Setting Up Benefits Integration

This chapter provides an overview of the benefit integration process and discusses how to:

Click to jump to parent topicUnderstanding the Benefit Integration Process

To integrate PeopleSoft Global Payroll for United States with PeopleSoft Human Resources and PeopleSoft Benefits Administration:

  1. Set up your benefit programs using the Manage Base Benefits business process in Human Resources.

    See PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Manage Base Benefits.

  2. Set up Benefits Administration.

    See PeopleSoft Enterprise Benefits Administration 9.1 PeopleBook.

  3. Set up deduction codes, pay groups, and pay calendars in PeopleSoft Enterprise Payroll for North America.

    See Defining Benefit Deductions.

    See Defining Benefit Deductions.

    See Setting Up Pay Groups.

    See Setting Up Pay Calendars.

  4. Set up pay groups for PeopleSoft Global Payroll for United States.

    See Defining Pay Groups.

  5. Map the PeopleSoft Payroll for North America deduction codes to the PeopleSoft Global Payroll for United States deduction elements.

    See Mapping Benefit Deduction Elements.

  6. Map the Payroll for North America pay groups to the PeopleSoft Global Payroll for United States pay groups.

    See Mapping Pay Groups.

  7. Ensure that the PeopleSoft Global Payroll for United States and Benefits Administration check boxes are selected on the Installation table.

  8. Ensure that employees have the following values in Job Data:

    Pay System

    Must be Global Payroll.

    Benefit System

    Must be Benefit Administration.

    See Understanding Job Data.

  9. Enroll employees into benefit programs and enter their benefit elections using Benefits Administration.

    See PeopleSoft Enterprise Benefits Administration 9.1 PeopleBook.

  10. Run the Identify Age-50 Extension process, BN_AGE50_RUNCTL, in the Manage Base Benefits business process.

    See Managing Savings Plans.

You are ready to run the PeopleSoft Global Payroll for United States payroll process.

Click to jump to parent topicMapping Benefit Deduction Elements

To map benefit deduction elements, use the Benefit Deduction Mapping (GPUS_BENDED_MAP) component.

This section provides an overview of benefit deduction element mapping and discusses how to map PeopleSoft Global Payroll for United States deduction elements to PeopleSoft Enterprise Payroll for North America deduction codes.

Click to jump to top of pageClick to jump to parent topicUnderstanding Benefit Deduction Element Mapping

The benefit deduction element map plays a critical role when you are collecting the benefit data that is to be moved to the arrays that are used to calculate benefit deductions. The benefit deduction element mapping is used by the Benefit Summary page to retrieve health, life, and savings enrollment information, deduction codes, and deduction amounts. These mappings are also used by the Benefit Contribution Register and Savings Investment Distribution reports.

When you map a Global Payroll deduction element, you enter the element name, benefit program, plan type, and benefit plan. This combination of values is mapped to the Payroll for North America deduction code and deduction class. The element name, benefit program, plan type, and benefit plan combination can be mapped only once.

See Also

Reviewing Benefit Deductions

Reviewing Pay Group Mappings

Click to jump to top of pageClick to jump to parent topicPage Used to Map Benefit Deduction Elements

Page Name

Definition Name

Navigation

Usage

Benefit Deduction Mapping USA

GPUS_BENDED_MAP

Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Integration, Benefit Deduction Mapping USA, Benefit Deduction Mapping USA

Link deduction codes created in Payroll for North America to deduction elements created in PeopleSoft Global Payroll for United States.

Click to jump to top of pageClick to jump to parent topicMapping Global Payroll for U.S. Deduction Elements to Payroll for North America Deduction Codes

Access the Benefit Deduction Mapping USA page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Integration, Benefit Deduction Mapping USA, Benefit Deduction Mapping USA).

Element Name

Select a benefit deduction element. Element names available for selection have a country code of USA, a PIN_TYPE of DD, and a PIN_CATEGORY of BEN.

Benefit Program

Select a benefit program. Available benefit programs are pulled from the benefit programs defined by the Human Resources Manage Base Benefit business process.

Plan Type

Select a plan type. Available plan types are pulled from the plan types defined by the Manage Base Benefit business process.

Benefit Plan

Select a benefit plan. Available benefit plans are pulled from the benefit plans defined by the Manage Base Benefit business process.

Deduction Code

Select a deduction code. Available deduction codes are pulled from the deduction codes defined by Payroll for North America.

Deduction Class

Select a deduction class.

Warning! After mapping the deduction elements to the deduction codes, do not delete any entries.

Click to jump to parent topicMapping Pay Groups

To map pay groups, use the Pay Group Mapping (GPUS_PYGRP_MAP) component.

This section provides an overview of mapping pay groups and discusses how to:

Click to jump to top of pageClick to jump to parent topicUnderstanding Mapping Pay Groups

To calculate benefit deductions, the system requires you to have a pay group for both the PeopleSoft Global Payroll for United States and Payroll for North America systems. When you hire an employee and assign a PeopleSoft Global Payroll for United States pay group, the system automatically uses the mappings defined on the Pay Group Mapping page to determine which Payroll for North America pay group to assign to the employee.

Click to jump to top of pageClick to jump to parent topicPages Used to Map Pay Groups

Page Name

Definition Name

Navigation

Usage

Pay Group Mapping USA

GPUS_PYGRP_MAP

Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Integration, Pay Group Mapping USA, Pay Group Mapping USA

Link pay groups created in Payroll for North America to pay groups created in PeopleSoft Global Payroll for United States.

Pay Group Assignment USA

GPUS_PYGRP_ASGN

Global Payroll & Absence Mgmt, Payee Data, Pay Group Assignment USA, Pay Group Assignment USA

Review employees' assigned pay groups.

Click to jump to top of pageClick to jump to parent topicMapping Pay Groups

Access the Pay Group Mapping USA page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Integration, Pay Group Mapping USA, Pay Group Mapping USA).

Global Payroll Pay Group

Select the PeopleSoft Global Payroll for United States pay group you want to map.

Company

Select the company associated with the Payroll for North America pay group that you want mapped to the PeopleSoft Global Payroll for United States pay group.

Payroll for North America Pay Group

Select the Payroll for North America pay group that you want mapped to the PeopleSoft Global Payroll for United States pay group.

Warning! After mapping the pay groups, do not delete any entries.

Click to jump to top of pageClick to jump to parent topicReviewing Pay Group Mappings

Access the Pay Group Assignment USA page (Global Payroll & Absence Mgmt, Payee Data, Pay Group Assignment USA, Pay Group Assignment USA).

This page shows the Global Payroll and Payroll for North America pay group assignments for the selected employee. The automatically assigned Payroll for North America pay group is hidden in the Job Data component when the employee is assigned a payroll system of Global Payroll and a Global Payroll pay group is entered.