StopEnrollment

Stop Enrollment

Minor Business Rule

Object Name: N0800042

Parent DLL: CHRM

Location: Client/Server

Language: NER

Functional Description

Purpose
The purpose of this Named ER is to determine the auto stop date and auto end status when ending a
current enrollment.
Setup Notes and Prerequisites

Special Logic

Technical Specification
// In World, the auto stop date and status is the date prior to the video effective date and the
status specified in the PO.  However in OW, we have enhanced the derivation of the auto stop date and
status to first look at the enrollment parameters.

The hierarchy logic for searching for an enrollment parameter record is the same as World.  If an
enrollment parameter record is located, the Named ER will use the record only, if there is no
eligibility code of 'I' or 'C' , but a termination date code and termination end status code defined for the
enrollment parameter record.  The Named ER determines the end date from the termination date code, which
will become  the end date of the enrollment.  The enrollment record will be ended with a status of the
termination end status code.

If no enrollment parameter record is found, or the enrollment parameter record found has eligibility
of 'C' or 'I', then the current enrollment will be ended in similar fashion as the World, i.e. The end
date is day before the video effective date and the end status is the end status from the processing
option//

Call Named ER "Retrieve Enrollment Parameters" (N0800036), passing input parameters:  Plan Id,
Employee Benefit Status, Enrollment Status, Valid Plan Flag of 'Y'.  Returning parameters: Eligibility Check
Code, Termination End Status Code, Termination Date Code and a flag to indicate whether an enrollment
record is found.

If found enrollment parameter and Eligibility code = Blank and Termination Date Code <> Blank Call
Named ER, "Determine Date by Date Code" (N0800039), passing in the termination Date code, the video
effective date, address no, and returning back the derived end Date.  If the derived end date is zero,
then default the derived end date to the day before the video effective date

Otherwise, Default the derived end date to the day before the video effective date.

If the enrollment date > derived end date SzErrorCode = '2337

If the enrollment date <= derived end date and If the 1st char of enrollment status is 'A' Call Named
ER "Check for Enrollment History" (N0800035), passing in address no, plan Id, plan option, derived
end date, and mode of '2', and returning a history flag and Last history date.

If history flag = 'Y' jdDateDbaEnds = last history date
If history flag is not equal to JdDateDbaEnds = derived end date
If history flag <> 'Y' JdDateDbaEnds = derived end date

If termination end status code <> Blank SzEnrollmentEndStatus =  termination end status code
If termination end status code = Blank SzEnrollmentEndStatus = szDefaultEndStatus

If szEnrollmentEndStatus <> Blank Call Named ER, "Get UDC Description"

If szEnrollmentEndStatus = Blank or the UDC error Flag = '1' then SzErrorCode = '2341' and
SzEnrollmentEndStatus = ' '.  Otherwise, JdEnrollmentEndDate = derived end date

Data Structure

DN0800042 - Stop Enrollment

Parameter Name Data Item Data Type Req/Opt I/O/Both

mnAddressNumber AN8 MATH_NUMERIC NONE NONE

A number that identifies an entry in the Address Book system, such as employee, applicant, participant, customer, supplier, tenant, or
location.

jdDateEffectiveRates EFT JDEDATE NONE NONE

The date that identifies when a date is first valid. The effective date is used generically. It can be a lease effective date, a price or cost
effective date, a currency effective date, a tax rate effective date, or whatever is appropriate.

szPlanId PLAN char NONE NONE

An abbreviation or number that identifies a specific employee benefit. Examples are:   o  Employee Health Insurance   o  Accidental Death
and Dismemberment   o  Health Club Expense Reimbursement   o  Employee Stock Appreciation Rights A benefit plan typically is associated
with a deduction, benefit, or accrual. For example, a medical plan is a benefit that might also require a deduction to withhold premiums from
an employee's pay.

szPlanAdditionalOption AOPT char NONE NONE

A code that identifies any additional options available for a benefit plan that have been defined in the Plan Additional Options table
(F083202). Note: Additional options must have the same provider, policy number, and enrollment and eligibility rules as the benefit plan to which they
are associated.

cEmployeeBenefitStatus E010 char NONE NONE

A code to specify an employee's eligibility for or participation in various user defined plans or programs. For example, these codes can be
used to designate the following:    Voluntary Accidental Death/Dismemberment Insurance (Y/N)    Overtime Call Up (Y/N)    Profit Sharing
(Y/N)    Political Action Committee (Y/N)    Coffee Fund (Y/N)    U.S. Citizen (Y/N)

szEnrollmentStatus XDFS char NONE NONE

A code that indicates the status of an employee's enrollment in a plan. It is a user defined code (08/ES), and you must use the following
restrictions for the definitions:   o  All statuses indicating active participation in a plan must begin with the letter A.   o  All statuses indicating an
ending status that does not result in a new enrollment (such as a termination) must have the letter X in the first position of Description 2 (data item
DL02), General User Defined Codes form.   o  A status beginning with the letter X, when used as an ending status, represents a mistaken
enrollment. No employee DBA instructions are written.   o  An asterisk (*) indicates all statuses not otherwise specified.

szDefaultEnrollEndStatus XEST char NONE NONE

A code that indicates the ending status of an employee's enrollment in a plan. This status represents the reason for ending the old
enrollment and is used as the beginning status of any resulting new enrollment. You can define this code using user defined code table 08/ES. See
data item XDFS (Status - Enrollment) for restrictions on the allowed values. Note: An ending status that begins with the letter X represents a
mistaken enrollment.

