PEBT Profile

The PEBT Profile module is used to control the activation and tailoring of the use of the PEBT processes. This module must be set up for the PEBT system to be accessed. The PEBT Group/Basis field under the employee master Pay Screen will not display unless the PEBT Profile is active for a payroll.

Activate PEBT for this Payroll

• Enter 'N' when PEBT does not apply to this payroll. Leave the remainder of the profile empty.

• Enter 'Y' to indicate this payroll should be included for the PEBT processes.

Deductions for Annual Salary1

• Enter one to 12 deduction codes to be used in the definition of the employee's annual salary field. The first deduction in the list that applies to an employee will determine the pay code I/E list for the calculation of annual salary taken from the employee function lines. The pay code I/E list, from the deduction code database for the selected deduction, will also determine the list of applicable pay codes to be used in the calculation of the employee's hours per week. Applicable function line hours annualized and then divided by 52.

• Enter 'As of-Salary' when the annual salary field should be loaded using the employee's current As of Salary value.

Pay Codes for Annual Salary 1

• Enter 'I' for Include or 'E' for Exclude followed by a list of pay codes. The Pay code list is used in conjunction with the deduction definition. When 'As of-Salary' is used as the deduction definition, this pay code list will define the applicable hours to use from the function lines for the calculation of hours per week.

Deductions for Annual Salary 2

Leave this field as well as the Pay Codes For Annual Salary 2 field blank to indicate the annual salary 2 should be the same value as the annual salary 1.

• Enter one to 12 deduction codes to be used in the definition of the employee's annual salary 2 field. The first deduction in the list that applies to an employee will determine the pay code I/E list for the calculation of annual salary taken from the employee function lines. 

• Enter 'As of-Salary' when the annual salary 2 field should be loaded using the employee's current As of Salary value.

Pay Codes for Annual Salary 2

• Enter 'I' for Include or 'E' for Exclude followed by a list of pay codes. The Pay code list is used in conjunction with the deduction definition. When 'As of-Salary' is used as the deduction definition, this pay code list should be left empty.

B.A.G. Override by Deduction

The Benefit Administration Group code for most sites will be the two digit board number for all employees. Leave this field blank when that is the case for your site.

When your site has been assigned two or more Benefit Administration Group codes due to multiple union locals within the same district, enter a two digit deduction code a hyphen followed by the appropriate B.A.G. code for the group. For example, if union deduction 50 and 52 represent two different B.A.G. codes you would enter:

50-B1,52-B2,

The two methods of defining a B.A.G. override may be used independently (only one filled in) or both methods may be used together, although the pay cycle override to B.A.G. will take precedence.

B.A.G. Override Per Cycle Code

The Benefit Administration Group code for most sites will be the two digit board number for all employees. Leave this field blank when that is the case for your site.

When your site has been assigned two or more Benefit Administration Group codes due to multiple union locals within the same district, enter the Pay Cycle code a hyphen followed by the appropriate B.A.G. code for that group. For example, if pay cycle 1 and pay cycle 2 represent two different B.A.G. codes you would enter:

1-B1,2-B2,

Location of PEBT Import Files

• Enter the location of the PEBT Payroll Interface import files. By default, the system will look at the location defined by the logical SRB$Export. This value is an override to the SRB$Export default.

HRIS Extract File Test or Prod

• Enter 'T' to have the PEBT Global HRIS Export Process generate a test extract file, Test_SB##HRIS_YYMMDDHHMM.TXT.

• Enter 'P' to have the PEBT Global HRIS Export Process generate a production extract file, Prod_SB##HRIS_YYMMDDHHMM.TXT.

Activate Optional Effective Date

• Enter 'N' when it is not necessary to enter individual employee effective dates.

• Enter 'Y' to activate the PEBT Effective Date field under Employee Additions, Changes and Inquiry. The optional override effective date can be used instead of the global group and status effective date assigned during the HRIS Export process. When the HRIS Export detects a change in the employee's Group code, Basis code or status, a new effective date is applied. PEBT must be active for this payroll in order for this field to take effect.

PBC Certificate Number

• Enter 'S' to have the employee's SIN loaded as claims ID for Pacific Blue Cross during the HRIS Export process.

• Enter 'E' to have the employee's Employee Number loaded as the claims ID for Pacific Blue Cross.

• Enter 'O' to omit loading a value for the claims ID for Pacific Blue Cross. Note, this is a mandatory field.

Override SIN to Employee Number

• Enter 'N' to allow the employee's SIN to be loaded into the HRIS Export file.

• Enter 'Y' to have the employee's Employee number loaded instead of the SIN field on the HRIS Export. The employee number is zero filled on the front to ensure a total of 9 characters are reported.

Locations for Business Address 1/Exclude

This prompt allows you to define when the employee's location code followed by the location code description is loaded into the internal business address 1 line for submission through the HRIS export file. This information would then be used instead of the employee's mailing address for distribution of the wallet cards. Loading of location information from the employee's master is done when Create New is selected under the HRIS export only. When re-reporting HRIS information the values for the business address are maintained as is from the creation run.

• Enter 'N' when the location code is not to be loaded under the business internal address line.

• Enter 'Y' when the employee's location code and description should be loaded under the business internal address line.

Second Prompt:

When loading of the location is active, you are prompted to exclude all non-numeric location codes. Employees that are Terminated, On Leave or On Leave With Benefits are automatically excluded. The PEBT Global HRIS Export Process also includes a prompt which allows selective locations codes to be excluded.

• Enter 'N' when non-numeric location codes are not to be excluded.

• Enter 'Y' when all non-numeric location codes are to be excluded when loading the business internal address line.

These definitions represent the statuses (excluding 'A'ctive and ''T'erminated) applicable to the HRIS extraction. This cross reference table allows you the option to define one or more Human Resources Assignment Type Codes that apply to the HRIS status. The HRIS extraction process will check the employee's Human Resources Assignment Type Code to determine which HRIS status should be used. When an employee is Terminated in Payroll then only theQ– Deceased,R– Retired,RB– Retired With Benefits,SS– Survivor Spouse orTB– Terminated With Benefits could override the 'T'erminated status.

User Defined Work Status Codes are available to define the two character work status code followed by the work status description and then the applicable atrieveHR Assignment Type codes that apply. These work status codes will be applied to the employees in the same manner as the fixed work status codes. Having user defined work status codes allows you to add any additional work status codes needed for management of your PEBT export.

The Payroll status code will be loaded as Active unless the employee is Terminated or On Leave, with On Leave being defined as 'I'nactive.

When Human Resources Assignment Type codes are used for the determination of the PEBT status, the system will automatically locate the employee current Human Resources Assignment Type code. Payroll also has an override to this Human Resources Assignment Type code. The PEBT ASSIGNMENT Type field on the employees Pay Master screen can be used an as override to the Human Resources Assignment Type code. The Payroll override Assignment Type code as can reported on using the PEBT Employee Code Reporting report.