Business Requirements Document. SR Open Enrollment 2015: Payroll Rate Advance Transactions

Transcription

1 Business Requirements Document SR Open Enrollment 2015: Payroll Rate Advance Transactions

2 Document Information Document Attributes ID Owner Author(s) Contributor(s) Information SR HR-Benefits Programs and Strategy Joe Cutter, Benefits Information Systems Revision History Version Issue Date Changes /21/2014 Initial Version /29/ Functional Requirements: Added paragraph to default any unspecified combinations of bargaining unit, health plan, and salary band; removed CX, IX, PA, and PX from default paragraph, IX and PA don't have rows in the rate tables, default to bargaining unit 00; PX is under bargaining unit 00; corrected HN to HB; removed 2nd mention of RX, TX, and CX; removed both mentions of BX pending clarification from Labor; Added note for K7 pending clarification from Labor restored file requirement for Santa Cruz to include K /30/2014 Default rates will be provided for BX; For DX, struck otherwise EEs will be at unit 00 default ; Made clarifications to Section 2.1 In Scope and 2.2 Out of Scope; Added to Section 2.3 Assumption regarding EE coded with F7 bargaining unit; Added External Reference to SR AYSO Open Enrollment Changes /07/2014 R0002, System-wide Bargaining Unit Exceptions: Removed tentative language regarding DX rates, Local Bargaining Unit Exceptions: added K7 rates same as SX ; Added to 2.2 Excluded from Scope, and 2.3 Assumptions: PPS modifications to allow use of bargaining unit (BU) rates prior to full implementation of BU; Added to 1.3 Related Projects: SR DX Bargaining Unit /18/2014 Corrected BRD R0002 for SX & K7: Pay Bands 3 and 4 are at 2015 default rates Document Approvals Role Name Signature Date Project Director Esther Cheung-Hill SR Open Enrollment 2015 PPS Payroll Rate Advance Transactions 2

3 Table of Contents 1 Overview Product/Solution Scope Business Rules Business Requirements External References Attachment... 8 SR Open Enrollment 2015 PPS Payroll Rate Advance Transactions 3

4 1 Overview This BRD describes the Health and Welfare Rates to be included with the advance transactions in the yearend processing schedule for the Payroll and Personnel System (PPS). These rates correspond to the rates provided for the AYSO Open Enrollment (OE) 2015 application. A separate BRD provides the Supplemental Disability rates to be included with arrears transactions. 1.1 Background 1.2 Objectives Distribute updated UC Health and Welfare (H&W) rates for plan year 2015 H&W rate transactions should be included with the advance transactions in year-end processing 1.3 Related Projects & Dependencies SR AYSO Open Enrollment Changes 2015 SR DX Bargaining Unit 1.4 Stakeholders Acronym Description Role * Authorize Has ultimate signing authority for any changes to the document R Responsible Responsible for creating this document A Accountable Accountable for accuracy of this document (e.g. project manager) S Supports Provides supporting services in the production of this document C Consulted Provides input I Informed Must be informed of any changes Name Position * R A S C I Esther Cheung Hill Director, HR-BIS X Joe Cutter Business Systems Analyst X Ken Smith Business Systems Analyst X X Jaime Espinoza Principal Analyst X Shaun Ruiz Payroll Coordinator X Christy Thompson Manager, HR-BIS X X X Rowena Wong Business Systems Analyst X X Mark Esteban Director, HR-Policy & Prg Design, H&W X SR Open Enrollment 2015 PPS Payroll Rate Advance Transactions 4

5 1.5 Proposed Strategy 1.6 Glossary Term BRD BRT BU EDB EE ER GTN H&W HR&B ITS MCB MVS OE PATH PIN PIP PPS UC UCOP Description Business Requirements Document Benefits Rates Table Bargaining Unit Employee Data Base prefix to data element number Employee Employer Gross-to-Net Health and Welfare Human Resources and Benefits Information Technology Services Medical Contribution Base Multiple Virtual Storage (mainframe operating system) Open Enrolment Payroll, Academic Personnel, Timekeeping and Human Resources Payroll Interfaces (insurance carriers, unions, other external consolidations) Payroll Interface Processing Payroll and Personnel System University of California University of California Office of the President 2 Product/Solution Scope 2.1 Included in Scope Distribute common, UC plan year 2015, H&W rate transaction files to base and campus PPS Distribute UC plan year 2015, H&W transactions via campus-specific files wherever local rates apply 2.2 Excluded from Scope Creating or modifying any rate transactions No End-to-End testing is required Changes to non-pps payroll systems such as at LBNL PPS modifications to allow use of bargaining unit (BU) rates prior to full BU implementation 2.3 Assumptions & Constraints ID Assumption / Constraint Details about the rate sets and the rates themselves will be provided as soon as they are available. SR Open Enrollment 2015 PPS Payroll Rate Advance Transactions 5

