PeopleSoft eBenefits 9.1 PeopleBook

Managing Life Events

This chapter provides an overview of life events and discusses how to:

Define life event rules.
Change marital status.
Add new dependents.

Understanding Life Events

Two major life events that have an immediate impact on benefit enrollments are:

Getting married or divorced.
Giving birth to or adopting a child.

The Life Events transactions can streamline this process for employees by enabling them to update their personal data and then change their benefit enrollments, all from one self-service transaction.

Defining Life Event Rules

To set up life event rules, use the Life Event Rules (W3EB_LE_RULES) component.

This section provides an overview of life event rules and discusses how to set up life event rules.

Understanding Life Event Rules

PeopleSoft eBenefits supports two Life Event transactions:

Marital Status Change.
Birth/Adoption.

Organizations might want to control whether an employee can automatically update the HR database. You will establish life event rules according to the practices established by the organization.

You use these life event rules to:

Determine whether an employee can automatically update the HR database.
Identify the pages that the employee will see when using the Marital Status Change and Birth/Adoption self-service transactions.

The following table summarizes how the database is updated using the life event rules that are defined on the Life Events Rules page, what applications are selected on the Installation table, and other flags that are set in the HR database.

Update to HR Database	Requirement
Create BAS_ACTIVITY trigger	Benefits Administration is selected on Installation page. Create Event is selected on the Life Event Rules page. The employee has at least one job managed by PeopleSoft Benefits Administration as of the Life Event effective date. The employee enters the transaction within the period described by the Days to Notify parameter. The Allow Event Creation check box is selected.
Create COBRA_ACTIVITY trigger	If an employee is managed by PeopleSoft Base Benefits, a COBRA activity is triggered when: COBRA Administration is selected on the Installation page. Benefits Administration is not selected on the Installation page. Proof Required is not selected on the Life Events Rules page. If the employee is managed by PeopleSoft Benefits Administration, a COBRA Activity is triggered when: Benefits Administration is selected on the Installation page. The employee has at least one job managed by PeopleSoft Benefits Administration as of the Life Event date. Proof Required is not selected on the Life Event Rules page. Create Event is selected on the Life Event Rules page. A COBRA action code is entered on the Life Event Rules page. The Benefits Administration event finalizes.
Employee's marital status is updated in the PERS_DATA_EFFDT table	For marital status change only. The Proof Required field in the Life Event Rules page is not selected.
Current spouse's marital status is changed to Divorced and relationship is changed to Ex Spouse in the DEPENDENT_BENEF table	The Proof Required field in the Life Event Rules page is not selected. The Life Event Type is Divorce.

Note. If you have purchased PeopleSoft eProfile or PeopleSoft eProfile Manager Desktop and have set up the Workflow Configuration for self-service transactions, setting these life event rules will override the rules that you set for the marital status transaction on the Workflow Configuration page.

Page Used to Define Life Event Rules

Page Name	Definition Name	Navigation	Usage
Life Event Rules	W3EB_LE_RULES	Set Up HRMS, Product Related, eBenefits, Life Event Rules, Life Event Rules	Set up live event rules that affect how data and information is processed for changes in marital status, birth, or adoptions.

Setting Up Life Event Rules

Access the Life Event Rules page (Set Up HRMS, Product Related, eBenefits, Life Event Rules).

Maximum Days To Notify

Identifies the maximum number of days that can elapse between the date of the event and the date that the transaction is entered by the employee through the self-service transaction. Exceeding this time period does not prevent the employee from entering basic information, but a BAS Activity trigger will not be created even if Allow Event Creation is selected. If the employee enters the event after the maximum days allowed, the system displays a message on a self service page notifying the employee that his or her benefit elections cannot be changed.

Notify Administrator

Select to send an email to the benefits administrator when this type of life event occurs informing him or her of the event.

The administrator is automatically notified of the event if Proof Required is selected, regardless of the setting of Notify Administrator.

Proof Required

Determines whether this type of life event requires proof before it is processed. If this field is selected, the HR database is not updated, BAS Activity and Cobra Activity triggers are not generated, and the administrator is notified of the event by email.

Allow Event Creation

This field is available if Benefits Administration is selected on the Installation table and Proof Required is not selected. A BAS Activity trigger is created only if the employee has at least one job managed by Benefits Administration as of the life event effective date.

Selecting this field indicates that you want the system to trigger a BAS Activity for this type of life event and allows the employee to change benefit election through the eBenefit election pages.

Source of Action

This field is available and is required if Benefits Administration is selected on the Installation table and Allow Event Creation is selected. For a BAS Activity trigger to be created, you must enter Manual in the field.

BAS Action

This field is available and required if Benefits Administration is selected on the Installation table and Allow Event Creation is selected. Enter a BAS action code that is appropriate for this life event. Typically, this is FSC - Family Status Change.

COBRA Action

This field is available if both COBRA Administration and Benefits Administration are selected on the Installation table. This field is used only when the life event is for an employee managed by PeopleSoft Benefits Administration, Create Event is selected, and the resulting Benefits Administration event should create a COBRA Activity trigger when it finalizes.

Changing Marital Status

Employees begin the Marital Status Change transaction by navigating to the Life Event, Marriage transaction.

