Benefits Info Types

7/29/2019 Benefits Info Types

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State of North Carolina

Office of the State Controller 1

Benefits Infotypes Reference


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Table of Contents

Actions, IT0000 3Adjustment Reasons, IT0378 6

Family Members/Dependents, IT0021 7

FSA Plans, IT0170 9

General Benefits Data, IT0171 13

Health Plans, IT0167 15Insurance Plans, IT0168 22

Miscellaneous Plans, IT0377 29

Savings Plans, IT0169 30

Supplemental Benefits, IT0014 and IT0015 37


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Actions (Infotype 0000)

SAP simplifies the processing of complex personnel procedures, such ashiring a new employee, by using what are known as personnel actions. Youcan use personnel actions to:

Hire an employee

Change the organizational assignment of an employee

Change the employees pay

Set an employees status to early retiree or pensioner

Document when an employee leaves or re-enters the enterprise

With the Actions infotype (0000), you can display an overview of all theimportant changes related to an employee, and you can then display thedocumentation of the most important stages that an employee passesthrough in your agency or division.


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Infotype 0000 ActionsField Definitions

Ending date of the data being viewed; if the information is current,the end of time (12/31/9999) will be displayed.

To (date)

Beginning date of the information being viewed.Start (date)

The employees name.Name

Further defines an employees relationship to the State of NorthCarolina and used to define Fair Labor Standards Act (FLSA)exempt and non-exempt status, and their full-time or part-timestatus. This field in conjunction with EE group establish type ofpayroll calculations.

Examples:

A0 Exempt, Full-Time

A1 Exempt, Part-Time

A5 Pick-up Firefighters

A8 Beneficiaries, Applicants, etc

B1 Short-Term Disability

EE subgroup

Defined by company code NC01 or NC02, represents the agency ordepartment for whom the EE works. The field code is a four-digitalphanumeric character where the first two digits are the NCAS(North Carolina Accounting System) entity number and the last twodigits, if applicable, represent second level entities often referred toa divisions, otherwise it will be 00. For example:

1400 Office of State Controller

2200 DHHS Division of Child Development

Personnel area

Employee group identifies an employees employment status andexpresses the relationship between the employee and the State ofNorth Carolina. This field is used by SAP to establish rules forcalculating leave.

Examples:

A Permanent (Regular)

B Probationary

C TraineeL Retired

EE group

The Orbits system generated unique identifier for the employee.Pers. No

DescriptionField Name


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Infotype 0000 ActionsField Definitions (Cont)

Position number associated to the employees position. A position isdescribed by a job and inherits planned compensation, EEO, AAPand other attributes from a job. A person holds a position.

Position

Special payment

There are four employment statuses:

Active (also includes STD, Leave with pay, Severance, Suspend)

Inactive (Leave without pay, layoff, LTD

Withdrawn (Terminated and deceased)

Retiree (Retired)

Employment(status)

The reason for the action.Reason for Action

Life cycle of an employee, hire, status change, leave, termination,etc. In SAP actions sequence the presentation of infotypes tofacilitate entry of data.

Action Type



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Adjustment Reasons(Infotype 0378)

This infotype stores adjustment reasons that determine the changesemployees can make to their benefits. The type of adjustment reason is thesubtype of the record.

The validity of this record represents the period, within which the employeecan make changes to benefit elections. Thus when an employee has one ofthese infotype records, the system produces a benefit offer in enrollment thatis valid for the validity period of this record. The benefit offer allows arestricted set of changes to existing enrollments.

The HR Master Data role will be able to createadjustment reasons for life changing events.


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Family Member/Dependents(Infotype 0021)

A Family Member/Dependent record must exist before employees caninclude family and related persons as dependents in their benefit plans.

The Fromfield for the begin date of the record must be a date later than theOrganizational Assignment (infotype 0001) record begin date or date of birthof the individual, whichever is the later date.

