Establish Benefit Plans#
In order to manage benefit plans in the application, users must complete or review several forms. Organizations must first identify the plan types required for their business need and analyze the different ways of creating these plans. Once defined, the benefit plans must be added to a schedule to ensure the employees have access to the appropriate plans.
- Define Benefit Plan Types (IBPT)
- Define Business Contacts (IECI)
- Define Business Calendars (IDCL)
- Maintain Remittance Reports Rules (IBRM)
- Define Processing Frequencies (IPPF)
- Benefit Components
- Define Benefits Components (IBBC)
- Report Benefit Components (RBBC)
- Plan/Coverage Definitions
- Define Plan / Coverage Definitions (IBPN)
- List Benefit Plans (RBPN)
- Benefit Schedules
- Establish Benefit Schedules (IBSC)
- Report Benefit Schedules (RBSC)
Linking Payroll to Benefits#
With the plans in place the next step is to link them to the payroll process so the employee deductions, employer contributions, taxes, etc. are collected.
- Pay Components (IPPC)
Manage Benefit Enrollments#
Once the plans and schedules are in place, the employees may then review their election options and elect their preferred coverages/plans. Approvals may be used with benefit elections but are not required. The BE administrator may use the list of tools below to maintain the elections and enrollments.
- Process Benefit Elections (IBEL)
- Maintain Benefit Enrollments (IBEN)
- Update Benefit Enrollments (UBEN)
- Report Benefit Enrollments (RBEN)
- Employee Benefit Report (RBEB)
- List Employee Benefit Elections (RBBE)
- List Employee Benefits (RBBS)
Remit Benefit Contributions#
After elections are made and payroll is processing the enrollments, the BE Administrator may need to update the carriers with the remittance information. The following list of screens and reports are used to help with the remittance process.
- Maintain Benefit Line Details (IBBL)
- Update Benefit Remittances (UBRH)
- Maintain Benefit Remittance Amounts (IBRH)
- Report Benefit Remittances (RBRE)
- Report Remittance Details (RBRD)
Dependents and Beneficiaries#
- Define Employee Contacts (IECT)
- Maintain Benefit Recipients for All Plans (IBRA)
- Maintain Benefit Recipients By Plan (IBRP)