6 2.3.2 No rates will be provided for the dissolved F7 bargaining unit; remaining employee coded F7 will get 2014 rates unless his unit is recoded in Santa Cruz PPS A phased PPS release will allow PPS to use DX rates for employees coded for DX prior to the full implementation of SR DX Bargaining Unit 2.4 Outstanding Items 3 Business Rules 4 Business Requirements Update UC H&W rates for Plan Year 2015 Must be installed prior to the first compute for any pay period ending in December User Requirements 4.2 Overview of Modifications Control Table Updates: Test and distribute Benefits Rates Table (BRT) update transactions. 4.3 Functional Requirements Req ID Requirement Type Requirement Description Priority [L/M/H] Comments R0001 R0002 Control Table PPS: Obtain the rate transactions from PIP and run PPP004 to test them. Split them into appropriate files for campuses. Benefits Rates Table: Test and distribute BRT update transactions. After final 2015 H&W plan rates have been determined, HR&B will upload a comprehensive file and request that production control run PIP Job PIPRATEU. This job will use the file to generate BRT update transactions and deliver them to a file in MVS. The transactions should be processed into the BRT of a test instance of PPS for verification. For the following plans and the unrepresented bargaining unit, the transactions should include the following (no MCB tiers) 2015 Legal Rates Plan J2 Bargaining Unit Dental Rates Plans D1, D3, P3, P4 Bargaining Unit Vision Rates Plan VI and P5 Bargaining Unit 00 SR Open Enrollment 2015 PPS Payroll Rate Advance Transactions 6

7 System-wide Bargaining Unit Exceptions Distributed to all campuses: For the following plans and bargaining units, the transactions include the following, tiered by 2015 MCB values of 51, 101, 152, and 999 (no restrictions): 2015 Medical Rates, Plans CM, HB, KN, KS, SU, SP, WH; Bargaining Units LX (to supersede prior BRT entries) Also, these standard default rates apply to any combination of bargaining unit, health plan, or pay band that is not otherwise described as an exception. Bargaining units IX and PA do not have rows in the rates tables, they default to bargaining unit 00 rates. Bargaining unit PX plans are just the default rates for the post-doc plans. For the following plans and bargaining units, employee nets were held to no more than a $25/month increase for each covered category, using prior year's employee monthly premium as benchmark for determining the $25 threshold: Medical Rates, Plans HB, KN, KS; Bargaining Units HX, NX, RX, TX (to supersede prior BRT entries) For the following plans and bargaining unit, Pay Bands 1 and 2 nets were frozen at 2014 nets. Pay Bands 3 and 4 nets were held to no more than a $25/month cap over prior year: Medical Rates Plans, HB, KN, KS; Bargaining Units EX (to supersede prior BRT entries) For the following plans and bargaining unit, Pay Bands 1 and 2 nets were frozen at 2014 nets: Medical Rates Plans, HB, KN, KS; Bargaining Unit SX (to supersede prior BRT entries) For the following plans and bargaining unit, employee nets were allowed to increase by no more than 20% over the dollar amounts established in the previous year. If an employee net for either plan would exceed 20%, UC contributes the amount in excess of 20%. Benchmark for determining the cap is the full amount of the prior year's employee contributions, (i.e., the combination of the actual employee contribution plus UC subsidy): Medical Rates Plans HB, KN, KS; Bargaining Unit CX (to supersede prior BRT entries) SR Open Enrollment 2015 PPS Payroll Rate Advance Transactions 7

8 For the following bargaining unit and all plans, the transactions will remain at 2014 rates until otherwise determined by ongoing negotiation. See Assumptions 2014 Medical Rates and Pay Bands, All Plans; Bargaining Unit DX Local Bargaining Unit Exceptions Distributed to specific campuses: The following bargaining units previously had rate exceptions. Set up rates and salary bands for these units will restore them to the same 2015 rates and bands as unrepresented employees. Bargaining Units GS, K4, K6, K9, KB, KM (to supersede prior BRT entries) No rates are provided for F7 for 2015 as this bargaining unit was dissolved. For the following plans and bargaining unit, Pay Bands 1 and 2 nets were frozen at 2014 nets: Medical Rates Plans, HB, KN, KS; Bargaining Unit K7 (skilled crafts unit) The following sets of transactions should be created, which contain unique rates by location: a file for UCLA which includes rates for K4 (skilled crafts unit) & KM (skilled crafts, Merced) a file for San Diego which includes rates for K6 (skilled crafts unit) a file for Irvine which includes rates for K9 (skilled crafts unit) a file for Santa Cruz which includes rates for K7 (skilled crafts unit) a file for Berkeley which includes rates for GS (printing trades) and KB (skilled crafts unit) 4.4 Non-Functional Requirements 5 External References Document Location Author SR AYSO Open Evans Kwok Enrollment Changes 2015 oject%20task%20list/dispform.aspx?id= Attachment SR Open Enrollment 2015 PPS Payroll Rate Advance Transactions 8