9.2 Viewing Plan Attributes

Purpose:  Use this document as a reference for viewing plan attributes in ctcLink.

Audience:  Benefits Administrators.

You must have at least one of these local college managed security roles:


If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Depending on which plan type you choose there is a different set of options within the plan.

No Benefits Administrator should go into the Set Up HCM menu to perform configuration changes, so this QRG is provided for informational purposes only and not as a functional guide.

Plan Attributes

Navigation:  Menu > Set Up HCM > Product Related > Base Benefits > Plan Attributes

  1. From the Plan Attributes menu, select the type of plan you wish to review (retirement, health, etc.).

Plan Table Information for Benefits Administered by Pay1

  1. Pay1 is the system of record for:  
    1. Health
    2. Tobacco Surcharge (Simple Benefits)
    3. and Life (a payroll deduction for MetLife as of 1/1/17)
  2. None of these Plan Tables contain much configuration.

Plan Table Information for Benefits Administered by PeopleSoft

  1. PeopleSoft is the system of record for:
    1. Savings
    2. Spending (HSA, DCA, FSA)
    3. Retirement
    4. Disability benefits
  2. More configuration exists for these Plans.
    • All Disability Plans are attached to either Formula LTD01 (Optional) or LTD00 (Basic) and all Salary Replacements are at 60%.
    • The table for Spending is called “FSA Benefits Table” and the configuration for FSA, Dependent Care Assistance, and H S A, are all unique to those programs.  The HSA example is provided below.
    • Savings (457, 403(b)) plans have simple configuration as there is no employer match or rollover.
    • Retirement Plans all have an employer match hard coded in except for the XXX_W values as they are there as a placeholder until the employee has decided on a plan.  They only use special accumulators: RT1 (PERS 1), TIA (all TIAA-CREF plans), or RT2 (every other plan/DRS).
Savings Plan Table

End of procedure.

Video Tutorial

The video below demonstrates the process actions described in steps listed above.  There is no audio included with this video.  Select the play button to start the video.

Video Tutorial via Panopto

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