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.
Specialized Benefit Components (BC) and user fields are provided that may be set up to ensure that the report and interface file are created correctly.
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) |
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) |
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 |
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:
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 |
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 (IEEI) form to determine effective date of employee’s coverage. | B0030 | |
03 | Use Seniority Date | Uses seniority date from Employment Information (IEEI) form to determine effective date of employee’s coverage. | B0030 | |
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 (IEEI) form to determine effective date of the employee’s coverage. This rule is normally only used with disability type plans. | B0030 | |
06 | Use Birth Date | Uses employee’s birth date from Identity Information (IEID) form plus a qualifying period to determine effective date of employee’s coverage. Sometimes used for pension type plans that become mandatory at age 18 or 21. | B0030 | |
07 | Use Termination Date | Uses employee’s termination date from Employment Information (IEID) form to determine effective date of employee’s coverage. Used for special coverages available to an employee only after termination, for example, on retirement. | B0030 |
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 |
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 |
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 |
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 1tst of 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 |
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01* | Calculate Effective Date | Stores the calculated effective date of the benefit coverage. | B0080 |
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
00 | Use UserCalc Only | The pre-processing or qualifying <User Calc> specified will be executed. Specify the name of the UserCalc on the component. The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value. This value is interpreted by the component as a user provided enrollment base date from which the employee’s coverage eligibility date is determined. | B0090 | |
01 | Use Processing Date | Uses date of the benefits run (or pay period start date if benefits are processed through payroll), to determine eligibility date of employee’s coverage. | B0090 | |
02* | Use Hire Date | Uses hire date from Employment Information (IEEI) form to determine eligibility date of employee’s coverage. | B0090 | |
03 | Use Seniority Date | Uses seniority date from Employment Information (IEEI) form to determine eligibility date of the employee’s coverage. | B0090 | |
04 | Use Latest of Hire/Seniority/Processing Date | Uses latest of hire date, seniority date or date of the benefits run (or pay period end date if benefits are processed through payroll). This rule is often used when a benefit is completely optional, such as a 401K (US) or RRSP (CDN) plan. | B0090 | |
05 | Use Leave Date | Uses leave date from Employment Information (IEEI) form to determine eligibility date of employee’s coverage. This rule is normally only used with disability type plans. | B0090 | |
06 | Use Birth Date | Uses employee’s birth date from Identity Information (IEID) form plus a qualifying period to determine eligibility date of employee’s coverage. Sometimes used for pension type plans that become mandatory at age 18 or 21. | B0090 | |
07 | Use Termination Date | Uses employee’s termination date from Employment Information (IEEI) form to determine eligibility date of employee’s coverage. Used for special coverages available to an employee only after termination (for example, retirement). | B0090 | |
08 | Use Effective Date | Uses date calculated in component B0070. | B0070 | B0090 |
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01 | Use Base Date | Uses the exact date calculated by component B0080. | B0080 | B0130 |
02* | Use Base Date Plus Qualifying Period | Uses the date calculated by component B0080, plus any additional qualifying period calculated by components B0100 and B0110. | B0080 B0100 B0110 | B0100 |
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
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 |
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 |
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 |
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01* | Calculate Eligible Date | Stores the calculated eligibility date of the benefit coverage. | B0140 |
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 |
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 (IEEI) form to determine the date the employee’s enrollment is expired, or 31st December, 3999 if there is no termination date available. | B0160 | |
03 | Use Leave Date | Uses the employee’s leave date from Employment Information (IEEI) form to determine the date 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 (IEID) form plus a continuation period to determine the date an employee’s enrollment is expired. Sometimes used for life type plans that automatically expire at a specific age. | B0160 | |
06 | Use Spouse's Birth Date | Uses the spouse birth date from the Contact (IECT) form plus a continuation period to determine the date a spouse’s enrollment is expired. Sometimes used for dependent or spousal life type plans that automatically expire at a specific age. | B0160 |
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 |
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 |
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 |
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 |
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 |
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01* | Calculate Expire Date | Stores the calculated expiration date of the enrollment. | B0210 |
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 (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 (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 (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 (IECT) form plus a continuation period to determine date spouse’s eligibility is expired. Sometimes used for dependent or spousal life type plans that automatically expire at a specific age. | B0220 |
