Enrolling Multiple Employees Manually
This procedure outlines tasks to add multiple employees into benefit plans. You can only add employees to benefit plans using this procedure. You can also change or stop benefits for employees. BN enrollment: maintain employee enrollments
To manually enroll multiple employees
- Access Speed Benefit Entry (BN31.1).
- Select the Company.
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If you want all added benefits to have the same start
date, type the default Start Date.
If you leave this field blank, each employee's eligibility date becomes the default.
- Select the Employee, Plan Type, and Benefit Plan for the enrollment you want to add.
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Complete the information in the fields according to
the table below. You will enter information only in one field per
plan.
If the Benefit Type is Then Coverage Options (1) (Medical/Dental) Select the coverage option in the Option field.
Leave the remaining fields blank, except if you want to use another start date.
Coverage Amounts (2) and calculation type Multiple of Salary (Life/Disability) Type the multiple of salary in the Multiple field.
Leave the remaining fields blank, except if you want to use another start date. You can also enter a different salary in the Salary or Annual field.
Coverage Amounts (2) and calculation type Supplemental Type the coverage amount in the Coverage or Pay Period field.
Leave the remaining fields blank, except if you want to use another start date. You can also enter a different salary in the Salary or Annual field.
No Coverage and the contribution amount is a percentage or amount Type the employee's annual contribution or percentage contribution, in the Salary or Annual field.
Leave the remaining fields blank, except if you want to use another start date.
No Coverage and the contribution amount is an amount Type the employee's per pay period contribution, in the Coverage or Pay Period field.
Leave the remaining fields blank, except if you want to use another start date.
If the benefit is under a flex plan (contribution limits) and this is a partial year enrollment, enter the number of times the deduction should be taken in the Opt field.
- In the PT AT (Pretax or After-tax) field, select whether the employee wants to contribute on a pretax basis, an after-tax basis, or both. The value of this field determines how the employee's contribution is split in the Pretax and After-Tax fields on the More detail tab. If you leave this field blank, the default tax type defaults. The default tax type is defined in the Default Tax Type field of the contribution form for this plan.
- In the Smk (Smoker) field, select the smoker status.
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In the More tab, use the following guidelines to enter
field values. If you selected Both in the PT AT field, you must enter
the pre-tax and after-tax amounts.
- PreTax
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If the employee elected both a pretax and after-tax contribution, type the employee's pretax contribution. The application uses the Pretax field to determine the next amount for the employee's pretax deduction.
If the employee's contribution is only pretax, leave this field blank. The total annual contribution defaults to the Pretax field based on the Pre Aft field.
- After-Tax
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If the employee elected both a pretax and after-tax contribution, type the employee's after-tax contribution.
If the employee's contribution is only after-tax, leave this field blank. The total annual contribution defaults to the After-Tax field based on the Pre Aft field.
- Stop Date
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Type a date to terminate the employee's coverage.
The stop date defaults as the end date of deductions created in Employee Deduction (PR14.1) for this plan. If the benefit plan is tied to a flex plan, the flex plan year stop date will default.
You can stop a benefit with a future date. That is, you can type a future stop date on the benefit at any time. The employee's benefit and deductions will stop on that date.
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On the HIPAA tab, use the following guidelines to
enter field values:
- Create Transaction
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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.
- Reason
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Select a reason for the benefit enrollment. This information is required if the transaction will be sent to the carrier.
- Member ID
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Type a member ID number to be used in the EDI transaction file. The Social Security number is be used as a default, but the user may override that by selecting Employee Number.
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On the Deduction tab, use the following guidelines
to enter field values::
- Start and Stop
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If you want to use a different start and stop date for benefit deduction, type the start and stop date.
- Select the Add function.