PeopleSoft Pension Administration 9.1 PeopleBook

Viewing Employee Data

This chapter discusses how to:

View personal and beneficiary data.
View job history.
View plan-related and service buyback and purchase information.

See Also

Viewing Personal and Beneficiary Data

This section provides an overview of the pages used to view personal and beneficiary data, lists the pages used to view personal and beneficiary data, and discusses how to:

View employee addresses and phone numbers.
View employee personal profile information.
View current job, personal, and pay data.

Understanding the Pages Used to View Personal and Beneficiary Data

PeopleSoft delivers read-only pages that enable you to view personal and beneficiary data. PeopleSoft assumes that your human resources department maintains this data—not your pension organization. You can make these pages available for updates by using the Security features.

Note. Beneficiaries and Qualified Domestic Relations Order (QDRO) alternate payees first appear in the system through the Dependent/Beneficiary table; their personal data records are initially derived from their dependent/beneficiary records.

Pages Used to View Personal and Beneficiary Data

Page Name	Definition Name	Navigation	Usage
Address	PERSONAL_DATA1B	Pension, Pension Information, Review Employee Information, Address	View employees' address.
Edit Address	EO_ADDR_USA_SEC	From the Address page, click Edit Address.	Add or edit the employee's address.
Personal Profile	PA_PERS_DATA2	Pension, Pension Information, Review Employee Information, Personal Profile	View important dates in an employee's work history and current job data, personal data, and pay data.
Depend Benef Addr (employee information - dependent and beneficiary address)	DEPEND_BENEF_ADDR	Pension, Pension Information, Review Employee Information, Depend Benef Addr	View the address and phone number for each of an employee's dependents and beneficiaries. View each beneficiary's type. View each dependent's relation to the employee. Note. This is a key field for pension calculations when determining whether an employee is married.
Dependent/Benef Profile (employee information - dependent and beneficiary profile)	PA_DEPEND_BENEF2	Pension, Pension Information, Review Employee Information, Dependent/Benef Profile	View personal information about each dependent. View each dependent's relationship to the employee. Note. This is a key field for pension calculations when determining whether an employee is married.

Viewing Employee Addresses

Access the Address page (Pension, Pension Information, Review Employee Information, Address).

Edit Address

Click to access the Edit Address page to enter or update the employee's address information.

Viewing Employee Personal Profile Information

Access the Personal Profile page (Pension, Pension Information, Review Employee Information, Personal Profile).

The following fields appear only for beneficiaries and alternate payees. These people are not employees, but have gained an interest in a pension benefit through a spouse or former spouse who is a plan participant. For example, an employee worked for your company, and because of a divorce settlement, her former husband is now entitled to a portion of her benefit.

Originating EmplID	Displays the original employee's employee ID. This employee's dependent or beneficiary first appeared in the system in the employee's Dependent/Beneficiary table (you need to have created the personal data record).
OrigDepBen (original dependent or beneficiary identification)	Displays the dependent/beneficiary number of this dependent or beneficiary.

Viewing Dependent and Beneficiary Data

Access the Dependent/Benef Profile page (Pension, Pension Information, Review Employee Information, Dependent/Benef Profile).

Relationship to Employee

For pension calculations, the relationship to the employee is critical data.

The relationship displayed here is not associated with other data, such as the employee's or the beneficiary's marital status. The system does not prevent you from recording more than one spouse.

Birthdate

For the spouse or other pension beneficiary, the birth date is critical data.

Gender

Gender may be important if you must reproduce historical calculations that used sex-differentiated actuarial assumptions.

Viewing Job History

This section provides an overview of job data and lists the pages used to view job data.

Understanding Job Data

Pension calculations are based on job data that is subject to change: salary, employee type, and employee status. Use the Job History component to access a record of the changing values.

If an employee has multiple jobs, you can see data for any of those jobs.

