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!!!FLORIDA RETIREMENT SYSTEM - FRS
FRS or ‘Florida Retirement System’ is responsible for administering the Florida Retirement System. \\
Specialized benefit components and user fields are provided that may be set up to ensure that the report and interface file are created correctly.
!FRS Work Periods
The Work Periods (‘WP’) is a column on the FRS report that defines the service credit for retirement purposes. 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 (work periods) used at each organization.
Work Period Description
12 Normal Current Contribution
12 Prior Period Contribution Adjustment
21 Lump Sum Contributions
88 Workers’ Compensation Contributions
!!FRS 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 pay components and pay elements.
!Pay Components - [IPPC]
You will need to create a total of 9 pay components for FRS:
B0360 FRS Reg Earns PC Usage: 9999
B0361 FRS Lump Earns PC Usage: 9999
B0363 FRS PP Earns PC Usage: 9999
B0368 FRS WC Earns PC Usage: 9999
B0380 FRS Lv Hrs PC Usage: 9999
B0840 FRS Reg ER PC Usage: 13
B0841 FRS Lump ER PC Usage: 13
B0843 FRS PP ER PC Usage: 13
B0848 FRS WC ER PC Usage: 13
!Pay Elements - [IPPE]
You will need to create a total of 5 pay elements for FRS:
B0320 FRS Reg Earns All earnings PC that make-up Regular Earnings
B0321 FRS Lump Earns All earnings PC that make-up Lump Sum Leave Pay Earnings
B0323 FRS PP Earns All earnings PC that make-up Prior Period Earnings
B0328 FRS WC Earns All earnings PC that make-up Workers’ Compensation Earnings
B0380 FRS Lv Hrs All earnings PC that make-up Lump Sum Leave Pay Hours
!Benefit Plan Types - [IBPT]
All FRS benefit plans must be setup with a ‘FRS’ benefit plan type.
If this is spelled differently, the program will not work.
!Benefit Plans
Benefit components are used to calculate and store the values for FRS. These values must be qualified, for the report, by which type of work period. Users must analyze the possible types of contributions made at their site, and set up the appropriate benefit component as described.
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’s must be defined.
Eligible Earnings (Salary)
Use Benefit Components B0320 through B0366 to define regular earnings, prior period earning adjustments, lump sum earnings, and workers’ compensation earnings.
These amounts must be stored in a pay component and will be seen on the Benefits Enrollment form and the FRS report.
Lump Sum Leave Pay Hours
Use Benefit Component B0380 to determine this amount. This amount should be from an element that contains all hour pay components to be reported as part of the Lump Sum hours.
Employer Contribution Amount
Use Benefit Component B0800 through B0849 to set up the employer contribution amount.
This amount will appear only in the Benefit Enrollment form, but the rates defined will be used to calculate the
amount for the 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.
Coverage Rates
The 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 Work Period Code attached, indicated as WP##. Components that represent values on the FRS 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
0800 – 0899 Employer Contributions
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.
Rule Description Logic Assoc. Go to
00 Use UserCalc Only The pre-processing or qualifying <User Calc> specified will be executed. Specify the name of the UserCalc on the component. The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value. This value is interpreted by the component as a user provided enrollment base date from which the employee’s coverage effective date is determined. B0030
Rule Description Logic Assoc. Go to
01 Use Processing Date Uses the date of the benefits run (or pay period end date if benefits are processed through payroll), to determine effective date of the employee’s coverage. B0030
02* Use Hire Date Uses Hire Date from Employment Information form (IEEI) to determine effective date of employee’s coverage. B0030
03 Use Seniority Date Uses Seniority Date from Employment Information form (IEEI) to determine effective date of employee’s coverage. B0030
04 Use Latest of Hire/Seniority/Processing Date Uses the latest of hire date, seniority date, or date of the benefits run (or pay period end date if benefits are processed through payroll). This rule is often used when a benefit is completely optional, such as a 401K (US) or RRSP (CDN) plan. B0030
05 Use Leave Date Uses Leave Date from Employment Information form (IEEI) to determine effective date of the employee’s coverage. This rule is normally only used with disability type plans. B0030
06 Use Birth Date Uses employee’s birth date from Identity Information form (IEID) plus a qualifying period to determine effective date of employee’s coverage. Sometimes used for pension type plans that become mandatory at age 18 or 21. B0030
07 Use Termination Date Uses employee’s termination date from Employment Information form (IEEI) to determine effective date of employee’s coverage. Used for special coverages available to an employee only after termination, for example, on retirement. B0030
This component 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 B0050
Rule Description Logic Assoc. Go to
a numeric value. This value is interpreted as a user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire.
