 	Premium Amt less EE Deduction 	Uses the difference between the premium amount (B0686) and the employee deduction (B1046) as the contribution amount. When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1046 has already been calculated. 	B0686 B0800 B1046 	B0817 
11* 	Percentage of Eligible Earnings 	The contribution rate (B0800) divided by 100 multiplied by the Special Compensation Earnings (B0366). 	B0800 B0366 	B0817 

 
 
 
B0817 Prior Period Survivor Adjustment Contribution Calculation Method CC07 
This component determines how the prior period survivor amount will be calculated.  
Choose the rule that is used as the Prior Period Survivor Adjustment Contribution Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
04* 	Use Premium Amount 	Uses the whole premium amount (B0687) as the contribution amount. Rule used when the employer pays the total premium. 	B0687 	B0819 
05 	Use Percentage of Premium Amount 	Specify the <BC Value> on the component. Uses the specified value as a percentage to apply to the premium amount (B0687) as the contribution amount. Rule used when only a percentage of the premium is paid by the employer. 	B0687 	B0819 
06 	Premium Amt less EE Deduction 	Uses the difference between the premium amount (B0687) and the employee deduction (B1047) as the contribution amount. When using this rule, the sequence numbers of the contribution components B0800 to B0850 must be changed to calculate after the deduction component B1047 has already been calculated. 	B0687 B1047 	B0819 

 
B0819 Employer Paid Additional Contribution Calculation Method CC09 
This component determines how the employer paid additional amount will be calculated.   
Choose the rule that is used as the Employer Paid Additional Contribution Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Use Amount from Element 	Specify the name of the <Element> on the component. The value of the element will be used as the Employer Paid Additional Contribution Amount. 		B0830 

 
B0830 Round Employer Paid Contribution Amount  {optional} 
This component enables the calculated contribution amount to be rounded up or down to the <BC Value> specified (e.g. 0.01). Used to indicate that it is the employer who picks up the odd one cent when a premium is not divisible exactly in half. 
 If the premium is not evenly divisible by the processing frequency should the employer pick up the extra cent? 
Yes – continue with rule 1 
No – go to next question 

Round the contribution amount up? 
Yes  Choose the rule to be used 
No Go to B0840 

Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Company picks up extra cent 	Specify the rounding factor on the component (e.g. 0.01) in the <BC Value> field. Adds the extra cent to the contribution amount when the 	B0810 	B0840 

 
 
Rule 	Description 	Logic 	Assoc. 	Go to 
		premium is split between the company and the employee and the result is not exact cents. i.e. If the premium were $132.69/mo and the split was 50/50 between the employee and the company the amounts would be $66.345. Rounding the company portion would mean that the employee pays $66.34 and the company’s portion is $66.35. 		
02 	Rounded to the Nearest Cent 	Specify the rounding factor on the component (e.g. 0.01) in the <BC Value> field Rounds the deduction amount to the nearest cent when the dollar amount calculated is more than two decimal places. 	B0810 	B0840 
03 	Rounded Down to the Next Cent 	Specify the rounding factor on the component (e.g. 0.01) in the <BC Value> field Rounds the deduction amount down to the next cent when the dollar amount calculated is more than two decimal places. 	B0810 	B0840 

 
B0840 Employer Paid Contribution Amount CC01 
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. 
Choose the rule that is to be used as the Employer Paid Contribution Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Value on Enrollment 	Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. 		B0842 

 
B0842 Prior Period Contribution Adjustment Contribution Amount CC02 
This component determines whether the amount replaces any previously calculated amount or adds to it.  This is the final prior period amount for CAPERS. 
Choose the rule that is used as the Prior Period Adjustment Contribution Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Value on Enrollment 	Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. 		B0843 

 
B0843 Prior Period Earnings Adjustment Contribution Amount CC03 
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. This is the final prior period adjustment contribution amount for CAPERS. 
Choose the rule that is used as the Prior Period Earnings Adjustment Contribution Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Value on Enrollment 	Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. 		B0844 

 
 
 
B0844 Contribution Receivable Contribution Amount CC04 
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. This is the final contribution receivable contribution amount for CAPERS. 
Choose the Contribution Receivable Contribution Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Value on Enrollment 	Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. 		B0845 

 
B0845 Retroactive Salary Adjustment Contribution Amount CC05 
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. This is the final retroactive salary contribution amount for CAPERS. 
Choose the rule that is used as the Retroactive Salary Adjustment Contribution Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Value on Enrollment 	Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. 		B0846 

 
B0846 Special Compensation Contribution Amount CC06 
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. This is the final special compensation contribution amount. 
Choose the rule that is used as the Special Compensation Contribution Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Value on Enrollment 	Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. 		B0847 

 
B0847 Prior Period Survivor Contribution Adjustment Amount CC07 
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. This is the final prior period survivor contribution amount for CAPERS. 
Choose the rule that is used as the Prior Period Survivor Contribution Adjustment Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Value on Enrollment 	Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. 		B0849 

 
B0849 Employer Paid Additional Contribution Amount CC09 
This component determines whether the contribution amount replaces any previously calculated amount or adds to it. This is the final employer paid additional contribution amount for CAPERS. 
 
