SAVINGS_PLAN (SQL Table)	Index Back
EE Savings Plan Enrollments SAVINGS_PLAN is a record which defines the savings-related benefit plan for which an employee is enrolled. These are plans in the '4x' series, such as 401(k), 403(b), and ESPP plans. Details of an employee's investment allocations are stored in a child record, SAVINGS_INVEST. Warning! For technical reasons, this record's schema shows that it is keyed by EMPL_RCD. This is not logically or functionally accurate. Throughout all of Base Benefits, when in the context of benefit enrollment, EMPL_RCD must be interpreted as an alias for BENEFIT_RCD_NBR. All benefit enrollment-related records are logically keyed by BENEFIT_RCD_NBR, so here EMPL_RCD actually contains the value of the appropriate BENEFIT_RCD_NBR. It is CRITICAL that all joins, comparisons, and updates to this record be against BENEFIT_RCD_NBR. Thus a typical driving join for benefit participation is PS_PER_ORG_ASGN.BENEFIT_RCD_NBR = PS_BEN_PROG_PARTIC.EMPL_RCD, and a typical join for benefit enrollment is PS_PER_ORG_ASGN.BENEFIT_RCD_NBR = PS_HEALTH_BENEFIT.EMPL_RCD. The security and search views used in Base Benefits perform this "mapping" internally.

SAVINGS_PLAN

(SQL Table)

EE Savings Plan Enrollments

SAVINGS_PLAN is a record which defines the savings-related benefit plan for which an employee is enrolled. These are plans in the '4x' series, such as 401(k), 403(b), and ESPP plans. Details of an employee's investment allocations are stored in a child record, SAVINGS_INVEST. Warning! For technical reasons, this record's schema shows that it is keyed by EMPL_RCD. This is not logically or functionally accurate. Throughout all of Base Benefits, when in the context of benefit enrollment, EMPL_RCD must be interpreted as an alias for BENEFIT_RCD_NBR. All benefit enrollment-related records are logically keyed by BENEFIT_RCD_NBR, so here EMPL_RCD actually contains the value of the appropriate BENEFIT_RCD_NBR. It is CRITICAL that all joins, comparisons, and updates to this record be against BENEFIT_RCD_NBR. Thus a typical driving join for benefit participation is PS_PER_ORG_ASGN.BENEFIT_RCD_NBR = PS_BEN_PROG_PARTIC.EMPL_RCD, and a typical join for benefit enrollment is PS_PER_ORG_ASGN.BENEFIT_RCD_NBR = PS_HEALTH_BENEFIT.EMPL_RCD. The security and search views used in Base Benefits perform this "mapping" internally.

Parent record: BENEFIT_PARTIC

# PeopleSoft Field Name PeopleSoft Field Type Database Column Type Description

1 EMPLID Character(11) VARCHAR2(11) NOT NULL Employee ID
Prompt Table: PERSON

2 EMPL_RCD Number(3,0) SMALLINT NOT NULL Empl Rcd Nbr
Prompt Table: PER_ORG_ASGN_VW

3 PLAN_TYPE Character(2) VARCHAR2(2) NOT NULL Identifies a category of benefit plan, such as Medical, Dental, and Life (Insurance). A set of plan type codes, as well as rules for creating new codes, is provided by PeopleSoft. Plan Type codes determine how the system processes and defines eligibility for the various benefit plans.
Default Value: 40

4 BENEFIT_NBR Number(3,0) SMALLINT NOT NULL Note! Although this field is part of the index schema for most Base Benefits enrollment-related records, it was in fact never functionally implemented. As such, it is CRITICAL that this field always be set to zero 0.