After the employee accesses the transaction, the system displays a series of pages that direct him or her through the life event process. Rules that are set on the Life Event page and the Activity List for the Marital Status Change transaction determine which pages the system displays.

Pages Used to Change Your Marital Status

Page Name	Definition Name	Navigation	Usage
Marriage Start	W3EB_MARR_START	Self Service, Benefits, Life Events, Marriage, Marriage Start	Initiate a change in your marital status.
Marital Status Change	HR_EE_MAR_STATUS	Click Start on the Marriage Start page.	Enter changes in marital status.
Benefits Summary	W3EB_GRID	Click Next on the Marital Status Change page.	Review current benefits.
Personal Information Summary	HR_EE_PERS_INFO	Click Next on the Benefits Summary page.	Review and change personal information.
W-4 Tax Information	PY_IC_W4_DATA	Click Next on the Personal Information Summary page	Review and change tax information.
Direct Deposit	PY_IC_DD_LIST	Click Next on the W-4 Tax Information page.	Review direct deposit information.
Voluntary Deductions	PY_IC_DED_LIST	Click Next on the Direct Deposit page.	Review and change voluntary deduction information.
Congratulations	W3EB_MARR_FINISH	Click Finish on the Enrollment Information page.	View confirmation that the life events process has finished and view other relevant event information.

Adding New Dependents

Employees begin the Birth/Adoption transaction by navigating to the Life Events, Birth/Adoption transaction.

Note. An employee can also add a new spouse and other dependents from the life event for Marriage.

After the employee accesses the transaction, the system presents the employee with a series of pages that direct him or her through the life event process. Rules that are set on the Life Event page and the Activity List for the Birth/Adoption transaction determine which pages the system displays.

Pages Used to Add a Dependent

Page Name	Definition Name	Navigation	Usage
Birth/Adoption Start	W3EB_BRTH_START	Self Service, Benefits, Life Events, Birth/Adoption, Birth/Adoption Start	Initiate the birth or adoption of a dependent life event process.
Birth/Adoption Event Form	W3EB_BRTH_ADPT_EVT	Click Start on the Birth/Adoption Start page.	Enter detailed information about the birth or adoption.
Birth/Adoption Date	W3EB_BRTH_ADPT_DT	Click Next on the Birth/Adoption Event Form page.	Enter the date of the birth or adoption.
Benefits Summary	W3EB_GRID	Click Next on the Birth/Adoption Date page.	Review benefit summary information.
Dependent and Beneficiary Coverage Summary	W3EB_DEPBEN_SUM	Click Next on the Benefits Summary page.	Review summary information about dependent/beneficiary benefits.
W-4 Tax Information	PY_IC_W4_DATA	Click Next on the Dependent and Beneficiary Coverage Summary page.	Review and change W-4 tax information.
Direct Deposit	PY_IC_DD_LIST	Click Next on the W-4 Tax Information page.	Review and change direct deposit information.
Voluntary Deductions	PY_IC_DED_LIST	Click Next on the Direct Deposit page.	Review and change voluntary deduction information.
Enrollment Information	W3EB_BIRTH_FINAL	Click Next on the Voluntary Deductions page.	Display information about the birth/adoption event entries.
Congratulations	W3EB_BRTH_FINISH	Click Finish on the Enrollment Information page.	View the completion of the life events process and other relevant event information.

Maximum Days To Notify	Identifies the maximum number of days that can elapse between the date of the event and the date that the transaction is entered by the employee through the self-service transaction. Exceeding this time period does not prevent the employee from entering basic information, but a BAS Activity trigger will not be created even if Allow Event Creation is selected. If the employee enters the event after the maximum days allowed, the system displays a message on a self service page notifying the employee that his or her benefit elections cannot be changed.
Notify Administrator	Select to send an email to the benefits administrator when this type of life event occurs informing him or her of the event. The administrator is automatically notified of the event if Proof Required is selected, regardless of the setting of Notify Administrator.
Proof Required	Determines whether this type of life event requires proof before it is processed. If this field is selected, the HR database is not updated, BAS Activity and Cobra Activity triggers are not generated, and the administrator is notified of the event by email.
Allow Event Creation	This field is available if Benefits Administration is selected on the Installation table and Proof Required is not selected. A BAS Activity trigger is created only if the employee has at least one job managed by Benefits Administration as of the life event effective date. Selecting this field indicates that you want the system to trigger a BAS Activity for this type of life event and allows the employee to change benefit election through the eBenefit election pages.
Source of Action	This field is available and is required if Benefits Administration is selected on the Installation table and Allow Event Creation is selected. For a BAS Activity trigger to be created, you must enter Manual in the field.
BAS Action	This field is available and required if Benefits Administration is selected on the Installation table and Allow Event Creation is selected. Enter a BAS action code that is appropriate for this life event. Typically, this is FSC - Family Status Change.
COBRA Action	This field is available if both COBRA Administration and Benefits Administration are selected on the Installation table. This field is used only when the life event is for an employee managed by PeopleSoft Benefits Administration, Create Event is selected, and the resulting Benefits Administration event should create a COBRA Activity trigger when it finalizes.