ch23s03

HR-XML 3.0 Standards, 2009 September 23.

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Savings Plan Enrollment: Examples
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Savings Plan Enrollment: Examples

Example 23.1. ProcessSavingsPlanEnrollment - Example 1

The following is an example of a simple "Add" of a new enrollment. In this example, the implementer has chosen the "thin" style of implementation. The detailed census data for this individual was communicated via IndicativeData and is maintained that way. The participant is only identified by a participant number. The participant is paid weekly and has elected to defer $1,000 USD per pay period.

Source


<?xml version="1.0" encoding="UTF-8"?>
<ProcessSavingsPlanEnrollment systemEnvironmentCode="Production" releaseID="3.0" languageCode="en-US" xsi:schemaLocation="http://www.hr-xml.org/3 ../Developer/BODs/ProcessSavingsPlanEnrollment.xsd" xmlns="http://www.hr-xml.org/3" xmlns:oa="http://www.openapplications.org/oagis/9" xmlns:ext="http://www.example.com" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
	<oa:ApplicationArea>
		<oa:CreationDateTime>2009-01-12T10:09:02.01Z</oa:CreationDateTime>
	</oa:ApplicationArea>
	<DataArea>
		<oa:Process acknowledgeCode="Always">
			<oa:ActionCriteria>
				<oa:ActionExpression actionCode="Add">/ProcessSavingsPlanEnrollment/DataArea/SavingsPlanEnrollment</oa:ActionExpression>
			</oa:ActionCriteria>
		</oa:Process>
		<SavingsPlanEnrollment>
			<DocumentID>12094-1255</DocumentID>
			<SavingsPlanID>98986-02</SavingsPlanID>
			<AccountHolder>
				<AccountHolderID schemeID="ABC Surrogate ID">144508-1885-111</AccountHolderID>
				<PayCycleRemuneration>
					<PayCycleIntervalCode>Week</PayCycleIntervalCode>
				</PayCycleRemuneration>
			</AccountHolder>
			<SavingsPlanElections>
				<PayrollDeferral>
					<RegularDeferral>
						<DeferralTypeCode>pre-tax</DeferralTypeCode>
						<DeferralAmount currencyID="US">1000.00</DeferralAmount>
					</RegularDeferral>
				</PayrollDeferral>
				<InvestmentElections>
					<ContributionSource>
						<ID>1</ID>
						<EarningsSourceCode>Salary</EarningsSourceCode>
						<EarningsTypeCode>Deferred</EarningsTypeCode>
					</ContributionSource>
					<ContributionSource>
						<ID>2</ID>
						<EarningsSourceCode>Bonus</EarningsSourceCode>
						<EarningsTypeCode>Deferred</EarningsTypeCode>
					</ContributionSource>
					<InvestmentAllocation>
						<InvestmentReferenceID>FD-RGV</InvestmentReferenceID>
						<AllocationPercentage>50</AllocationPercentage>
					</InvestmentAllocation>
					<InvestmentAllocation>
						<InvestmentReferenceID>FD-MAG</InvestmentReferenceID>
						<AllocationPercentage>50</AllocationPercentage>
					</InvestmentAllocation>
				</InvestmentElections>
			</SavingsPlanElections>
			<UserArea>
				<ext:PayrollCenterCode>UT</ext:PayrollCenterCode>
			</UserArea>
		</SavingsPlanEnrollment>
	</DataArea>
</ProcessSavingsPlanEnrollment>
<!--


Copyright The HR-XML Consortium. All Rights Reserved. http://www.hr-xml.org 
Copyright (c) 1997-2009 Open Applications Group, Inc. All Rights Reserved 
-->

Example 23.2. AcknowledgeSavingsPlanEnrollment - Example 1

The following is simply the acknowledgement of the above referenced savings plan election.

Source


<?xml version="1.0" encoding="UTF-8"?>
<AcknowledgeSavingsPlanEnrollment 
	systemEnvironmentCode="Production" 
	releaseID="3.0" 
	languageCode="en-US" 
	xsi:schemaLocation="http://www.hr-xml.org/3 
	../Developer/BODs/AcknowledgeSavingsPlanEnrollment.xsd" 
	xmlns="http://www.hr-xml.org/3" 
	xmlns:oa="http://www.openapplications.org/oagis/9" 
	xmlns:ext="http://www.example.com" 
	xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
	<oa:ApplicationArea>
		<oa:CreationDateTime>2009-01-12T10:10:02.01Z</oa:CreationDateTime>
	</oa:ApplicationArea>
	<DataArea>
<oa:Acknowledge>
		<oa:OriginalApplicationArea>
			<oa:CreationDateTime>2009-01-12T10:09:02.01Z</oa:CreationDateTime>
		</oa:OriginalApplicationArea>
	<oa:ResponseCriteria>
		<oa:ResponseExpression actionCode="Accepted">/AcknowledgeSavingsPlanEnrollment/DataArea/SavingsPlanEnrollment</oa:ResponseExpression>
	</oa:ResponseCriteria>
</oa:Acknowledge>
<SavingsPlanEnrollment>
	<DocumentID>12094-1255</DocumentID>
</SavingsPlanEnrollment>
	</DataArea>
</AcknowledgeSavingsPlanEnrollment>
<!--


