Index

(USA) 401(k) Discrimination Results (R083675)

(USA) NDT - 415 Nondiscrimination Testing (R083676)

401(k) Discrimination Results (R083675)

processing options

401(k) Discrimination Results report (R083675)

ACP
See average contribution percentage

benefit statement heading

fund allocations

new benefit plan

ADP
See average deferral percentage (ADP)

changing using eligibility

changing using overrides

Associate Benefit Statement Heading form

contribution percentage (ACP)

deferral percentage (ADP)

Basic DBA Information form

batch enrollment

confirmation statement

unenrolling employees

Batch Enrollment (R083800)

processing options

Batch Enrollment Parameters (P08392)

Batch Enrollment Parameters form

batch enrollment reports

enrolling in benefit plans

records - COBRA and HIPAA reporting

supplemental data

beneficiary
See beneficiaries

creating statements

enrollment in flex plans

statement headings

Benefit Enrollment by Plan report (R083493)

Benefit Enrollment Form (R083430)

Benefit Enrollment Outside Group (R083470)

Benefit Enrollment Outside Group report (R083470)

processing options

Benefit Group Descriptions (P00191)

processing options

Benefits by Employee (P08335)

Benefit Statement (P083300)

Benefit Statement File Creation Mail Merge report (R083305)

processing options

Benefit Statement Heading Revision form

Benefit Statement Revision form

Benefit Structure Inquiry (P083204)

Benefit Structure Inquiry form

business processes

Categories by Benefit Group (P08350)

Categories By Benefit Group form

Change Amount or Rate form

changing fund allocations

dependent and beneficiary information

plan premium amounts for unions

premium calculation example

qualified beneficiary

qualifying events

terms and concepts

COBRA administration

calculating plan premium amounts for benefit plans without options

COBRA Payments (R08994)

entering qualifying events

entering subsequent qualifying events

general constants setup

notification letter

plan premium amounts for unions setup

plan premium amounts setup

qualifying event constants setup

qualifying event rules setup

Received Payment (R089941)

reviewing subsequent qualifying event information

revising COBRA coverage for participant

selecting COBRA coverage for participant

terminating COBRA coverage for participant

tracking notification history

waiving COBRA coverage

COBRA calculations

plan premium amounts for benefit plans with options

plan premium amounts for benefit plans without options

COBRA Constants Revision form

COBRA Coverage Revisions form

COBRA Coverage Selection form

COBRA Elected Coverage by Beneficiary (R089203)

COBRA General Constants form

COBRA General Constants report (R089909)

processing options

COBRA Notice Type (UDC 08U/CN)

COBRA Payment Revisions form

partial payment

voiding a payment

COBRA Payments (R08994)

COBRA Print Election Form (R089204)

COBRA Print Election Form report (R089204)

processing options

COBRA Qualifying Event Rules Revisions form

COBRA Received Payments (P08994)

activating automated COBRA administration

general constants

plan premium amounts

plan premium amounts for unions

qualifying event constants

qualifying event rules

COBRA subsequent qualifying events

reviewing information

updating information

colored status box

common settings - benefits enrollment

Common Settings for HR Employee Self Service Programs (P05004)

Company Selection Overrides form

Compensation and Contribution PDBA Tables (UDC 08/TU)

Confirmation Statement (R083440)

processing options

Confirmation Statement report (R083440)

copying an existing benefit plan

Coverage Review; COBRA (P08922)

Coverage Selection; COBRA (P08921)

Create Key Employee Test Versions form

beneficiary records

dependent records

plan control group

current year testing method

Data Items Based From (UDC 08/D1)

Data Items for Dates to Follow (UDC 08/D2)

date codes - setting up

by an amount of time after a specific date

by a specific enrollment date

for a specific date following a particular date of the month

for the last day of the month following a particular date

employee flex cost

employee flex credits

employee payroll deduction

employer-paid benefit

for benefit plans

deductions, benefits, and accruals (DBAs)

default benefit plans

default enrollment parameters

Define Date Codes (P08395)

Define Date Codes form

Define Eligibility (P08390)

Define Eligibility form

Define Test Criteria form

Dep/Ben by Plan ID and Employee (R083490)

enrolling in benefit plans

records - COBRA and HIPAA reporting

supplemental data

Dependent/Beneficiary by Employee (P08336)

Dependent/Beneficiary Data by Data Type (R080405)

Dependent/Beneficiary Entry (P08901)

processing options

Dependent/Beneficiary Entry form

Dependent/Beneficiary Exception (R083460)

Dependent/Beneficiary Exception report (R083460)

processing options

Dependent/Beneficiary Missing Tax ID, Gender, or DOB report (R083491)

Dependent/Beneficiary Relationship (UDC 08/RL)

Dependent/Beneficiary Supplemental Data (R080415)

Dependent/Beneficiary Supplemental Data report (R080415)

processing options

Dependent/Beneficiary Type (UDC 08/DB)

Dependent Coming of Age (R089205)

