Employer Fringe Benefit Plan

The Employer Fringe Benefit Plan (EFBP) page allows you to define benefit plans for employer fringe benefits, including pension information. A benefit type may have one or more benefit plans associated with it.

Field InformationField Information

The Employer Fringe Benefit Plan reference page contains the following fields:

Field	Description
Alternate Rate Begin Date ID	Select the value that indicates which employee date value is used as a Start Date for calculating the number of months for Deduction Plan Alternate Rate (DEDA) lookups.
Alternate Rate End Date	If Alternate Rate End Date ID is set to Specified enter the End Date to use for calculating the number of months for Deduction Plan Alternate Rate (DEDA) lookups.
Alternate Rate End Date ID	Select the value that indicates which employee date value is used as the End Date for calculating the number of months for Deduction Plan Alternate Rate (DEDA) lookups.
Amount Percent 1-10	If a Special Routine ID is selected, use these fields to specify the configurable values used in that routine. The Amount/Percent fields used by each routine are outlined in the Deduction Processing User Guide.
Annual Cap Amount	If the total deduction amount for a year cannot exceed a certain dollar amount, enter the cap (or ceiling) amount.
Annual Gross Cap Percent	If the deduction amount for a year cannot exceed a certain percentage of the employee’s annual gross amount, enter the cap (or ceiling) percentage.
Benefit Eligibility Hours	Specify the hours/minutes an employee must have reported of Non-FMLA events based on the Eligibility Time Period selected to have the cafeteria benefit applied at a pre-tax level. A value of 0:00 indicates no threshold is required.
Benefit Plan Class	Enter the appropriate Benefit Plan Class for this plan. The Benefit Plan Class (BPCL) defines which, if any, dependents are able to enroll in this plan.
BSA	Enter the Balance Sheet Account for payment voucher if one is to be generated.
Cafeteria After-Tax Deduction Plan	Specify the Deduction Plan to be used if the employee fails the Benefit Eligibility Test and/or FMLA Eligibility Test when the Use Cafeteria After-Tax Deduction Upon Eligibility Fail check box is selected.
Cafeteria After-Tax Deduction Type	Specify the Deduction Type to be used if the employee fails the Benefit Eligibility Test and/or FMLA Eligibility Test when the Use Cafeteria After-Tax Deduction Upon Eligibility Fail check box is selected.
Cafeteria BSA	Specifies the Cafeteria BSA to be used when a partial deduction amount is taken and the Vendor is not paid.
Cafeteria Cash Benefit Limit	Specify the cash benefit limit per pay period an employee can receive in taxable cash back when a positive balance remains after cafeteria deductions have been processed against the employer contribution.
Cafeteria Clearing Fund	Specifies the Cafeteria Clearing Fund to be used when a partial deduction amount is taken and the Vendor is not paid.
Calculated Salary Basis	Specifies a number used to divide the calculated annual salary that is initially returned by the Calculated Salary Special Routine, determining pay for each pay period.
Chart of Account Elements	Enter in the necessary fund and detail chart of account elements as needed.
Deduction Plan	Enter the deduction plan code you wish to update or expire.
Deduction Rate	If the deduction amount is a percentage, enter the percent amount here.
Disbursement Category	Enter the Disbursement Category for the payment voucher if one is to be generated.
Deduction Type	Enter the deduction type code to identify the benefit plan. Valid values are located on the Deduction Type (DEDT) page.
Eligibility Time Period	Specify the time period for which the Benefit Eligibility Hours and/or FMLA Eligibility Hours are to be evaluated.
Employer Contribution Plan	Enter the appropriate fringe deduction plan to indicate the plan of employer contribution that should be associated with this plan.
Employer Contribution Type	Enter the appropriate fringe deduction type to indicate the type of employer contribution that should be associated with this plan.
Employee Override Allowed	Select a value to indicate whether the deduction amount can be overridden for a particular employee.