 
 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Value on Enrollment 	Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. 		B0860 

 
B0860 Contribution Cap Rule (Sequence 811) {optional} 
This component stores the value of the percentage cap. 
Is there a limit/cap placed on the percentage of the employer contribution? 
Yes – choose the rule to be used 
No – go to B1000 

Rule 		Description 	Logic 	Assoc. 	Go to 
01* 		Use Supplied Percentage of Eligible Normal Member Earnings 	Multiplies the specified percentage by the eligible earnings (B360) and ensures that the calculated employer contribution (B0840) does not exceed this amount. Specify the <BC Value> on the component. 	B360 B0840 	B1000 
03 		Use Supplied Percentage of Employee Amount 	Multiplies the specified percentage by the employee amount (B1040) and ensures that the calculated employer contribution (B0840) does not exceed this amount. Contributions must be calculated after the employee amount in order for this rule to work. Specify the <BC Value> on the component. 	B0840 B1040 	B1000 
04 		Use Flat Amount 	Ensures that the calculated employer contribution (B0840) does not exceed the amount specified in the <BC Value> on the component. 	B0840 	B1000 

B1000 - B1099 Employee Deductions 
 
This component specifies the source of the deduction rate to be used by B1000’s Rule 11. Choose the rule that is used as the Deduction Rate rule.  
Rule 	Description 	Logic 	Assoc. 	Go to 
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 deduction rate. 		B1010 
01 	Use Specified Value 	Specify the <BC Value> on the component. The specified value is used as the deduction rate. 		B1010 
02* 	Use Value from Coverage Rate Step 	Uses the deduction rate from the Rates tab. 		B1010 
03 	Use Value from Enrollment 	Specify the <BC Value> on the employee’s enrollment. 		B1010 

 
 
Rule 	Description 	Logic 	Assoc. 	Go to 
		The specified value is used as the deduction rate. 		

 
This component determines how the normal member deduction amount will be calculated.  Choose the rule that is used as the Normal Member Deduction Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
04 	Premium Amount 	Uses the whole premium amount (B0680) as the deduction amount. Rule used when the employee pays the total premium. 	B0680 	B1012 
06 	Premium Amt less Contribution 	Uses the difference between the premium amount (B0680) and the employer contribution (B0840) as the deduction amount. 	B0680 B0840 	B1012 
11* 	Percentage (B1000) of the eligible earnings (B0363). 	Percentage (B1000) of the eligible earnings (B0363) 	B0360 B1000 	B1012 

 
This component determines how the prior period deduction amount will be calculated.  Choose the rule that is used as the Prior Period Deduction Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
04 	Premium Amount 	Uses the whole premium amount (B0682) as the deduction amount. Rule used when the employee pays the total premium. 	B0682 	B1013 
06* 	Premium Amt less Contribution 	Uses the difference between the premium amount (B0682) and the employer contribution (B0842) as the deduction amount. 	B0682 B0842 	B1013 

 
B1013 Prior Period Earnings Adjustment Deduction Calculation Method CC03 
This component determines how the prior period earnings deduction amount will be calculated.  
Choose the rule that is used as the Prior Period Earnings Adjustment Deduction Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
04 	Premium Amount 	Uses the whole premium amount (B0680) as the deduction amount. Rule used when the employee pays the total premium. 	B0683 	B1014 
06 	Premium Amount less Contribution 	Uses the difference between the premium amount (B0683) and the employer contribution (B0843) as the deduction amount. 	B0683 B0843 	B1014 
11* 	Deduction Rate x Eligible Earnings 	Percentage (B1000) of the eligible earnings (B0363). 	B0363 B1000 	B1014 

 
 
 
This component determines how the contribution receivable deduction amount will be calculated.  
Choose the rule that is used as the Contribution Receivable Deduction Calculation Method rule. 

Rule 	Description 	Logic 	Assoc. 	Go to 
04 	Premium Amount 	Uses the whole premium amount (B0684) as the deduction amount. Rule used when the employee pays the total premium. 	B0684 	B1015 
06* 	Premium Amount less Contribution 	Uses the difference between the premium amount (B0684) and the employer contribution (B0844) as the deduction amount. 	B0684 B0844 	B1015 

 
B1015 Retroactive Salary Adjustment Deduction Calculation Method CC05 
This component determines how the retroactive salary deduction amount will be calculated.  
Choose the rule that is used as the Retroactive Salary Adjustment Deduction Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
04 	Premium Amount 	Uses the whole premium amount (B0685) as the deduction amount. Rule used when the employee pays the total premium. 	B0685 	B1016 
06 	Premium Amount less Contribution 	Uses the difference between the premium amount (B0685) and the employer contribution (B0845) as the deduction amount. 	B0685 B0845 	B1016 
11* 	Percentage of Eligible Earnings 	Percentage (B1000) of the eligible earnings (B0365). 	B0365 B1000 	B1016 

 
B1016 Special Compensation Deduction Calculation Method CC06 
This component determines how the special compensation deduction amount will be calculated.  
Choose the rule that is used as the Special Compensation Deduction Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
04 	Premium Amount 	Uses the whole premium amount (B0686) as the deduction amount. Rule used when the employee pays the total premium. 	B0686 	B1017 
06 	Premium Amount less Contribution 	Uses the difference between the premium amount (B0686) and the employer contribution (B0846) as the deduction amount. 	B0686 B0846 	B1017 
11* 	Percentage of Eligible Earnings 	Percentage (B1000) of the eligible earnings (B0366). 	B0366 B1000 	B1017 

 
B1017 Prior Period Survivor Adjustment Deduction Method CC07 
This component determines how the prior period survivor deduction amount will be calculated.  
 
