Infor Benefits Administration User Guide

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Benefits Administration overview
Benefits Administration Process Flow
Benefits: The Big Picture
How Benefits Administration Interfaces with Other Infor Applications
Benefits Administration setup overview
Benefits Administration setup requirements
Benefits Administration Setup Step-by-Step
Setting up a Benefits company
Concepts in this chapter
What is a Benefit Company?
What are COBRA Occurrence Types?
Reportable Group Term Life Insurance
Procedures in this chapter
Defining a Benefits Company
Defining COBRA Parameters
Defining COBRA Occurrence Types
Defining Excess Life Insurance Rates
Setting up Benefits preliminaries
Concepts in this chapter
What are Annual Limits?
What is a Vesting Schedule?
Frequency table
What is a Benefit Process Order?
Procedures in this chapter
Defining Annual Limits
Defining Insurance Carriers
Defining a Vesting Schedule
Defining Frequency Tables
Defining a Benefits Process Order
Defining Postal Code Tables
Setting up flex plans
Concepts in this chapter
What is a Flex Plan?
What are Flex Credits and Flex Credit Records?
When do I Define Flex Credit Records?
How are Flex Credits Issued and Structured?
What Happens to Unspent Flex Credits?
Procedures in this chapter
Defining Spending Account Only Flex Plans
Defining Full Flex Plans
Defining flex credits
Options for defining flex credits
Related reports and inquiries
Defining Flex Salary Parameters
Defining flex credit rate tables
Defining Flex Credits Based on Age
Defining Flex Credits Based on Years of Service
Defining Flex Credits Based on Dependents
Defining Flex Credits Based on Lifestyle
Setting up Benefit Plans
Concepts in this chapter
What is a Benefit Type?
What are Benefit Categories?
What are Some Basic Benefit Type Characteristics?
What are Coverage Types?
What are Contribution Types?
What Contribution and Coverage Types Work Together?
Ways in which benefit plans use deductions
What is a Default Plan?
What Determines Eligibility?
Why Use Employee Groups with Benefit Plans?
What are Waive Plans?
Flex Core Plans
What are Benefit Dates?
Procedures in this chapter
Defining Benefit Categories
Defining a primary benefit plan
Defining a primary benefit plan
Defining the deduction code
Additional options for defining benefit plans
Related reports and inquiries
Defining plan parameters when using GHR benefits
Defining vesting and covered compensation information
Defining investment options
Overriding General Ledger Accounts
Setting up benefit entry rules
Concepts in this chapter
Benefit entry rules
How are Entry and Re-entry Rules Defined?
What are Entry Points?
Procedures in this chapter
Defining Entry Rules
Setting up benefit plan coverage
Concepts in this chapter
What are Benefit Salaries?
What is a Coverage Reduction Table?
When would I use Coverage Options?
When would I use Coverage Amounts?
Procedures in this chapter
Defining Coverage Options
Defining Coverage Amounts
Calculating Coverage Amounts
Options for defining coverage amounts
Related Reports and Inquiries
Defining Coverage Salary Parameters
Defining Coverage Reduction Table
Calculating Coverage Reduction
Related Reports and Inquiries
Defining coverage limits
Calculating coverage amount limits
Setting up benefit plan contributions
Concepts in this chapter
How do I Define Benefit Contributions?
What are the Differences between the Contribution Types?
How are Contributions Calculated?
When Do I Use Rate Tables?
How are Company Match Contributions Calculated?
What are Flex Plan Contributions?
Procedures in this chapter
Defining Contribution Rate Tables
Defining Options Amount
Defining Options Amount Range
Defining Flat Contributions
Defining Salary or Coverage Rate Table
Defining Contribution Limits
Defining Match Limit Schedules
Defining Match Percent Schedules
Setting up automation rules
Concepts in this chapter
What are Benefit Automation Rules?
When Do I Use Add Rules?
When Do I Use Change Rules?
When Do I Use Termination Rules?
What is a Nested Employee Group?
How Do I Use Employee Groups with Automation Rules?
