Oracle Compensation and

Benefits
Vision Corporation Practice Solution

1/31/2002 1
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

1/31/2002 2
DEFINE PROGRAM ENROLLMENT REQUIREMENTS ........................................................................24
Vision Flexible Benefits Program .........................................................................................................24
Define Default Requirements ! General ! Plan Type......................................................................24
Define Timing ! Scheduled Information ............................................................................................25
Define Timing ! Life Event Information............................................................................................25
Defining Dependent Coverage ..............................................................................................................26
DEFINE PLAN ENROLLMENT REQUIREMENTS..................................................................................27
Savings Plan ..........................................................................................................................................27
Defining Beneficiaries...........................................................................................................................27
Defining default options ........................................................................................................................28
Stay Healthy HMO ................................................................................................................................28
Employee Supplemental Life ................................................................................................................28
Defining Beneficiaries...........................................................................................................................28
DEFINE PLAN REIMBURSEMENTS ........................................................................................................29
Healthcare Spending Plan.....................................................................................................................29
DEFINE ELEMENT TYPES ........................................................................................................................30
Defining an Element (Employee Contribution) - Medical ........................................................................30
Defining an Element (Employer Contribution) - Medical.........................................................................30
Defining an Element (Employee Contribution) - Supplemental Life........................................................31
Defining an Element (Employee Contribution) - Savings Plan.................................................................31
Defining an Element (Employee Contribution) - Spending Account........................................................32
Defining an Element (Payroll Distribution) - Spending Account..........................................................33
Defining an Element (Payroll Distribution) - Flex Credit .........................................................................33
Defining an Element (Payroll Distribution) - Imputed Income.................................................................33
Creating an Element Link..............................................................................................................................34
DEFINE VARIABLE RATE PROFILES.....................................................................................................35
Supplemental Life Insurance Costs ...........................................................................................................35
Imputed Income.........................................................................................................................................37
DEFINE COVERAGE CALCULATIONS ..................................................................................................39
Employee Supplemental Life Insurance....................................................................................................39
Healthcare Spending Account ...................................................................................................................39
DEFINE STANDARD RATES ....................................................................................................................40
Stay Healthy Medical (Employee Contribution) .......................................................................................40
Stay Healthy Medical (Employer Contribution)........................................................................................41
Employee Supplemental Life (Employee Contribution) ...........................................................................42
Spending Account (Employee Payroll Contribution)................................................................................43
Spending Account (Employer Payroll Distribution) .................................................................................44
Savings Plan (Employee Plan Contribution) .............................................................................................45
Flex Credit Placeholder Rate (Employer Payroll Distribution).................................................................46
DEFINE IMPUTED INCOME .....................................................................................................................47
Defining Imputed Income..........................................................................................................................47
DEFINE FLEX CREDITS ............................................................................................................................48
Defining Flex Credits ................................................................................................................................48
DEFINE BENEFIT POOLS..........................................................................................................................49
Defining Benefit Pools ..............................................................................................................................49
ENROLL AN EMPLOYEE ..........................................................................................................................50
Create an Employee...................................................................................................................................50
Verify Life Event was Detected ................................................................................................................50
Process an On-line life event.....................................................................................................................51
Benefit Elections .......................................................................................................................................51

1/31/2002 3
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.

1/31/2002 4
DEFINE PROGRAM/PLAN YEARS

1. Navigate to the Program/Plan Years form in Total Compensation:

Total Compensation ! General Definitions ! Additional Setup ! Program/Plan Years
2. Enter 01/01/2000 as the Plan Start.
3. Enter 12/31/2000 as the Plan End.
4. Save your work
5. Repeat for each year up to 2005

1/31/2002 5
DEFINE LIFE EVENTS

Advanced Benefits only

Note: Do NOT complete this section during the implementation class.

New Hire
1. Navigate to the Life Event Reasons form in Total Compensation:
Total Compensation ! General Definitions! Additional Setup ! Life Event Reasons
2. Name the life event New Hire Note: 1 per business group
3. Select Work from the Type LOV.
4. Select Date Occurred from the Occurred Date Determination LOV.
5. Check the Override check box
Note: this flag will determines that this life event will override any other life event
detected on the same day and is typically used for the New Hire life event.
6. Save your work.
7. Click the Person Changes button
8. Click the Define Person Change button
9. Name the person change Person Type Usage - No value to Employee
10. Select PER_PERSON_TYPE_USAGES_f from the Table Name LOV.
11. Select PERSON_TYPE_ID from the Column Name LOV.
12. Select No Value from the Old Value LOV.
13. Select Employee from the New Value LOV.
14. Save your work
15. Close Define Person Change window and return to the Person Changes Cause Life
Events (New Hire) window. Note: verify New Hire is the life event name in the
toolbar.
16. Select the Person Type Usage - No Value to Employee from the Name LOV.
Note: be sure to select the value you created in steps 9-14 from the LOV.
17. Save your work.

Gain Dependent
1. Name the life event Gain Dependent Note: 1 per business group
2. Select Personal from the Type LOV.
3. Select Date Occurred from the Occurred Date Determination LOV.
4. Save your work.
5. Click the Person Changes button
6. Click the Define Person Change button
7. Name the person change GD - No Value to Gain Dependent
8. Select PER_CONTACT_RELATIONSHIPS from the Table Name LOV.
9. Select START_LIFE_REASON_ID from the Column Name LOV.
10. Select No Value from the Old Value LOV.
11. Select Gain Dependent from the New Value LOV.
12. Save your work

1/31/2002 6
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.