 
 
Rule 	Description 	Logic 	Assoc. 	Go to 
04 	Premium Amount 	Uses the whole premium amount (B0687) as the deduction amount. Rule used when the employee pays the total premium. 	B0687 	B1018 
06* 	Premium Amount less Contribution 	Uses the difference between the premium amount (B0687) and the employer contribution (B0847) as the deduction amount. 	B0687 B0847 	B1018 

 
B1018 Employee Paid Additional Deduction Calculation Method CC08 
This component determines how the employee paid additional deduction amount will be calculated.  
Choose the rule that is used as the Employee Paid Additional Deduction Calculation Method rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Use Value from Element 	Specify the name of the <Element> on the component. The value of the element will be used as the deduction amount. 		B1030 

 
B1030 Round Deduction Amount {optional} 
This component enables the calculated deduction amount to be rounded up to the next 0.01. Used to indicate that it is the employee who picks up the odd one cent when a premium is not evenly divisible. 
If the premium is not evenly divisible by the processing frequency should the employee pick up the extra cent? 
Yes – continue with rule 1 
No – go to next question 

Round the contribution amount up? 
Yes – continue with either rule 2 or 3 
No – go to B1040 

Rule 	Description 	Logic 	Assoc. 	Go to 
01 	Employee picks up extra cent 	Adds the extra cent to the deduction amount when the premium is split between the company and the employee and the result is not exact cents. I.e. If the Premium were $132.69/mo and the split was 50/50 between the employee and the company the amounts would be $66.345. Rounding the employee portion would mean that the employee pays $66.35 and the company’s portion is $66.34. 	B1010 	B1040 
02* 	Round to the Nearest Cent 	Specify the rounding factor on the component (e.g. 0.01) in the <BC Value> field. Rounds the deduction amount to the nearest cent when the dollar amount calculated is more than two decimal places. 	B1010 	B1040 
03 	Rounded Down to the Next Cent 	Specify the rounding factor on the component (e.g. 0.01) in the <BC Value>. Rounds the deduction amount down to the next cent when the dollar amount calculated is more than two decimal places. 	B1010 	B1040 

 
 
 
B1040 Normal Member Deduction Amount CC01 
This component determines whether the normal member deduction amount replaces any previously calculated amount or adds to it. 
Choose the rule that is used as the Normal Member Deduction Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Enrollment Value 	Replaces the enrollment value with the newly calculated deduction amount. A <PC Code> must be indicated. 		B1042 

 
B1042 Prior Period Adjustment Deduction Amount CC02 
This component determines whether the prior period deduction amount replaces any previously calculated amount or adds to it. 
Choose the rule that is sued as the Prior Period Deduction Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Enrollment Value 	Replaces the enrollment value with the newly calculated deduction amount. A <PC Code> must be indicated. 		B1043 

 
B1043 Prior Period Adjustment Deduction Amount CC03 
This component determines whether the prior period adjustment deduction amount replaces any previously calculated amount or adds to it. 
Choose the rule that is used as the Prior Period Adjustment Deduction Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Enrollment Value 	Replaces the enrollment value with the newly calculated deduction amount. A <PC Code> must be indicated. 		B1044 

 
B1044 Contribution Receivable Deduction Amount CC04 
This component determines whether the contribution receivable deduction amount replaces any previously calculated amount or adds to it. 
Choose the rule that is used as the Contribution Receivable Deduction Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Enrollment Value 	Replaces the enrollment value with the newly calculated deduction amount. A <PC Code> must be indicated. 		B1045 

 
B1045 Retroactive Salary Adjustment Deduction Amount CC05 
This component determines whether the retroactive salary adjustment deduction amount replaces any previously calculated amount or adds to it. 
 
 
 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Enrollment Value 	Replaces the enrollment value with the newly calculated deduction amount. A <PC Code> must be indicated. 		B1046 

 
B1046 Special Compensation Deduction Amount CC06 
This component determines whether the special compensation deduction amount replaces any previously calculated amount or adds to it. 
Choose the rule that is used as the Special Compensation Deduction Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Enrollment Value 	Replaces the enrollment value with the newly calculated deduction amount. A <PC Code> must be indicated. 		B1047 

 
B1047 Prior Period Survivor Adjustment Deduction Amount CC07 
This component determines whether the prior period survivor deduction amount replaces any previously calculated amount or adds to it. 
Choose the rule that is used as the Prior Period Survivor Adjustment Deduction Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Enrollment Value 	Replaces the enrollment value with the newly calculated deduction amount. A <PC Code> must be indicated. 		B1048 

 
B1048 Employee Paid Additional Deduction Amount CC08 
This component determines whether the employee paid additional deduction amount replaces any previously calculated amount or adds to it. 
Choose the rule that is used as the Employee Paid Additional Deduction Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Replace Enrollment Value 	Replaces the enrollment value with the newly calculated deduction amount. A <PC Code> must be indicated. 		B1270 

B1200 - B1299 Tax Deferred Amount  
This component determines the tax-deferred amount on the normal current contribution. Choose the rule that is the used as the Normal Member Tax Deferred Amount rule. 
 
Rule 	Description 	Logic 	Assoc. 	Go to 
01 	Same as Employer Amount 	The Employer amount (B0840) will be used as the tax deferred amount. A <PC Code> must be indicated. 	B0840 	B1272 

 
 
Rule 	Description 	Logic 	Assoc. 	Go to 
02 	Same as Employee Amount 	The Employee amount (B1040) will be used as the tax deferred amount. A <PC Code> must be indicated. 	B1040 	B1272 
03* 	Premium Amount - Employer Amount 	The tax deferred amount is the premium (B0680) minus the employer amount (B0840) A <PC Code> must be indicated. 	B0680 B0840 	B1272 
04 	Normal Member Earnings X User Rate 1 	Multiples the normal member earnings (B0360) times the rate from the Rates tab for User Rate 1. Tax Deferred is Eligible Amount times User Rate 1. A <PC Code> must be indicated. 	B0360 	B1272 

 
B1272 Prior Period Adjustment Tax Deferred Amount CC02 TDC12 
This component determines the tax-deferred amount on the Prior Period Adjustment. 
Choose the rule that is used as the Prior Period Adjustment Tax Deferred Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01 	Same as Employer Amount 	The Employer amount (B0842) will be used as the tax deferred amount. A <PC Code> must be indicated. 	B0842 	B1273 
02 	Same as Employee Amount 	The employee amount  (B1042) will be used as the tax deferred amount A <PC Code> must be indicated. 	B1042 	B1273 
03* 	Premium Amount - Employer Amount 	The tax deferred amount is the premium (B0682) minus the employer amount (B0842) A <PC Code> must be indicated. 	B0682 B0842 	B1273 