01 Use Day from Element Specify the name of the <Element> on the component. The value of the element is used as the user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire. B0050
02* Hired By Specified Day Specify the <BC Value> on the coverage component. The <BC Value> of the component is used as the user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire. Must be entered as DD (15 for the 15th of the month.) B0050
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.) B0070
Rule Description Logic Assoc. Go to
Rolls effective date forward to this day in the following month. Used when benefits may only start on a specified day of the month, such as the first.
02 Roll Back to Day in Curr Month Specify the <BC Value> on the coverage component. Must be entered as DD (01 for the 1tstof the month.) Rolls effective date back to this day in the current month. Used when benefits may only start on a specified day of the month, such as the first, and benefits may be backdated. B0070
03 Roll Forward to First Day in Next Quarter Rolls effective date forward to the first day in the following quarter. Used when benefits may only start at the beginning of a quarter. B0070
04 Roll Back to First Day in Curr Quarter Rolls effective date back to the first day in the current quarter. Used when benefits may only start at the beginning of a quarter and enrollment may be backdated. B0070
This component 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 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 end 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 form (IEEI) to determine eligibility date of employee’s coverage. B0090
Rule Description Logic Assoc. Go to
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 (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 tat 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}
The 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
Rule Description Logic Assoc. Go to
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 number of days to the eligibility base date. B0120
02 Number of Weeks Specify the <BC Value> on the coverage component. Adds number of weeks to the eligibility base date. B0120
03* Number of Months Specify the <BC Value> on the coverage component. Adds number of months to the eligibility base date. B0120
04 Number of Pay Periods Specify the <BC Value> on the coverage component. Adds number of pay periods to the eligibility base date. B0120
05* Number of Years Specify the <BC Value> on the coverage component. Adds 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 eligible date forward or backward to a specific day of the month?
Yes Choose the rule to be used
No Go to B0130
Rule Description Logic Assoc. Go to
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. B0130
Rule Description Logic Assoc. Go to
Used when benefits may only start on a specified day of the month, such as the first.
02 Roll Back to Day in Curr Month Specify the <BC Value> on the coverage component. Must be entered as DD (01 for the 1tstof the month.) Rolls 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 eligible 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 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.
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 the employee’s enrollment is expired. B0160
04 Use Earlier of Term/Leave 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 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 sued 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 number of days to the expiration base date. B0160 B0170 B0190
02 Number of Weeks Specify the <BC Value> on the coverage component. Adds number of weeks to the expiration base date. B0160 B0170 B0190
03* Number of Months Specify the <BC Value> on the coverage component. Adds 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 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 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 expiry 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 expiry 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 B0220
Rule Description Logic Assoc. Go to
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.
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/Leave 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 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? Chose 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 B0220 B0240
Rule Description Logic Assoc. Go to
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.
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. Adds 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. Adds the number of years to the eligibility end base date. B0220 B0230 B0250
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. Choose the rule that is used as the Premium End Date.
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 B0260 B0300
Rule Description Logic Assoc. Go to
premium end date.
!B0300 - B0399 Eligible Earnings/Amounts
B0320 Eligible Regular Earnings (Before Cap) WP12
This component specifies which earnings are considered eligible for benefit calculation purposes.
Choose the rule that is used as the Eligible Regular Earnings 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 B0321
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 B0321
B0321 Eligible Lump Sum Leave Pay Earnings WP 21
This component specifies which earnings are considered eligible for benefit calculation purposes.
Choose the rule that is used as the Eligible Lump Sum Leave Pay Earnings 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. B0323
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. B0323
B0323 Eligible Prior Period Adjustment Earnings WP12
This component specifies which earnings are considered eligible for benefit calculation purposes.
Choose the rule that is used as the Eligible Prior Period Adjustment Earnings 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- B0328
Rule Description Logic Assoc. Go to
provided prior period earnings.
01* Use Earnings from Element Specify the name of the <Element> on the component. The value of the element will be used as prior period earnings. B0328
B0328 Eligible Workers’ Compensation Earnings WP88
This component specifies which earnings are considered eligible for benefit calculation purposes.