1/31/2002 7
CREATE DERIVED FACTORS (Stated Compensation and Age)

Stated Salary
1. Navigate to the Derived Factors form in Total Compensation:
Total Compensation ! General Definitions!Eligibility/Rate Factors! Derived Factors
2. Select the Compensation tab.
3. Name the factor nn Stated Salary (where nn represents your initials).
4. Select US Dollar as the Currency
5. Define Stated Compensation as the Source.
6. Define Annually as the Stated Comp Periodicity.
7. Check No Minimum and No Maximum boxes
8. Select As of Event Date as the Determination Code.
9. Save your work

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

1/31/2002 8
Participants Age (Cost)
1. Select the Age tab.
2. Name the factor nn Ppt <=Age 19 (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 19 as the Maximum age
6. Select As of Event Date as the Determination Code.
7. Save your work
8. Name the factor nn Ppt Age 20 to 29 (where nn represents your initials).
9. Define Year as the Unit of Measure.
10. Determine Person as the Age to Use.
11. Indicate 20 as the Minimum and 29 as the Maximum age.
12. Select As of Event Date as the Determination Code.
13. Save your work.

Participants age used to calculate cost of life insurance

Participant Age
<20
20-29
30-39
40-49
50-59
60-65
65 or older

1/31/2002 9
Participants Age (Imputed Income)
US legislative only

Note: Do NOT complete this section during the implementation class.

1. Select the Age tab.

2. Name the factor nn Ppt <=Age 24 (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 24 as the Maximum age
6. Select End of Calendar Year as the Determination Code.
7. Save your work
8. Name the factor nn Ppt Age 25 to 29 (where nn represents your initials).
9. Define Year as the Unit of Measure.
10. Determine Person as the Age to Use.
11. Indicate 25 as the Minimum and 29 as the Maximum age.
12. Select End of Previous Year as the Determination Code.
13. Save your work.

Complete the derived factors to determine participants age to calculate impute income

Participant Age
<25
25 - 29
30 - 34
35 - 39
40 - 44
45 - 49
50 - 54
55 - 59
60 - 64
65 - 69
70 and above

1/31/2002 10
DEFINE PARTICIPANT ELIGIBILIY PROFILE

Eligibility is based on Bargaining Unit, therefore, a Bargaining Unit must be created in

the lookup table.

Creating a Bargaining Unit

1. Navigate to the Lookups form in Other Definitions:

(N) Other Definitions ! Lookups
3. Query the BARGAINING_UNIT_CODE in the Type field
4. Add a code of nn Bargaining Unit (your initials)
5. Add a meaning and description of nn Bargaining Unit
6. Add the Effective Date of 01-Jan-1990
7. Save your work.

Defining a Participant Eligibility Profile

1. Navigate to the Eligibility Profiles form in Total Compensation:

(N) Total Compensation ! General Definitions ! Eligibility Profiles ! Participant
2. Name the profile nn Bargaining Unit (where nn represents your initials)
3. Select Active as the status.
4. Choose Any Assignment as the assignment type.
5. Select the Employment tab.
6. Select Bargaining Unit from the drop down list.
7. Enter 10 as the sequence.
8. Choose nn Bargaining Unit from the LOV. (make sure to choose your bargaining
unit)
9. Save your work.

1/31/2002 11
DEFINE DEPENDANT ELIGIBILIY PROFILE

Child <19
1. Navigate to the Eligibility Profiles form in Total Compensation:
(N) Total Compensation ! General Definitions ! Eligibility Profiles ! Dependent
Coverage
2. Name the profile nn Child less than age 19 (where nn represents your initials)
3. Select Active as the status.
4. Select the Relationship tab.
5. Choose Child from the LOV
6. Select the Age tab.
7. Choose nn Dep <=18.
8. Save your work.

Relationship Type Spouse

1. Name the profile nn Relationship Type Spouse or DP (where nn represents your
initials)
2. Select Active as the status.
3. Select the Relationship tab.
4. Choose Spouse from the LOV.
5. Choose Domestic Partner from LOV.
6. Save your work.

1/31/2002 12
DEFINE PLAN TYPES

Medical
1. Navigate to the Plan Types form in Total Compensation:
(N) Total Compensation ! Programs and Plans ! Plan Types
2. Name the plan type nn Medical (where nn represents your initials).
3. Choose Health Coverage as the Option Type.
4. Enter 1 in the Min box.
5. Enter 1 in the Max box.
6. Save your work.

Spending Account
1. Name the plan type nn Spending Account (where nn represents your initials).
2. Choose Spending Account as the Option Type.
3. Check the No Min box.
4. Check the No Max box.
5. Save your work.

Supplemental Life
1. Name the plan type nn Supplemental Life (where nn represents your initials).
2. Choose Life Insurance as the Option Type.
3. Check the No Min box.
4. Check the No Max box.
5. Save your work.

Savings Plan
1. Name the plan type nn Savings Plan (where nn represents your initials).
2. Choose Savings Plan as the Option Type.
3. Check the No Min box.
4. Check the No Max box.
5. Save your work.

1/31/2002 13
Imputed Income

US legislative only

Note: Do NOT complete this section during the implementation class.

1. Name the plan type Imputed Income Note: 1 per business group
2. Choose Other as the Option Type.
3. Check the No Min box.
4. Check the No Max box.
5. Save your work.

Flex Credit

Advanced Benefits only

Note: Do NOT complete this section during the implementation class.

1. Name the plan type Flex Credit Note: 1 per business group
2. Choose Other as the Option Type.
3. Check the No Min box.
4. Check the No Max box.
5. Save your work.

1/31/2002 14
DEFINE OPTIONS

Employee Plus Family

1. Navigate to the Options form in Total Compensation:
Total Compensation ! Programs and Plans ! Options
2. Name the option nn Employee Plus Family (where nn represents your initials).
3. Choose nn Medical as the Plan Type.
4. Save your work.
5. Click on the Designation Requirements Button.
6. Add the Relationship Group of Children.
7. Enter the Type as Dependents.
8. Enter 1 as the Min and check the No Max box.
9. Enter the Relationship Type of Child and Adopted Child.
10. Add the Relationship Group of Spouse or Domestic Partner
11. Enter the Type as Dependents.
12. Enter 1 as the Min and 1 as the Max.
13. Enter the Relationship Type of Spouse and Domestic Partner.
14. Save your work.

