BC PEBT Procedure for Change Set Up

The PEBT set up on employees must be modified any time there is a change to an employees: FTE or status. This change triggers an action by PEBT whether it is to add an employee to the benefits program or remove them from the benefits program or a change in benefits. When an employee goes on a leave the change in status will be reflected in the export file to PEBT along with the effective date entered in the report or if using the override date the date entered on the employee’s master pay screen

PEBT Procedures

Action	Check	Initial
Enter Employee Changes Menu, select P for Pay screen
Set up or Change Prompts PEBT Group/Basis, PEBT Assignment Type and PEBT Effective Date
According to the schedule given by PEBT, run the PEBT Global HRIS Export Process. Make sure you are in the Support payroll when you run this process
Select C for current payroll. The effective date you enter in all 3 data fields is the date entered when you run the export. This now becomes the effective date for the changes in the export
In the Payroll Download or Email File Process, you will find the PEBT HRIS file. Download this file to your computer or email the file to yourself
Access the PEBT website, go to the interfaces screen and upload a file
The following morning access the PEBT website to make sure the upload is identified by a Green Ball (yellow or red requires files) NOTE: it currently takes 24 hours for the upload file to be processed
To fix any changes, you must access the employee on the PEBT website and make changes as specified in your report

Set up of PEBT Menu

Benefits > BC PEBT > PEBT Profile - Define profile menu
Benefits > BC PEBT > PEBT Codes Database Maintenance - Set up codes: Group, Basis, Codes in the PEBT Database Maintenance menu (The assignment type comes from the Assignment menu in PRM)

Group, identifies the type of employee
Basis will identify whether they are eligible or not

3. Benefits > BC PEBT > PEBT Employee Code Loading Process - When activating PEBT initially there is a Load that should only be run once during the initial set up of PEBT, once set up the module is maintained using the Pay Screen in Employee Maintenance

4. Benefits > BC PEBT > PEBT Global HRIS Export Process - Monthly you will run the extract process. The effective date is the date applied to all changes in the report when the extract is run. If you have deductions that become effective on dates that are different than the extract date, you need to activate the override date in the PEBT profile which then activates field PEBT Effective Date on the Employee’s Master Pay screen so that you can send the information that these changes for this employee is effective on this date instead of the extract date. If field PEBT Effective Date is left blank the effective date for changes in the extract becomes the extract date.

5. Follow above procedure for extracting and uploading to PEBT.

Additional Tips:

PEBT will reject an entire file if the cycle code is incorrect. Should this happen, atrieveERP has provided the ability to override the code menu PEBT Global HRIS Cycle Number Override and re-extract menu PEBT Global HRIS Export Process using the code you have entered.
You have two interface reporting menus on the PEBT menus, these two menus are for reporting only, the interface does not make any changes, you have to change the employees. Verify your changes.