The Status and Challenge indicators are relevant to COBRA administration.If the person whose details you store here ever becomes eligible for

COBRA, this information will define the parameters for COBRA participation.There are seven entries for the subtype for this infotype including spouse,child, legal dependent, stepchild, divorced spouse, foster child, and courtordered dependent. These family members are available as dependents.


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Infotype 0021 FamilyMember/Dependents Field Definitions

Disability

Set this indicator if the family member is disabled. You can also

indicate whether the person is partially or totally disabled by enteringa percentage in the % field.

When you set this indicator and create a new record for infotypeFiscal Data B (101), the corresponding field in infotype 101 isupdated accordingly. You can either confirm this value or change it.Note that only the value in infotype 101 has an impact on the taxcalculation.

Example

The Nr. of disabled. children field in infotype 101 is automaticallyfilled in with '1' if you have specified that your child is disabled.

Challenge(indicator)

The Status and Challenge indicators are relevant to for dependentchildren over 19 years old who are full-time students or fordependent children over 19 years old or 26 years old who aremedically disabled. When these indicators are checked, the system

allows the dependent to continue to be eligible for health plans.

Status

Student Indicator

The date the State of North Carolina learned of the disability status.Learned

The date of determination of disability statusDisability date

These fields contain the personal data of the family member ordependent. Please note the use of the following fields:

Reference Personnel Number for Family Member- You can use thisfield to enter the testator's personnel number for pension paymentsto surviving dependents or the reference number of a

family member to be used for storing additional data in the system.

Personal datafields:



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FSA Plans Overview(Infotype 0170)

This infotype stores details of the Flexible spending accounts (FSAs) in which theemployee is enrolled. For each FSA in which the employee participates, a separaterecord exists.

Usually changes will not be made to this infotype. It isautomatically created and updated by enrollment procedures.


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FSA Plans Plan Data Tab(Infotype 0170)

The Plan data tab shows how the plan fits into your benefit structure. Itstores the employer contribution rule variant for the plan..


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FSA Plans Administration Tab(Infotype 0170)

The Administrative data tab is created by SAP at enrollment. It shows theeligibility status for the plan.


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FSA Plans EmployeeContribution Tab (Infotype 0170)

The Employee contribution tab shows the annual pre-tax contribution madeon regular payroll runs.


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General Benefits Data(Infotype 0171)

This record is essential for benefits processing. An employee must have a GeneralBenefits Information record before enrolling in a benefits plan.


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Infotype 0171 General Benefits DataField Definitions

A second program grouping is a means of identifying agroup of employees with common characteristics in order todetermine on a high level the program of benefit plansavailable for that group (macro-eligibility). The system sortsemployees into second program groupings duringprocessing, according to the corresponding feature.

Fourteen agency/department groups have been identified.

2nd ProgrammingGrouping

A first program grouping is a means of identifying a group ofemployees with common characteristics in order todetermine on a high level the benefit program available forthat group (macro-eligibility). The system sorts employeesinto first program groupings during processing, according tothe corresponding feature. These three groups have beendefined:

FULL Full Benefits Eligible

BNR Benefits no retirement

NOB No benefits

1st ProgrammingGrouping

This field specifies the highest-level subdivision of benefitsdata which is State of North Carolina. Always select NC forState of North Carolina.

Benefits area



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Health Plans - Overview(Infotype 0167)

This infotype stores details of the health plans in which the employee isenrolled. For each health plan in which the employee participants, a separaterecord exits. The following four subtypes have been defined:

CANC Cancer DENT Dental

MEDI Medical VIS - Vision

The tabs being used by BEACON SAP are

Plan data Administration

Costs Dependents

The Additional data tab is not being used by BEACON SAP.



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Health Plans Plan Data Tab(Infotype 0167)

The Plan datatab shows how the plan fits into your benefit structure. It storesthe cost rule variant for the plan.


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Infotype 0167 Health Plans Plan Data Tab Field Definitions

A cost variant is a group of settings that determine which criteriainfluence the cost of a plan for an employee and how employees aregrouped for the calculation of cost.