Employee Plus One

1. Name the option nn Employee Plus One (where nn represents your initials).
2. Choose nn Medical as the Plan Type.
3. Save your work.
4. Click on the Designation Requirements Button.
5. Add the Relationship Group of Family.
6. Enter the Type as Dependents.
7. Enter 1 as the Min and 1 as the Max.
8. Enter the Relationship Type of Spouse, Domestic Partner, Child and Adopted
Child.
9. Save your work.

Employee Only
1. Name the option nn Employee Only (where nn represents your initials).
2. Choose nn Medical as the Plan Type.
3. Save your work.
4. Click on the Designation Requirements Button.
5. Enter the Type as Dependents.
6. Enter 0 as the Min and 0 as the Max.
7. Save your work.

1/31/2002 15
1, 2 and 3 x Stated Salary
1. Name the option nn 1xStated Salary (where nn represents your initials).
2. Choose nn Supplemental Life as the Plan Type.
3. Save your work.
4. Click on the Designation Requirements Button.
5. Add the Relationship Group of Family
6. Enter the Type as Beneficiaries.
7. Check No Min and No Max
8. Enter the Relationship Type of Child and Adopted Child.
9. Save your work.
10. Add the Relationship Group of Spouse
11. Enter the Type as Beneficiaries.
12. Check No Min and enter 1 as the Max.
13. Enter the Relationship Type of Spouse.
14. Save your work.
15. Repeat 2xStated Salary and 3xStated Salary
16. Save your work.

1/31/2002 16
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.

1/31/2002 17
Stay Healthy HMO

1. Name the plan nn Stay Healthy HMO (where nn represents your initials).
2. Choose Active as the Status.
3. Choose nn Medical 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 7-11 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. Name the plan nn No Coverage Medical (where nn represents your initials).

2. Choose Active as the Status.
3. Choose nn Medical as the Plan Type.
4. Choose Must Be in Program for the Usage.
5. Select Restrictions tab and check Waive Plan check box.
6. Save your work.

1/31/2002 18
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.

1/31/2002 19
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.

1/31/2002 20
Participant Imputed Income Shell Plan

US legislative only
Note: Do NOT complete this section during the implementation class.
1. Name the plan Participant Imputed Income Shell Plan Note: Only 1 per business
group.
2. Choose Active as the Status.
3. Choose Imputed Income as the Plan Type.
4. Choose Must Be in Program for the Usage.
5. Navigate to Plan Restrictions
6. Choose Participant for Imputed Income Type
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 7-11 for each plan year period
14. Save your work.

Flex Credit Shell Plan

Advanced Benefits only

Note: Do NOT complete this section during the implementation class.
1. Name the plan Flex Credit Shell Plan Note: Only 1 per business group.
2. Choose Active as the Status.
3. Choose Flex Credit as the Plan Type.
4. Choose Must Be in Program for the Usage.
5. Navigate to Plan Restrictions
6. Check Flex Credit check box
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 7-11 for each plan year period
14. Save your work.

1/31/2002 21
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. Select the General tab.
4. Choose Active as the Status.
5. Choose FLEX as the Program Type. (Standard benefits - select Other)
6. Choose Monthly as the Activity Reference Period.
7. Choose Per pay period as the Enrollment Rate Frequency.
8. Select US Dollar as the currency.
9. Save your work.

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.

1/31/2002 22
31. Enter 50 as the sequence.
Select the Flex Credit Shell Plan. (Advanced Benefits only)
15. Select active as the status.
Select the Imputed Income Plan. (US legislative only)
15. Select Active as the status.
16. Save your work.

Associating Plan Types

27. Select the Plan Types tab.
28. Enter 10 as the sequence.
29. Select the nn Medical Plan Type.
30. Select Active as the status.
31. Enter 20 as the Sequence.
32. Select the nn Supplemental Lifel Plan Type.
33. Select Active as the status.
34. Enter 30 as the Sequence.
35. Select the nn Spending Account Plan Type.
36. Select Active as the status.
37. Enter 40 as the Sequence.
Select the Flex Credit Plan Type. (Advanced Benefits only)
27. Select Active as the status.
28. Select the Imputed Income Plan Type. (US legislative only)
29. Select Active as the status.
30. Save your work.

Associate a Profile with a Program

54. Select the Participation Eligibility Button.
55. Enter As of Event Date for the participation start date.
56. Enter One Day before Event as the participation end date.
57. Save your work.
58. Select the Eligibility button.
59. Query the nn Bargaining Unit profile. (make sure to choose your bargaining unit)
60. Save your work.

1/31/2002 23
DEFINE PROGRAM ENROLLMENT REQUIREMENTS

Vision Flexible Benefits Program

1. Navigate to the Program Enrollment Requirements window in Total Compensation:
Total Compensation ! Programs and Plans ! Program Enrollment Requirements
2. Query the nn Vision Flexible Benefits Program.
3. Select the General tab.
4. Select the Program tab.
5. Select the Enrollment alternate region.
6. Select Explicit as the Method.
7. Select Current, Can Keep or Choose; New, Can Choose as the Enrollment Code.
8. Select the Coverage alternate region.
9. Indicate Event as the Enrollment Coverage Start Date.
10. Indicate 1 Day Before Event as the Enrollment Coverage End Date.
11. Select the Rates alternate region.
12. Indicate Event as the Rate Start Date.
13. Indicate 1 Day Before the Event as the Rate End Date.
14. Check Allows Unrestricted Enrollment check box if Standard Benefit user.
15. Check Allows Unrestricted Enrollment for all plans in the program if Standard
Benefits user.
16. Save your work.

