What are Benefit Change Audit Records?

When certain types of changes occur for an employee, the Benefits Administration application creates a record called a benefit change audit record. The application will create this record when a personnel action defined to update benefits changes employee data that may affect benefits. The record created determines which benefits are updated in the system. If you do not want benefits to be updated, you can hold or delete the benefit change audit record that is created.

See the Infor Personnel Administration User Guide for more information on personnel actions.

The following changes will cause the application to create a benefit change audit record:

• Adding or removing an employee from an employee group used for benefits

• Changing the employee's postal code

• Changing an employee's salary. Changes to all of the following information is considered a change to an employee's salary: job code, FTE (Full-Time Equivalent), rate of pay, step, grade, schedule, salary class or benefit salaries 1 through 5

• Changing the employee's pay frequency

• Changing one of the following: employee's birthdate, age, years of service or smoking status

To create a benefit change audit record, employee changes must be made using personnel actions. If the membership criteria for an employee group used for benefits is changed, benefit change audit records will be created for employees who are added or removed from the group when you update the group. Changes made directly to employee master records will not create benefit change audit records.

Changes to benefit enrollments are entered into the system as a stop and start of the benefit record. If a benefit plan has entry rules defined with specific re-enrollment points, the date used to re-add the benefit must comply with the rules.