Dependent Coming of Age report (R089205)

processing options

Dependents/Beneficiaries By EE form

Detail by Employee report

determination year

benefits business processes

changing employee enrollment

changing fund allocations

relationship between benefit groups, categories, plans, and plan options

Elected Plan Premium (R089202)

Elected Plan Premium report (R089202)

processing options

Election Coverage by Beneficiary report (R089203)

processing options

Election Coverage by Type (R089201)

creating benefit statements

eligibility for NDT batch process

flex deduction plan

payroll deduction DBA

verifying payroll history for nondiscrimination testing

Employee Benefit Status (UDC 06/EA)

Employee Eligibility Batch Process form

Employee List by Benefit Group report (R083492)

designating beneficiaries

designating dependents

reviewing benefits

Employees by Benefit Plan (P08333)

employer-paid benefits

ending enrollment

using overrides

with payroll history

employees using overrides

in flex benefit plans

batch enrollment

confirmation statement

with eligibility

Enrollment Overrides (P08330)

processing options

Enrollment Overrides form

Enrollment Status (UDC 08/ES)

Enrollment with Eligibility (P08334)

processing options

Enter Generic Message/Rates form

beneficiary records

dependent records

key test criteria

qualifying event

subsequent qualifying event

supplemental data for beneficiaries

supplemental data for dependents

Event Codes (UDC 08/BE)

examples - COBRA premium calculation

General Accounting/Arrearage Information form

General Constants (R089909)

general constants - COBRA setup

General Message form

governmental regulations - compliance with

Group Category Descriptions (P00191)

processing options

Group Plan DBA Setup (P059101)

groups - benefit

HCE
See highly-compensated employee (HCE)

for benefit statements

linking to benefit statements

highly-compensated employee (HCE)

defining and identifying

tests to determine

HIPAA dependent and beneficiary information

product-specific steps

Invalid Enrollment report

investment plan fund allocations

creating test versions

defining and identifying

key test criteria

for highly compensated employees

allocation funds to plans

categories to benefit groups

categories to benefit groups for flex benefits

dependent and beneficiary records to an employee

headings to a benefit statement

plans to benefit categories

lump sum credit plan

Mandatory Participation Exception (R083450)

Mandatory Participation Exception report (R083450)

Manual Review report

mistaken enrollment - correcting

NDT - 415 Nondiscrimination Testing report (R083676)

processing options

NDT - Definition and Setup (P083600)

NDT - Determine Eligibility by Hours report (R08364)

NDT - Determine Key Employees (R08365)

processing options

NDT - Enter Key Employee Test (P08365)

NDT pass/fail test

processing and reviewing

reviewing reports

NDT - Prior Year Testing Method Selection Criteria form

NHCE (nonhighly-compensated employee

No Action Taken report

nondiscrimination testing

associating, selecting, and processing tests

defining and identifying key employees

determining highly compensated employees

Employee Eligibility Batch Process

entering key test criteria

HCE determination year

highly-compensated employee look back year

maintaining employee information

processing options

processing the final pass/fail test

running pass/fail test versions

terms and concepts

top 100 determination year

top 10 determination year

top 20 percent determination year

top 20 percent look back year

verifying employee payroll history

non-flex payroll deduction during enrollment

nonhighly-compensated employee (NHCE)

nonkey employee

Non-Qualifying Dependents (R083496)

Non-Qualifying Dependents report (R083496)

processing options

Notification History (P089106)

Notification History Revisions form

One Election Required report

P00191 (Benefit Group Descriptions)

P00191 (Group Category Descriptions)

P05004 (Common Settings for HR Employee Self Service Programs)

P059101 (Group Plan DBA Setup)

P08320 (Plan Master)

P083204 (Benefit Structure Inquiry)

P08330 (Enrollment Overrides)

P083300 (Benefit Statement)

P08333 (Employees by Benefit Plan)

P08334 (Enrollment with Eligibility)

P08335 (Benefits by Employee)

P08336 (Dependent/Beneficiary by Employee)

P08345 (Fund Allocation Setup)

P08350 (Categories by Benefit Group)

P08351 (Plans Within Categories)

P083600 (NDT - Definition and Setup)

P083601P (Test Association, Selection & Processing)

P08365 (NDT - Enter Key Employee Test)

P08390 (Define Eligibility)

P08392 (Batch Enrollment Parameters)

P08393 (Pay Type Tables)

P08395 (Define Date Codes)

P08901 (Dependent/Beneficiary Entry)

P089101 (Subsequent Qualifying Events)

P089102 (Qualifying Events; COBRA)

P089106 (Notification History)

P08921 (Coverage Selection; COBRA)

P08922 (Coverage Review; COBRA)

P08990 (General Constants; COBRA Setup)

P08991 (Qualifying Event Constants)

P08994 (COBRA Received Payments)

Pay Type Table (UDC 08/TT)

pay type tables

Pay Type Tables (P08393)

Pay Type Tables form

PDBA Heading Cross Reference Detail form

PDBAs - cross-referencing to benefit statement headings

PDBA Tables for NDT form

premium amounts

premium amounts for benefit plans with options

premium amounts for benefit plans without options

premium amounts for unions

Plan Additional Options table (F083202)

