PeopleSoft Base Benefits - U.S. Rel 9.2 Ed 2

Topics

• Business Process Overview
• Setting Up Payroll Deductions
• Setting Up Benefit Plans, Health Plans, and Benefit Programs
• Setting Up Life Insurance Plans
• Setting Up Disability Plans
• (USA) Setting Up Savings Plans
• Setting Up Leave Plans
• Setting Up Spending Accounts
• Adding New Employees, Dependents, and Beneficiaries
• Enrolling Employees
• Calculating Deductions
• Processing Leave Accruals
• Changing Benefit Programs and Employee Enrollments
• (USA) Managing ACA Regulations
• Using eBenefits Self Service Functionality with Base Benefits
• Describing Multiple Jobs Within Benefits

• Describing How Base Benefits Fits Into PeopleSoft HCM
• Describing the Phases of the Benefits Process
• Describing the Relationship Between Benefit Tables and Employee Data
• Describing the PeopleSoft Human Resources Base Benefits Components

Setting Up Payroll Deductions

• Setting Up Payroll Deduction Codes for Benefit Plans
• Determining Deduction Classifications
• Specifying Deduction Tax Effects
• Determining Settings for Specific Processing
• Specifying the Frequency of Benefit Deductions

Setting Up Benefit Plans, Health Plans, and Benefit Programs

• Identifying Health Plan Components
• Adding a Plan Provider
• Setting Up a Benefit Plan and a Health Plan
• Defining Coverage Codes
• Establishing Rate Types and Rates for a Benefit Plan
• Adding a Health Plan to a Benefit Program

Setting Up Life Insurance Plans

• Identifying Life Insurance Plan Components
• Defining a Life Insurance Plan
• Defining Coverage Rates
• Defining Calculation Rules
• Adding a Life Insurance Plan to a Benefit Program

Setting Up Disability Plans

• Identifying Disability Plan Components
• Setting Up a Formula
• Creating a Disability Plan
• Establishing Coverage Rates Based on Length of Service
• Adding a Disability Plan to a Benefit Program

(USA) Setting Up Savings Plans

• Identifying Savings Plan Components
• Defining a Savings Plan
• Setting Up the Service Step Table
• Setting Up Savings Plan Limits
• Setting Up Age 50 Catch-up Contributions
• Adding a Savings Plan to a Benefit Program

(CAN) Setting Up Pension Plan

• Identifying Pension Plan Components
• Setting Up Pension Plan
• Adding a Pension Plan to a Benefit Program

Setting Up Leave Plans

• Identifying Leave Plan Components
• Defining Leave Plans
• Establishing Earnings Codes for Leave Categories
• Adding a Leave Plan to a Benefit Program

Setting Up Spending Accounts

• Identifying Spending Account Plan Components
• Creating and Defining FSA and HSA Plans
• Adding a Spending Account Plan to a Benefit Program

Adding New Employees, Dependents, and Beneficiaries

• Identifying the Pages Used to Hire an Employee
• Viewing Job Related Information for an Employee
• Setting Up Dependent and Beneficiary Data

Enrolling Employees

• Assigning Employees to Benefit Programs
• Enrolling Employees in Benefit Plans
• Viewing Employee Benefit Enrollments
• Overriding Deduction Information

Calculating Deductions

• Setting Up Tables Used to Calculate Deductions
• Calculating Deductions
• Viewing Calculated Deductions Online
• Confirming Deduction Amounts

Processing Leave Accruals

• Processing Leave Accruals
• Viewing Employee Leave Accrual Balances Online

Changing Benefit Programs and Employee Enrollments

• Running the Benefit Program Report
• Creating a New Benefit Program using the Benefit Program Clone Utility
• Changing Employee Enrollments in Benefit Plans

(USA) Managing ACA Regulations

• Describing Affordable Care Act — Employer Shared Responsibility
• Introducing the Set Up Tables for Managing ACA Regulations in Base Benefits
• Describing Consent Processing
• Describing ACA Safe Harbor Codes and Safe Harbor Relief Groups

Using eBenefits Self Service Functionality with Base Benefits

• Explaining Self-Service Benefits Functionality
• Setting Up eBenefits
• Configuring the Life Event pages
• Using the PeopleSoft Fluid Interface to manage self service benefits transactions on tablets and smartphones

Describing Multiple Jobs Within Benefits

• Describing Multiple Jobs
• Grouping Jobs with Benefit Record Numbers
• Identifying Primary Jobs
• Calculating Benefit Deductions for Multiple Jobs