5 EFFDT Date(10) DATE NOT NULL Effective Date
Default Value: SAVINGS_PLAN.COVERAGE_BEGIN_DT

6 DEDUCTION_END_DT Date(10) DATE Deduction End Date

7 COVERAGE_BEGIN_DT Date(10) DATE NOT NULL Coverage Begin Date

8 COVERAGE_END_DT Date(10) DATE Coverage End Date

9 COVERAGE_ELECT Character(1) VARCHAR2(1) NOT NULL Coverage Election
E=Elect
T=Terminate
W=Waive
Default Value: E

10 COVERAGE_ELECT_DT Date(10) DATE NOT NULL Coverage Elect Date
Default Value: %date

11 BENEFIT_PLAN Character(6) VARCHAR2(6) NOT NULL Benefit Plan
Prompt Table: BEN_PROG_BENPLN

12 SAVINGS_COVRG Character(1) VARCHAR2(1) NOT NULL Savings Coverage
1=Flat Amount
2=Percent of Gross
Default Value: 1

13 FLAT_DED_AMT Number(9,2) DECIMAL(8,2) NOT NULL Flat Deduction Amount

14 PCT_GROSS Number(7,3) DECIMAL(6,3) NOT NULL Percent of Gross

15 SAVINGS_COVRG_ATAX Character(1) VARCHAR2(1) NOT NULL Savings Coverage After-Tax
1=Flat Amount
2=Percent of Gross
Default Value: 1

16 FLAT_DED_AMT_ATAX Number(9,2) DECIMAL(8,2) NOT NULL Flat Deduction Amt After-Tax

17 PCT_GROSS_ATAX Number(7,3) DECIMAL(6,3) NOT NULL Percent of Gross After-Tax

18 ANN_EX_CREDITS Number(9,2) DECIMAL(8,2) NOT NULL Annual Excess Credits

19 PLAN_TYPE_RB Character(2) VARCHAR2(2) NOT NULL Plan Type BTAX Rollover
Prompt Table: PLAN_TYPE_RB_VW

20 BENEFIT_PLAN_RB Character(6) VARCHAR2(6) NOT NULL Benefit Plan BTAX Rollover
Prompt Table: BEN_PLN_RB_VW

21 DEDCD_RB Character(6) VARCHAR2(6) NOT NULL Deduction Code BTAX Rollover
Prompt Table: DEDCD_RB_VW

22 DED_CLASS_RB Character(1) VARCHAR2(1) NOT NULL Deduction Class BTAX Rollover
Prompt Table: DEDCLASS_RB_VW

23 PLAN_TYPE_RA Character(2) VARCHAR2(2) NOT NULL Plan Type ATAX Rollover
Prompt Table: PLAN_TYPE_RA_VW

24 BENEFIT_PLAN_RA Character(6) VARCHAR2(6) NOT NULL Benefit Plan ATAX Rollover
Prompt Table: BEN_PLN_RA_VW

25 DEDCD_RA Character(6) VARCHAR2(6) NOT NULL Deduction Code ATAX Rollover
Prompt Table: DEDCD_RA_VW

26 DED_CLASS_RA Character(1) VARCHAR2(1) NOT NULL Deduction Class ATAX Rollover
Prompt Table: DEDCLASS_RA_VW

27 GVT_INV_CHG_FLAG Character(1) VARCHAR2(1) NOT NULL Investment Change Flag

28 GVT_STAT_CHG_FLAG Character(1) VARCHAR2(1) NOT NULL Status Change Flag
A=Benefits Administration
B=Base Benefits
N=Not Applicable
P=Processed
Default Value: B