Choose the rule that is used as the Eligible Workers’ Compensation Earnings 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
B0360 Regular Earnings (Sequence 585) WP12
This is the regular eligible earnings used to calculate the prior period contribution for FRS. The regular earnings amount replaces any previously calculated amount.
Choose the rule that is used as the Regular 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. B0361
B0361 Lump Sum Leave Pay Earnings (Sequence 586) WP21
This is the lump sum leave pay earnings used to calculate the prior period contribution for FRS. The lump sum leave pay earnings amount replaces any previously calculated amount.
Choose the rule that is used as the Lump Sum Leave Pay 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. B0363
B0363 Prior Period Adjustment Earnings (Sequence 587) WP12
This is the prior period adjustment earnings used to calculate the prior period contribution for FRS. The prior
period earnings amount replaces any previously calculated amount.
Choose the rule that is used as the Prior Period 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. B0368
B0368 Workers’ Compensation Earnings (Sequence 589) WP88
This is the worker’s compensation earnings used to calculate the prior period contribution for FRS. The
worker’s compensation earnings amount replaces any previously calculated amount.
Choose the rule that is used as the Workers Compensation Earnings 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. B0380
B0380 Lump Sum Leave Pay Hours (Sequence 589) WP21
This component is used to store Annual Leave Hours for Florida Retirement System (FRS), only. It may not be used alone and must be used in conjunction with Component B0321, which stores the Annual Leave Pay Amounts.
Choose the rule that is used as the Lump Sum Leave Pay Hours
Rule Description Logic Assoc. Go to
01* Replace Enrollment Value Replaces the enrollment value with the newly calculated special compensation amount value. An <Element> must be indicated. A <PC Code> must be indicated. B0321 B0600
!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
Rule Description Logic Assoc. Go to
03 Use Value from Enrollment Specify the value on the employee’s enrollment. The specified value is used as the contribution rate. B0810
B0810 Regular Contribution Calculation Method WP12
This component determines how the regular contribution amount will be calculated.
Choose the rule that is used as the Regular Contribution Calculation Method rule.
Rule Description Logic Assoc. Go to
11* Percentage of Eligible Earnings Multiplies the contribution rate (B0800) by the eligible earnings (B0360). B0800 B0360 B0811
B0811 Lump Sum Leave Pay Contribution Calculation Method WP21
This component determines how the lump sum leave pay contribution amount will be calculated.
Choose the rule that is used as the Lump Sum Leave Pay Contribution Calculation Method rule.
Rule Description Logic Assoc. Go to
11* Percentage of Eligible Earnings The contribution rate (B0800) divided by 100 multiplied by the Lump Sum Leave Pay Earnings (B0361). B0800 B0361 B0813
B0813 Prior Period Adjustment Contribution Calculation Method WP12
This component determines how the prior period adjustment contribution 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
11* Percentage of Eligible Earnings The contribution rate (B0800) divided by 100 multiplied by the Prior Period Adjustment Earnings (B0363). B0800 B0363 B0818
B0818 Workers’ Compensation Contribution Method WP88
This component determines how the workers’ compensation contribution amount will be calculated.
Choose the rule that is used as the Workers’ Compensation Contribution Calculation Method rule.
Rule Description Logic Assoc. Go to
11* Percentage of Eligible Earnings The contribution rate (B0800) divided by 100 multiplied by the Workers’ Compensation earnings (B0368). B0800 B0368 B0840
B0840 Regular Contribution Amount WP12
This component determines whether the contribution amount replaces any previously calculated amount, or adds to it.
Choose the rule that is used as the Regular Contribution Amount rule.
Rule Description Logic Assoc. Go to
01* Replace Value on Enrollment Replaces the enrollment value with the newly calculated B0841
Rule Description Logic Assoc. Go to
contribution amount. A <PC Code> must be indicated.
02 Accumulate Value to Enrollment Accumulates the newly calculated contribution amount into the existing enrollment value. B0841
B0841 Lump Sum Leave Pay Contribution Amount WP21
This component stores the lump sum leave pay contribution amount calculated. This is the final lump sum pay contribution amount for FRS.
Choose the rule that is used as the Lump Sum Leave Pay 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 Adjustment Contribution Amount WP12
This component stores the prior period adjustment contribution amount calculated. This is the final prior period adjustment contribution amount for FRS.
