Manually Enrolling an Employee into Multiple Plans

This procedure outlines tasks to enroll an employee in benefit plans by benefit type. The plans for which an employee is eligible display on the form. Plans display according to the benefit process order that applies to the employee. If no benefit process order applies to the employee, plans appear in alphabetical order by benefit type. Setting up Benefits preliminaries You can only add employee benefit with using the Enrolling an Employee Manually into Multiple Plans" procedure. You can also change or stop benefits. Stopping Employee Benefits Manually Changing EE Benefits

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 rerun PR140.

To enroll an employee into multiple plans

Access Employee Benefit Entry (BN31.2).
Select the Company.
Select the employee you want to enroll from the Employee field.
Type the date you want to use to determine the appropriate plans and eligibility criteria for employees, in the As of date field. Plans that have a stop date before this date do not appear. If you leave this field blank, the current system date defaults.
If you want to limit which plans appear on the form, select the desired types in the Benefit Type fields.

Note: Plans in which the employee is already enrolled will have an asterisk (*) beside them.
Select the Inquire function. The plans for which an employee is eligible appear on the display.
If you want a different start date than what the application uses, type the new date.

Note: Drill around on any field in a line for a given plan to view the coverage options available.

Complete the information for those plans in which you want to enroll an employee. Type 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. If the plan is defined with a default coverage level, you may leave this field blank and the coverage will default. Leave the remaining fields blank, unless 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 Mult field. If the plan is defined with a default coverage level, you may leave this field blank and the coverage will default. Leave the remaining fields blank, unless you want to use another start date. You can also enter a different salary in the Sal, Annual field.
Coverage Amounts (2) and calculation type Supplemental	Type the coverage amount in the Cov, PayPrd field. If the plan is defined with a default coverage level, you may leave this field blank and the coverage will default. Leave the remaining fields blank, unless you want to use another start date.
No Coverage and the contribution amount is a percentage or amount	Type the employee's annual contribution or percentage contribution, in the Sal, 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 Cov, PayPrd field. Leave the remaining fields blank, unless 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.

If you want to specify if the contribution entered should be an amount or percent, taken on a pre-tax or after-tax basis; to identify if the employee is a smoker; or that you require evidence of insurability, complete the More section using the following guidelines:

Pct,Amt

Select either amount or percent. If the plan specifies only an amount or only a percent contribution, when you add the benefit it will default to that option.

Pre,Aft

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 in the More detail tab.

If you select Both, you must enter the pretax and after-tax amounts 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.
To identify those investment accounts for a defined contribution, click the Inv button. This button only appears for those plans that allow investment choices.
Select the Add function.