Professional Documents
Culture Documents
Administration
Amol Thatte
Action-Speed-
03/15/11
Agenda
Introduction
Setups
• Base Benefits
• Benefits Administration
Enrollment Processes
• Open Enrollment
• Event Maintenance
Vacation Accrual
FMLA Administration
FSA
COBRA Administration
PeopleSoft Benefits
• Peoplesoft’s provides different ways to
organizations to offer complete end-to-end
benefit solution for their employees.
Self Service
eBenefits
Benefits Base
Automated Enrollment Admin Benefits Enrollment Tracking
Suppliers
Provider Lookups, Plan Info
Carrier Reporting
Integration
B Deduction
N
E
Eligibility Rules Codes A
N
Event Rules Pay Calendar P
A A
Base Benefits Y
D
M Employee Retro Benefit R
Deduction
I
Elections O
N L
Benefit Program Leave Accruals L
Base Benefits Overview
Base Benefits provides the foundation for managing your employee
benefit plans:
Create unlimited plans for every type of benefits (health, life,
AD&D, savings, leave, pension, retirement, FSA, Vacation Buy/Sell)
Enter various rate types (flat amounts, age or service-based, etc.)
Track information on benefit providers
Enroll employees and dependents in benefit plans
Identify and track coverage for dependents and beneficiaries
Track and automatically update leave balances
Combine benefit plans into programs for eligibility purposes
Identify highly compensated employees and perform
nondiscrimination testing
Base Benefits Overview
• Base Benefits consists setup as well as employee data:
Setup Data
• Program Details
• Plan Details
• Premium Costs
• Calculation Rules
Employee Data
• Benefit Elections
Setup
Data
Include Benefit Plans
in Benefit Programs
Include benefit plans in one
or more benefit programs
Data beneficiaries
Payroll
Benefit Deductions OR
Use a stand-alone deduction
calculation for other payroll
systems
Setup Data
Action-Speed-
03/15/11
Base Benefit Setup
Basic Setups
Plan Limit
Specific Table
Table
Provider/ Vendor Table
• Provider/ Vendors are set up in the Financial
System
• These Vendors are referenced in the Base
Benefits module
• The Vendor Table in Finance is kept in sync with
the Vendor Table in HRMS system
Provider/Vendor Table
Benefit Plan Table
• Benefit Plan Table is used to identify:
Plan Type
Dental Plan
Vision Plan
457
• Leave Plans
Sick Leave Plan
Vacation Plan
Optional Holiday Plan
• FMLA Plans
• FSA Plans
Dependent Care – HUMC
Dependent Care – Non HUMC
• Pension Plans
Qualified
Non-Qualified
Health Plan Table
Savings Plan Table
Rate Table
• Flat Rate Table
This table is used to define flat amounts for the Benefit Plan
• Salary Rate Table
The Salary Rate Table defines rates based on a percentage of
the employee's salary
• Age Graded Rate Table
The Age-Graded Rate Table enables you to define rates based
on the age, sex, and smoker/nonsmoker status of an employee
• Service Rate Table
Use the Service Rate Table to define rates based on length of
service
• Calculation Rules Table
Calculation Rules allow you to define special rules that the
organization wants to establish for certain Benefit Plans
Benefit Program Table
• Benefit Program Table brings together the
following details that relates to the Benefit Plan
such as:
Deduction Codes
Coverage Codes
Eligibility Rules
Event Rules
Rates
Calculation rules
Action-Speed-
03/15/11
Assigning Benefit Program
• Only one benefit program is allowed per
employee.
• The benefit program needs to be verified
manually as employee will be eligible only for
the plans associated with their benefit program.
Assigning
Dependents/Beneficiaries
Action-Speed-
03/15/11
Ben Admin Overview
Benefits Administration allows you to:
• Program Details
• Eligibility Rules
• Event Rules
• OE Setup
• Event Maintenance
• Open Enrollment
Benefits Administration Setup
Action-Speed-
03/15/11
Eligibility Rules
BAS Group Id
Prepared
Elect
Enrolled
Open Enrollment
Produce Enrollment
Forms Prepared
to Employees
• Hire
• Promotion
• Address Change
• Marital Status
• Passive events
• Age Limit
Event Maintenance
The way the events are triggered
• Through Employee Data Changes
Election Entry
Return Date
Leave Reason
Leave Type