The Benefit & Accrual Plans Lookup Codes function allows you to set up and maintain Benefit related Lookup Codes for the US/CA/AUS/ME markets only (ME companies also include Plan Workbench and Benefit Groups items).
Menu Option
A Benefit & Accrual Plans Lookup Codes option is found on the HR Maintenance > Benefits menu, as found in Menu Option.
Menu Option
Screens
When you select Benefit & Accrual Plans Lookup Codes from the menu shown above, a screen with numerous tabs appears, as shown in Lookup Codes Screen. Each code is a tab within the function.
Note: The Standard Uniform Premium Type Tab is for the US/CA regions only.
Lookup Codes Screen
Field Definitions (Selected Fields)
Code, Description, and Dormant fields are found on all of these tabs. Exceptions to this are:
Group (*Accrual Plan Type tab only*)
The specific Group for the code.
Accrual Anniversary Date (*Accrual Plan Type tab only*)
The specific type of accrual anniversary date for this code. The options are:
A-Computed Adjusted Service Date
C-Custom Adjusted Service Date
H-Hire Date
M-Manual Adjusted Service Date
R-Rehire Date
ESS Displayable (*Plan Type tab only*)
This field determines the actions in ESS for the code, as follows:
When ticked, the code is displayed in ESS.
When not ticked, the code is not displayed in ESS.
ESS Tile Type Group (*Plan Type tab only*)
The name of the ESS Tile Type Group for the code. Examples of options are: 401k, Dental Plans, Medical, Flexible Spending, LTD Plans, STD Plans, and Vision.
Monthly Max on Pay Calculation (*Plan Type tab only*)
The specific type of monthly maximum on the Pay Calculation for this code, such as:
A-Pass Monthly Maximum for ALL calculations
B-Pass Monthly Maximum for Both Employee & Employer Calculations
E-Pass Monthly Maximum for Employee Calculation only
I-Pass Monthly Maximum for Imputed Income Calculations only
N-Do not pass Monthly Maximums
R-Pass Monthly Maximum for Employer Calculation only