PeopleSoft Enterprise Benefits Administration Preface

PeopleSoft Products

PeopleSoft Enterprise HRMS Application Fundamentals

PeopleBooks and the Online PeopleSoft Library

Getting Started with PeopleSoft Benefits Administration

PeopleSoft Enterprise Benefits Administration Overview

PeopleSoft Benefits Administration Integrations

PeopleSoft Benefits Administration Implementation

Understanding PeopleSoft Benefits Administration

Common Elements Used in This Chapter

Benefit Information Automation

Benefit Administration Business Processes

Setting Up Flexible Credits

Understanding Flexible Credits

Defining Flexible Credit Earnings

Setting Up Excess Credit Calculations

Defining Eligibility Rules

Understanding Eligibility Rules

Understanding How Changes in Job Data Affect Eligibility

Setting Up Eligibility Rules

Setting Up Geographic Location Eligibility Rules

Creating Event Rules

Understanding Event Rules

Understanding the Evaluation of Event Rules

Defining Benefits Administration Actions for Event Rules

Setting Up Event Classes

Defining Trigger Events

Defining Event Rules

Processing Events for COBRA Administration

Defining Rules for Benefits Billing

(USF) Setting Up Multiple, Concurrent Open Seasons

Setting Up FSA Administration

Understanding the Setup Procedure

Setting Up FSA Administration

Building Automated Benefit Programs

Understanding Benefit Programs

Building Benefit Programs with the Benefit Program Table

Working with Flexible Credits

Setting Up Cross-Plan Validation Checks

Administering Flexible Spending Accounts

Understanding FSA Administration

Common Elements Used in This Chapter

(USA) Entering Health Care Claims

(CAN) Entering Claims

Processing FSA Claim Payments

Viewing Claim and Payment Details

Reversing Checks and Claims

Reporting and Closing FSAs

(CAN) Handling Canadian Credit Allocations

Understanding Credit Allocations

Payroll Calculations for Variable Taxation Benefit Plan Reviews

Creating Deductions

Setting Up the Credit Allocation Table

Reviewing Taxable Benefits for Tax Alteration Deduction Codes

Preparing for Open Enrollment and Event Maintenance

Understanding the Benefits Administration Preparation Process

Reviewing Your Benefit Program Architecture

Building Pay Calendars

Running the Base Benefits Audit

Identifying Benefits Administration Groups

Defining Open Enrollment and Snapshot IDs

Establishing a Processing Schedule

Running the PeopleSoft Benefits Administration Process

Understanding the Benefits Administration Process

Understanding the Benefits Administration Process Flow

Understanding the Benefits Administration Process Status

Multiple Event Scheduling

Setting Up the Benefits Administration Run Control Process

Reviewing Benefits Administration Process Results

Scheduling Events and Assigning Benefit Programs

Analyzing Disconnected Events

Performing Options Processing

Investigating Participant Eligibility

Printing Enrollment Statements

Entering Participant Benefit Elections

Validating and Loading Elections

Printing Confirmation Statements

Reprocessing Events

Processing Event Maintenance On Demand

Understanding On-Demand Event Maintenance Processing

Beginning the On-Demand Event Maintenance Process

Moving Events Through the Process

Reprocessing Participant Events

Setting Up and Managing On-Demand Event Maintenance

Benefits Administration Delivered Workflows

Delivered Workflows for PeopleSoft Benefits Administration

Benefits Administration Reports

Benefits Administration Reports: A to Z

Benefits Administration Selected Reports

Report Samples