Cost Rule Variant

Specifies a customer-defined subdivision of a plan category. Theplan type determines the subtype of the infotype created for a plan.An employee can only participate in one plan of each plan type atany time. The categories are

Cancer care

Vision care

Dental careMedical care

Plan type

This is the scope of dependent coverage. It shows which of theemployee's dependents are covered under the health plan.

For example, the dependent coverage options for the SMCB (SmartChoice Basic 70/30) medical plan are

EE = Employee

EE+C = Employee and Child or Children

EE+S = Employee + Spouse

EESF = Employee and family (Spouse required)

DependentCoverage

The health plan options represent the choices an employee canmake about different services within a health plan.

Example

The following are medical health plan options:

SMCB Smart Choice Basic 70/30

SMCC Smart Choice Standard 80/20

SMCP Smart Choice Plus 90/10

Health PlanOption

A four-character identifier for the benefit plan.Benefit plan

Specifies the highest-level subdivision of benefits data, which is theState of North Carolina.

Benefit area


The dependent coverage options that are displayed will bespecific to the selected health plan option.


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Health Plans Administration Tab(Infotype 0167)

The Administration tab is created by SAP at enrollment. It shows the status ofevidence of insurability requirements for a health plan. Only Cancer and LifeInsurance requires evidence of insurability.

NOTE: If an employee wants to add Cancer, change from the low Canceroption to the high Cancer option, or add Life Insurance over $100K, during anopen enrollment period not associated with his or her new hire action, anadjustment reason is needed.


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Health Plans Costs Tab(Infotype 0167)

The Coststab shows the automatically generated employer and employeeplan costs. The Payroll System controls the cost information.

Important note: For employees assigned to the biweekly pay period, asdenoted in the Payroll Status field, the cost displayed by SAP in this tab iscalculated for 26 bi-weekly pay periods per year. The State actual calculationof cost is based on a 24 bi-weekly pay periods per year. In other words, thistab does not display the actual costs.


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Health Plans Dependents Tab(Infotype 0167)

The Dependenttab lists the possible dependents for the plan. Thedependents chosen by the employee are marked her in the Select indicator.


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Health Plans Additional Data Tab(Infotype 0167)

The Additional data tab is not being used by BEACON.

Not used byBEACON


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Insurance Plans Overview(Infotype 0168)

This infotype stores details of the insurance plans in which the employee isenrolled. The two subtypes are Life insurance and AD&D.

For each insurance plan in which the employee participates, a separaterecord exists. The infotype is used for payroll and for evaluations of employeebenefits data.



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Insurance Plans Plan Data Tab(Infotype 0168)

The Plan datatab shows how the plan fits into your benefit structure. Itstores the cost and coverage rule variants for the plan.


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Infotype 0167 Insurance Plans PlanData Tab Field Definitions

A cost variant is a group of settings that determine which criteriainfluence the cost of a plan for an employee and how employees aregrouped for the calculation of cost.

Cost Rule Variant


Life insurance

AD&D

Plan type

A coverage variant is a group of settings that determine whichcriteria influence plan coverage for an employee, and howemployees are grouped for the calculation of coverage amounts.

Coverage Variant

This is the insurance plan option, within the insurance plan.

Example

The AD&D has 24 options, which the employee selects the desiredcoverage from.

Insurance Option



Benefit area



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Insurance Plans Administration Tab(Infotype 0168)

The Administrationtab is created by the system at enrollment. It shows theevidence of insurability requirements for the plan.


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Insurance Plans InsuranceCoverage Tab Infotype 0168)

The Insurance Coveragetab shows the automatically calculated coverageaccording to the coverage rule variant for the plan.

The Insurance Coveragefield will display the requested amount.

When an EOI is pending, the amount being currently covered will display inthe Alternative Coveragefield.


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Insurance Plans Costs Tab(Infotype 0168)

The Coststab shows the automatically generated employer and employeeplan costs.

