Reviewing Enrollments and Benefit Calculations

This chapter discusses how to:

• Audit your benefit information.

• View current benefits summary data.

• Override the frequency of benefit deductions.

Auditing Your Benefit Information

PeopleSoft software uses the same set of audits for both the Manage Base Benefits business process and PeopleSoft Enterprise Benefits Administration.

Audits identify errors that would occur when you try to process enrollments or changes. Some of these audits can be used at any time and others are for a specific purpose, such as eligibility analysis or enrollment.

If you review the audits, you see the importance of auditing your data and making corrections before you process enrollments.

These tables list the PeopleSoft Human Resources audits and corrective actions. Perform these audits regardless of whether you use the PeopleSoft Manage Base Benefits business process or PeopleSoft Benefits Administration to enroll participants.

• Benefit Tables audit functions and corrective actions:

  Audit Functions	Corrective Actions
  Identifies vacation plans in the Benefit Program Table with an associated Calculation Rules code for which rounding rules are defined in the Calculation Rules Table.	Set up the Calculation Rules Table information without rounding rules.
  Identifies health plans in the Benefit Program Table with a rate unit that is not set to None in the Rate Schedule Table.	Correct the information in the Rate Schedule Table.

• Employee Data audit functions and corrective actions:

  Audit Functions	Corrective Actions
  Identifies employees with personal data but no employment data.	Enter employee employment data.
  Identifies employees with personal and employment data but no job data.	Enter employee job data.
  Identifies employees with birth dates fewer than or equal to 16 years from the current date.	Verify that the employee should be 16 years old or less or correct the error.

• Enrollment Data audit functions and corrective actions:

  Audit Functions	Corrective Actions
  Identifies participants with a nonstandard dependent—not a spouse, child, parent—enrolled in health benefits.	Verify that the person should be a dependent or correct the error.
  Identifies participants that work in the same company as their dependents, elect the same health coverage in the same plan type as their dependents, and cover the health benefits of their dependents. For the system to perform this check, enter both national IDs in employee personal data and dependent data.	Verify that the enrollments are correct or correct the error.
  Identifies participants with dependents enrolled in health benefits who are older than 25 (or older than 19 and not a student), not a spouse, and not handicapped. The audit identifies persons who typically are not dependents.	Correct the dependent information.

Where Employee Benefits Data Is Controlled: PAR Versus the Individual Benefit Plan

The following table lists the plan types delivered with the Manage Base Benefits business process for the U.S. federal government and describes how benefit plan information is controlled by the PAR process and the individual benefit plan pages.

Note. Benefit plan enrollments for FEGLI and retirement are made in the PAR while benefit plan enrollments for FEHB, TSP, and leave are performed through the individual benefit plan pages.

Note. PeopleSoft software provides audits for your benefit information. Some audits are specifically for the Manage Base Benefits business process and others are for Benefits Administration. After you enroll participants, check your data using the Human Resources audits.

Viewing Current Benefits Summary Data

During regular payroll processing cycles, the system uses all relevant human resources, benefits, and payroll table information and employee data to process deductions and compensation.

Regardless of whether your organization uses PeopleSoft Enterprise Payroll for North America or PeopleSoft Enterprise Payroll Interface, you can view a summary of employee benefit data, including the most recent payroll deduction. You can view the Benefits Summary page.

This section provides an overview of benefits deduction calculations and discusses how to:

• View benefit enrollment summary.

• View benefit deduction summary.

Warning! The Benefits Summary USA (GPUS_BEN_SMRY) component is for use with GP-US only.

Benefits Deduction Calculations

As a general rule, each phase of deduction calculation (for example, maximum limit rules, annualize and deannualize, rate rules, and so forth) resolve to a precision of 2 decimals to represent cents.

For example, a monthly employee rate of 203.3692 will result in weekly deduction of 46.93 and a semi-monthly deduction of 101.69.

Employer Rate to use: 203.3692 is rounded to 2 decimal places to reflect the base dollar amount to calculate deduction, giving $203.37.

This monthly rate of $203.37 is annualized to $2,440.44 (203.37 × 12 = 2,440.44).

$2,440.44 is deannualized by dividing by 24 (2,440.44 / 24 = 101.685).

$101.685 is then rounded to 2 decimal places, equaling $101.69.

Pages Used to View Benefits Summary Data

Viewing Benefit Enrollment Summary

Access the Benefit Enrollment Summary page (Benefits, Review Employee Benefits, Current Benefits Summary, Benefit Enrollment Summary).

Viewing Benefit Deduction Summary

Access the Benefit Deduction Summary page (Benefits, Review Employee Benefits, Current Benefits Summary, Benefit Deduction Summary).

Overriding the Frequency of Benefit Deductions

After the system has performed benefit deductions for your employees, you can override the frequency of a deduction amount for individual employees using the Set Max Arrears/Frequency Ovrd page.

Page Used to Override the Frequency of Benefit Deductions

Entering the Benefit Arrears Amount and Deduction Frequency Information

Access the Set Max Arrears/Frequency Ovrd page (Benefits, Enroll In Benefits, Set Max Arrears/Frequency Ovrd, Set Max Arrears/Frequency Ovrd).

Maximum Payback Amount and Maximum Arrears Payback

When employee net pay is insufficient to cover a deduction and deducting all appropriate amounts is not possible, the employee is in arrears. That is, the employee owes the employer for a deduction that could not be made. Use these fields, to specify how the system handles the payback of arrears balances by indicating the maximum amount of arrears payback that can be taken out of an employee's paycheck.

Deduction Period

This group box enables you to override the deduction frequency. Normally, the frequency with which a deduction is taken from an employee's paycheck is controlled through the deduction table and paygroup.