 
B1273 Prior Period Earnings Adjustment Tax Deferred Amount CC03 TDC13 
This component determines how the tax-deferred amount on the Prior Period will be calculated. 
Choose the rule that is used as the Prior Period Earnings Adjustment Tax Deferred Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01 	Same as Employer Amount 	The employer amount (B0843) will be used as the tax deferred amount. A <PC Code> must be indicated. 	B0843 	B1274 
02 	Same as Employee Amount 	The employee amount  (B1043) will be used as the tax deferred amount A <PC Code> must be indicated. 	B1043 	B1274 
03* 	Premium Amount - Employer Amount 	The tax deferred amount is the premium (B0683) minus the employer amount (B0843) A <PC Code> must be indicated. 	B0683 B0843 	B1274 

 
 
Rule 	Description 	Logic 	Assoc. 	Go to 
04 	Prior Period Earnings X User Rate 1 	Multiples the normal member earnings (B0363) times the rate from the Rates tab for User Rate 1. A <PC Code> must be indicated. 	B0363 	B1274 

 
This component determines the tax-deferred amount on the Contribution Receivable. Choose the rule that is used as the Contribution Receivable Tax Deferred Amount rule.  
Rule 	Description 	Logic 	Assoc. 	Go to 
01* 	Same as Employer Amount 	The employer amount (B0844) will be used as the tax deferred amount. A <PC Code> must be indicated. 	B0844 	B1275 
02 	Same as Employee Amount 	The employee amount  (B1044) will be used as the tax deferred amount A <PC Code> must be indicated. 	B1044 	B1275 
03 	Premium Amount – Employer Amount 	The tax deferred amount is the premium (B0684) minus the employer amount (B0844) A <PC Code> must be indicated. 	B0684 B0844 	B1275 

 
B1275 Retroactive Salary Adjustment Tax Deferred Amount CC05 TDC15 
This component determines the tax-deferred amount on the Retroactive Salary Adjustment 
Choose the rule that is used as the Retroactive Salary Adjustment Tax Deferred Amount rule. 
Rule 	Description 	Logic 	Assoc. 	Go to 
01 	Same as Employer Amount 	The employer amount (B0845) will be used as the tax deferred amount. A <PC Code> must be indicated. 	B0845 	B1276 
02 	Same as Employee Amount 	The employee amount  (B1045) will be used as the tax deferred amount A <PC Code> must be indicated. 	B1045 	B1276 
03* 	Premium Amount - Employer Amount 	The tax deferred amount is the premium (B0685) minus the employer amount (B0845) A <PC Code> must be indicated. 	B0685 B0845 	B1276 
04 	Retroactive Salary Earnings X User Rate 1. 	Multiples the normal member earnings (B0365) times the rate from the Rates tab for User Rate 1 A <PC Code> must be indicated. 	B0365 	B1276 

 
B1276 Special Compensation Tax Deferred Amount CC06 TDC16 
This component determines how the tax-deferred amount on Special Compensation will be calculated. 
 
 
 
Rule 	Description 	Logic 	Assoc. 	Go to 
01 	Same as Employer Amount 	The employer amount (B0846) will be used as the tax deferred amount. A <PC Code> must be indicated. 	B0846 	DONE 
02 	Same as Employee Amount 	The employee amount  (B1046) will be used as the tax deferred amount A <PC Code> must be indicated. 	B1046 	DONE 
03* 	Premium Amount - Employer Amount 	The tax deferred amount is the premium (B0686) minus the employer amount (B0846) A <PC Code> must be indicated. 	B0686 B0846 	DONE 
04 	Special Compensation Amount X User Rate 1. 	Multiples the normal member earnings (B0366) times the rate from the Rates tab for User Rate 1. A <PC Code> must be indicated. 	B0366 	DONE 

Sample CAPERS Plan 
In this example the coverage is for 70001 – Misc. CAPERS is processed biweekly. 
0010 – 0299 	Preprocessing/Qualification 
0300 – 0399 	Eligible Earnings/Amounts 
0600 – 0699 	Premiums 
0800 – 0899 	Employer Contributions 
1000 – 1099 	Employee Deduction 
1200 – 1299 	Tax Deferred Amounts 

 
BC 		RULE 		CC 	TDC 	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 					

45
 
 
BC 		RULE 		CC 	TDC 	ELEMENT 	PC 		RATE 
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 Amount (before cap) 	01 	Use Earnings from Element 	01 		CAPERS NORM 			
B0360 	Eligible Amount 	01 	Replace Enrollment Value 	01 			6800 	CAPERS Norm Earns 	
B0600 	Premium Rate 	02 	Use Value from Coverage Rate Step 	ALL 					Rate: Premium Rate 1 = 7.00 
B0620 	Premium Calculation Method 	10 	Eligible Amount X Prem Rate / 100 	01 					
B0680 	Premium Amount 	01 	Replace Value 	01 					
B0695 	Survivor 	02 	Use Value from 	01 			3695 	CAPERS 	0.93 in the <BC 
	Amount 		Enrollment 					Surv 	Value> on the 
									Component 
B0800 	Contribution Rate 	02 	Use Value from Coverage Rate Step 	ALL 					0.0000 
B0810 	Contribution Method 	11 	Contribution Rate X Eligible Earnings 	01 					
B0830 	Round Contribution Amount 	01 	Company picks up extra cent 	ALL 					
B0840 	Contribution Amount 	01 	Replace Enrollment Value 	01 			4800 	CAPERS Norm ER 	
B1000 	Deduction Rate 	02 	Use Value from Coverage Rate 	ALL 					0.0000 

 
 