Pages Used to View Job History

Page Name	Definition Name	Navigation	Usage
Salary Rate History	PA_SAL_RATE_HIST	Pension, Pension Information, Review Job History, Salary Rate History	View a complete history of an employee's compensation rate: hourly, monthly, and annual amounts. View the employee type, full-time or part-time status, and standard hours effective at the time. Note. This page displays one row for each salary change in the job record.
Employee Type History	PA_EMPL_TYPE_HIST	Pension, Pension Information, Review Job History, Employee Type History	View a chronological history of an employee's salaried or hourly status, full-time or part-time status, and regular or temporary status. Note. This page displays multiple rows only if there have been changes to the status.
Action/Reason History	PA_ACT_REASON_HIST	Pension, Pension Information, Review Job History, Action/Reason History	View the events recorded in the Action/Reason fields in an employee's job record. Note. This page displays one row for each effective date in the Job record. Not all events are relevant to pension.

Viewing Plan-Related Information

This section provides an overview of the pages used to view plan-related information, lists the pages used to view plan-related information, and discusses how to:

View plan information.
View eligibility and participation information.
View service history.
View cash balance history.
View employee account history.

Understanding the Pages Used to View Plan-Related Information

You use the Plan History component to view data calculated by Pension Administration during periodic processing or loaded into the system at implementation time.

You cannot edit the data that appears on these pages. If you must adjust cash balances or employee accounts, use the adjustment pages on the Update Employee Plan Data menu.

Pages Used to View Plan-Related Information

Page Name	Definition Name	Navigation	Usage
Plan Information	PA_PLAN_INFO	Pension, Pension Information, Review Plan History, Plan Information	View significant dates in an employee's employment history and projected dates for retirement eligibility.
Eligibility and Participation	PA_ELIG_PART_HIST	Pension, Pension Information, Review Plan History, Eligibility and Participation	View the history of an employee's changing eligibility and participation statuses.
Service History	PA_SVC_HIST	Pension, Pension Information, Review Plan History, Service History	View an employee's service history, period by period.
Cash Balance History	PA_CASH_BAL_HIST	Pension, Pension Information, Review Plan History, Cash Balance History	View the period-by-period credits given to an employee under a cash balance plan.
Employee Account History	PA_CONTR_HIST	Pension, Pension Information, Review Plan History, Employee Account History	View the period-by-period contributions and interest credited to an employee's account under a contributory plan.

Viewing Plan Information

Access the Plan Information page (Pension, Pension Information, Review Plan History, Plan Information).

Personal Dates

Termination Date	Displays the most recent termination date, if an employee is no longer at the company.
Age 70 1/2 Date	Displays the date on which pension payments must begin, unless the employee has not yet retired.

Plan Dates

This group box enables you to scroll through each benefit plan for which the system has data. The dates are set during periodic processing.

Effective Date	Displays the date on which you ran the periodic process that calculated the other dates.
Date of First Vesting and Normal Retirement Date	These dates are calculated as defined in Plan Date Aliases.

See Also

Using Date Aliases and Date Options

Viewing Eligibility and Participation Information

Access the Eligibility and Participation page (Pension, Pension Information, Review Plan History, Eligibility and Participation).

Eligibility History

Displays the eligibility history when an employee moves in and out of eligibility.

Participation History

If an employee with an accrued benefit leaves the company or becomes ineligible to accrue additional benefits, that person is still owed a benefit and is still considered an active plan participant. Because participation requirements are typically age and service, employees cannot lose their participation status except by losing prerequisite service credit.

Viewing Service History

Access the Service History page (Pension, Pension Information, Review Plan History, Service History).

Benefit Plan

Displays the ID and name of the benefit plan that identifies the rules used to generate the history.

Effective Date

Displays the date of hire—or, if you entered startup service data, the startup as of date. The effective date identifies the rules used to generate the history. If a plan uses several sets of service rules, scroll to see each one.

Function Result

Displays the name and description of the Service component, which identify the rules used to generate the history.

