Enrolling Employees Automatically into Default Plans

Use this procedure to enroll employees in default plans with default coverage and contributions. You can also use this procedure to list the employees eligible for benefit plans. You can use the report to display all employees in a company or for employees in a process level, a processing group, or an employee group.

In this procedure you can type the date you want the application to use to determine the appropriate plans and eligibility criteria. For a plan with years-of-service measured in hours, the application uses each employee's pay history to determine whether the employee has met the plan's years of service requirement on this date.

Note: If you enroll an employee during a payroll cycle after Earnings and Deduction Calculation (PR140) runs, and you want to include the deductions from the new benefits in the current payroll run, change the employee's time records to error status and re-run PR140.

To automatically enroll employees into default plans

Access Mass Benefit Add (BN101).
Type the name of the job in the Job Name field.
Type Job Description. The job description helps you identify a batch job by providing additional information.

Note: If an employee benefit already exists with a future effective date, the application will add another benefit record with a stop date one day prior to the start date on the record that already exists.
Complete the information in the Parameters section using the following guidelines:

Company Name

Select the company for the plan.

Benefit Type

Select the benefit type to include in the report or update. You must select at least one benefit type.

Plan

Select the specific benefit plan to include in the report or update.

If you leave this field blank, the report or update includes all plans of the benefit type(s) you selected.

Processing Group

To include benefits for only those employees in a particular processing group, select the processing group.

Note: If you select a processing group, leave the Process Level and Employee Group fields blank.

Process Level

To include benefits for only those employees in a particular processing level, select the process level.

Note: If you select a process level, leave the Processing Group and Employee Group fields blank.

Employee Group

To include benefits for only those employees in a particular employee group, select the employee group.

Note: If you select a processing group, leave the Process Level and Processing Group fields blank.

As of Date

Type the date you want the application to use to determine the appropriate plans and eligibility criteria.

If you select No for the Use Eligibility Date field, the application uses this date as the benefit start date for all employees eligible for the benefit as of this date. All employees updated will have the same benefit start date (enrollment date).

Use Eligibility Date

Select whether or not you want each employee enrolled on his or her own eligibility date.

Select N(No) if you want all your employees enrolled on the As of Date.

Create Dependents

Select whether or not to add dependent benefits for benefits that are automatically added. BN100 calculates stop dates for non-spouse/domestic partner dependents when it adds the benefit based on the student and dependent ages defined for the plan.

If a dependent's age exceeds the dependent or student ages defined for the plan, coverage for the dependent is not added.

Create Investment

Select whether or not to add a investment account distribution for defined contribution benefits.

If you select Yes, the application will use the default investment option defined on the plan.

Date Range

Type the beginning and or the ending date of a date range to include only employees who are eligible in the date range.

If you type only a beginning date, employees with eligibility dates equal to or later than the beginning date will be included. If you type only an ending date, employees with eligible dates equal to or earlier than the ending date are included.

If you select Yes for Use Eligibility Date and you also type a date range, the application will only add benefits for employees with eligibility dates within the date range. This is used to control the addition of future-dated benefits. You may only want to add those benefits for which the employee is eligible during the next month.

If you select Yes for Use Eligibility Date and you leave the date range blank, benefits are added for all employees on their calculated eligibility date.

Create Transactions

Select whether to create a transaction record. If you leave this field blank, the parameter defined for the plan will control this. If a value is entered here, it overrides what is defined on the plan.

HIPAA Reason

Select a reason for the benefit enrollment . This information is required if the transaction will be sent to the carrier.

Report Sequence

Select whether to sort the report by employee, or process level/department.

Employee Sequence

Select a value to override the default print order defined in HR00.1 (Company).

If you select Alpha, employees list by name. If you select Numeric, employees list by number. If you leave this blank, employees list in the order defined in HR00.1 (Company).

Update

Select either Update or Report Only.

If you select Report Only the application lists employees with their eligibility dates.

If you select Update, the application creates benefits for eligible employees and lists the new benefits.

Caution:

Run in Report Only to review the accuracy of the employee enrollments. Then run this report in Update mode.
Select the Add function.
Submit the report.

Related Reports and Inquiries


To	Use
Enroll employees based on add rules	Employee Plan Update (BN100) What Happens When I Add Benefits Using Automation Rules?