BC 		RULE 		CC 	TDC 	ELEMENT 	PC 		RATE 
			Step 						
B1010 	Deduction Method 	11 	Deduction Rate X Eligible Earnings 	01 					
B1040 	Deduction Amount 	01 	Replace Value 	01 			3800 	CAPERS Norm EE 	
B1270 	Normal Member Tax Defer Amount 	03 	Premium Amount -Employer Amount 	01 	11 		5800 	CAPERS Norm TD 	
B0622 	Prior Period Contribution Premium Method 	01 	Use Value from Element 	02 		May be blank if there is no direct ER Prior Period contribution 			
B0682 	Prior Period Contribution Amount 	01 	Replace Value 	02 					
B0812 	Prior Period 	04 	Premium Amount 	02 					
	Contribution 								
	Method 								
B0842 	Prior Period Contribution Amount 	01 	Replace Enrollment Value 	02 			4802 	CAPERS PP Cont ER 	
B1012 	Prior Period Contribution 	06 	Premium Amt less Contribution 	02 					
	Deduction Method 								
B1042 	Prior Period Contribution Deduction Amount 	01 	Replace Enrollment Value 	02 			3802 	CAPERS PP Cont EE 	
B1272 	Prior Period Contribution Tax Defer Amount 	03 	Premium Amount -Employer Amount 	02 	12 		5802 	CAPERS PP Cont TD 	
B0323 	Eligible Prior Period Earnings 	01 	Use Amount from Element 	03 		CAPERS PR PER 			
B0363 	Eligible Amount 	01 	Replace Enrollment Value 	03 			6803 	CAPERS PP Earns 	
B0623 	Prior Period Premium Calculation Method 	10 	Eligible Amount X Prem Rate / 100 	03 					
B0683 	Prior Period Earnings Amount 	01 	Replace Value 	03 					
B0813 	Prior Period Earnings Contribution Method 	11 	Contribution Rate X Eligible Earnings 	03 					
B0843 	Prior Period Earning 	01 	Replace Enrollment Value 	03 			4803 	CAPERS PP ER 	

47
 
 
BC 		RULE 		CC 	TDC 	ELEMENT 	PC 		RATE 
	Amount 								
B1013 	Prior Period Deduction Method 	11 	Contribution Rate X Eligible Earnings 	03 					
B1043 	Prior Period Earnings Deduction Amount 	01 	Replace Enrollment Value 	03 			3803 	CAPERS PP EE 	
B1273 	Prior Period Earnings Tax Deferred Amount 	03 	Premium Amount -Employer Amount 	03 	13 		5803 	CAPERS PP TD 	
B0624 	Contribution Receivable Calculation Method 	01 	Use Value from Element 	04 		CAPERS RECEIV (Usually contains one PC that is entered as a Sundry or a Pay Line that is processed on a Pay Point PRIOR to the CAPERS) 			
B0684 	Contribution Receivable Amount 	01 	Replace Value 	04 					
B0814 	Contribution receivable Contribution 	06 	Premium Amt less EE Deduction 	04 					
	Method 								
B0844 	Contribution receivable Contribution Amount 	01 	Replace Enrollment Value 	04 			4804 	CAPERS Rec ER 	
B1014 	Contribution receivable Deduction 	06 	Premium Amt less Contribution 	04 					
	Method 								
B1044 	Contribution receivable Deduction Amount 	01 	Replace Enrollment Value 	04 			3804 	CAPERS Rec EE 	
B1274 	Contribution Receivable Tax Defer Amount 	01 	Same as Employer amount 	04 	14 		5804 	CAPERS Rec TD 	
B0325 	Eligible Retroactive Salary Earnings 	01 	Use Amount from Element 	05 		CAPERS RETRO 			
B0365 	Eligible Amount 	01 	Replace Enrollment Value 	05 			6805 	CAPERS Retro Earns 	
B0625 	Retroactive Salary Premium 	10 	Eligible Amount X 	05 					

 
 
BC 		RULE 		CC 	TDC 	ELEMENT 	PC 		RATE 
	Calculation Method 		Prem Rate / 100 						
B0685 	Retroactive Salary Premium Amount 	01 	Replace Value 	05 					
B0815 	Retroactive Salary Contribution Method 	11 	Contribution Rate X Eligible Earnings 	05 					
B0845 	Retroactive Salary Contribution Amount 	01 	Replace Enrollment Value 	05 			4805 	CAPERS Retro ER 	
B1015 	Retroactive Salary Deduction Method 	11 	Contribution Rate X Eligible Earnings 	05 					
B1045 	Retroactive Salary Deduction Amount 	01 	Replace Enrollment Value 	05 			3805 	CAPERS Retro EE 	
B1275 	Retroactive Salary Tax Deferred Amount 	03 	Premium Amount -Employer Amount 	05 	15 		5805 	CAPERS Retro TD 	
B0326 	Eligible Special Compensation Amount 	01 	Use Amount from Element 	06 		CAPERS SPECIAL 			
B0366 	Eligible Amount 	01 	Replace Enrollment Value 	06 			6806 	CAPERS Spec Earns 	
B0626 	Special Compensation Prem Calculation Method 	10 	Eligible Amount X Prem Rate / 100 	06 					
B0686 	Special Compensation Premium Amount 	01 	Replace Value 	06 					
B0816 	Special Compensation Contribution Method 	11 	Contribution Rate X Eligible Earnings 	06 					
B0846 	Special Compensation Contribution Amount 	01 	Replace Enrollment Value 	06 			4806 	CAPERS Spec ER 	
B1016 	Special Compensation Deduction Method 	11 	Contribution Rate X Eligible Earnings 	06 					
B1046 	Special Compensation 	01 	Replace 	06 			3806 	CAPERS 	