Define Default Requirements ! General ! Plan Type

17. Select Plan Type tab ! Alternate Region ! Default (Advanced Benefits only)
18. Place cursor on nn Medical
19. Select New Defaults; Current Same Enrollment and Rates
20. Save your work
21. Place cursor on nn Supplemental Life
22. Select New Defaults; Current Same Enrollment and Rates
23. Save your work
24. Place cursor on nn Spending Account
25. Select New Nothing; Current Same Enrollment and Rates
26. Save your work

1/31/2002 24
Define Timing ! Scheduled Information
Advanced Benefits only
1. Select the Timing tab.
2. Select the Scheduled tab.
3. Indicate Open as the Enrollment Type.
4. Choose 01/01/2002 to 12/31/2002 as the Year Period.
5. Select the General alternate region.
6. Indicate 11/1/2001 to 11/30/2001 as the Enrollment Period Start and End Dates.
7. Enter 12/01/2001 as the date Defaults Will Be Assigned.
8. Enter 12/31/2001 as the No Further Processing Allowed date.
9. Enter 01/01/2002 as the Assigned Life Event Date.
10. Enter Processing End Date as the Close Enrollment Date to Use.
11. Save your work.
12. Repeat 6-13 for each program/plan year annual enrollment period
13. Save your work.

Define Timing ! Life Event Information

Advanced Benefits only

1. Select the Timing tab.

2. Select the Life Event tab.
3. Indicate Life Event as the Enrollment Type.
4. Select New Hire as the Life Event.
5. Select the General alternate region.
6. Indicate 1 as the Days After Period for Defaults.
7. Choose When Elections are Made as the Close Enrollment Date to Use Code.
8. Select the Periods in the alternate region.
9. Indicate As of Event as the Enrollment Period Start Date.
10. Indicate 30 days after event as the Enrollment Periods End Date.
11. Save your work.
12. Repeat steps 6-16 for Gain Dependent

1/31/2002 25
Defining Dependent Coverage
1. Select the Dependent Coverage Tab.
2. Select Plan Type in Program from the LOV in the Designation Level Field.
3. Select the Plan Type of nn Medical.
4. Select Optional as the Plan Type Dependent Designation.
Note: Selecting Required will suspend the enrollment until a dependent is
designated
5. Select As of Event Date as the Dependent Coverage Start Date.
6. Select One Day Before Event as the Dependent Coverage End Date.
7. Check the Derivable Factors Apply checkbox.
8. Save your work
9. Click on the Eligibility Profiles button.
10. Select nn nn Dep <=18
11. Select nn Relationship Type Spouse or DP
12. Save your work. (close window)
13. Click on the Dependent Change of Life Event Button.
14. Enter New Hire as the Life Event. (Advanced Benefits only)
15. Add May Either Add or Remove Dependents in the Change Dependent Coverage
field.
16. Save your work.
17. Repeat 12-16 for Open and Gain Dependent
18. Standard Benefits follow steps 14-16 for the Unrestricted life event.
19. Save your work.

1/31/2002 26
DEFINE PLAN ENROLLMENT REQUIREMENTS

Savings Plan
1. Navigate to the Program Enrollment Requirements window in Total Compensation:
Total Compensation ! Programs and Plans ! Plan Enrollment Requirements
2. Query the nn Savings Plan.
3. Select the General tab.
4. Select the Plan tab.
5. Select the Enrollment alternate region.
6. Select Explicit as the Method.
7. Select Current, Can Keep or Choose; New, Can Choose as the Enrollment Code.
8. Select the Coverage alternate region.
9. Indicate Event as the Enrollment Coverage Start Date.
10. Indicate 1 Day Before Event as the Enrollment Coverage End Date.
11. Select the Rates alternate region.
12. Indicate Event as the Rate Start Date.
13. Indicate 1 Day Before the Event as the Rate End Date.
14. Check Allows Unrestricted Enrollment check box.
15. Check Enroll in Plan and Option check box. NOTE: only need this box checked if
savings plan has options.
16. Save your work.

Defining Beneficiaries
17. Select the Designations Tab.
18. Select the Beneficiary tab.
19. Choose Optional from Plan Beneficiary Designation.
20. Choose Participants Spouse as the Default Beneficiary.
21. Choose Percent Only Allowed as the Measures Allowed.
22. Enter 25 as the Increment Percent.
23. Enter 25 as the Min Designatable Percent.
24. Save your work.

1/31/2002 27
Defining default options

Stay Healthy HMO

1. Navigate to the Program Enrollment Requirements window in Total Compensation:
Total Compensation ! Programs and Plans ! Plan Enrollment Requirements
2. Query the nn Stay Healthy HMO.
3. Select the General tab.
4. Select the Option tab.
5. Place cursor on nn Employee Only option.
6. Select the Default alternate region.
7. Check Assign on Default checkbox.
8. Save your work.

Employee Supplemental Life

1. Navigate to the Program Enrollment Requirements window in Total Compensation:
Total Compensation ! Programs and Plans ! Plan Enrollment Requirements
2. Query the nn Employee Supplemental Life.
3. Select the General tab.
4. Select the Option tab.
5. Place cursor on nn 1xStated Salary option.
6. Select the Default alternate region.
7. Check Assign on Default checkbox.
8. Save your work.

Defining Beneficiaries
9. Select the Designations Tab.
10. Select the Beneficiary tab.
11. Choose Optional from Plan Beneficiary Designation.
12. Choose Participants Spouse as the Default Beneficiary.
13. Choose Percent Only Allowed as the Measures Allowed.
14. Enter 25 as the Increment Percent.
15. Enter 25 as the Min Designatable Percent.
16. Save your work.

