9.2 Adding Calculation Rules

Purpose:  Use this document to add calculation rules for Benefits within ctcLink.

Audience:  Benefits Administrators.

Calculation rules, used in combination with rate rules, determine benefit option prices and flexible credits for participants based on a number of variables. They also define how deductions are calculated for each benefit plan and apply to the premium and the amount of coverage.

You can update the way benefit deductions are calculated based on:

  • premium
  • coverage
  • age
  • service as-of dates
  • rounding rules
  • coverage minimum/maximum amounts

Navigation:  NavBar > Navigator > Set Up HCM > Product Related > Base Benefits > Rates and Rules > Calculation Rules Table

  1. The Calculation Rules Tables search page displays.
  2. Select the Add a New Value tab,
  3. Enter info into the Calculation Rules Table ID field.
  4. Select the Add button.  
Calculation Rules Table add a new value
  1. The Calculation Rules Table page displays.
  2. Enter information into the Description field.
  3. Enter information into the Short Description field.
  4. In the Demographics section, complete the Use Age As Of field to calculate rates for life plans that you associate with age-graded ratees.
  5. Use the Use Service As Of field to calculate rates for plans that you base on months of service.
  6. Use the Source for Demographics field to designate whose personal information that you want to use.  Choose from:
    1. Dependent,
    2. Employee,
    3. or Spouse.
  7. In the Benefit Base section, complete the Use Benefits Base As Of field to enter the date used when retrieving the employee's salary, if the system needs to use an employee's salary in order to determine a rate (for example: a compensation-banded rate table, or a percent-of-salary rate table).
  8. Enter valid value into the Month field.
  9. Enter valid value into the Day field.
  1. Some benefits, such as life and disability insurance, can be based upon the employee's compensation rate or an annual benefits base rate (ABBR) that you define for the employee.
  2. In the Source section, to set up annual benefits base rates, use the Annl Benefit Base Rate Type Table (ABBR_TYPE_TBL).
  3. In the Multiple Jobs section, Select the Combine Base for Multiple Jobs checkbox if you want to aggregate salary from multiple jobs as a basis for a rate determination.  Selecting this rule activates the Group Method options fields.  
  4. If you selected the Combine Base for Multiple Jobs checkbox, use the Group Method drop-down menu to use selected jobs to contribute to the total benefit base.
  5. If you selected the Combine Salary for Multiple Jobs field, select the Consider Active Jobs Only checkbox to have the system only look at jobs with a status of Active in the Job Date components.
  6. Select the Save button after you have made your selections.
Calculation Rules Table page
  1. The process for adding calculation rules has been reviewed and completed.
  2. End of procedure.

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