Set Up a Benefit Plan for the Ontario Teachers Insurance Plan (OTIP)
You must set up a benefit plan for the Ontario Teachers Insurance Plan (OTIP) that can then be linked to individual employees when the employee is participating in the plan.
Plan options are not required.
To create a benefit plan for OTIP
Choose
, enter benefit plans, and then choose the related link.The Benefit Plans page opens.
On the action bar, choose New.
A new row appears.
In Benefit Plan Code, specify a code to represent the benefit plan.
In Description, specify a description for the benefit plan.
In ID Source, specify how the payroll ID is to be generated.
OTIP requires the employees payroll ID numbers to be numeric with a maximum length of 20. You can choose how the payroll ID is generated for this integration. The following list includes information about the allowable options:
- Integer from Employee No.: Removes any non-numeric characters from the employee number to obtain an integer value which is used as the ID source number when filling a claim with the benefit provider.
- Employee No.: Specifies to use your full personal employee number when submitting a claim with your benefit provider. Only use this option when your employee numbers are numeric. OTIP does not access non-numeric employee numbers.
- Manually Entered: Allows you to manually enter a string of characters, numbers, or both. This option is not recommended for OTIP. It can result in duplicate numbers.
- No. Series: Allows you to configure a numeric number series that specifies unique payroll IDs for this integration. If you choose this option, you must select a value in No. Series.
In Externally Managed, select Not Managed.
See also
Set Up the OTIP MPL Export Set Up the OTIP HRIS Export
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