1/31/2002 28
DEFINE PLAN REIMBURSEMENTS

Healthcare Spending Plan

1. Navigate to the Program Enrollment Requirements window in Total Compensation:
Total Compensation ! Programs and Plans ! Plan Reimbursements
2. Query the nn Healthcare Spending Plan.
3. Check the Allow Reimbursements check box.
4. Select the Compare Claims to Coverage Elected from Compare Claims LOV.
5. Enter 03/01/2002 in Accept Claim Requests Through date.
6. Enter 12/31/2001 in Pay Claims Through date.
7. Save your work.
Repeat steps 1-7 for each year period for the plan.

1/31/2002 29
DEFINE ELEMENT TYPES

The element examples were written primarily for Non Oracle Payroll customers. All
customers will utilize the compensation and benefits model and its processes to calculate
the exact input value amount for each benefit element. Oracle Payroll customers must
define elements following the Oracle Payroll User Guide to determine how the input
value amounts, calculated by compensation and benefits, will be processed by Oracle
Payroll.

Defining an Element (Employee Contribution) - Medical

1. Navigate to the Element Description form in Total Compensation:

2. Total Compensation ! Basic ! Element Description
3. Name the element nn Employee Medical (where nn represents your initials).
4. Give a reporting name of nn Medical.
5. Select Pre-Tax as the Primary Classification Pre-Tax Deductions
6. Select Recurring as the Processing Type.
7. If further information DFF is required select Healthcare 125 as Tax Category.
8. Save your work.
9. Select the Input Value button.
10. Enter EE Contribution as a name.
11. Indicate Money as the units.
12. Check the DB Item box.
13. Check the User enterable check box.
14. Save your work.

Defining an Element (Employer Contribution) - Medical

1. Navigate to the Element Description form in Total Compensation:

2. Total Compensation ! Basic ! Element Description
3. Name the element nn Employer Medical (where nn represents your initials).
4. Give a reporting name of nn Employer Med.
5. Select Employer Liabilities as the Primary Classification
6. Select Recurring as the Processing Type.
7. If the Further Information DFF is required select Benefits as the Liability.
8. Select the Input Value button.
9. Enter ER Contribution as a name.
10. Indicate Money as the units.
11. Check the DB Item box.
12. Check the User enterable check box.
13. Save your work.

1/31/2002 30
Defining an Element (Employee Contribution) - Supplemental Life

1. Navigate to the Element Description form in Total Compensation:

Total Compensation ! Basic ! Element Description
2. Name the element nn Supp Life (where nn represents your initials).
3. Give a Reporting Name of nn Supp Life.
4. Select Voluntary as the Primary Classification
5. Select Recurring as the Processing Type.
6. Save your work.
7. Select the Input Value button.
8. Enter EE Contribution as a name.
9. Indicate Money as the units.
10. Check the DB Item box.
11. Check the User enterable check box.
12. Save your work.

Defining an Element (Employee Contribution) - Savings Plan

1. Navigate to the Element Description form in Total Compensation:

2. Total Compensation ! Basic ! Element Description
3. Name the element nn Savings (where nn represents your initials).
4. Give a reporting name of nn Savings.
5. Select Pre-Tax as the Primary Classification Pre-Tax Deductions
6. Select Recurring as the Processing Type.
7. If further information DFF is required select Deferred Comp 401k as Tax Category.
8. Save your work.
9. Select the Input Value button.
10. Enter EE Contribution as a name.
11. Indicate Money as the units.
12. Check the DB Item box.
13. Check the User enterable check box.
14. Save your work.

1/31/2002 31
Defining an Element (Employee Contribution) - Spending Account

1. Navigate to the Element Description form in Total Compensation:

Total Compensation ! Basic ! Element Description
2. Name the element nn Spending Account (where nn represents your initials).
3. Give a Reporting Name of nn Spending Account.
4. Select Pre-Tax as the Primary Classification Pre-Tax Deductions
5. Select Recurring as the Processing Type.
6. If further information DFF is required select Healthcare 125 as Tax Category.
7. Save your work.
8. Select the Input Value button.
9. Enter EE Contribution as a name.
10. Indicate Money as the units.
11. Check the DB Item box.
12. Check the User enterable check box.
13. Save your work.

1/31/2002 32
Defining an Element (Payroll Distribution) - Spending Account

1. Navigate to the Element Description form in Total Compensation:

Total Compensation ! Basic ! Element Description
2. Name the element nn Spending Account (where nn represents your initials).
3. Give a Reporting Name of nn Claims Disbursement.
4. Give the element a Primary Classification of Non-payroll Payments.
5. Select Non-Recurring as the Processing Type.
6. If Further Element Information is required select Expense Reimbursement for
Payments.
7. Save your work.
8. Select the Input Value button.
9. Enter ER Claims Distribution as a name; indicate Money as the units.
10. Check the DB Item box and User enterable check boxes.
11. Save your work.

Defining an Element (Payroll Distribution) - Flex Credit

1. Navigate to the Element Description form in Total Compensation:

Total Compensation ! Basic ! Element Description
2. Name the element Flex Credits Note: 1 per business group
3. Give a Reporting Name of Flex Credits.
4. Give the element a Primary Classification of Earnings.
5. Select Recurring as the Processing Type.
6. If Further Element Information DFF is required select Regular for Earnings.
7. Save your work; select the Input Value button.
8. Enter Flex Credit Distribution as a name; indicate Money as the units.
9. Check the DB Item box and User enterable check boxes.
10. Save your work.

Defining an Element (Payroll Distribution) - Imputed Income

1. Navigate to the Element Description form in Total Compensation:

Total Compensation ! Basic ! Element Description
2. Name the element Imputed Income Note: 1 per business group
3. Give a Reporting Name of Imputed Income.
4. Give the element a Primary Classification of Imputed Earnings.
5. Select Recurring as the Processing Type.
6. If Further Element Information DFF is required select the appropriate Tax Category.
7. Save your work; select the Input Value button.
8. Enter Imputed Income as a name; indicate Money as the units.
9. Check the DB Item box and User enterable check boxes.
10. Save your work.

