In Oracle Fusion HCM Benefits, you can use Post Election Edit Fast Formulas to enforce compliance rules when employees select health-related benefits. One critical validation ensures that:
- Employees enrolling in a Health Savings Account (HSA) must also be enrolled in a High Deductible Health Plan (HDHP).
- Employees enrolled in an HSA cannot enroll in a Flexible Spending Account (FSA) (as per IRS regulations).
These rules help prevent benefit election errors and ensure compliance with IRS regulations.
/*****************************************************************************
FORMULA NAME: BEN_HSA_FSA_POST_ELECTION
FORMULA TYPE: POST ELECTION EDIT
DESCRIPTION:
Change History:
Name Date Comments
-----------------------------------------------
*******************************************************************************/
l_person_id = GET_CONTEXT(PERSON_ID,0)
l_pl_ID = GET_CONTEXT(PL_ID,0)
SUCCESSFUL = 'Y'
ERROR_MESSAGE = ' '
l_eff_date=GET_CONTEXT(EFFECTIVE_DATE, to_date('1951/01/01 0:00:00'))
l_HSA_EO = ben_fn_get_char_value('BEN_PRTT_ENRT_RSLT', 'ENROLLED', 'HSA Saver', 'Employee')
l_HSA_EF = ben_fn_get_char_value('BEN_PRTT_ENRT_RSLT', 'ENROLLED', 'HSA Saver', 'Family ')
l_HSA_WV = ben_fn_get_char_value('BEN_PRTT_ENRT_RSLT', 'ENROLLED', 'HSA Saver', 'Waived ')
l_FSA_HC = ben_fn_get_char_value('BEN_PRTT_ENRT_RSLT', 'ENROLLED', 'Health Care Flexible Spending Account', 'Enrolled')
l_FSA_DC = ben_fn_get_char_value('BEN_PRTT_ENRT_RSLT', 'ENROLLED', 'Dependent Care Flexible Spending Account', 'Enrolled')
l_SWH_EO= ben_fn_get_char_value('BEN_PRTT_ENRT_RSLT', 'ENROLLED', 'Saver Plan', 'Employee')
l_SWH_ES= ben_fn_get_char_value('BEN_PRTT_ENRT_RSLT', 'ENROLLED', 'Saver Plan', 'Employee + Spouse')
l_SWH_EC= ben_fn_get_char_value('BEN_PRTT_ENRT_RSLT', 'ENROLLED', 'Saver Plan', 'Employee + Child(ren)')
l_SWH_F= ben_fn_get_char_value('BEN_PRTT_ENRT_RSLT', 'ENROLLED', 'Saver Plan', 'Employee + Family')
IF (l_HSA_EO='Y' or l_HSA_EF='Y') and (l_FSA_HC='Y')
THEN
(
SUCCESSFUL = 'N'
ERROR_MESSAGE = ' enroll either in HC FSA or HSA plan. You are not allowed to enroll in both plans together at the same time.You can enroll either in HC FSA or HSA plan'
)
ELSE IF (l_HSA_EO='Y' or l_HSA_EF='Y') and (l_SWH_EO='N' AND l_SWH_ES='N' AND l_SWH_EC='N' AND l_SWH_F='N')
THEN
(
SUCCESSFUL='N'
ERROR_MESSAGE = ' enroll in Saver Plan. To Enroll in HSA Plan, You must Enroll in Saver Plan'
)
ELSE IF (l_HSA_EO='Y') and (l_SWH_ES='Y' or l_SWH_EC='Y' or l_SWH_F='Y')
THEN
(
SUCCESSFUL='N'
ERROR_MESSAGE = ' enroll in Family Option of HSA. If You are enrolled in Employee + Spouse, Employee + Children, Employee + Family Option of Saver Plan, You can Enroll in Employee + Family Option of HSA Plan'
)
ELSE IF (l_HSA_EF='Y')and (l_SWH_EO='Y')
THEN
(
SUCCESSFUL='N'
ERROR_MESSAGE = ' enroll in Employee only Option of HSA. If You are enrolled in Employee only Option of Saver Plan, You can Enroll in Employee Only Option of HSA Plan'
)
ELSE
(
SUCCESSFUL='Y'
)
Return SUCCESSFUL,ERROR_MESSAGE
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