Copyright The HR-XML Consortium. All Rights Reserved. http://www.hr-xml.org 
Copyright (c) 1997-2009 Open Applications Group, Inc. All Rights Reserved 
-->

Example 23.3. NotifySavingsPlanEnrollment - Example 1

Time goes by and the participant's contributions begin to add up. So much so, the applicable contribution limits are reached. The following notification is returned indicating that the limit has been reached and the effective dates of this status (till the end of the current plan year). Note that this would call a web service hosted by the original requesting system.

Source


<?xml version="1.0" encoding="UTF-8"?>
<NotifySavingsPlanEnrollment 
	systemEnvironmentCode="Production" 
	releaseID="3.0" 
	languageCode="en-US" 
	xsi:schemaLocation="http://www.hr-xml.org/3 ../Developer/BODs/NotifySavingsPlanEnrollment.xsd" 
	xmlns="http://www.hr-xml.org/3" 
	xmlns:oa="http://www.openapplications.org/oagis/9" 
	xmlns:ext="http://www.example.com" 
	xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
	<oa:ApplicationArea>
		<oa:CreationDateTime>2009-07-12T10:09:02.01Z</oa:CreationDateTime>
	</oa:ApplicationArea>
	<DataArea>
		<oa:Notify>
			<oa:ActionCriteria>
				<oa:ActionExpression actionCode="Change">/NotifySavingsPlanEnrollment/DataArea/SavingsPlanEnrollment</oa:ActionExpression>
			</oa:ActionCriteria>
		</oa:Notify>
<SavingsPlanEnrollment>
	<DocumentID>12094-1255</DocumentID>
	<SavingsPlanID>98986-02</SavingsPlanID>
	<AccountHolder>
		<AccountHolderID schemeID="ABC Surrogate ID">144508-1885-111</AccountHolderID>
		<PayCycleRemuneration>
			<PayCycleIntervalCode>Week</PayCycleIntervalCode>
		</PayCycleRemuneration>
	</AccountHolder>
	<SavingsPlanElections>
		<PayrollDeferral>
			<RegularDeferral validFrom="2009-07-12" validTo="2009-12-31">
				<LimitReachedIndicator>true</LimitReachedIndicator>
				<LimitReachedTypeCode>IRC Section 123</LimitReachedTypeCode>
			</RegularDeferral>
		</PayrollDeferral>
		<InvestmentElections>
			<ContributionSource>
				<ID>1</ID>
				<EarningsSourceCode>Salary</EarningsSourceCode>
				<EarningsTypeCode>Deferred</EarningsTypeCode>
			</ContributionSource>
			<ContributionSource>
				<ID>2</ID>
				<EarningsSourceCode>Bonus</EarningsSourceCode>
				<EarningsTypeCode>Deferred</EarningsTypeCode>
			</ContributionSource>
		    <InvestmentAllocation>
				<InvestmentReferenceID>FD-RGV</InvestmentReferenceID>
				<AllocationPercentage>50</AllocationPercentage>
			</InvestmentAllocation>
			<InvestmentAllocation>
				<InvestmentReferenceID>FD-MAG</InvestmentReferenceID>
				<AllocationPercentage>50</AllocationPercentage>
			</InvestmentAllocation>
		</InvestmentElections>
	</SavingsPlanElections>
	<UserArea>
		<ext:PayrollCenterCode>UT</ext:PayrollCenterCode>
	</UserArea>
</SavingsPlanEnrollment>
	</DataArea>
</NotifySavingsPlanEnrollment>
<!--


Copyright The HR-XML Consortium. All Rights Reserved. http://www.hr-xml.org 
Copyright (c) 1997-2009 Open Applications Group, Inc. All Rights Reserved 
-->

Links to Additional Saving Plan Enrollment Examples

ProcessSavingsPlanEnrollment-Example-2

ProcessSavingsPlanEnrollment-Example-3

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Savings Plan Enrollment: Supporting Library Components	Home	Part VIII. Screening (Background Checks)

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