1/31/2002 33
Creating an Element Link

1. Navigate to the Element Link form in Total Compensation:

Total Compensation ! Basic ! Element Link
2. Query the element nn Medical.
3. Save your work.

Note: Create open link when costing is not utilized. Do not create an open link for
elements that need to be costed, instead, create links based on the costing criteria.

Repeat for each element defined above.

1/31/2002 34
DEFINE VARIABLE RATE PROFILES

Pre-tax Employee Contributions pay for the cost of coverage. Life insurance rates are
based on the participant age and the coverage level elected. Refer to the table on next
page for pricing information:

Supplemental Life Insurance Costs

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 Supp Life Age <=19 Life (where nn represents your initials).
3. Indicate Active as the Status.
4. Select the General tab.
5. Select Employee Payroll Contribution as the Activity Type.
6. Define Aftertax as the Tax Type.
7. Indicate Monthly as the Reference Period.
8. Determine Replace 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 Multiple of Coverage as the Method.
14. Enter 0.04 to Multiplier.
15. Go to the Coverage Operator box and choose Per Thousand.
16. Select Round to Nearest Tenth as the Rounding Code.
17. Save your work.
18. Select the Criteria button.
19. Select the Derived Factors tab.
20. Select the Age alternate region.
21. Enter 10 as the Sequence.
22. Select nn ppt Age <=19 as the Age.
23. Save your work.

1/31/2002 35
Repeat for all additional age ranges/amounts

Participant Age Rate/$1,000 of

Coverage
<20 .04
20-29 .12
30-39 .20
40-49 .28
50-59 .36
60-65 .44
65 or older .52

1/31/2002 36
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.

1/31/2002 37
 Rate/$1,000 of
Participant Coverage
Age
<25 .05
25 - 29 .06
30 - 34 .08
35 - 39 .09
40 - 44 .10
45 - 49 .15
50 - 54 .23
55 - 59 .43
60 - 64 .66
65 - 69 1.27
70 and above 2.06

1/31/2002 38
DEFINE COVERAGE CALCULATIONS

Employee Supplemental Life Insurance

1. Navigate to the Coverage Calculation form in Total Compensation:
Total Compensation ! Rates/Coverage Definitions ! Coverage Calculations
2. Name the calculation nn Employee Supplemental Life Plan 1xSalary.
3. Indicate Coverage as the Type.
4. Select the General Tab.
5. Define Option in Plan as the Level
6. Indicate nn Employee Supplemental Life - nn 1x Stated Salary as the Compensation
Object.
7. Select One Time as Boundary Period
8. Select the Calculation Method tab.
9. Indicate Multiple of Compensation as the Method.
10. Enter 1 as the Multiplier.
11. Select Multiply By as the Operator.
12. Select nn Stated Salary as the Compensation Factor.
13. Select Round to Up to Next Thousand as the Rounding Code.
14. Save your work.
15. Repeat steps 2-14 for nn 2 x Stated Salary and nn 3 x Stated Salary

Healthcare Spending Account

1. Navigate to the Coverage Calculation form in Total Compensation:
Total Compensation ! Rates/Coverage Definitions ! Coverage Calculations
2. Name the calculation nn Healthcare Spending.
3. Indicate Coverage as the Type.
4. Select the General Tab.
5. Define Plan as the Level.
6. Indicate nn Healthcare Spending as the Compensation Object.
7. Select the Calculation Method tab.
8. Indicate Same as Annualized Rate as the Method.
9. Save your work.

1/31/2002 39
DEFINE STANDARD RATES

Stay Healthy Medical (Employee Contribution)

1. Navigate to the Standard Rates form in Total Compensation:

(N) Total Compensation ! Rates/Coverage Definitions ! Standard Rates
2. Name the rate nn Stay Healthy HMO - EE Only EE Contrib (where nn represents
your initials).
3. Indicate Active as the Status.
4. Select the General tab.
5. Determine Option in Plan as the Level.
6. Define nn Stay Healthy HMO Plan - EE Only as the Compensation Object.
7. Select Employee Payroll Contribution as the Activity Type.
8. Select Pretax as the Tax Type.
9. Select nn Medical as the Element and EE Contribution as the Input Value.
10. Determine Any Assignment as the Assignment.
11. Check Element and Input Value Required Note: form defaults this flag to ON
12. Select the Calculation Method tab.
13. Indicate Flat Amount as the Method.
14. Enter 90.00 as the Amount.
15. Save your work.
16. Select the Processing tab.
17. Check box Assign on Enrollment, Display on Enrollment, and Process Each Pay
Period Default.
18. Select Payroll as the Processing Source.
19. Indicate that the rate is Recurring.
20. Save your work.

Repeat for all options for Stay Healthy HMO and Be Well Medical:

Stay Healthy HMO Pre-tax employee paid monthly costs:

Participant Only $ 90.00
Participant Plus One $150.00
Participant Plus Family $270.00

Be Well Medical Pre-tax employee paid monthly costs:

Participant Only $188.00
Participant Plus One $320.00
Participant Plus Family $480.00

1/31/2002 40
Stay Healthy Medical (Employer Contribution)

1. Navigate to the Standard Rates form in Total Compensation:

(N) Total Compensation ! Rates/Coverage Definitions ! Standard Rates
2. Name the rate nn Stay Healthy HMO - EE Only ER Contrib (where nn represents
your initials).
3. Indicate Active as the Status.
4. Select the General tab.
5. Determine Option in Plan as the Level.
6. Define nn Stay Healthy HMO Plan - EE Only as the Compensation Object.
7. Select Employer Payroll Contribution as the Activity Type.
8. Select Nontaxable as the Tax Type.
9. Select nn Employer Medical as the Element
10. Select ER Contribution as the Input Value.
11. Determine Any Assignment as the Assignment.
12. Check Element and Input Value Required Note: form defaults this flag to ON
13. Save your work.
14. Select the Calculation Method tab.
15. Indicate Flat Amount as the Method.
16. Enter 100.00 as the Amount.
17. Save your work.
18. Select the Processing tab.
19. Check box Assign on Enrollment and Process Each Pay Period Default.
20. Select Payroll as the Processing Source.
21. Indicate that the rate is Recurring.
22. Save your work.