49
 
 
BC 		RULE 		CC 	TDC 	ELEMENT 	PC 		RATE 
	Deduction Amount 		Enrollment Value 					Spec EE 	
B1276 	Special Compensation Tax Defer Amount 	03 	Premium Amount -Employer Amount 	06 	16 		5806 	CAPERS Spec TD 	
B0627 	Prior Period Survivor Prem Calculation Method 	01 	Use Value from Element 	07 		May be blank if there is no separate PP Survivor amount 			
B0687 	Prior Period Survivor Amount 	01 	Replace Value 	07 			3687 	CAPERS PP Surv 	
B0817 	Prior Period Survivor 	04 	Premium Amount 	07 					
	Contribution Method 								
B0847 	Prior Period Survivor Contribution Amount 	01 	Replace Enrollment Value 	07 			4807 	CAPERS PP Surv ER 	
B1017 	Prior Period Survivor 	06 	Premium Amt less Contribution 	07 					
	Deduction Method 								
B1047 	Prior Period Survivor Deduction Amount 	01 	Replace Enrollment Value 	07 			3807 	CAPERS PP Surv EE 	
B1018 	Employee Paid Additional Deduction Method 	01 	Use Amount from Element 	08 		May be blank if there is no direct EE Additional contribution 			
B1048 	Employee Paid Additional Deduction Amount 	01 	Replace Enrollment Value 	08 			3808 	CAPERS Add EE 	
B0819 	Employer Paid Additional Contribution Method 	01 	Use Amount from Element 	09 		May be blank if there is no direct ER Additional contribution 			
B0849 	Employer Paid Additional Contribution Amount 	01 	Replace Enrollment Value 	09 			4809 	CAPERS Add ER 	

Step 	Up to Limit 	Premium Rate 1 	ER Contribution 	EE Deduction 	User Rate 1 
1 		7.0000 	0.0000 	0.0000 	7.0000 

 
 
Exceptions / Notes 
The sample provided previously is a fairly generic example.  You and your High Line Consultant will need to discuss your specific requirements. Below is a list of some of the additional options that are available to you. 
 
Earnings 
If you pay prior period and/or retro earnings in the same pay components used for normal earnings then you MUST pay them in separate categories and use a UserCalc to return the value of the earnings in BC0300s. 
i.e. BC0320 use Rule 01 with an Element of CAPERS EARNS, and a UserCalc that has the following logic: 
10 	LET 	V 	Norm Earns 	EQ 	$P 	Numeric Parameter 10 
20 	IF 	DB 	PCT.Pay_Category_Code 	NE 	A 	Regular 	30 	99999 
30 	LET 	V 	Norm Earns 	EQ 	N 	0 	99999 	
99999 	RET 	V 	Norm Earns 					

On BC0323 use Rule 01 with an Element of CAPERS EARNS, and a UserCalc that has the following logic: 10 LET V PP Earns EQ $P Numeric Parameter 10 20 IF DB PCT.Pay_Category_Code NE A Prior Period 30 99999 30 LET V PP Earns EQ N 0 99999 99999 RET V PP Earns 
On BC0325 use Rule 01 with an Element of CAPERS EARNS, and a UserCalc that has the following logic: 10 LET V Retro Earns EQ $P Numeric Parameter 10 20 IF DB PCT.Pay_Category_Code NE A Retro 30 99999 30 LET V Retro Earns EQ N 0 99999 99999 RET V Retro Earns 
 
Survivor Amount 
If the Contribution Category is 03 – Prior Period, you need to determine if a Survivor amount is to be calculated. 
If you are paying in the same Pay Header as Normal/Regular Earnings then the 07-Contribution Components should be established to come up with 0 (no element needed on B0627), as the B0695 will be the one amount paid for the period. 
If, however, you are paying in a different pay header/category and want a Survivor amount calculated you do NOT need the BC for CC07 as B0695 will be used if there is no B0687. 
 
EPMC – Employer Paid Member Contribution 
The Employer Paid Tax Deferred amount needs to be calculated as special earnings and reported as 
additional income. 
The ER Contribution Rate on the Rates Tab needs to be completed. 
B0326 – Special Earnings UC Rule 00 instead of Rule 01 

00010 	LET 	V 	Spec Amt 	PERC 	EC 	CAPERS SPEC 
					DB 	BCGR.ER_CONTRIBUTION_RATE 	00020 
00020 	LET 	V 	Spec Amt 	RDN 	V 	Spec Amt 	
					N 	.01 	00030 
00030 	LET 	V 	Norm Amt 	PERC 	EC 	CAPERS NORM 	

 
 
DB 	BCGR.ER_CONTRIBUTION_RATE 	00040 
00040 	LET 	V 	Norm Amt 	RDN 	V 	Norm Amt 	
					N 	.01 	00050 
00050 	LET 	V 	Special Earns 	ADD 	V 	Spec Amt 	
					V 	Norm Amt 	00060 
00060 	LET 	V 	Special Earns 	ADD 	V 	Spec Earns 	
					EC 	CAPERS SPEC 	99999 
99999 	RET 	V 	Special Earns 				
B1200s – Tax Deferred should be 01 - Same as Employer 		

User Fields - IMUF 
There is one mandatory and four optional user fields that need to be set up. 
 
