Use this screen to assign benefit packages and coverage options to employees. Any employees set up in this screen must also be set up in the Employee Deductions screen for their elections.
You can update an employee's deductions by using the Mass Update Employee Package Deductions screen in Costpoint Payroll before initializing this table.
See the "Special Hints" at the end of this section for an overview of the edits that will take place.
You cannot assign benefit packages to employees until you have set up benefit packages. After you have set up benefit packages, you can add to the Employee Benefit Elections table at any time, and enter an unlimited number of records.
Enter, or use Lookup to select, the ID number of the employee to whom you want to assign a benefit package. Your entry will be validated against the Employee table set up in the Basic Employee Info screen. The name of the employee is displayed in the field to the right of the ID. This is a required field.
Enter, or use Lookup to select, the code for the benefit package you want to assign to this employee. Your entry will be validated against the Benefit Packages table. The description of the benefit package is displayed in the field to the right of the code. This is a required field.
Enter, or use Lookup to select, the code for the benefit plan you want assigned to this employee's benefit package. You must have set up the benefit plan in both the Benefit Plan Setup and the Benefit Packages screens in Costpoint Benefits before you can assign it here. The code is checked against the Benefit Packages table. This is a required field.
Enter, or use Lookup to select, the code for the coverage option this employee has selected. You can enter only one coverage option per benefit plan for a given date range. The code is checked against the Benefit Packages table. This is a required field.
The start date that was entered in the Coverage Options subtask of the Benefit Plan Setup screen will automatically display in this column after you enter the Coverage Option code. You can change this date; however, the employee's start date must be within the date range established in the Benefit Plan Setup screen in Costpoint Benefits. This is a required field.
The end date that was entered in the Coverage Options subtask of the Benefit Plan Setup screen will automatically display in this column after you the Coverage Option code. You can change this date or leave this field blank; however, the employee's end date must be within the date range established in the Benefit Plan Setup screen and must be later than the Start Date on this screen. This is an optional field.
This non-editable field displays the deduction code that was assigned to this benefit plan in the Benefit Plan Setup screen.
This non-editable field displays the description of the deduction code that was assigned to this benefit plan in the Benefit Plan Setup screen.
Select the type of dependent for this coverage option: One (dependent of any type), Spouse, qualified Children or step-children, Family (Spouse and at least one child), Group (two or more of any type of dependent) or Any (no validation).
This non-editable field displays the deduction method associated with the deduction code assigned to this benefit plan in the Benefit Plan Setup screen.
The code for the rate table that applies to this coverage option, if any, is shown in this non-editable field. Assign this code, if applicable, to this benefit plan in the Benefit Plan Setup screen in Costpoint Benefits.
This non-editable field displays the monthly premium amount for this coverage option for this benefit plan. It is calculated according to the method you selected in the Benefit Plan Setup screen.
This non-editable field displays the monthly amount the employee must pay for insurance premiums that are calculated on percentages or amounts in the Benefit Plan Setup screen for this coverage option.
This non-editable field displays the monthly amount the company must pay for insurance premiums that are calculated on percentages or amounts in the Benefit Plan Setup screen for this coverage option.
Enter the name of the employee's first primary care physician, if this is a medical plan. You can enter up to 25 alphanumeric characters in this field. This field is required if the Require PCP Name and Number checkbox is selected for the Benefit Plan in the Benefit Plan Setup screen.
Enter the Primary Care Physician's number. This field is required if the Require PCP Name and Number checkbox is selected for the Benefit Plan in the Benefit Plan Setup screen.
Enter the name of the employee's second primary care physician, if this is a medical plan. You can enter up to 25 alphanumeric characters in these optional fields.
Enter the name of the employee's dentist, if this is a dental plan. You can enter up to 25 alphanumeric characters in this optional field.
Enter the name of the pharmacy where this employee has prescriptions filled. You can enter up to 40 alphanumeric characters in this optional field.
Select this pushbutton to view a breakdown by amount totals for this employee.
The following edits will either be enforced (Hard Edit), produce a warning message (Soft Edit), or be completely ignored (None), depending on the radio button you selected in the Enrollment Rules Edit Method group box in the Benefit Settings screen.
Compare the employee's hourly/salary status to the status selected in the Hourly/Salary group box in the Benefit Plan Setup screen.
Compare the employee type (Regular/Part time/Temporary) to the type selected in the Employee Type group box in the Benefit Plan Setup screen.
Compare the employee's age to the Minimum Age field in the Benefit Plan Setup screen.
Compare the employee's hours worked (from EMPL_EARNINGS.TOT_HRS) to the Minimum Hours Worked field in the Benefit Plan Setup screen.
If you selected the Any Time checkbox in the Benefit Plan Setup screen, no edits are performed.
If you selected the On Hire checkbox in the Benefit Plan Setup screen, the system date must be within the Hire Date + Grace Period Days time period.
If you selected only the Open Enrollment Period checkbox in the Benefit Plan Setup screen, the system date must be within the enrollment date range, defined as enrollment date + Grace Period Days.
If you selected the On Qualifying Event and Open Enrollment Period checkboxes in the Benefit Plan Setup screen, the system date must either be within the open enrollment period or the qualifying date must be within the coverage option start and end date range, as specified in the Coverage Options subtask of the Benefit Plan Setup screen.
Changes to this screen update the following tables:
Employee Packages - HB_EMPL_PKG
Employee Package Elections - HB_EMP_PKG_ELEC
Deductions - DED_CD
Basic Employee Info - EMPL
Salary Info & History - EMPL_LAB_INFO