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. B0848
B0848 Workers’ Compensation Contribution Amount WP88
This component stores the workers’ compensation contribution amount calculated. This is the final workers’ compensation contribution amount for FRS.
Choose the rule that is used as the Workers’ Compensation Contribution Amount.
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. Done
!Sample FRS Plan
In this example the coverage is for HA – Regular Employees. FRS is processed biweekly.
0010 – 0299 Preprocessing/Qualification
0300 – 0399 Eligible Earnings/Amounts
0800 – 0899 Employer Contributions
BC Rule WP Element PC Rate
B002 0 Enrollment Base Date 02 Hire Date
B003 0 Enrollment Effective Date 01 Use Base Date
B007 0 Effective Date 01 Calculate Effective Date
B008 0 Eligibility Base Date 02 Hire Date
B009 0 Eligibility Date Rule 01 Use Base Date
B013 0 Eligibility Date 01 Calculate Eligible Date
B014 0 Premium Start Date 01 Use Effective Date
B015 0 Expire Base Date 02 Termination Date
B016 0 Expire Date Rule 01 Use Base Date
B020 0 Expire Date 01 Calculate Expire Date
B021 0 Eligibility End Base Date 02 Termination Date
B022 0 Eligibility End Date Rule 01 Use Base Date
B026 0 Eligibility End Date 01 Calculate Eligible End Date
B027 0 Premium End Date 01 Use Expiration Date
B032 0 Eligible Regular Earnings 01 Use Earnings from Element 12 FRS REG
B036 0 Regular Eligible Earnings 01 Replace Enrollment Value 12 6800 – FRS Reg Earns
B080 0 Contribution Rate 02 Use Value from Coverage Rate Step ALL ER Rate (%) = 10.15
B081 Regular Contribution 11 Percentage of 12
BC Rule WP Element PC Rate
0 Method Eligible Earnings
B084 0 Regular Contribution Amount 01 Replace Enrollment Value 12 4800 – FRS Reg ER
B032 1 Eligible Lump Sum Leave Pay Earnings 01 Use Earnings from Element 21 FRS LUMP
B036 1 Lump Sum Leave Pay Eligible Earnings 01 Replace Enrollment Value 21 6801 – FRS Lump Earns
B081 1 Lump Sum Leave Pay Contribution Method 11 Percentage of Eligible Earnings 21
B084 1 Lump Sum Leave Pay Contribution Amount 01 Replace Enrollment Value 21 4801 – FRS Lump ER
B032 3 Eligible Prior Period Adjustment Earnings 01 Use Earnings from Element 12 FRS PP
B036 3 Prior Period Adjustment Eligible Earnings 01 Replace Enrollment Value 12 6803 – FRS PP Earns
B081 3 Prior Period Adjustment Contribution Method 11 Percentage of Eligible Earnings 12
B084 3 Prior Period Adjustment Contribution Amount 01 Replace Enrollment Value 12 4803 – FRS PP ER
B032 8 Eligible Workers’ Compensation Earnings 01 Use Earnings from Element 88 FRS WC
B036 8 Workers’ Compensation Eligible Earnings 01 Replace Enrollment Value 88 6808 – FRS WC Earns
B081 8 Workers’ Compensation Contribution Method 11 Percentage of Eligible Earnings 88
B084 8 Workers’ Compensation Contribution Amount 01 Replace Enrollment Value 88 4808 – FRS WC ER
__Exceptions / Notes__
The sample provided previously is a fairly generic example. You and your High Line Consultant will need to discuss your specific requirements.
!User Fields
There are two mandatory user fields that need to be set up.
FRS Position Number This user field is OPTIONAL and is attached to the Position Details table. This is a SYSTEM updated user field.
Table User Field Name Prompt Field Type Fld Seq
P2KCM_POSITION_DETAILS FRS POSITION NUMBER FRS Position Number Char 1
This user field is OPTIONAL. This user field is attached to the Position Details table. This is a SYSTEM updated user field.
Table User Field Name Prompt Field Type Fld Seq
P2KCM_POSITION_DETAILS FRS CLASS CODE FRS Class Code Char 2
!!Process FRS
This update will process all FRS plans, and produce a flat file to be remitted.