jdEnrollmentEndDate EFTE JDEDATE NONE NONE

The date on which the item, transaction, or table becomes inactive, or through which you want transactions to appear. This field is used
generically throughout the system. It could be a lease effective date, a price or cost effective date, a currency effective date, a tax rate effective
date, or whatever is appropriate.

szEnrollmentEndStatus XEST char NONE NONE

A code that indicates the ending status of an employee's enrollment in a plan. This status represents the reason for ending the old
enrollment and is used as the beginning status of any resulting new enrollment. You can define this code using user defined code table 08/ES. See
data item XDFS (Status - Enrollment) for restrictions on the allowed values. Note: An ending status that begins with the letter X represents a
mistaken enrollment.

jdDateDbaEnds DTDE JDEDATE NONE NONE

The ending date on the employee's DBA instruction record (F06106) for this enrollment. In most cases, this is the same as the ending
effective date of the enrollment. However, it can be later than the ending effective date if the enrollment is changed retroactively. Only active
enrollment records have a value in this field since they are the only enrollment records that result in payroll deductions, benefits, or accruals. Active
records have a beginning status that starts with A.

szErrorCode VC04A char NONE NONE

This is a generic field used as a work field in Everest.

jdEnrollmentDate EFT JDEDATE NONE NONE

The date that identifies when a date is first valid. The effective date is used generically. It can be a lease effective date, a price or cost
effective date, a currency effective date, a tax rate effective date, or whatever is appropriate.

Related Functions

None

Related Tables

None

Parameter Name	Data Item	Data Type	Req/Opt	I/O/Both
mnAddressNumber	AN8	MATH_NUMERIC	NONE	NONE
A number that identifies an entry in the Address Book system, such as employee, applicant, participant, customer, supplier, tenant, or location.
jdDateEffectiveRates	EFT	JDEDATE	NONE	NONE
The date that identifies when a date is first valid. The effective date is used generically. It can be a lease effective date, a price or cost effective date, a currency effective date, a tax rate effective date, or whatever is appropriate.
szPlanId	PLAN	char	NONE	NONE
An abbreviation or number that identifies a specific employee benefit. Examples are: o Employee Health Insurance o Accidental Death and Dismemberment o Health Club Expense Reimbursement o Employee Stock Appreciation Rights A benefit plan typically is associated with a deduction, benefit, or accrual. For example, a medical plan is a benefit that might also require a deduction to withhold premiums from an employee's pay.
szPlanAdditionalOption	AOPT	char	NONE	NONE
A code that identifies any additional options available for a benefit plan that have been defined in the Plan Additional Options table (F083202). Note: Additional options must have the same provider, policy number, and enrollment and eligibility rules as the benefit plan to which they are associated.
cEmployeeBenefitStatus	E010	char	NONE	NONE
A code to specify an employee's eligibility for or participation in various user defined plans or programs. For example, these codes can be used to designate the following: Voluntary Accidental Death/Dismemberment Insurance (Y/N) Overtime Call Up (Y/N) Profit Sharing (Y/N) Political Action Committee (Y/N) Coffee Fund (Y/N) U.S. Citizen (Y/N)
szEnrollmentStatus	XDFS	char	NONE	NONE
A code that indicates the status of an employee's enrollment in a plan. It is a user defined code (08/ES), and you must use the following restrictions for the definitions: o All statuses indicating active participation in a plan must begin with the letter A. o All statuses indicating an ending status that does not result in a new enrollment (such as a termination) must have the letter X in the first position of Description 2 (data item DL02), General User Defined Codes form. o A status beginning with the letter X, when used as an ending status, represents a mistaken enrollment. No employee DBA instructions are written. o An asterisk (*) indicates all statuses not otherwise specified.
szDefaultEnrollEndStatus	XEST	char	NONE	NONE
A code that indicates the ending status of an employee's enrollment in a plan. This status represents the reason for ending the old enrollment and is used as the beginning status of any resulting new enrollment. You can define this code using user defined code table 08/ES. See data item XDFS (Status - Enrollment) for restrictions on the allowed values. Note: An ending status that begins with the letter X represents a mistaken enrollment.
jdEnrollmentEndDate	EFTE	JDEDATE	NONE	NONE
The date on which the item, transaction, or table becomes inactive, or through which you want transactions to appear. This field is used generically throughout the system. It could be a lease effective date, a price or cost effective date, a currency effective date, a tax rate effective date, or whatever is appropriate.
szEnrollmentEndStatus	XEST	char	NONE	NONE
A code that indicates the ending status of an employee's enrollment in a plan. This status represents the reason for ending the old enrollment and is used as the beginning status of any resulting new enrollment. You can define this code using user defined code table 08/ES. See data item XDFS (Status - Enrollment) for restrictions on the allowed values. Note: An ending status that begins with the letter X represents a mistaken enrollment.
jdDateDbaEnds	DTDE	JDEDATE	NONE	NONE
The ending date on the employee's DBA instruction record (F06106) for this enrollment. In most cases, this is the same as the ending effective date of the enrollment. However, it can be later than the ending effective date if the enrollment is changed retroactively. Only active enrollment records have a value in this field since they are the only enrollment records that result in payroll deductions, benefits, or accruals. Active records have a beginning status that starts with A.
szErrorCode	VC04A	char	NONE	NONE
This is a generic field used as a work field in Everest.
jdEnrollmentDate	EFT	JDEDATE	NONE	NONE
The date that identifies when a date is first valid. The effective date is used generically. It can be a lease effective date, a price or cost effective date, a currency effective date, a tax rate effective date, or whatever is appropriate.