NOTE: When an EOI is pending, the additional coverage amount will displayin the Alternative Coverage field.


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Insurance Plans Beneficiaries Tab(Infotype 0168)

The Beneficiariestab shows the possible beneficiaries for the plan and thepayout percentage chosen by the employee.


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Miscellaneous Plans(Infotype 0377)

The Miscellaneous Plans infotype is created automatically when an employeeenrolls in a SHP (State Health Plan) as the mechanism to collect the prepaidpremium for the first enrollment month. For example, if an employee is hired6/19/07 and has selected to start the SHP plan on 8/01/07, then the validitydates for this infotype will be 7/01/07 to 07/31/07 to collect the prepaidpremium for the first month of enrollment in the plan. Subsequent premiumswill be automatically occur as a payroll deduction.

This infotype is automatically created through a nightly batch processing job

based on that days enrollment.

Usually you should not need to make any changes tothis infotype. It is automatically created and updated byenrollment procedures.


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Savings Plans Overview(Infotype 0169)

This infotype stores details of the savings plans in which the employee is enrolled. Foreach savings plan in which the employee participates, a separate record exists. Theinfotype is used for payroll and for evaluations of employee benefits data.

The State of North Carolina offers these voluntary saving plans: 401(k), 401(k) Roth,403b for some agencies and 457.

The State of North Carolina offers these retirement plans:

TSERS (Teachers and State Employee Retirement System

LEORS (Law Enforcement Officer Retirement System)

CJRS (Consolidated Judicial Retirement System) ORP (Optional Retirement Plan) only at NC School of Science and Math



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Savings Plans - Plan Data(Infotype 0169)

The Plan datatab shows how the plan fits into your benefit structure. Itstores the contribution rule variants, vesting rules, and investment group forthe plan.


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Infotype 0167 Saving Plans Plan Data

Tab Field Definitions

The investment group represents several investments. You can thenassign an investment group to a Savings plan, to provide theinvestment choices for employees.

Investment group

This is the name of the vesting rule. Under each vesting rule thereare vested portions.

Vesting rule


Life insurance

AD&D

Plan type

An employer contribution variant is a group of settings thatdetermine which criteria influence an employee's contribution to aplan and how employees are grouped for the calculation ofcontribution amounts.

ER ContributionVariant

An employee contribution variant is a group of settings thatdetermine which criteria influence an employee's contribution to aplan and how employees are grouped for the calculation ofcontribution amounts.

EE ContributionVariant



Benefit area



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Savings Plans - Administration(Infotype 0169)

The Administrative datatab is created by SAP at enrollment. It shows theeligibility status for the plan.


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Savings Plans RegularContribution (Infotype 0169)

The Regular contributiontab shows the contribution made on regular payrollruns.


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Savings Plans Bonus Contribution(Infotype 0169)

The Bonus contributiontab shows the contribution made only on a bonuspayroll run.


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Savings Plans Tabs Not Used ByBEACON (Infotype 0169)

The following tabs on the Savings Plans infotype are not being used byBEACON:

Beneficiaries tab

Investments tab

Additional data

Not used byBEACON


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Supplemental Benefits

Agency-specific benefits will be processed using one of these two payroll infotypes:Recurring Payments/Deductions, infotype 0014 - You can enter an amount and/or

a value and a unit of measurement for a wage type that is always paid or deductedduring payroll accounting. Recurring Payments or deductions are wage elementsthat are not paid or deducted in every payroll period. In contrast to additionalpayments, recurring payments/deductions are paid or deducted with a definedperiodicity.

Additional Payments, infotype 0015 - You can store an amount and/or a value anda unit of measurement that should be paid or deducted in a certain period by Payroll.Additional payments are wage elements which are not paid or deducted in everypayroll period in contrast to recurring payments and deductions which are paid ordeducted within a defined periodicity.

For more information about maintaining theseinfotypes, please refer to the PY310 Maintaining Payrollcourse.

Benefits Info Types

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