POSTED UPCAPERS 
This user field is MANDATORY. CAPERS cannot operate without adding this user field. When the UPCAPERS program is run in update mode (Trial = ‘N’), this user field is used to ‘stamp’ each pay run as ‘Processed by CAPERS’.  This prevents pay runs from being processed twice. 
This is a SYSTEM updated User Field. 
Table 	User Field Name 	Prompt 	Field Type 	Fld Seq 
P2K_PR_PAY_HEADERS 	POSTED UPCAPERS 	Posted CAPERS 	Char 	1 

 
 
 
CALPERS BUYBACK 
The ‘CALPERS’ buyback (contribution receivable) situation for an employee may be contrary to the normal situation in the CALPERS coverage in which the employee is enrolled.  If this is the case, then a user field ‘CALPERS BUYBACK’ must be setup for this employee in the ENROLLMENTS table or all amounts calculated for the prior period will be under the CC04. 
This is a USER updated user field.  Enter whether the buyback is employee paid (enter - 04), or employer paid (enter – 14 – Tax Deferred). 
Table 	User Field Name 	Prompt 	Field Type 	Fld Seq 
P2K_BE_ENROLLMENTS 	CALPERS BUYBACK 	CALPERS BuyBack 	Char 	1 

 
CAPERS UNIT 
The ‘CAPERS’ unit code is established with the user field ‘CAPERS UNIT’.  It can be defined on any of the P2K_HR_EMPLOYMENTS, P2K_CM_UNIT_DETAILS, or P2K_CM_DEPARTMENT_DETAILS tables.   
The unit code is picked up for each employee separately in the order of employment, department and then unit. Normally, you would decide which table best describes the CAPERS unit grouping and set up the CAPERS units as a user field at that level. If either unit or department does not apply to your situation then you can always define it separately for each employee. 
This is a USER updated user field. If this user field does not exist then '000' is used. 
Table 	User Field Name 	Prompt 	Field Type 	Fld Seq 
P2K_CM_UNIT_DETAILS 	CAPERS UNIT 	CAPERS Unit 	Char 	1 

 
ELECTED OFFICIAL 
The Elected Officials user field will allow user to indicate which employees are 'elected officials' who need to be reported monthly and not biweekly. 
Table 	User Field Name 	Prompt 	Field Type 	Fld Seq 
P2K_BE_COVERAGES 	ELECTED OFFICIALS 	CAPERS ELECTEDOFFF 	Char 	1 

 
CALPERS PAY CODE 
The ‘CALPERS’ pay code is a required reporting column that determines the basis of the pay rate. UPCAPERS supports ONLY 01-Monthly and 04-Hourly. 
UPCAPERS assumes that WEEKLY/BIWEEKLY paid employees are to be reported as ‘Hourly’, and that MONTHLY/SEMI-MONTHLY employees are to be reported as ‘Monthly’. 
Attaching a user field to the ‘Payrolls’ table can change this behavior.  The user field must be named ‘CALPERS PAY CODE’ and contain a value of either ‘01’ OR ‘04’. 
Table 	User Field Name 	Prompt 	Field Type 	Fld Seq 
P2K_PR_PAYROLLS 	CALPERS PAY CODE 	CALPERS Pay Code 	Char 	1 

 
CALPERS DISABILITY 

Table 	User Field Name 	Prompt 	Field Type 	Fld Seq 
P2K_BE_PLAN_DEFINITIONS 	CALPERS DISABILITY PC 	CALPERS Disabilities 	Char 	1 

 
 
 
This update will process all bond plans, and produce a flat file to be remitted. 
CAPERS reports are due within 30 calendar days after the close of a service period.  The report can be produced only after the CAPERS 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 CAPERS pay components with values that are 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 CAPERS report using the required format. 
Function UPCAPERS produces the CAPERS report and optionally the associated file for transmission.  The function must be executed separately for each payroll due to the different processing frequencies.  When run in update mode (Trial = ‘N’), the pay will be marked as ‘processed’, by the program, and will not be processed again in later UPCAPERS runs. 
The output file will contain exactly what is shown on the report.  Do not execute the function in update mode before reviewing the report carefully, and creating the file for transmission. 
 
REPORT FIELD 	SOURCE 	NOTES 
Social Security Number 	Government Code 	P2K_HR_IDENTITIES 
Member Name 	Name (Last, First, M.) 	P2K_HR_IDENTITIES 
Coverage Group 	Coverage Code 	P2K_BE_COVERAGES 
Service Period 	MM-YY-T(ype) 	Program finds unprocessed and closed payruns for the earliest pay end date for this component to get the service period MM-YY.  The type is derived from pay frequency. (In update mode, the payruns will be stamped as ‘processed’ and will be skipped thereafter). 
Pay Code 	Derived from Assignment Rate Basis (IEAS) 	Support ONLY the following Pay Codes 

 
 
REPORT FIELD 	SOURCE 	NOTES 
		‘01’ Monthly Pay Rate is used for Monthly and Semi-Monthly paid Employees only. ‘04’ Hourly Pay Rate is used for Biweekly and Weekly paid employees only. ‘09’ Special Rate used for CC09 only 
Pay Rate 	Wage Rate 	P2K will always obtain the employee wage rate and basis from the prime assignment record as of the end of the service period. Although CAPERS requires that changes in pay rate be shown as separate lines on the report, P2K does not presently support this requirement. 
Member Earnings 		
Member Normal Contribution Rate 	Premium1 Rate 	P2K_BE_COVERAGE_RATES 
Member Normal Contribution Code 	Derived from Benefit Component 	
Member Normal Contribution Amount 	From PC 	
Survivor Contribution Amount 	From PC 	
Work Schedule Code 	Derived from Pay Code and standard Hours per month/week 	
Unit Code 	Policy Number 	The Unit Code is obtained from a ‘User Field’ named ‘CAPERS UNIT’.  If units are used, then attach this User field to each ‘Unit Detail’.  If the User Field cannot be located, then unit code ‘000’ is used. Those clients not using Unit Code require no setup here at all, and the default of ‘000’ will always be used. 
Tax Deferred Member Contribution Code 	Derived from Benefit Component 	
Tax Deferred Member Contribution Amount 	From PC 	

 
 
 
 
Output Transmission File from the above Report 082140000000000001219984CONT.PAYROLL041490100 182140004730012981119983USBENEFITSVKSECON04008800002058900123534010600369400123534 182140004730070881119983USBENEFIT J FIRST04060000002058900144123010700295400144123 982140009999999991219984TRAIL RECORD00002 
‘Process California PERS’ Highlights 
‘Process California PERS’ may be found through the menu bar: 
 
 
 
The form may also be accessed through the command window with ‘UPCAPERS’. 
 
