Creating benefits organizations

  1. Select Benefits > Set Up > Organization > Create.
  2. Specify this information:
    After Tax Rollover Deductions

    Select this check box if the organization permits an after tax rollover on any defined contribution plan.

    COBRA Processing

    Select the type of COBRA Processing. For more information, see step 3 of Creating enrollment rules.

    • No Processing: Default option. This means that you are not using the Benefit Management application to process COBRA events.

    • Occurrence Only: Tracks occurrences from the date of the occurrence and notification day. Does not create any enrollment records.

    • Full Enrollment Processing: Tracks occurrences, creates events, permits selection and submission of COBRA benefits.

    Last Participant ID Assigned

    Specify the number of the last participant that was created. An increment of one will be added to this number to create the next participant. Use caution when specifying this number to ensure that no duplicates are created. The default is 0 and the first participant is 1.

    ACA Reporting
    Select to enable ACA Reporting for an organization.
    Year Start
    Select the month and day that are the beginning of a year for ACA Reporting.
    Vesting Report and Hours of Service As Of Date

    Specify the date to use for the Vesting Report and Hours of Service Report. If a date is not specified, then the current date is used.

    Life Insurance Reportable Income - Employee Life

    Specify the current amount of excludable life insurance for an employee. The cost of group life insurance in excess of this exclusion must be reported as income to the employee.

    Life Insurance Reportable Income - Dependent Life

    Specify the current amount of excludable life insurance for a dependent of an employee. When dependent coverage exceeds this amount, the entire amount will be used as reportable income.

    Life Insurance Reportable Income - Monthly Cost Per

    Specify the amount of coverage on which the cost of insurance is based. If you are using the IRS table of insurance costs, the premiums are based on the cost per $1000.00.

    Life Insurance Reportable Income - Group Life Rate Table
    Select the Group Life Rate Table use in the calculation of the cost of excess life insurance. See Creating group life rate tables.
    Home Page Display
    Select to customize the visibility of Benefits Home Page panels using these check boxes:
    • Life Events Pane
    • Open Enrollment Pane
    • Benefits Processing Pane
    • Set Up And Maintenance Pane
    • Enrollment Maintenance Pane
    • Advanced Tool And Reports Pane
    • ACA Pane
  3. On the HIPAA tab, specify default information for the plan sponsor and the default reason to use when the Employee Enrollment Updates action is run, HIPAA transactions are created for the plan, and a reason cannot be identified.
  4. Click Save.