Repeat employer contributions for all options Stay Healthy HMO and Be Well
Medical based on the following:

Stay Healthy HMO monthly employer costs:

Participant Only $100.00
Participant Plus One $175.00
Participant Plus Family $300.00

Be Well monthly employer costs:

Participant Only $50.00
Participant Plus One $80.00
Participant Plus Family $120.00

1/31/2002 41
Employee Supplemental Life (Employee Contribution)

1. Navigate to the Standard Rates form in Total Compensation:

(N) Total Compensation ! Rates/Coverage Definitions ! Standard Rates
2. Name the rate nn Employee Supp Life Plan 1 x Stated Salary (where nn represents
your initials).
3. Indicate Active as the Status.
4. Select the General tab.
5. Determine Option in Plan as the Level.
6. Define nn Employee Supplemental Life - 1xStated Salary as the Compensation
Object.
7. Select Employee Payroll Contribution as the Activity Type.
8. Select Aftertax as the Tax Type.
9. Select nn Supp Life as the Element and EE Contribution as the Input Value.
10. Determine Any Assignment as the Assignment.
11. Check Element and Input Value Required Note: form defaults this flag to ON
12. Check Uses Variable Rate check box.
13. Select the Calculation Method tab.
14. Indicate No Standard Value Used as the Method.
15. Select the Processing tab.
16. Check box Assign on Enrollment, Display on Enrollment, and Process Each Pay
Period Default.
17. Select Payroll as the Processing Source.
18. Indicate that the rate is Recurring.
19. Save your work.
20. Click the Variable Rates button.
21. Select the nn Supp Life Age <= 19.
22. Select each variable rate profile created for Supp Life Age.
23. Save Work.
24. Repeat steps 2-23 for nn 2 x Stated Salary and 3 x Stated Salary.

1/31/2002 42
Spending Account (Employee Payroll Contribution)

1. Navigate to the Standard Rates form in Total Compensation:

(N) Total Compensation ! Rates/Coverage Definitions ! Standard Rates
2. Name the rate nn Spending Account Payroll Contribs (where nn represents your
initials).
3. Indicate Active as the Status.
4. Select the General tab.
5. Determine Plan as the Level.
6. Define nn Spending Account as the Compensation Object.
7. Select Employee Payroll Contribution as the Activity Type.
8. Select Pretax as the Tax Type.
9. Select nn Spending Account as the Element and EE Contribution as the Input
Value.
10. Determine Any Assignment as the Assignment.
11. Check Element and Input Value Required Note: form defaults this flag to ON
12. Save your work.
13. Select the Calculation Method tab.
14. Indicate Flat Amount as the Method.
15. Check Enter Value at Enrolment check box.
16. Enter 10 as the Minimum amount.
17. Enter 100 as the Maximum amount.
18. Enter 5 as the Increment amount.
19. Enter 10 as the Default amount.
20. Save your work.
21. Select the Processing tab.
22. Check box Assign on Enrollment, Display on Enrollment, and Process Each Pay
Period Default.
23. Select Payroll as the Processing Source.
24. Indicate that the Rate is Recurring.
25. Save your work.

1/31/2002 43
Spending Account (Employer Payroll Distribution)

1. Navigate to the Standard Rates form in Total Compensation:

(N) Total Compensation ! Rates/Coverage Definitions ! Standard Rates
2. Name the rate nn Spending Account Payroll Distribs (where nn represents your
initials).
3. Indicate Active as the Status.
4. Select the General tab.
5. Determine Plan as the Level.
6. Define nn Spending Account as the Compensation Object.
7. Select Participant Reimbursement as the Activity Type.
8. Select Pretax as the Tax Type.
9. Select nn Spending Account as the Element and ER Claims Distribution as the
Input Value.
10. Determine Any Assignment as the Assignment.
11. Check Element and Input Value Required Note: form defaults this flag to ON
12. Save your work.
13. Select the Calculation Method tab.
14. Indicate Flat Amount as the Method.
15. Enter 0 as the Flat Amount.
16. Save your work.
17. Select the Processing tab.
18. Indicate that the Rate is Once
19. Save your work.

1/31/2002 44
Savings Plan (Employee Plan Contribution)

1. Navigate to the Standard Rates form in Total Compensation:

(N) Total Compensation ! Rates/Coverage Definitions ! Standard Rates
2. Name the rate nn Savings Plan Contribution (where nn represents your initials).
3. Indicate Active as the Status.
4. Select the General tab.
5. Determine Plan as the Level.
6. Define nn Savings Plan as the Compensation Object.
7. Select Employee Payroll Contribution as the Activity Type.
8. Select Pretax as the Tax Type.
9. Select nn Savings Plan as the Element and EE Contribution as the Input Value.
10. Determine Any Assignment as the Assignment.
11. Check Element and Input Value Required Note: form defaults this flag to ON
12. Save your work.
13. Select the Calculation Method tab.
14. Indicate Multiple of Compensation as the Method.
15. Check Enter Value at Enrolment check box.
16. Turn Calculate for Enrolment off.
17. Enter 1 Min amount.
18. Enter 15 Max amount.
19. Enter 1 as the Increment Amount.
20. Enter 1 as the Default Amount
21. Choose Percent of as the Operator
22. Select nn Stated Salary as the Compensation Factor Note: This field is required by
the form and will not calculate the percent of salary if the Calculate for Enrolment
flag is OFF. This allows you to pass the percentage amount.
23. Save your work.
24. Select the Processing tab.
25. Check box Assign on Enrollment, Display on Enrollment, and Process Each Pay
Period Default.
26. Select Payroll as the Processing Source.
27. Indicate that the Rate is Recurring.
28. Save your work.