FICA ID	Default is None [blank]. Select FICA if this deduction plan is for the Social Security aspect of FICA withholding. Select Medicare if this deduction plan is for the Medicare aspect of FICA withholding. Select Tier One / Tier Two as appropriate if this deduction is for railroad pension reporting. Select DIEC if this deduction plan is for Disability Insurance Elective Coverage. Select SDI if this deduction plan is for State Disability Insurance. Select Adv FICA if this deduction plan is for the FICA withholding of advance pay employees/employers. Select Adv Medicare if this deduction plan is for the Medicare withholding of advance pay employees/employers. Select Adv SDI if this deduction is for the State Disability Insurance of advance pay employees/employers. Note, the DIEC, SDI, Adv FICA, Adv Medicare, and Adv SDI options are only available when utilizing the Next Generation Payroll service.
FMLA Eligibility Hours	Specify the hours/minutes an employee must have reported of FMLA events based on the Eligibility Time Period selected to have the cafeteria benefit applied at a pre-tax level. A value of 0:00 indicates no threshold is required.
Generate Payment Voucher	Select this box if a payment voucher should be generated for this benefit.
Goal Amount/ Installments	If the benefit goal is a dollar amount, enter the goal amount. If the benefit goal is in number of installments, enter the goal number of installments.
Handling Code	Enter the Handling Code for the payment voucher if one is to be generated.
Include/Exclude Deduction ID	Specify how deduction categories should be included or excluded from the deduction’s subject gross amount. Select Include All if all deduction categories should be considered. Select Exclude Specified if deduction categories specified on Include/Exclude Deduction Categories (DPDC) should not be considered by this deduction. Select Include Specified if pay categories specified on Include/Exclude Deduction Categories (DPDC) should be considered by this deduction. Select Exclude All if no deduction categories should be considered by this deduction.
Include/Exclude Pay ID	Specify how pay categories should be included or excluded from the deduction’s subject gross amount. Select Include All if all pay categories should be considered. Select Exclude Specified if pay categories specified on Include/Exclude Pay Categories (DPPC) should not be considered by this deduction. Select Include Specified if pay categories specified on Include/Exclude Pay Categories (DPPC) should be considered by this deduction. Select Exclude All if no pay categories should be considered by this deduction. Select Include with Calculated Salary if pay categories specified on Employer Fringe Include/Exclude Pay Categories (EFPC) should be added to the base for benefit calculation determined by the Calculated Salary Special Routine. Select Exclude with Calculated Salary if pay categories specified on Employer Fringe Include/Exclude Pay Categories (EFPC) should be subtracted from the base for benefit calculation determined by the Calculated Salary Special Routine.
Offset Receivable BSA	Select from list of Balance Sheet Accounts that are to be offset receivables.
One-Time Deduction Allowed	Select the value to indicate whether a one-time deduction is allowed for this plan.
Payment Voucher Type	Select a value to indicate the type of payment voucher the employer is to prepare. Select External if the transaction is with an external organization. If selected, Vendor and Balance Sheet Account are required. Select Inter Fund Expenditure if the transaction is an expenditure from one fund to another within your organization. Select Inter Fund Revenue if the transaction is a revenue from one fund to another within your organization. Select Intra Fund Expenditure if the transaction is an expenditure within one fund in your organization. Select Intra Fund Revenue if the transaction is a revenue within one fund in your organization. Select Liabilities Only if the transaction is to record a liability and does not require a revenue source or appropriation.
Rate Summary	This field identifies which deduction rates are combined and where the combined rate is stored on the Retirement Contribution Table.
Retirement Contribution Code	The Retirement Contribution Code identifies the type of retirement payment being reported, and allows up to two alphanumeric characters. This field specifies an override Retirement Contribution Code for STRS Members and STRS Non-Members. This field can only be populated if the Alternate Code type is set to Assign Code, and the Pension System and Pension Tier are associated with a "STRS Non-Member" or "STRS Member" Retirement System. Either or both the Assign Code and Retirement Contribution Code must be populated if the Alternate Code type is set to Assign Code, and the Pension System and Pension Tier are associated with a "STRS Non-Member" or "STRS Member" Retirement System.
Retirement Contribution Type	This field identifies the type of contribution the deduction should be reported as, and determines how the payments are reported. If any value other than Not Applicable, Retirement Process ID must be selected and Retirement Contribution Code must have a value other than blank.
