Converting Benefit Enrollments#
The primary table for conversion of benefit information into the application is the Benefit Enrollment records seen from the IBEN screen. These records are loaded into the INF_CV_ENROLLMENT table and will be converted into the P2K_BE_ENROLLMENTS, P2K_BE_ENROLLMENT_DETAILS and P2K_BE_ENROLLMENT_COMPONENTS. Since the information in the interface tables contains data that will be stored into several tables within the application schema, it is likely that multiple records will have to be loaded for each benefit plan that each employee may be enrolled into.
The following table defines the layout of the INF_CV_ENROLLMENTS table:
| Name | Null? | Type | Notes |
|---|---|---|---|
| ENTITY_CODE | NOT NULL | VARCHAR2(16) | Used to derive link to EMPLOYMENT record |
| PERSON_CODE | NOT NULL | VARCHAR2(16) | Used to derive link to EMPLOYMENT record |
| EMPLOYMENT_TYPE | VARCHAR2(30) | Used to derive link to EMPLOYMENT record | |
| HIRE_DATE | DATE | Used to derive link to EMPLOYMENT record | |
| PLAN_CODE | NOT NULL | VARCHAR2(16) | Must be a valid benefit plan from IBPN |
| EFFECTIVE | NOT NULL | DATE | Date of enrollment into the plan. This should not be the BOT. |
| EXPIRY | NOT NULL | DATE | Last day the enrollment record is active for, or EOT if current. |
| CHANGE_CODE | VARCHAR2(16) | Must be a valid change reason from IDCR | |
| COVERAGE_CODE | VARCHAR2(16) | Must be a valid coverage code from IBPN | |
| FREQUENCY_CODE | VARCHAR2(16) | Only filled in to override IBPN frequency setting | |
| PARTICIPATION_RULE | VARCHAR2(30) | Must be a valid lexicon entry. Typically 00 or Optional | |
| COVERAGE_STEP_CODE | VARCHAR2(16) | Only used if Coverage rates are stepped | |
| DESCRIPTION | VARCHAR2(50) | ||
| UNOFFICIAL | VARCHAR2(30) | Must be a valid lexicon entry. Typically 1 or Official | |
| ENROLLMENT_STATUS | VARCHAR2(30) | Must be a valid lexicon entry. Typically 01 or Enrolled | |
| ELIGIBILITY_START_DATE | DATE | Set to EFFECTIVE. This is recalculated when processed | |
| ELIGIBILITY_END_DATE | DATE | Set to EXPIRY. This is recalculated when processed | |
| PREMIUM_START_DATE | DATE | Set to EFFECTIVE. This is recalculated when processed | |
| PREMIUM_END_DATE | DATE | Set to EXPIRY. This is recalculated when processed | |
| PLAN_REG_NUMBER | VARCHAR2(50) | Set to value for plan from IBPN. Used for remittance reports | |
| EVIDENCE_OF_INSURANCE | VARCHAR2(4) | Check mark field. Set to 0, N, NO or NULL to turn off. | |
| PERCENTAGE | NUMBER(5,2) | ||
| BC_CODE | VARCHAR2(16) | Must be a valid Benefit Component Code from IBBC | |
| AMOUNT | NUMBER(18,6) | Set to the initial value for the BC Code. This will be recalculated. | |
| AMOUNT_OVERRIDE | NUMBER(18,6) | Set to the value for the BC Code. This will not be recalculated. |
If the BC Code values can be derived from other information already loaded into the database (such as the employees wage rate), there is no need to load more than one record for each benefit plan/coverage per employee. Most benefit enrollment records can be loaded in without setting the value for the BC Code or amount fields. The next time the enrollment record is processed through a pay cycle and the unofficial record is created, all the Benefit components amounts will be calculated based on the rules defined for each.
However, these calculations can vary for each plan and coverage each plan/coverage definition within the application will have to be checked to know if a BC Code and Amount value will be needed during the conversion of the data.
Enrollment into any benefit plan will require a minimum of one record for each employee, plan and coverage combination within the application. If the plan and coverage combination does not need any BC Code values converted, there will be only one record which will have a null value in the BC Code and Amount fields. If the plan and coverage combination requires amounts to be loaded and converted into the ENROLLMENT records, the BC Code, Amount and Amount Override fields will need values. There may be one or more records in the interface table based on the number of BC Code values that need to be converted.
If any of the following BC Codes are being used with the associated rule, a record may need to be loaded and converted for this BC Code with a value:
| BC_CODE | BC_RULE_CODE | BC_DESC | BR_DESC |
|---|---|---|---|
| B0300 | 03 | Employee Wage Rate | Use Enrollment Wage Rate |
| B0320 | 09 | Eligible Earnings/Amount (before cap) | Use Enrollment Amount |
| B0360 | 01 | Eligible Earnings/Amount (after cap) | Replace Enrollment Value |
| B0360 | 02 | Eligible Earnings/Amount (after cap) | Accumulate Enrollment Value |
| B0361 | 01 | Lump Sum Leave Pay Earnings | Replace Enrollment Value |
| B0363 | 01 | Prior Period Adjustment Earnings | Replace Enrollment Value |
| B0365 | 01 | Retroactive Salary Earnings | Replace Enrollment Value |
| B0366 | 01 | Special Compensation Amount | Replace Enrollment Value |
| B0368 | 01 | Worker's Compensation Earnings | Replace Enrollment Value |
| B0400 | 02 | Coverage Calculation Method | Use Coverage from Enrollment |
| B0500 | 02 | Coverage Step Method | Use Enrollment Step |
| B0600 | 03 | Premium Rate | Use Value from Enrollment |
| B0610 | 03 | Premium Rate 2 | Use Value from Enrollment |
| B0620 | 02 | Premium Calculation Method | Use Premium Value on Enrollment |
| B0695 | 02 | Survivor Amount | Use Value from Enrollment |
| B0800 | 03 | Contribution Rate | Use Value from Enrollment |
| B0810 | 02 | Contribution Method | Use Contribution Amt on Enrollment |
| B0840 | 01 | Contribution Amount | Replace Value on Enrollment |
| B0840 | 02 | Contribution Amount | Accumulate Value to Enrollment |
| B1000 | 03 | Deduction Rate | Use Value from Enrollment |
| B1010 | 02 | Deduction Method | Use Deduction Amt from Enrollment |
| B1040 | 01 | Deduction Amount | Replace Enrollment Value |
| B1040 | 02 | Deduction Amount | Accumulate Enrollment Value |
| B1070 | 02 | CSB Deduction (Non-RRSP option) | Enrollment |
| B1072 | 02 | CSB Deduction (RRSP option) | Enrollment |
| B1210 | 02 | Taxable Benefit Method | Use Taxable Benefit on Enrollment |
| B1210 | 03 | Taxable Benefit Method | Use Taxable Benefit on Enrollment |
| B1300 | 01 | Bond Denomination | Specified Value or from Enrollment |
| B1310 | 01 | Deduction Amount | Specified Value or from Enrollment |
| B1320 | 01 | Amount Available for Bond Purchase | Enrollment Total + Current Deduction |
| B1340 | 01 | Value of Bonds Purchased | Specified Value from Enrollment |
One thing to keep in mind when converting ENROLLMENT records is how this information would be keyed into benefit elections on the IBEL screen. If the only piece of information needed in IBEL to enroll an employee is the plan code and coverage code, no BC Codes or Amounts are needed to convert these records.