#	PeopleSoft Field Name	PeopleSoft Field Type	Database Column Type	Description
1	EMPLID	Character(11)	VARCHAR2(11) NOT NULL	Employee ID Prompt Table: PERSON
2	EMPL_RCD	Number(3,0)	SMALLINT NOT NULL	Empl Rcd Nbr Prompt Table: PER_ORG_ASGN_VW
3	PLAN_TYPE	Character(2)	VARCHAR2(2) NOT NULL	Identifies a category of benefit plan, such as Medical, Dental, and Life (Insurance). A set of plan type codes, as well as rules for creating new codes, is provided by PeopleSoft. Plan Type codes determine how the system processes and defines eligibility for the various benefit plans. Default Value: 40
4	BENEFIT_NBR	Number(3,0)	SMALLINT NOT NULL	Note! Although this field is part of the index schema for most Base Benefits enrollment-related records, it was in fact never functionally implemented. As such, it is CRITICAL that this field always be set to zero 0.
5	EFFDT	Date(10)	DATE NOT NULL	Effective Date Default Value: SAVINGS_PLAN.COVERAGE_BEGIN_DT
6	DEDUCTION_END_DT	Date(10)	DATE	Deduction End Date
7	COVERAGE_BEGIN_DT	Date(10)	DATE NOT NULL	Coverage Begin Date
8	COVERAGE_END_DT	Date(10)	DATE	Coverage End Date
9	COVERAGE_ELECT	Character(1)	VARCHAR2(1) NOT NULL	Coverage Election E=Elect T=Terminate W=Waive Default Value: E
10	COVERAGE_ELECT_DT	Date(10)	DATE NOT NULL	Coverage Elect Date Default Value: %date
11	BENEFIT_PLAN	Character(6)	VARCHAR2(6) NOT NULL	Benefit Plan Prompt Table: BEN_PROG_BENPLN
12	SAVINGS_COVRG	Character(1)	VARCHAR2(1) NOT NULL	Savings Coverage 1=Flat Amount 2=Percent of Gross Default Value: 1
13	FLAT_DED_AMT	Number(9,2)	DECIMAL(8,2) NOT NULL	Flat Deduction Amount
14	PCT_GROSS	Number(7,3)	DECIMAL(6,3) NOT NULL	Percent of Gross
15	SAVINGS_COVRG_ATAX	Character(1)	VARCHAR2(1) NOT NULL	Savings Coverage After-Tax 1=Flat Amount 2=Percent of Gross Default Value: 1
16	FLAT_DED_AMT_ATAX	Number(9,2)	DECIMAL(8,2) NOT NULL	Flat Deduction Amt After-Tax
17	PCT_GROSS_ATAX	Number(7,3)	DECIMAL(6,3) NOT NULL	Percent of Gross After-Tax
18	ANN_EX_CREDITS	Number(9,2)	DECIMAL(8,2) NOT NULL	Annual Excess Credits
19	PLAN_TYPE_RB	Character(2)	VARCHAR2(2) NOT NULL	Plan Type BTAX Rollover Prompt Table: PLAN_TYPE_RB_VW
20	BENEFIT_PLAN_RB	Character(6)	VARCHAR2(6) NOT NULL	Benefit Plan BTAX Rollover Prompt Table: BEN_PLN_RB_VW
21	DEDCD_RB	Character(6)	VARCHAR2(6) NOT NULL	Deduction Code BTAX Rollover Prompt Table: DEDCD_RB_VW
22	DED_CLASS_RB	Character(1)	VARCHAR2(1) NOT NULL	Deduction Class BTAX Rollover Prompt Table: DEDCLASS_RB_VW
23	PLAN_TYPE_RA	Character(2)	VARCHAR2(2) NOT NULL	Plan Type ATAX Rollover Prompt Table: PLAN_TYPE_RA_VW
24	BENEFIT_PLAN_RA	Character(6)	VARCHAR2(6) NOT NULL	Benefit Plan ATAX Rollover Prompt Table: BEN_PLN_RA_VW
25	DEDCD_RA	Character(6)	VARCHAR2(6) NOT NULL	Deduction Code ATAX Rollover Prompt Table: DEDCD_RA_VW
26	DED_CLASS_RA	Character(1)	VARCHAR2(1) NOT NULL	Deduction Class ATAX Rollover Prompt Table: DEDCLASS_RA_VW
27	GVT_INV_CHG_FLAG	Character(1)	VARCHAR2(1) NOT NULL	Investment Change Flag
28	GVT_STAT_CHG_FLAG	Character(1)	VARCHAR2(1) NOT NULL	Status Change Flag A=Benefits Administration B=Base Benefits N=Not Applicable P=Processed Default Value: B