Defining Change Rules
Change rules determine when a change made by a personnel action affects an employee's benefits or flex credits but not his or her eligibility for the plan. Employee Change Benefit Update (BN100) uses change rules to determine the date when the affected benefits are changed.
BN100 stops the affected benefits the day before the calculated change date and adds benefits effective on the change date.
For flex benefits, if an employee switches between groups used as eligibility criteria for flex credits calculations on Flex Credits (BN08.1), the Benefits Administration application stops all the employee's benefits under the flex plan. It also stops the employee's flex dollar record on Employee Flex Credits (BN45.1), adds a new flex credits record for the employee based on the employee's new employee group, and re-adds the employee's flex benefits with the same elections.
If a personnel action affects an employee's benefits but no change rules exist, BN100 lists, but does not update, the employee's affected benefits. If the employee is deleted from a group but is not added to another group for which coverage contributions or general ledger overrides exist, BN100 will list an error.
To define change rules
- Access Change Rules (BN16.3).
- Select the company and the benefit type from the Company and Benefit Type fields.
- Select the Plan you want to define change rules. If you leave this field blank the rule will apply to all plans within the benefit type selected.
- Type the date the change rules are effective. You can vary rules by start date. This allows you to define unique rules for different periods. If rules change, add a new record for the new rules.
- Select the Personnel Action that triggers the benefit change.
- Select the date benefits change. The benefit application stops benefits the day before this date and re-adds benefits for this date.
- Select the Add function.
Related Reports and Inquiries
| To | Use |
|---|---|
| List the change rules | Benefit Entry Rules Listing (BN216) |