Defining calculation rules

Date Format

The date format of the login user. More details

Benefit Definitions Unit

Select the organization unit in which you must create calculation rules. The drop-down list box displays all the organization units where you have permission to define calculation rules. Tell me more

Salary

From the drop-down list box, select the option based on which the value of the salary will be taken while computing premium amount of a plan. The drop-down list box contains two values, that is, “Current” and “As on”. “Current” indicates that the system will take the salary value as on the date of processing. “As On” indicates that the system will take value of the salary as on the date specified. You must also specify the date in the field.

Salary Rule

The rule name based on which the salary is determined.

Element

The pay element that will determine the salary of an employee for enrolling in a plan.

To determine age for enrolling in the plan  

Age

From the drop-down list box select the option based on which the age of the person will be taken at the time of computing premium amount of a plan. The drop-down list box contains two values, that is, “Current” and “As on”. “Current” indicates that the system will take the age as on the date of processing. “As On” indicates that the system will take the age of the person as on the date specified. You must also specify the date in the field.

Age Rule

The rule name based on which the age of a person is determined.

To determine service months for enrolling in the plan       

Service Months

From the drop-down list box select the option based on which the number of service months will be taken for computing premium amount of a plan. The drop-down list box contains two values, that is, “Current” and “As on”. “Current” indicates that the system will take the value of service months as on the date of processing. “As On” indicates that the system will take value of the salary as on the date specified. You must also specify the date in the field.

Service Months Rule

The rule name based on which the number of service months are determined.

To define enrollment validation rules          

New Enrollment

The rule name that determines the enrollment of a person for a plan.

Amendment

The rule name that determines various amendments for enrollments

Deletion

The rule name that determines the deletion of enrollment

Actual Hours Rule

The rule name that determines the actual number of hours worked.

To define various parameters

Always Refer Processed Eligibility

Select the check box if the processed eligibility details of the employee must be referred before enrolling in a plan.

Take Premium Existing On Enrollment

Select the check box to indicate that the premium amount is computed as on the date of enrollment.

Take Premium While Processing

Select the check box to indicate that the premium amount is computed as on date of processing a premium plan. 

Grade wise Plan – GL Accounting Mapping

Select the check box to indicate that the mapping of accounts to a plan is based on grades.

Grade Set Wise Plan – GL Account Mapping

Select the check box to indicate that the mapping of accounts to a plan is based on grade sets

To enter comments

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Page objective

Use this page to define calculation rules for a benefit program, benefit plan type and  benefit plan

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

What you can do in this page

To determine age for enrolling in the plan

To determine service months for enrolling in the plan

To define enrollment validation rules

To define various parameters  

To enter comments