1/31/2002 45
Flex Credit Placeholder Rate (Employer Payroll Distribution)

Note: Do NOT complete this section during the implementation class.

1. Navigate to the Standard Rates form in Total Compensation:

(N) Total Compensation ! Rates/Coverage Definitions ! Standard Rates
2. Name the rate Flex Credit Rate Note: 1 per business group
3. Indicate Active as the Status.
4. Select the General tab.
5. Determine Plan as the Level.
6. Define Flex Credit as the Compensation Object.
7. Select Employer Payroll Distribution as the Activity Type.
8. Select Taxable as the Tax Type.
9. Select Flex Credits as the Element and Flex Credit Distribution as the Input Value.
10. Determine Any Assignment as the Assignment.
11. Check Element and Input Value Required Note: form defaults this flag to ON
12. Save your work.
13. Select the Calculation Method tab.
14. Indicate Flat Amount as the Method.
15. Enter 0 as the Flat Amount.
16. Save your work.
17. Select the Processing tab.
18. Check box Assign on Enrollment and Process Each Pay Period Default.
19. Select Payroll as the Processing Source.
20. Indicate that the Rate is Recurring.
21. Save your work.

1/31/2002 46
DEFINE IMPUTED INCOME

US legislative only

Note: Do NOT complete this section during the implementation class.

Defining Imputed Income

1. Navigate to the Imputed Income window in Total Compensation:

Total Compensation ! Rates/Coverage Definitions ! Imputed Income
2. Name the Imputed Income rate Imputed Income Rate Note: 1 per business group
3. Choose the Participant Imputed Income Shell Plan from the LOV.
4. Select Employee Payroll Imputed Income Distribution as the Activity.
5. Choose Payroll as the Source.
6. Enter the Status as Active.
7. Check Process Each Pay Period check box.
8. Select nn Imputed Income as the Element
9. Select Imputed Income as the Input Value.
10. Enter Recurring in the Recurring field.
11. Check Element and Input Value Required check box.
12. Save your work.
13. Select the Variable Rates button.
14. Select nn Imputed Income ppt Age <=19 Life variable rate from the LOV.
15. Add each participant imputed income variable rate profile.
16. Save your work.

1/31/2002 47
DEFINE FLEX CREDITS

Advanced Benefits only

Defining Flex Credits

1. Navigate to the Flex Credits window in Total Compensation:

Total Compensation ! Rates/Coverage Definitions ! Flex Credits
2. Name the Flex Credit nn Program Flex Credits
3. Enter the Status as Active.
4. Select the Level as Program
5. Select nn Vision Flexible Benefits Program as the Compensation Object.
6. Select Employer Payroll Distribution as the Activity.
7. Select Taxable as the Tax Type.
8. Turn off the Element and Input Value Required check box.
9. Select the Calculation Method Tab.
10. Select Flat Amount as the Calculation Method.
11. Enter 250 as the Flat Amount.
12. Select the Processing Tab.
13. Enter Payroll as the Source.
14. Enter Recurring in the Recurring field.
15. Click the Process Each Pay Period check box.
16. Save your work.

1/31/2002 48
DEFINE BENEFIT POOLS

Advanced Benefits only

Defining Benefit Pools

1. Navigate to the Benefits Pools window in Total Compensation:

Total Compensation ! Rates/Coverage Definitions ! Benefits Pools
2. Name the Benefit Pool nn Flex Program Benefit Pool
3. Select nn Flex Program in the Program field.
4. Select the Level as Program.
5. Select the General Tab.
6. Check Include Program Flex Credit checkbox.
7. Check the Automatically Allocate Excess checkbox.
8. Enter Receive as Cash as Excess Treatment.
9. Enter Distribute Max, Rollover Max, then Forfeit as the Default Excess Treatment.
10. Select the Application Tab.
11. Add all of the employee costs created to the Plans and Options associated with your
nn Stay Health HMO, nn Be Well Medical and nn Employee Supplemental Life
Plans.
12. Save your work.

PLAN DESIGN IS COMPLETE

1/31/2002 49
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.

1/31/2002 50
Process an On-line life event

Advanced Benefits only

1. Navigate to the Benefits Service Center form:

People ! Benefits Service Center form:
2. Find your person
3. Select Process Life Event from Desktop Activities
Note: You may need to add the Process Life Events to the desktop activities drop
down prior to performing this task.
4. Choose Commit and Proceed when winning life event name appears.
5. Note the nn Vision Flexible Benefits Program and its enrollment period.
6. Return to the Benefits Service Center form.

Benefit Elections

Navigate to the Flex Program Enrollment window:

(N) Person ! Total Comp Enrollment ! Benefits Enrollment ! Flex Program
1. Query your participant
2. Standard Benefits customers follow prompts to process an Unrestricted Enrollment.
3. Choose the nn Stay Healthy - Employee Only option.
4. Choose the nn Employee Supplemental Life 1 x Stated Salary
5. Choose the nn Spending Account Plan, enter $100 for Amount.
6. Save your work.
7. Close the life event.

VIEW ELEMENT ENTRIES

1. Navigate to the Enter and Maintain form:

People ! Enter and Maintain
2. Query your employee
3. Click on the assignment button
4. Click on the element entries button
5. View element entries

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1/31/2002 52