Professional Documents
Culture Documents
Benefits
Vision Corporation Practice Solution
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INTRODUCTION...........................................................................................................................................4
DEFINE PROGRAM/PLAN YEARS ............................................................................................................5
DEFINE LIFE EVENTS .................................................................................................................................6
New Hire .....................................................................................................................................................6
Gain Dependent...........................................................................................................................................6
CREATE DERIVED FACTORS (Stated Compensation and Age) ................................................................8
Stated Salary................................................................................................................................................8
Dependents Age .........................................................................................................................................8
Participants Age (Cost) ..............................................................................................................................9
Participants Age (Imputed Income) .........................................................................................................10
DEFINE PARTICIPANT ELIGIBILIY PROFILE.......................................................................................11
Creating a Bargaining Unit........................................................................................................................11
Defining a Participant Eligibility Profile...................................................................................................11
DEFINE DEPENDANT ELIGIBILIY PROFILE.........................................................................................12
Child <19...................................................................................................................................................12
Relationship Type Spouse .........................................................................................................................12
DEFINE PLAN TYPES ................................................................................................................................13
Medical......................................................................................................................................................13
Spending Account .....................................................................................................................................13
Supplemental Life .....................................................................................................................................13
Savings Plan ..............................................................................................................................................13
Imputed Income.........................................................................................................................................14
Flex Credit.................................................................................................................................................14
DEFINE OPTIONS.......................................................................................................................................15
Employee Plus Family...........................................................................................................................15
Employee Plus One ...............................................................................................................................15
Employee Only......................................................................................................................................15
1, 2 and 3 x Stated Salary ......................................................................................................................16
DEFINE PLANS ...........................................................................................................................................17
Employee Supplemental Life ....................................................................................................................17
Defining Details ....................................................................................................................................17
Associating Options ..............................................................................................................................17
Stay Healthy HMO ....................................................................................................................................18
Defining Details ....................................................................................................................................18
Associating Options ..............................................................................................................................18
No Coverage Medical................................................................................................................................18
Defining Details ....................................................................................................................................19
Savings Plan ..............................................................................................................................................19
Defining Details ....................................................................................................................................19
Healthcare Spending..................................................................................................................................20
Defining Details ....................................................................................................................................20
Participant Imputed Income Shell Plan .....................................................................................................21
Defining Details ....................................................................................................................................21
Flex Credit Shell Plan................................................................................................................................21
Defining Details ....................................................................................................................................21
DEFINE PROGRAM ....................................................................................................................................22
Vision Flexible Benefits Program .............................................................................................................22
Defining General Information ...............................................................................................................22
Defining Periods....................................................................................................................................22
Associating Plans and Plan Types .........................................................................................................22
Associating Plan Types .........................................................................................................................23
Associate a Profile with a Program .......................................................................................................23
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INTRODUCTION
This document contains navigation and sample solutions to configure Oracle
Compensation and Benefits plan design based on the Vision Corporation summary plan
description. Except where noted, the sample plan design may be used by Standard and
Advanced Benefits users.
Please note, the solutions contained in this document are examples of how plan design
MAY be configured and contains the minimum data needed for the Vision Corporation.
These examples were created solely for the purpose of demonstrating plan design setup
and should only be used as a reference during implementation. Customers should
analyze their business requirements to determine the best method for implementing the
benefit offerings.
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13. Close Person Change window and return to the Person Changes Cause Life Events
(Gain Dependent) window. Note: verify Gain Dependent is the life event name in
the toolbar.
14. Select the GD - No Value to Gain Dependent from the Name LOV.
Note: be sure to select the value you created in steps 8-13 from the LOV.
15. Save your work.
Note: This life event will be triggered when creating a contact and giving the contact a
relationship start reason of Gain Dependent.
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Dependents Age
1. Select the Age tab.
2. Name the factor nn Dep <=Age 18 (where nn represents your initials).
3. Define Year as the Unit of Measure.
4. Determine Person as the Age to Use
5. Check the No Minimum box and use 18 as the Maximum age
6. Select As of Event Date as the Determination Code.
7. Save your work
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Participant Age
<25
25 - 29
30 - 34
35 - 39
40 - 44
45 - 49
50 - 54
55 - 59
60 - 64
65 - 69
70 and above
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Imputed Income
US legislative only
Note: Do NOT complete this section during the implementation class.
1.
2.
3.
4.
5.
Name the plan type Imputed Income Note: 1 per business group
Choose Other as the Option Type.
Check the No Min box.