Retirement Pay Code	This field identifies the pay code to be used for reporting for retirement systems. For a Retirement System of PERS, the valid values for this field are 01 (Monthly), 04 (Hourly), and 08 (Daily). For a Retirement System of STRS Member and STRS Non-Member, the valid values for this field are: 0 (Annual), 1 (12 Month Contract), 2 (11 Month Contract), 3 (10 Month Contract), 4 (Hourly), and 8 (Daily). Note: These values are 1 digit.
Retirement Process ID	This field identifies the deductions that should be processed as retirement payments. If selected, the Retirement Contribution Type must be set to a value other than default, and Retirement Contribution Code must have a value other than blank.
Secondary Deduction Plan	Specify, if applicable, a deduction plan to automatically process if the main deduction is processed. This field must be a valid deduction plan on the Deduction Plan (DPLN) page. This field is required if the Secondary Deduction Type is entered. For example, you could specify an administration fee that will automatically process on a garnishment order.
Single Payment Indicator	Indicates that multiple payments to the same vendor on the same day should be made as separate, single payments in Advantage Financial.
Special Routine ID	Select the routine value If special calculations needs to be invoked for this benefit type/plan. If no special calculation routine is to be invoked select the No Special Routine option The different plans are outlined in the CGI Advantage 4 HRM Deduction Processing User Guide.
Sub BSA	Enter the Sub Balance Sheet Account for payment voucher if one is to be generated.
Use Cafeteria After-Tax Deduction Upon Eligibility Fail	If selected, indicates that if the employee fails the Benefit Eligibility Hours or the FMLA Eligibility Hours tests, then the Cafeteria Benefits should be after tax instead of pre-tax. The Deduction Type and Plan defined in the Cafeteria After-Tax Deduction Type and Cafeteria After-Tax Deduction Plan fields will be used.
Use Cash Basis Gross Pay	Default is [N]. Clear check box [N] to indicate that Reserve Pay amounts should be subtracted from gross pay before this percent deduction is calculated. Select check box [Y] to indicate earned basis gross pay should be used to calculate this benefit. Offset Receivable BSA Select from list of Balance Sheet Accounts that are to be offset receivables.
Use Clearing Fund	Select the check box to indicate that a clearing fund should be utilized. This is not required to be selected when a Cafeteria Clearing Fund is used.
Vendor	Enter the Vendor ID for payment voucher if one is to be generated.
Weekly Amount/ Biweekly Amount/ Semi-Monthly Amount/ Monthly Amount/ Annual Amount	If the deduction amount is a flat dollar amount, enter the amount to be deducted for employees based on the appropriate cycle.
Weekly Frequency / Biweekly Frequency / Semi-Monthly Frequency / Monthly Frequency / Annual Frequency	Enter a two-character code to indicate the frequency with which the deduction should be taken. The same two-character code must appear in the Deduction Frequencies field for employees on the Pay Cycle (CYCL) page for the pay periods in which the deduction should be taken. If left blank, the deduction is generated each pay period. Valid values are located on the Deduction Frequency (DEDF) page.
User Flag 1 through 5	These user defined flag fields are reserved for site-specific use. These fields are optional and do not have any edits on them.
User Integer 1 through 5	These user defined integer fields are reserved for site-specific use. These fields are optional and do not have any edits on them.
User Decimal 1 through 5	These user defined decimal fields are reserved for site-specific use. These fields are optional and do not have any edits on them.
User Text 1 through 5	These User defined text fields are reserved for site-specific use. These fields are optional and do not have any edits on them.
User Code 1 through 5	These user defined code fields are reserved for site-specific use. These fields are optional and do not have any edits on them.
User Large text 1 through 5	These user defined large text fields are reserved for site-specific use. These fields are optional and do not have any edits on them.
User Date 1 through 5	These user defined date fields are reserved for site-specific use. These fields are optional and do not have any edits on them.

For more information on this page, refer to the Employer Fringe Benefit Plan (EFBP) topic under the Deduction/Benefits Processing Setup section in this user guide.