The report can be produced only after the FRS 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 FRS Pay Components with values 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 FRS report using the required format.
Function UPFRS produces the FRS report and optionally the associated file for transmission.
The output file will contain exactly what is shown on the report.
Report Field Source Notes
Social Security Number Government Code P2K_HR_IDENTITIES
Department Department Code P2K_HR_ASSIGNMENT_DETAILS
Check Date Pay Issue Date P2K_PR_PAY_HEADERS
Member Name (Last, First) Name (Last, First, M.) P2K_HR_IDENTITIES
Plan Plan Code P2K_BE_PLAN_DEFINITIONS
Work Period Derived from Plans (IBPN) Derived from Earnings Pay Component attached to the Plan’s Benefit Components
Monthly Salary Derived from Assignment (IEAS) Monthly Salary derived from the Wage Rate on the employee’s assignment.
Employee Contribution Amount N/a
Report Field Source Notes
Employer Contribution Amount Derived from (IBPN) Coverage The ER Rate on the coverage multiplied by the Pay Component containing the earnings
Leave Hours From PC The hours in the Pay Component on Benefit Component B380
Adjustment Derived from (IBPN) Coverage The ER Rate on the coverage multiplied by the Pay Component containing the earnings, when there is an amount in the Pay Component attached to B383
Output Transmission File from the above report
‘Process FRS’ Highlights
‘Process FRS’ is not currently available through the menu bar. However, the form may be accessed through the command window with ‘UPFRS’.
‘Process FRS’ Usages and Examples
Report Parameter Form People List Mandatory, Multiple Selection, LOV available, <ALL>
A people list may be used to indicate specific employee transaction to be processed.
Person Code Mandatory, Multiple Selection, LOV available, <ALL>
The person code(s) of specific employee(s) to be processed.
Payroll Month/Year Mandatory
Users must specify the reporting month and year to be displayed on the report as MM/YYYY
AsOf Date Period Mandatory, Date, LOV available (DD-MON-YYYY)
This date is used to determine the wage rate, department, class code, etc. for the employee. This is used as there may be more than one period supplied.
For Period Mandatory
The pay period of the first pay to be included entered as YYYYPP.
To Period Mandatory
The pay period of the last pay to be included entered as YYYYPP.
Sort Method 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 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.
!Form Definition Variables
Modify the standard FRS file requirements using the IDFDV function for HL$FLPERS.
File Format Supported
Field Identifier Description Source Variable Notes
DEPARTMENT Department Data Base Column DDP.DEPARTMENT_CODE
POSITION NUMBER Position Number Data Base Column DPS.POSITION_CODE
CLASS CODE Class Code Not Specified
PLAN FRS Plan Code Data Base Column BPN.PLAN_CODE
WORK PERIOD Work Period Code Not Specified
ADJ CODE Adjustment Code Not Specified
CHECK DATE Check Date Not Specified
EMPLOYEE NAME Employee Name (Last, First, MI) Not Specified
SOCIAL SECURITY NUMBER Employee Social Security Number Data Base Column EID.GOVERNMENT_CODE
DATE OF BIRTH Date of Birth (DOB) Data Base Column EID.BIRTH_DATE
SEX Employee Gender Data Base Column EID.GENDER
ADDRESS LINE 1 Employee Address Line One Data Base Column EPS.ADDRESS_LINE_1
ADDRESS LINE 2 Employee Address Line Two Data Base Column EPS.ADDRESS_LINE_2
ADDRESS CITY Employee City Data Base Column EPS.LOCALITY
ADDRESS STATE Employee State Data Base Column DSP.STATE_PROVINCE_CO DE
ADDRESS ZIP CODE Employee Zip Data Base Column EPS.ZIP_POSTAL
SALARY Salary Element GROSS
Field Identifier Description Source Variable Notes
EE CONTRIBUTION Employee Contribution Amount Pay Component FRS EE
ER CONTRIBUTION Employer Contribution Amount Pay Component FRS ER
REPORT PERIOD Report Period Not Specified
ANNUAL LEAVE HOURS Annual Leave Hours Pay Component
AGENCY Agency Number Constant
REPORT FORMAT CODE Report Format Code Constant
REPORT PERIOD CD Report Period (MMYYYY) Not Specified
TR Trailer Record Identifier Constant
DETAIL RECORD COUNT Detail Record Count Not Specified