r_ZBNR017_Benefits_Exception

Benefits Exception Report

Benefits Administrator generates report to identify employees who are eligible for the state mandated retirement programs, but who are not enrolled.

Business Process Procedure Overview

The Benefits Administrator in BEST Shared Services will run the report, ZBNR017 - Benefits Exception Report, on a daily basis. This report will identify any full-time eligible employees who are not enrolled in one of the state mandated retirement plans.

The Benefits Administrator will review the list to identify employees who must be enrolled. To complete enrollment, the Benefits Administrator will create the RET - Retirement Changes Adjustment Reason on IT0378 for the date the employee should have been enrolled. Next, they will go to transaction HRBEN0001 - Enrollment, select RET and enroll the employee into the appropriate retirement plan.

Currently, all state employees who meet one of the following criteria are required to enroll in the State Retirement System, and contribute 6% of their salary. Enrollment starts on their hire date or the date they first become eligible:
■ a permanent full-time teacher or employee of a State-supported board of education or community college,
■ a permanent employee of the State (or any of its agencies, departments, bureaus, or institutions) and work at least 30 hours per week for nine months per year, or
■ a permanent employee of a charter school whose board has elected to participate in the Retirement System, and work at least 30 hours per week for nine months per year.
In addition,
■ a faculty member, administrator, or other eligible employee at a State institution of higher education or a community college president,who may join an optional retirement program,instead of the System. These employees may enroll in TSERS or ORP. The agency will notify BEST as to the plan the employee has selected within 60 days from their eligibility date. If by the 61st day, the employee is still undecided they will permanently default into TSERS. BEST will complete the enrollment.

Input - Required Fields	Field Value / Comments

Output - Results	Comments

Access Transaction:

Via Menu Path
Via Transaction Code	ZBNR017

1. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Command

Enter value in Command.

Example: ZBNR017

2. Click Enter button.

Information: The report can be ran with two date selection options. Either today or by selecting a specific date.

Benefit Plan Exception Report

3. Click Today radio button.

Information: Only employees in 1st Benefits Program Group "FULL" are eligible for the state mandated retirement plans.

Benefit First Program Grouping

Benefit Plan Exception Report

Information: Plan Type(Exception) is used to identify the benefit plan employees excluded from the retirement plan.

Benefit plan type

5. Click .

6. Click Copy (Enter) button.

Benefit Plan Exception Report

7. Click Execute (F8) button.

Information: When the report is generated, the Benefits Administrator may obtain additional information on an individual by highlighting the employees information and clicking the overview button.

Benefit Plan Exception Report

8. Select the Emp Num row.

9. Click Details (Ctrl+Shift+F3) button.

10. Click Close window (Enter) button.

Information: The report can be exported into an EXCEL spreadsheet for historical reasons or for referencing during the enrollment process. The following steps may vary depending on the type of file you want to create and export. This exercise demonstrates creating a text file to export into EXCEL.