Creating Benefit Rule Templates

Use this form to create a benefit rule template that can then be assigned via Benefit Plan Setup. Use this template to calculate eligibility, coverage and employee contributions if there is no client or plan specific rule.

Note:  This process does not use Client Access Group security.

To access the form:

1. Click the Work Centers menu.
2. Under Onboarding & Benefits, select Benefit Plan Maintenance.
3. Under Group Benefit Plans (Global), select Benefit Rule Templates.

To create benefit rule templates:

1. In Template ID, select one of the following options:
• To create a new template, enter a name.
• To edit an existing template, click the link and select a template code from the Select Benefit Rules Template list.
2. In Eligibility Rules, specify the following information:

In this field

Enter this

Employment Status Class

Select the employee statuses associated with this benefit rules template:

• Active
• On leave
• Terminated

Employment Type

 Select the types of employment associated with this benefit rules template.

Minimum Days of Service

The minimum days of service required to be eligible for this benefit.

Minimum Age

The minimum age required to be eligible for this benefit.
3. In Contribution Rules, specify the following information:

In this field

Enter this

Contribution rules amount made by

 Select Employee or Company.

Contribution Method

The calculation method for contribution amounts:

• Percentage – The employee's contribution towards the premium as well as the portion of the premium allocated for dependent coverage is calculated by percentage.
• Fixed – The employee's contribution towards the premium as well as the portion of the premium allocated for dependent coverage is a fixed amount.
• Fixed EE, Percent DEP – The employee's contribution towards the premium is a fixed amount, and the portion of the premium allocated for dependent coverage is calculated by percentage.
• Percent EE, Fixed DEP – The employee's contribution towards the premium is calculated by percentage and the portion of the premium allocated for dependent coverage is a fixed amount.

Employee Contribution Amount

Using the Contribution Method, the total employee contribution per pay period.

Dependent Contribution Amount

The amount of the dependent contribution.

Exempt take on employees from minimum days of service requirement

If selected, exempts imported employees from the minimum service requirement.
4. In Group Life/Disability Insurance, specify the following information:

Life Insurance - In this field

Enter this

Pay Multiplier

If the amount of insurance coverage is equal to an amount multiplied by the employee's annual base pay, annual pay multiplier. Enter 0 if a flat amount applies.

If the amount of insurance coverage increases depending upon the employee's years of service, Pay Multipliers can be entered based on Years of Service.

Coverage Maximum

The coverage maximum allowed under this plan.

Coverage Amount

The flat coverage amount.

Rounding Method

The rounding method to use to round calculated numbers to a whole number. Leave this field blank if you do not want to round off the calculated value.

Disability Insurance - In this field

Enter this

Percent of Base

The percent of base pay that is insured. If the benefit is not based on a percentage of the base, the value is 0.

Benefit Amount

The benefit amount if the coverage is not calculated as a percentage of the base pay. If the coverage is calculated as a percentage of the base pay, the maximum coverage allowed.

Rounding Method

The method used to round calculated numbers to a whole number. Leave this field blank if you do not want to round off the calculated value.
5. Click Save.
6. Click Yes to confirm.