Plan Master (P08320)

processing options

Plan Master form

Plan Master Options form

Plan Master Rates Window form

Plans/Options By Group and Category report (R083494)

Plan Status (UDC 08/ST)

Plans Within Categories (P08351)

Plans Within Categories form

Plan Type (UDC 08/PT)

printing benefit statements

prior year testing method

qualifying event

entering subsequent event

Qualifying Event Constants (P08991)

Qualifying Event Constants form

Qualifying Event Constraints form

Qualifying Events; COBRA (P089102)

Qualifying Events Constants report (R089919)

Qualifying Events Revisions form

R080405 (Dependent/Beneficiary Data by Data Type)

R080415 (Dependent/Beneficiary Supplemental Data)

R080415 (Dependent/Beneficiary Supplemental Data report)

R083305 (Benefit Statement File Creation Mail Merge report)

R083430 (Benefit Enrollment Form)

R083430 (Benefit Enrollment Form report)

R083440 (Confirmation Statement)

R083440 (Confirmation Statement report)

R083450 (Mandatory Participation Exception)

R083450 (Mandatory Participation Exception report)

R083460 (Dependent/Beneficiary Exception)

R083460 (Dependent/Beneficiary Exception report)

R083470 (Benefit Enrollment Outside Group)

R083470 (Benefit Enrollment Outside Group report)

R083480 (Required Elections in Benefits)

R083480 (Required Elections in Benefits report)

R083480 (Required Elections in Benefits reports)

R083490 (Dep/Ben by Plan ID and Employee report)

R083491 (Dependent/Beneficiary Missing Tax ID, Gender, or DOB report)

R083492 (Employee List by Benefit Group report)

R083493 (Benefit Enrollment by Plan report)

R083494 (Plans/Options By Group and Category report)

R083496 (Non-Qualifying Dependents)

R083496 (Non-Qualifying Dependents report)

R08364 (NDT - Determine Eligibility by Hours)

R08364 (NDT - Determine Eligibility by Hours report)

R08365 (NDT - Determine Key Employees)

R083675 ((USA) 401(k) Discrimination Results)

R083675 [401(k) Discrimination Results]

R083675 [401(k) Discrimination Results report]

R083676 ((USA) NDT - 415 Nondiscrimination Testing)

R083676 (NDT - 415 Nondiscrimination Testing report)

R083800 (Batch Enrollment)

R089201 (Election Coverage by Type)

R089202 (Elected Plan Premium)

R089202 (Elected Plan Premium report)

R089203 (COBRA Elected Coverage by Beneficiary)

R089203 (Election Coverage by Beneficiary report)

R089204 (COBRA Print Election Form)

R089204 (COBRA Print Election Form report)

R089205 (Dependent Coming of Age)

R089205 (Dependent Coming of Age report)

R089909 (COBRA General Constants report)

R089909 (General Constants)

R089919 (Qualifying Events Constants report)

R08994 (COBRA Payments report)

R089941 (Received Payment report)

recalculating plan options costs

Received Payment report (R089941)

batch enrollment reports
See Also Detail by Employee report

Benefit Enrollment Form (R083430)

Benefit Statement File Creation Mail Merge (R083305)

Confirmation Statement (R083440)

dependent and beneficiary

Detail by Employee

Invalid Enrollment

NDT - 415 Nondiscrimination Testing (R083676)

NDT - Determine Eligibility by Hours (R08364)

No Action Taken

Nondiscrimination Testing (R083676)

One Election Required

reviewing employee reports

Required Elections in Benefits (R083480)

Required Elections in Benefits report (R083480)

retirement plans

fund allocations

benefit structure

COBRA coverage for a participant

employee enrollment

employees by benefit plan

historical test data

subsequent qualifying event information

COBRA coverage for a participant

fund allocation percentages

fund allocations

fund allocation start dates

Run Pass/Fail Test Report form

Tax Heading Cross Reference Detail form

Termination Reason Code (UDC 08U/TR)

Test Association, Selection & Processing (P083601P)

Test Category Codes for Nondiscrimination Testing (UDC 08/EC)

Test Name Codes for Nondiscrimination Testing (UDC 08/TN)

total payroll deductions

continuing eligibility in plans

employee payroll history for nondiscrimination testing

setup of benefits administration

employee benefit statements

enrollment information

enrollment overrides

fund allocations

Work with Benefits by Employee form

Work with Categories within Groups form

Work With COBRA General Constants form

Work With COBRA Notification History form

Work With COBRA Qualifying Event Rules form

Work With COBRA Received Payments form

Work With COBRA Subsequent Qualifying Events form

Work With Elected COBRA Coverage form

Work with Employees by Benefit Plan form

Work With Employee Test Results form

Work With Enrollment With Eligibility form

Work With HRM Common Display Settings form

Work with PDBAs form

Work With PDBA Table for NDT form

Work with Plan Group form

Work With Plan Master form

Work With Qualifying Event Constants form

Work With Qualifying Events form

Work With Servers form

Work With Test Association and Processing form

Work With Test form