Employer Fringe Benefit Plan

Employer Fringe Benefit Plan (EFBP) page maintenance profiles are used to define benefit plans for employer fringe benefits. A benefit type may have one or more benefit plans associated with it.

In order to distinguish between benefits and deductions, once defined, employer fringe benefit plans can only be viewed on this page and not on the Deduction Plan (DPLN) page. The reverse is also true, that is, the deduction plans can only be viewed on the Deduction Plan (DPLN) page and not on this page.

Field	Description
General Information
Deduction Type	Required. Enter the deduction type code to identify the employer fringe benefit plan. Valid values are located on the Employer Fringe Benefit Type (EFBT) page.
Deduction Plan	Required. Enter the benefit plan code you wish to update or expire.
From	Required. Enter the date the information becomes effective.
To	Default is 12/31/9999. Enter the last date the information is in effect.
Short Description	Required. Enter a new or changed short description of the benefit plan type code.
Long Description	Default is Short Description entry. Enter a new or changed long description of the benefit plan type code.
Benefit Plan Class	Optional. Enter the benefit plan class (a level of aggregation for benefit plans) for this benefit plan. Valid values are located on the Benefit Plan Class (BPCL) page.
Benefit Frequency
Weekly/ Biweekly/ Semi-Monthly/ Monthly/ Annual Amount	Optional. If the deduction amount is a flat dollar amount, enter the amount to be deducted for employees based on the appropriate cycle.
Employee Override Allowed	Default is Yes [Y]. Select a value to indicate whether the deduction information can be overridden for a particular employee. Valid values are: Yes [A] – deduction can be overridden for a particular employee No [N] – no overrides are allowed Required [R] – override is required
Weekly/ Biweekly/ Semi-Monthly/ Monthly/ Annual Frequency	If amount is to be taken out every week for the Weekly/Biweekly/Semi-Monthly/Monthly/Annual: Optional. 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.
Deduction Rate	The deduction rate associated with the deduction.
Benefit Parameters
One-Time Deduction Allowed	Select the value to indicate whether a one-time deduction is allowed for this employer fringe benefit plan. Valid values are: Yes [Y] No [N] Only With Permanent Benefit [P]
Goal Amount/ Installments	Optional. 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.
Annual Cap Amount	Optional. If the total deduction amount for a year cannot exceed a certain dollar amount, enter the cap (or ceiling) amount.
Annual Gross Cap Percent	Optional. 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.
FICA ID	Default is None [blank]. Valid values are: FICA [F] Medicare [M] Tier One [1] – railroad pension reporting Tier Two [2] – railroad pension reporting SDI (California) [D] DIEC [C] Adv FICA [V] Adv Medicare [W] Adv SDI None [X] None [blank]
Include/Exclude Pay ID	Default is None [blank]. Valid values are: Include All Exclude Specified Include Specified Exclude All None [blank]
Include/Exclude Deduction ID	Default is None [blank]. Valid values are: Include All Exclude Specified Include Specified Exclude All None [blank]
Alternate Rate Begin Date ID	Default is None [blank]. Select the value that indicates which employee date value is used as a comparison for the number of months for DEDA page lookups. Valid values are: Birth Date [B] Appointment Date [A] Benefit Progression Date [P] Deduction Parameter Effective Date [D] None [blank]
Alternate Rate End Date ID	Default is None [blank]. Select a value to indicate the date against which the Alternate Rate Date Type value is compared. Valid values are: Specified [D] Check Date [C] Pay Period End Date [P] Enrollment Date [E] None [blank]
Alternate Rate End Date	If you select any value other than None [blank], enter the date (mm dd yy) for the alternate rate in the second field.
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.
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 benefit applied at a pre-tax level. If no hours are entered (00:00), the GTN process reads it as no threshold is required.
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 benefit applied at a pre-tax level. If no hours are entered (00:00), the GTN process reads it as no threshold is required.
Eligibility Time Period	Specify the time periods for which the Benefit Eligibility Hours and/or FMLA Eligibility Hours are to be evaluated for the benefit to be processed at a pre-tax level. Options include: N/A, Current Pay Period, Prior Pay Period, Current Month, or Current and Prior Pay Period.