Service Details

Through Date	Indicates when you ran the periodic processing job that calculated the service history.
Service Amt without Breaks (service amount without breaks)	Indicates how much service the employee earned during the period, based on the service definition only.
Service Amt with Breaks	Indicates how much of the original service for the period is used, after considering break rules and other reasons for forfeiture.
Service Adjustment	Indicates adjustments on the Service Adjustments page for the period. You can manually enter adjustments, or the system can automatically generate adjustments based on a withdrawal of contributions, service buyback activity (repayment of contributions), or service purchase activity.
Accum Service with Breaks (accumulated service with breaks)	Indicates how much service the employee has accumulated as of the end of the period. This is based on the previous accrued service amount and the activity (including adjustments) for the current period.
Accumulated Breaks (accumulated breaks)	Indicates how many consecutive break periods the employee has accumulated.
Breaks for Period	Indicates whether the period counted toward a break in service.

See Also

Administering Contributory Plans

Viewing Cash Balance History

Access the Cash Balance History page (Pension, Pension Information, Review Plan History, Cash Balance History).

Benefit Plan and Function Result

Displays the plan and the name and description of the cash balance account, both of which identify the rules used to generate the history. If the plan maintains multiple accounts in a plan, scroll to see each one.

Balance Details

Begin Date and End Date	The history includes only complete periods; partial period credits applied during a calculation do not become part of the permanent history.
Contributions and Adjustments	The Contributions column displays the non-interest credits applied to the account during the period. The Adjustments column displays additional credits that should be applied during the period, based on manual adjustments on the Cash Bal Adjustments page.
Interest and Interest Adjustments	The Interest column displays the total earned during the period (the sum of interest on the prior balance and interest on contributions made during the period). The Interest Adjustments column displays additional interest that should be applied during the period, based on manual adjustments on the Cash Bal Adjustments page.
Ending Balance	Displays the total accumulation as of the end of the period. This is the total of the ending balance from the prior period and all additional amounts credited during the current period.

See Also

Administering Contributory Plans

Adjusting Cash Balance Accounts

Viewing Employee Account History

Access the Employee Account History page (Pension, Pension Information, Review Plan History, Employee Account History).

Benefit Plan and Function Result

Displays the plan and the name and description of the employee account, both of which identify the rules used to generate the history. If you maintain multiple balances in a plan, scroll to see each one. For example, you may offer service buyback or service purchase programs, or track activity through withdrawal, repayment, and purchase subaccounts that roll up to the plan's main employee contributory account. In this case, scroll to see the activity in each of the accounts and subaccounts.

Begin Date and End Date

When you run periodic processes, the employee accounts function applies contributions and interest for complete accumulation periods only. Therefore, there is no process through date. When you run a calculation, partial period credits are applied, but those results do not become part of the permanent history.

Note. Do not process employee accounts beyond the event date. If you do, the post-event date accruals are included in the calculations final account balance, and this is meant to be the balance at the event date.

The account keeps separate accumulations for pretax and posttax contributions. Each accumulation tracks contributions (also called credits), interest, and adjustments to the contributions or interest.

Warning! With this scheme, posttax interest is interest on posttax contributions; the interest itself has not yet been taxed.

Beginning Balance and Ending Balance

Display the total value of the account (the sum of all pretax and posttax contributions and interest).

Pre-Tax Credit/Adjustment/Total, Pre-Tax Interest/Adjustment/Total, Post-tax Credit/Adjustment/Total and Post-Tax Interest/Adjustment/Total

In each of these columns, the first value is the credit or interest for the period.

The second value is the portion of the credit determined by adjustments. Adjustments can come from two places:

You can manually enter adjustments using the pages used to maintain employee plan data.

If you maintain withdrawal subaccounts (for tracking repayment of withdrawn contributions) or service purchase subaccounts (for tracking extra payments made to purchase additional service), activity in these accounts automatically generates adjustments to the parent account (that is, the plan's main contributory account).

The third value is the running balance after adding credits for the period to the prior balance.

Note. In a withdrawal subaccount, amounts withdrawn appear as negative values. As an employee repays the contributions, the negative balance approaches zero.