Check the No Max box.
Save your work.
Flex Credit
Advanced Benefits only
Note: Do NOT complete this section during the implementation class.
1.
2.
3.
4.
5.
Name the plan type Flex Credit Note: 1 per business group
Choose Other as the Option Type.
Check the No Min box.
Check the No Max box.
Save your work.
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DEFINE OPTIONS
Employee Plus Family
1.
2.
3.
4.
5.
6.
7.
8.
Name the option nn Employee Plus One (where nn represents your initials).
Choose nn Medical as the Plan Type.
Save your work.
Click on the Designation Requirements Button.
Add the Relationship Group of Family.
Enter the Type as Dependents.
Enter 1 as the Min and 1 as the Max.
Enter the Relationship Type of Spouse, Domestic Partner, Child and Adopted
Child.
9. Save your work.
Employee Only
1.
2.
3.
4.
5.
6.
7.
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DEFINE PLANS
Employee Supplemental Life
1. Navigate to the Plans form in Total Compensation:
(N) Total Compensation ! Programs and Plans ! Plans
2. Name the plan nn Employee Supplemental Life (where nn represents your initials).
3. Choose Active as the Status.
4. Choose nn Supplemental Life as the Plan Type.
5. Choose Must Be in Program for the Usage.
6. Choose Participant for Subject to Imputed Income
7. Save your work.
Defining Details
8. Select the Details button.
9. Enter 10 as the Sequence.
10. Choose 01/01/2000 and 12/31/2000 as the Start and End Date.
11. Enter 20 as the Sequence.
12. Choose 01/01/2001 and 12/31/2001 as the Start and End Date.
13. Repeat steps 9-12 for each plan year period
14. Save your work.
Associating Options
15. Select the Options button.
16. Enter 10 as the Sequence.
17. Choose nn 1xStated Salary as the Option.
18. Choose active as the status.
19. Enter 20 as the Sequence.
20. Choose nn 2xStated Salary as the Option.
21. Choose active as the status.
22. Enter 30 as the Sequence.
23. Choose nn 3xStated Salary as the Option.
24. Choose active as the status.
25. Save your work.
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Name the plan nn Stay Healthy HMO (where nn represents your initials).
Choose Active as the Status.
Choose nn Medical as the Plan Type.
Choose Must Be in Program for the Usage.
Save your work.
Defining Details
6. Select the Details button.
7. Enter 10 as the Sequence.
8. Choose 01/01/2000 and 12/31/2000 as the Start and End Date.
9. Enter 20 as the Sequence.
10. Choose 01/01/2001 and 12/31/2001 as the Start and End Date.
11. Repeat steps 7-11 for each plan year period
12. Save your work.
Associating Options
13. Select the Options button.
14. Enter 10 as the Sequence.
15. Choose nn Employee Only as the Option.
16. Choose active as the status.
17. Enter 20 as the Sequence.
18. Choose nn Employee Plus One as the Option.
19. Choose active as the status.
20. Enter 30 as the Sequence.
21. Choose nn Employee Plus Family as the Option.
22. Choose active as the status.
23. Save your work.
Repeat for nn Be Well Medical Plan
No Coverage Medical
1.
2.
3.
4.
5.
6.
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Defining Details
7. Select the Details button.
8. Enter 10 as the Sequence.
9. Choose 01/01/2000 and 12/31/2000 as the Start and End Date.
10. Enter 20 as the Sequence.
11. Choose 01/01/2001 and 12/31/2001 as the Start and End Date.
12. Repeat steps 8-11 for each plan year period
Save your work.