‘Process California PERS’ Usages and Examples 
 
Report Parameter Form Payroll Mandatory, LOV available, <ALL> 
Limits the process to the payroll specified. 
Person Code (for Test) Mandatory, Multiple Selection, LOV available, <ALL> 
The person code(s) of specific employee(s) to be processed for testing purposes. 
Entity Mandatory, LOV available 
Limits the process to the entity specified. 
Pay Calendar Mandatory, LOV available 
Limits the process to the pay calendar specified. 
 
 
Include All Pays (Testing)  	Toggle 
For Pay Ending Date 	Mandatory, Date, LOV available 
Usually the last pay date processed. 	
Include Elected Officials 	Mandatory, LOV available <No> 

If the User Field of 'ELECETED OFFICIAL' has a 'Y' on the Employee's Benefit Enrollment form then they may be included or excluded from the report/interface. 
Re-compute ER at Summary Mandatory, LOV available <No> 
If this parameter is <Yes> then the ER Contribution will be recalculated in the Summary based on the Earnings and Rate from the Benefit Coverage. 
Sort By Name 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 Code Mandatory, LOV available 
Only those reports of the format “CAPERS Diskette” will display.  Choose from the report formats created. The format “HL$CAPERS” has been provided as a sample, but should be copied, and the copy edited, by the client before running this report. The report definition selected will determine the format of the output file (if any), as well as the columnar content of the report. 
Interface Directory Mandatory, text 
Must be a directory on the server for which the current user (as signed onto the client’s network) has write capability. For example, the entry ‘C:\TEMP’ accesses the ‘TEMP’ directory on the server, not the local directory for the computer terminal being used. 
File Name Mandatory, text 
Enter the name of the file that will be created in the interface directory specified. 
Exception Level Mandatory, LOV available 
A ‘trace’ report of exception messages may be produced to assist in the testing phase. If necessary, choose from 0 – 9 (highest) level of trace. Please note that this is a voluminous report and will cause very slow performance. 
Trial Mandatory, LOV available 
The report may be run in trial mode (Yes) or update mode (No) 
User Comment Optional, text 
Users may enter a comment here that will appear on the selection criteria (header page) of the report.  This is useful during testing phases to identify similar reports from each other. 
Interface Format 
If not already defined in the Interface Formats Definition form (IDIF), load the standard interface file format using the starter_idif_hl$capers.sql script. 
Modify the standard CAPERS file requirements using the IDIF function.  Rename the code from HL$CAPERS to a user-defined code. 
 
 
 
RECOR D 	FIELD 	START POSITION 	ENDING POSITION 	NAME 	VARIABLE NUMBER 	NOTES 
1 	1 	1 	1 	Record ID 		Constant = 0 
1 	2 	2 	5 	Employer Code 		Enter in Constant Value 
1 	3 	6 	8 	Unit Code 		Enter in Constant Value or leave blank 
1 	4 	9 	17 	Filler 		Zero-filled 
1 	5 	18 	19 	Service Period Month 		MM of the Pay End Date 
1 	6 	20 	23 	Service Period Year 		YY of the Pay End Date 
1 	7 	24 	24 	Service Period Type 		0-7 based on the Frequency and Date being run 
1 	8 	25 	36 	Identifier 		‘CONT.PAYROLL’ 
1 	9 	37 	41 	Creation Date 		Server Date 
1 	10 	42 	44 	Office Code 		Enter in Constant Value or leave blank 
1 	11 	45 	45 	Special Payroll Code 		Enter in Constant Value 0Normal or 1=Special 
1 	12 	46 	96 	Filler 		Space or zero-filled 
2 	1 	1 	1 	Record ID 		Constant = 1 
2 	2 	2 	5 	Employer Code 		
2 	3 	6 	8 	Unit Code 		

 
 
RECOR D 	FIELD 	START POSITION 	ENDING POSITION 	NAME 	VARIABLE NUMBER 	NOTES 
2 	4 	9 	17 	Social Security Number 		
2 	5 	18 	19 	Service Period Month 		
2 	6 	20 	21 	Service Period Year 		
2 	7 	24 	24 	Service Period Type 		
2 	8 	25 	34 	Last Name 		
2 	9 	35 	35 	First Name 		
2 	10 	36 	36 	Middle Initial 		
2 	11 	37 	41 	Coverage Group 		
2 	12 	42 	43 	Pay Code 		
2 	13 	44 	51 	Pay Rate 		
2 	14 	52 	58 	Member Earnings 		
2 	15 	59 	64 	Contribution Amount 		
2 	16 	65 	66 	Contribution Code 		
2 	17 	67 	70 	Contribution Rate 		
2 	18 	71 	73 	1959 Survivor Contribution 		
2 	19 	74 	76 	Work Schedule Code 		
2 	20 	77 	82 	Employer Paid Contribution Amount 		
2 	21 	83 	84 	Employer Paid Contribution Code 		
2 	22 	85 	96 	Filler 		Space or Zero-filled 
3 	1 	1 	1 	Record ID 		Constant = 9 
3 	2 	2 	5 	Employer Code 		
3 	3 	6 	8 	Unit Code 		
3 	4 	9 	17 	Filler 		Constant = 999999999 
3 	5 	18 	19 	Service Period Month 		
3 	6 	20 	23 	Service Period Year 		
3 	7 	24 	24 	Service Period Type 		
3 	8 	25 	36 	Identifier 		Constant = TRAIL RECORD 
3 	9 	37 	41 	Record Count 		
3 	10 	42 	96 	Filler 		Space or zero-filled