You use the Processing Information tabbed region of the Standard Rates window to define the system (such as Oracle Payroll) that processes the contribution deduction or distribution payment. You may also select, from a range of choices, the point in the enrollment process when a contribution amount is entered.

   To define processing information for a standard contribution/distribution:

1. Complete the Processing Information check boxes by selecting from a range of choices that define when and how a contribution or distribution amount is entered for this plan or option in plan.

   Attention: These checkboxes are important, because they determine whether an election results in a payroll deduction for a participant.

   • Check the Value Override Allowed field if the participant may override the default rate at the time of enrollment.

   • Check the Assign on Enrollment field to automatically enter the calculated amount during enrollment.

   • Check the Display on Enrollment field to display the activity rate on the enrollment form.

   • Check the Process Each Pay Period Default field if the system calculates this standard contribution/distribution each pay period unless otherwise specified.

   Note: Checking this field disables use of the Schedule Information button.

2. Select the system that processes this calculation in the Processing Source field.

3. Select a Recurring code. Choose from:

   • Once: the contribution or distribution occurs once for a participant in this plan or option in plan.

   • Recurring: the contribution or distribution occurs on a defined periodic basis for an indefinite period of time.

   • Either: the contribution or distribution can either occur once or on a recurring basis.

4. In the Value Passed to Payroll field, select the amount that you want to pass to a participant's element entry on enrollment.

   • Select Estimated Per Pay Period to calculate the element entry based on a fixed number of pay periods, 52 for weekly and 26 for bi-weekly pay periods.

   Note: If you select no value, the application passes the per pay period amount. You can only prorate per pay period amounts.

5. Select a Compensation Category.

6. Select a Currency Determination Code to indicate how the application processes the source of currency for each employee. Choose from:

   • Automatic - this is the default value. If you select this, then the application first looks at the element determination rule to determine the currency. If you do not define an element determination rule, then the application determines the currency based on the standard rate element. If you do not define a currency at the standard rate element level, then the application determines the currency based on the salary basis element. If you do not define a currency at the salary basis level, then the application uses the currency you define for the plan.

   • Plan - if you select plan, then the application determines the currency you defined for the plan on the not in program tab.

   • Salary Basis Element - if you select this, then the application determines the currency based on the input currency of the element type associated with the salary basis definition linked to the employee's assignment.

   • Standard Element Rate - if you select this, then the application determines the input currency of the element type associated with the CWB worksheet amount standard rate.

7. Save your work.

   To define rate certification requirements:

1. Choose the Rate Certification button, which is visible for plans that are not in a program.

2. Select a Rate Certification Type.

3. Save your work.