Procedures in this chapter
Defining Add Rules
Defining Change Rules
Defining Termination Rules
Setting up stock options
Concepts in this chapter
What are Stock Options?
Procedures in this chapter
Defining a Broker
Defining Stock
Defining Stock Option Grants
BN enrollment: enrolling employees in Flex plans
Concepts in this chapter
Flex Credit Record
What are Flex Periods?
When is a Standard Time Record Created by a Flex Plan?
Procedures in this chapter
Automatically Create EE Flex Credit Records
Manually Create Employee Flex Credit Records
BN enrollment: enrolling employees in Benefit plans
Concepts in this chapter
How do I Enroll Employees into Benefit Plans?
What is an Eligibility Date?
What is a Start Date?
What Happens When I Override Salary?
Procedures in this chapter
Generating Benefit Enrollment Forms
Enrolling Employees Automatically into Default Plans
Manually Enrolling an Employee into Multiple Plans
Options for enrolling employees into multiple plans
Related Reports and Inquiries
Enrolling Multiple Employees Manually
Options for manually enrolling multiple employees
Related Reports and Inquiries
Enrolling Dependents
Assigning Beneficiaries to a Plan
Assigning Savings Bond Beneficiaries
BN enrollment: maintain employee enrollments
Concepts in this chapter
What are Benefit Change Audit Records?
What are Stop Dates?
How does Infor Process Benefits?
What Must I Consider When Manually Changing a Flex Benefit?
How Do I Make Flex Mid-Year Changes?
What Happens when I Stop Benefits Using Automation Rules?
About changing benefits using automation rules
What Happens When I Add Benefits Using Automation Rules?
Procedures in this chapter
Holding or Deleting Benefit Change Records
Updating Automatically Based on Benefit Automation Rules
Updating Automatically for Age, Salary, or Years of Service
Stopping Employee Benefits
Manually Changing EE Benefits
Options for Changing Manually EE Benefits
Related Reports and Inquiries
Changing Flexible Spending Accounts
Changing Flex Credits
Changing Dependent Benefits
BN enrollment: COBRA
Concept in this chapter
Who is a COBRA participant?
Procedures in this chapter
Defining a COBRA Participant
Enrolling a COBRA Participant
Options from COBRA Benefit Entry
Related Reports and Inquiries
Changing COBRA participant benefits
Adding a Second Occurrence or Tracking COBRA Dates
Notifying or Terminating COBRA Rights
Generating COBRA Notification Letters
Canceling COBRA Coverage for Delinquent Payments
BN enrollment: retiree
Concept in this chapter
Who is a Retiree?
Procedures in this chapter
Enrolling Retirees
Options from Retiree Benefit Entry
Related Reports and Inquiries
Changing retiree benefits
Canceling Coverage for Delinquent Payments
Plan maintenance: benefit plans
Concepts in this chapter
Why would I Change My Benefit Plans?
How does Infor Track Benefit Plan Changes?
What Statuses Does Infor Track?
What are Web Benefit Enrollments?