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 |
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 |
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 | |
Adds the number of years to the eligibility end base date. | B0230 |
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 |
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01* | Calculate Eligibility End Date | Stores the calculated end date of the eligibility. | B0270 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
10 | Premium Rate × Normal Member Earnings / 100 | 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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
Rule | Description | Logic | Assoc. | Go To |
---|---|---|---|---|
01* | Replace Value | Replaces the enrollment value with the newly calculated premium amount. | B0682 |
Rule | Description | Logic | Assoc. | Go To |
---|---|---|---|---|
01* | Replace Value | Replaces the enrollment value with the newly calculated premium amount. | B0622 | B0683 |
Rule | Description | Logic | Assoc. | Go To |
---|---|---|---|---|
01* | Replace Value | Replaces the enrollment value with the newly calculated premium amount. | B0623 | B0684 |
Rule | Description | Logic | Assoc. | Go To |
---|---|---|---|---|
01* | Replace Value | Replaces the enrollment value with the newly calculated premium amount. | B0624 | B0685 |
Rule | Description | Logic | Assoc. | Go To |
---|---|---|---|---|
01* | Replace Value | Replaces the enrollment value with the newly calculated premium amount. | B0625 | B0686 |
Rule | Description | Logic | Assoc. | Go To |
---|---|---|---|---|
01* | Replace Value | Replaces the enrollment value with the newly calculated premium amount. | B0626 | B0687 |
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 |
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. The employee’s enrolment detail must be initialized with a value, either by conversion or manual input, or through the component value. | B0800 |
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 |
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 |
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 |
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 |
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. Rule used when a percentage of the premium is paid by the employer. | B0684 | B0815 |
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 |
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 |
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 |
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 |
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 |
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 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. | B0810 | B0840 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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. The specified value is used as the deduction rate. | B1010 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
0010 – 0299 | Pre-processing/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 | |||||
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 Amount | 02 Use Value from Enrollment | 01 | 3695 CAPERS Surv | 0.93 in the <BC 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 Step | ALL | 0.0000 | |||
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 Contribution Method | 04 Premium Amount | 02 | ||||
B0842 Prior Period Contribution Amount | 01 Replace Enrollment Value | 02 | 4802 CAPERS PP Cont ER | |||
B1012 Prior Period Contribution Deduction Method | 06 Premium Amt less Contribution | 02 | ||||
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 Amount | 01 Replace Enrollment Value | 03 | 4803 CAPERS PP ER | |||
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 Method | 06 Premium Amt less EE Deduction | 04 | ||||
B0844 Contribution receivable Contribution Amount | 01 Replace Enrollment Value | 04 | 4804 CAPERS Rec ER | |||
B1014 Contribution receivable Deduction Method | 06 Premium Amt less Contribution | 04 | ||||
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 Calculation Method | 10 Eligible Amount X Prem Rate / 100 | 05 | ||||
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 Deduction Amount | 01 Replace Enrollment Value | 06 | 3806 CAPERS 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 Contribution Method | 04 Premium Amount | 07 | ||||
B0847 Prior Period Survivor Contribution Amount | 01 Replace Enrollment Value | 07 | 4807 CAPERS PP Surv ER | |||
B1017 Prior Period Survivor Deduction Method | 06 Premium Amt less Contribution | 07 | ||||
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 |
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 |
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 |
Table | User Field Name | Prompt | Field Type | Fld Seq |
---|---|---|---|---|
P2K_PR_PAY_HEADERS | POSTED UPCAPERS | Posted CAPERS | Char | 1 |
Table | User Field Name | Prompt | Field Type | Fld Seq |
---|---|---|---|---|
P2K_BE_ENROLLMENTS | CALPERS BUYBACK | CALPERS BuyBack | Char | 1 |
Table | User Field Name | Prompt | Field Type | Fld Seq |
---|---|---|---|---|
P2K_CM_UNIT_DETAILS | CAPERS UNIT | CAPERS Unit | Char | 1 |
Table | User Field Name | Prompt | Field Type | Fld Seq |
---|---|---|---|---|
P2K_BE_COVERAGES | ELECTED OFFICIALS | CAPERS ELECTEDOFFF | Char | 1 |
Table | User Field Name | Prompt | Field Type | Fld Seq |
---|---|---|---|---|
P2K_PR_PAYROLLS | CALPERS PAY CODE | CALPERS Pay Code | Char | 1 |
Table | User Field Name | Prompt | Field Type | Fld Seq |
---|---|---|---|---|
P2K_BE_PLAN_DEFINITIONS | CALPERS DISABILITY PC | CALPERS Disabilities | Char | 1 |
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 ‘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 |
CAPERS/CAPERS_2.JPG
Output Transmission File from the above Report
082140000000000001219984CONT.PAYROLL041490100
182140004730012981119983USBENEFITSVKSECON04008800002058900123534010600369400123534
182140004730070881119983USBENEFIT J FIRST04060000002058900144123010700295400144123
982140009999999991219984TRAIL RECORD00002
RECORD | 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 | ||
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 |
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