Special Processing
Special Routine ID	Required. Enter the proper code if a special calculation routine is invoked for this deduction type/plan. If no special calculation routine is to be invoked enter No Special Routine (default).
Amount Percent 1-10	If a special calculation routine is invoked enter from 1-10 amount percents.
Cafeteria After-Tax Deduction Type	Specify the Deduction Type to be used by the GTN process 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 Plan	Specify the Deduction Plan to be used by the GTN process 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.
Use Cafeteria After-Tax Deduction Upon Eligibility Fail	If selected, indicates that the Cafeteria After-Tax Deduction Type and Cafeteria After-Tax Deduction Plan are to be used if the employee fails the Benefit Eligibility Hours and/or FMLA Eligibility Hours test amounts.
Secondary Deduction Type	This is an optional field when the California Child Support (CACS) special routine is selected. The appropriate Deduction Type for Administrative Fee should be entered here if an Administrative Fee needs to be assessed to the child support deduction. This field must be a valid deduction type on the Deduction Type (DEDT) page. This field is required if the Secondary Deduction Plan is entered.
Secondary Deduction Plan	This is an optional field when the California Child Support (CACS) special routine is selected. The appropriate Deduction Plan for Administrative Fee should be entered here if an Administrative Fee needs to be assessed to the child support deduction. 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.
Use with Primary Deduction	When selected the secondary deduction type and plan will be processed at the same time as the primary deduction.
Payment Voucher Information
BSA	Enter in Balance Sheet Account for payment voucher if one is to be generated.
Sub BSA	Enter in Sub Balance Sheet Account for payment voucher if one is to be generated.
Vendor	Enter in Vendor ID for payment voucher if one is to be generated.
Generate Payment Voucher	Select check box [Y] if payment voucher is to be generated. Clear check box [N] if no payment voucher is to be generated.
Payment Voucher Type	Default is None [blank]. Select a value to indicate the type of payment voucher the employer is to prepare. Valid values are: External Intra Fund Reserve Inter Fund Expenditure Inter Fund Reserve Liabilities Only Intra Fund Expenditure None [blank]
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 deduction.
Offset Receivable BSA	Select from list of Balance Sheet Accounts that are to be offset receivables.
COA
Chart of Account Elements	Enter in the necessary fund and detail chart of account elements as needed.
Clearing Fund
Use Clearing Fund	Default is [N]. Select check box [Y] to indicate that a clearing fund should be utilized. Clear check box [N] if no clearing fund is used. Does not need to be checked if the Cafeteria Clearing Fund is specified.
Override Clearing Fund	Optional. Select a fund to use as an override clearing fund.
Override Clearing Sub Fund	Optional. Select a fund to use as an override clearing sub fund.
Cafeteria Clearing Fund	Specifies the Cafeteria Clearing Fund to be used when a partial deduction amount is taken and the Vendor is not paid.
Cafeteria BSA	Specifies the Cafeteria BSA to be used when a partial deduction amount is taken and the Vendor is not paid.
Pension System Parameters
Retirement Process ID	This field identifies the deductions that should be processed as retirement payments. The default is cleared. If the check box is selected, Retirement Contribution Type must be set to a value other than default, and Retirement Contribution Code must have a value other than blank.
Retirement Contribution Type	This field identifies the type of contribution the deduction should be reported as. Valid values are: Not Applicable, Member, Employer, and Survivor. The Retirement Contribution Type determines how the payments are reported. If any value other than Not Applicable, then Retirement PENSION SYSTEM PARAMETERS Process ID must be set to True and Retirement Contribution Code must have a value other than blank.
Retirement Contribution Code	The Retirement Contribution Code identifies the type of retirement payment being reported. This field will allow for 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 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.
Rate Summary	This field identifies which deduction rates are combined and where the combined rate is stored on the Retirement Contribution Table. The valid values are: Sum for Member Rate, Sum for Employer Rate, and Not Applicable. This field defaults to Not Applicable.