Setting Up the Auto Benefit Change 

The Auto Benefit Change (ABCG) page allows an HRM administrator to specify what an employee should be enrolled in when the Auto Change batch job identifies a benefit change generated by an ESMT trigger.

Several reference tables are used to setup benefits. For more information about each reference table, refer to the appropriate section of the Reference Page Overview.

To set up the auto benefit change, open the ABCG page and perform the following steps:

1. Select the Create button.

2. Complete the header information above the Prior Policy/Type/Plan Changes section.

3. Coverage to Start – CVL is available for the administrator to specify the period in which the employee’s benefit coverage and deduction is to begin. This is a required field. The administrator has the following CVL options available to select from:

4. ESMT Effective Date = Use the ESMT effective date.

5. Current Pay Period End Date = Use the pay period end date of the employee’s current pay period.

6. Next Pay Period = Use the first day of the next Pay Period from the employee’s current pay period.

7. First of Next Month = Use the first day of the next month from the ESMT effective date.

8. First of the Second Month = Use the first day of the second month from the ESMT effective date.

9. Retro – A Retro check box is available to specify if the Auto Change batch job is to use the assignment effective date specified on the ESMT even if it is a prior date from when the batch job is being run.

If the ESMT effective date that was submitted to generate a benefit policy change is not within the current pay period being processed when the Auto Change batch job is run, the Auto Change batch job will use the effective date on the ESMT even if it is prior to the current pay period. If the ESMT effective date is future to the current pay period, the Auto Change Batch job will use the current pay period if the future dated ESMT is specified to be processed.

If the Retro check box is not checked (false), then the Auto Change batch job will use the pay period end date of the pay period being processed by the Auto Change batch job according to the PERD. The Auto Change batch job will identify the first PERD where the Run GTN is checked true and use that pay period start and end period.

9. Complete the Prior Policy/Type/Plan Changes section.

• Prior Benefit Policy – The prior benefit policy that the employee was assigned to before the benefit policy change. This is a required field.

• Prior Deduction Type –  The prior deduction type that the employee was enrolled in that they no longer should be enrolled in when their benefit policy changes.

• Prior Deduction Plan – The prior deduction plan that the employee was enrolled in that they no longer should be enrolled in when their benefit policy changes.

10. Complete the New - Current Policy/Type/Plan Changes section.

• New – Current Benefit Policy – The new – current benefit policy the employee has been assigned to. This is a required field.

• New – Current Deduction Type – The new – current deduction type the employee is to be enrolled in.

• New – Current Deduction Plan – The new – current deduction plan the employee is to be enrolled in.

*NOTE: An employee does not have to have a prior deduction type and plan to have a new deduction type and plan specified. And, an employee does not have to have a new deduction type and plan when a prior deduction type and plan were specified.

11. Click Save.