Procedures in this chapter
Updating coverage information
Updating Contribution Information
Updating Frequency Table Information
Attaching a Different Frequency Table
Updating GL Overrides
Viewing Records Requiring Updating
Updating Enrollment for Plan Changes
Updating Enrollment for Frequency Table Changes
Terminating or Replacing a Benefit Plan
Deleting a Coverage Option from a Benefit Plan
Plan maintenance: vacation buy and sell
Procedure in this chapter
Updating Employee Vacation Balances
Plan maintenance: spending account balances
Procedure in this chapter
Tracking Spending Account Reimbursements
Options for Spending Account Transactions
Related Reports and Inquiries
Plan maintenance: stock purchase update
Procedures in this chapter
Updating Stock Purchases
Plan maintenance: stock option updates
Procedure in this chapter
Managing a Stock Split
Plan maintenance: savings bond update
Procedures in this chapter
Adding Savings Bond Beneficiaries
Defining Savings Bond Purchase Sequence
Updating Savings Bond Purchases
Plan maintenance: benefit plan limits
Procedures in this chapter
Adjusting Defined Contribution or Defined Benefit Plan Balances
Options for Defined Benefit or Defined Contribution Adjustments
Related Reports and Inquiries
Adjusting Covered Compensation Balances
Adjusting Vesting Hours
Benefit processes: reportable excess group life insurance
Procedure in this chapter
Creating Reportable Income Time Records
Benefit processes: benefit plan testing
Procedures in this chapter
Listing Key Employees
Determining if Defined Contribution Plans are Top Heavy
Listing Highly Compensated Employees
Performing the ADP and ACP Tests
Determining if Employees are Reaching an Elective Deferral Limit
Determining Percentage DC/DB Plan Participation
Benefit processes: retiree or COBRA invoicing and tracking
Procedures in this chapter
Creating Manual Invoices
Creating Monthly Invoices
Printing Invoices
Entering and automatically applying payments
Entering and manually applying payments
Updating Invoices and Payments to General Ledger
Printing coverage classification test for pension plans
Benefit processes: special processing
Procedures in this chapter
Simulating Benefit Elections
Estimating Take Home Pay
Forecasting Defined Contribution Account Balances
Purging Benefit Enrollments
Purging Invoices and Payments
Purging Inactive Stock Option Records
Affordable Care Act
ACA overview and setup
ACA regulatory reporting
Setting up default ACA Parameters
Enhanced ACA Monthly Measurement methods
Using the Monthly Measurement Method for processing
Setting up reporting structure
Company with independent report entities
What is the Safe Harbor Code?
Benefit Plan and Option ACA Parameters
Automating benefit offers
Tracking offers
ACA Offers Eligibility CSV
Importing Offers
Tracking ACA offers
ACA Offers Report
Tracking hours
Type of hours
Types of hours
Tracking ACA Hours
Tracking ACA leave of absence hours
ACA Hours Report (BN254)
ACA Hours Upload (BN554)
ACA Hours Update (BN954)
ACA Monthly Counts (BN255)
ACA IRS Summary Hours (BN996)
Measurement assessment
Weekly and monthly measurement parameters
Updating employee ACA Measurement Assessment
Initial and standard assessment dates
ACA Measurement Assessment Report (BN249)
ACA Measurement Delete (BN349)
ACA Measurement Assessment Upload (BN549)
Updating ACA offer data
Procedure in this chapter
Deleting ACA 1095 records
HIPAA setup and procedures
Concepts
What is HIPAA?
Procedures
Defining HIPAA plan details
Enrolling Employees in Benefit Plans (with HIPAA Compliance)
Correcting Transaction Data for HIPAA
Extracting Benefit and Enrollment Maintenance Data for HIPAA
Extracting Premium Payment Data for HIPAA
HIPAA Certification Report (BN331)
Benefit system logic calculations
Calculating annual and hourly pay rates
Calculating annual salary for an hourly employee
Calculating Hourly Rate for a Salaried Employee
Company match calculations
Company Match Deduction Creation for Match Limit Schedules
Payroll Calculation for Match Limit Deductions
Company match deduction creation for match percent schedules
Calculations based on the type of match calculation
Company match deduction creation for Fixed match calculation
Payroll calculation for Fixed match calculation deductions
Company match deduction creation for cumulative match calculations
Payroll calculation for cumulative match calculation deductions
Calculating the cost of excess life insurance
Determining which plans are reportable
Determining who is covered
Determining the Value of Excess Coverage
Determining the Cost of Excess Dependent Coverage
An Example of Calculating the Cost of Excess Life Insurance
Calculating Neil's Reportable Life Insurance for Neil
Calculating the Reportable Life Insurance for Sarah, Karen, and Bob
The Result
Calculating COBRA excess premium amounts
Calculating COBRA Excess Premium Amounts
Benefit system logic information
Tracking flex credits
Standard Time Records
Deductions
Types of Flex Plans
Flex Plan 1 Example
Flex Plan 2 Example
Flex Plan 3 Example
Flex benefits
Defined Contribution Flex Benefits
Using Flex Benefit Periods
Processing automatic benefit changes
Creating Benefit Change Audit Records
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