Updating Automatically for Age, Salary, or Years of Service

This procedure updates employee benefits for a plan that has coverage or contributions based on age or years of service. This procedure also updates benefits for benefit plans that use As of Date or First of Month to determine salary or update salary changes.

You can update employee, COBRA participant, and retiree benefits.

Note: If you are updating COBRA participants, update their benefits before the invoice period in which the changes are effective.

Note: If a benefit is based on an As of Date, update employee benefits before that date. If a benefit is based on the first of the month, update employee benefits before the first of each month.

To update automatically for age, salary, or years of service

Access Plan Employee Update (BN102).
Type the name of the job in the Job Name field.
Type a Job Description. The job description provides additional information to help you identify the job.
Complete the information in the Parameters section using the following guidelines:

Company Name

Select the company for the plan.

Flex Plan

If you want to update benefits under a flex plan select the flex plan.

Benefit Type

Select the benefit type for which you want to update benefits.

Plan

Select the benefit plan you want to update and associate with the plan type you selected in the previous field.

If you leave this field blank, the report or update includes all plans of the plan type you selected.

Processing Group

If you want to update only 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

If you want to update only employees in a particular process level, select the process level.

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

Employee Group

If you want to update only employees in a particular employee group, select the employee group.

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

Thru Date

Type the date through which you want to update benefits.

Age, YOS, Salary

Select whether to update benefits based on age, years of service (YOS), or salary, in the Age, YOS, Salary fields.

You can select Yes for only one of these at a time.

Print deduction

Select whether to print the updated deductions on the report. If you leave the field blank it defaults to Yes.

Note: If you run the job as Report Only, new deductions will not be printed since benefit are not actually updated.

Report Sequence

Select if you want the report sorted by employee or process level and department.

Employee Sequence

If you select employee in the Report Sequence field, select how you want employees sorted: either alphanumeric (employee name) or numeric (employee number).

Update

Select either Update or Report Only.

If you select Report Only the application lists those benefits needing updating.

If you select Update, the application updates benefits and lists the updated benefits and deductions if designated.

Note: First run this form in Report Only to review employee flex credits. Then run this report in Update.
Select the Add function.
Submit the report.

Related Reports and Inquiries


To	Use
Display plans an employee is enrolled	Employee Benefit Summary (BN51.1)
Display an employee's annual contributions and deductions in a benefit plan	Employee Benefit Detail (BN51.2)
Display participants of a plan as of a specific date.	Current Plan Participants (BN50.1)
Display an employee's flex periods	Flex Benefit Periods (BN46.1)
Display an employee's use of flex and pretax dollars for a flex benefit period	Flex Benefits Inquiry (BN46.2)
List employees current benefits	Employee Benefit Report (BN231)
Run a statement of an employee's current benefits	Benefits Statement (BN232)