Date format

The date format of the previous page.

Benefits Enrollment Unit

The benefits enrollment unit selected in the previous page.

Employee Code

The code of the employee selected in the previous page.

Exception

This box appears checked, if you have already selected this option.

Plan Code

The code of the plan selected in the previous page.

Employee Name

The name of the employee

SSN

The social security number of the employee.

Program

The description of the benefit program to which the plan is mapped.

Currency

The currency in which the employee pays the premium amount.

Plan Type

The description of the selected plan type.

Premium Frequency

The frequency at which the employee and or Employer contributes to the plan.

Event

The drop-down list box will display with “ New Enrollment” if you have entered the page for the first time. If the enrollment has been made earlier, the system will display with “Select” as default value. The drop-down list box will display the following values viz. "Update", "Correct", "Delete", "Change in Dependent" and "Change in Beneficiary".

Coverage From Date

The date from which the employee is covered under the plan.

Coverage To Date

The date until which the employee is covered under the plan.

Coverage Level

From the drop-down list box select the coverage levels that is applicable to the employee while he is covered under the plan. The system will display list of all the coverage levels that are applicable to the selected plan.  These levels are defined in the “Create Benefit Plan” activity.  If the enrollment exists for the selected plan, it gets defaulted with the latest specified coverage level. Otherwise it will default with “Select”.

Exception Reason

The drop-down list box will contain list of all the reasons defined in the HRMS general masters component if the “Exception” check box is checked.  If the “Exception” check box is not checked, the drop-down list box will display the “[N.A.]” value.

Minimum

The minimum amount to be paid for enrolling under a plan will be displayed in the “In Amount” column.

The minimum times of pay required for enrolling under a plan will be displayed in the “In Times Pay” column.

Maximum

The maximum amount allowed for enrolling under a plan

Incremental Steps

The percentage increase in the amount of contribution.

Coverage

The value to be covered under the plan.

Employee (Minimum)

The minimum contribution that the employee has to pay for continuing under the benefit plan.

Employee (Maximum)

The maximum contribution that the employee can contribute to continue the benefit plan.

Employer (Minimum)

The minimum contribution to be paid by the employer under the plan.

Employer (Maximum)

The maximum contribution to be paid by the employer under the plan

Maximum Matching Contribution in %

The maximum percentage of matching contribution paid by the employer with respect to the employee’s contribution.

For example, employee’s min contribution is 10% and max is 30 % and the employee contributes 30% of the his salary

Employer’s minimum contribution is 10% and maximum contribution is 20%

Case 1: If the matching contribution is specified as 50%, it indicates that the employer will contribute 50% of 30 % i.e. 15% of the employee’s salary

Case 2: If maximum matching contribution is specified as 80% it indicates that the employer will contribute 80% of 30 % i.e., 24 %. But since his maximum is restricted to 20 % the employee contributes only 20% of the employee’s salary

Case3: If the matching contribution is specified as 20%, it indicates that the employer will contribute 20% of 30 % i.e. 6%. But since his minimum contribution is restricted to 10% the employee contributes 10% of the employee’s salary.

Maximum Dollar Amount for a Year

The maximum amount that the employer can contribute under the plan for a year.