Savings Plan
1. Name the plan nn Savings Plan (where nn represents your initials).
2. Choose Active as the Status.
3. Choose nn Savings Plan as the Plan Type.
4. Choose May Not be in a Program for the Usage.
5. Select General Tab.
6. Check Savings Plan check box.
7. Select Not in Program tab.
8. Choose US Dollar as Currency.
9. Choose Per Pay Period as Enrollment Rate/Frequency.
10. Choose Monthly as Activity Reference Period.
11. Save your work.
Defining Details
12. Select the Details button.
13. Enter 10 as the Sequence.
14. Choose 01/01/2000 and 12/31/2000 as the Start and End Date.
15. Enter 20 as the Sequence.
16. Choose 01/01/2001 and 12/31/2001 as the Start and End Date.
17. Repeat steps 13-16 for each plan year period
18. Save your work.
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Healthcare Spending
1. Name the plan nn Healthcare Spending Plan (where nn represents your initials).
2. Choose Active as the Status.
3. Choose nn Spending Account as the Plan Type.
4. Choose Must Be in Program for the Usage.
5. Save your work.
Defining Details
6. Select the Details button.
7. Enter 10 as the Sequence.
8. Choose 01/01/2000 and 12/31/2000 as the Start and End Date.
9. Enter 20 as the Sequence.
10. Choose 01/01/2001 and 12/31/2001 as the Start and End Date.
11. Repeat steps 7-10 for each plan year period
12. Save your work.
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DEFINE PROGRAM
Advanced Benefits only - Standard Benefits must create a Nonflex program
Vision Flexible Benefits Program
1. Navigate to the Programs form in Total Compensation:
(N) Total Compensation ! Programs and Plans ! Programs
2. Name the program nn Vision Flexible Benefits Program (where nn represents your
initials).
Defining General Information
3.
4.
5.
6.
7.
8.
9.
Defining Periods
10. Select the Periods tab.
11. Enter 10 as the Sequence.
12. Select 01/01/2000 and 12/31/2000 as the Start and End Date.
13. Enter 20 as the Sequence.
14. Choose 01/01/2001 and 12/31/2001 as the Start and End Date.
15. Repeat steps 11-14 for each plan year period
16. Save your work.
Associating Plans and Plan Types
17. Select the Plans and Plan Types button.
18. Select the Plans tab.
19. Enter 10 as the Sequence.
20. Select the nn Stay Healthy HMO Plan.
21. Select Active as the status.
22. Enter 20 as the sequence.
23. Select the nn Be Well Medical Plan.
24. Select Active as the status.
25. Enter 30 as the sequence.
26. Select the nn Employee Supplemental Life Plan.
27. Select Active as the status.
28. Enter 40 as the sequence.
29. Select the nn Spending Account Plan .
30. Select Active as the status.
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Imputed Income
US legislative only
Note: Do NOT complete this section during the implementation class.
This plan is subject to Internal Revenue Code Section 79 which legislates that the cost of
life insurance coverage over $50,000 shall incur imputed income for the participant.
1. Navigate to the Variable Rate Profiles form in Total Compensation:
(N) Total Compensation ! Rates/Coverage Definitions ! Variable Rate Profiles
2. Name the profile nn Imputed Income Ppt Age <=19 Life
3. Indicate Active as the Status.
4. Select the General tab.
5. Select Employee Payroll Imputed Income Distribution as the Activity Type.
6. Define Taxable as the Tax Type.
7. Indicate Monthly as the Reference Period.
8. Determine Multiply By as the Treatment.
9. Establish Rate as the Usage.
10. Indicate Any Assignment as the Assignment to Use.
11. Save your work.
12. Select the Calculation Method tab.
13. Indicate Flat Amount as the Method.
14. Enter 0.00005 as the Flat Amount. Note: you must factor in the per thousand
15. Save your work.
16. Select the Criteria button.
17. Select the Derived Factors tab.
18. Select the Age alternate region.
19. Enter 10 as the Sequence.
20. Select nn Ppt <=Age 24 as the Age.
21. Save your work.
22. Repeat for each factor listed on the next page.
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Participant
Age
<25
25 - 29
30 - 34
35 - 39
40 - 44
45 - 49
50 - 54
55 - 59
60 - 64
65 - 69
70 and above
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Rate/$1,000 of
Coverage
.05
.06
.08
.09
.10
.15
.23
.43
.66
1.27
2.06
38
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$ 90.00
$150.00
$270.00
$188.00
$320.00
$480.00
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$100.00
$175.00
$300.00
$50.00
$80.00
$120.00
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ENROLL AN EMPLOYEE
Create an Employee
1. Navigate to the Enter and Maintain form:
People ! Enter and Maintain
2. Create a person as of todays date.
3. Give the employee a social security number, date of birth and marital status.
4. Save your work.
5. Click on the Address button.
6. Give the employee an Address.
7. Save your work.
8. Click on the Assignment button.
9. Add an organization, payroll, GRE, salary basis and nn bargaining unit.
10. Save your work.
11. Click on the Salary button.
12. Add a salary.
13. Save your work.
Verify Life Event was Detected
Advanced Benefits only
1. Navigate to the Person Life Event form:
People ! Total Comp Enrollment ! Enrollment Process ! Person Life Event
2. Query your person.
3. Go to Potential Life Events Tab.
4. Verify New Hire life event appears for the person.
5. Close form.
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