A service purchase subaccount displays a negative balance to show the amount that an employee needs to pay into the plan. However, in this case, the initial debt is based on the plan administrator's determination of the price of the service being purchased.

Purchasable Service

Displays the service that an employee can get if the employee repays previously withdrawn contributions or sets up a service purchase arrangement. The value is the remaining amount of purchasable service at the end of the period. The value is zero until either a contribution, withdrawal, or service purchase arrangement establishes an initial amount of purchasable service. As the service is restored, which can be all at once or gradually, the purchasable service amount is reduced.

For example, if Lucia withdraws 2,000 USD of contributions and thus forfeits three years of service, the withdrawal account has an ending balance of -2,000 USD and a purchasable service amount of 3.000000. The adjustment to the account balance rolls up to the plan's main contributory account, but the purchasable service does not. Therefore, the main contributory account still displays zero purchasable service.

For a service purchase arrangement, a plan administrator must establish the initial amount of purchasable service and enter it (and the monetary amount necessary to purchase the service) on the Employee Account Adjustments page.

Purchased Service

Displays the service that was restored during the period, as defined by the Begin/End Date fields.

Purchasable Service Adjustment

Displays manual adjustments made to purchasable service during the period. For example, if you set up a service purchase program incorrectly and must change the amount of purchasable service, enter a manual adjustment on the Employee Account Adjustments page. During the next periodic processing, the purchasable service is adjusted by that amount, and the results for the period display both the adjustment amount in this field and the adjusted amount in the Purchasable Service field.

Viewing Service Buyback and Purchase Information

Sometimes activity in an employee account affects service. This happens in one of three ways:

The employee withdraws contributions and forfeits the corresponding service. This typically occurs at termination.
The employee repays the withdrawn contributions and buys back the service originally forfeited. This typically occurs after a rehire.
The employee makes contributions for times when he or she was not accruing service and thus purchases service credit for that time. The purchased service period is typically time when an employee was employed but not eligible for the plan. Plans might also enable service purchase for time spent on military leave or other qualified leaves.

The Employee Account History page contains three fields for tracking the effect of the employee account activity on service: Purchasable Service, Purchased Service, and Purchasable Service Adjustment.

Note. These fields apply only to withdrawal and service purchase subaccounts. Although the monetary activity in these accounts rolls up to the plan's main contributory account, the service information does not.

See Also

Understanding Pension Plans

Maintaining Employee Plan Data

Eligibility History	Displays the eligibility history when an employee moves in and out of eligibility.
Participation History	If an employee with an accrued benefit leaves the company or becomes ineligible to accrue additional benefits, that person is still owed a benefit and is still considered an active plan participant. Because participation requirements are typically age and service, employees cannot lose their participation status except by losing prerequisite service credit.

Benefit Plan	Displays the ID and name of the benefit plan that identifies the rules used to generate the history.
Effective Date	Displays the date of hire—or, if you entered startup service data, the startup as of date. The effective date identifies the rules used to generate the history. If a plan uses several sets of service rules, scroll to see each one.
Function Result	Displays the name and description of the Service component, which identify the rules used to generate the history.

Benefit Plan and Function Result	Displays the plan and the name and description of the employee account, both of which identify the rules used to generate the history. If you maintain multiple balances in a plan, scroll to see each one. For example, you may offer service buyback or service purchase programs, or track activity through withdrawal, repayment, and purchase subaccounts that roll up to the plan's main employee contributory account. In this case, scroll to see the activity in each of the accounts and subaccounts.
Begin Date and End Date	When you run periodic processes, the employee accounts function applies contributions and interest for complete accumulation periods only. Therefore, there is no process through date. When you run a calculation, partial period credits are applied, but those results do not become part of the permanent history. Note. Do not process employee accounts beyond the event date. If you do, the post-event date accruals are included in the calculations final account balance, and this is meant to be the balance at the event date. The account keeps separate accumulations for pretax and posttax contributions. Each accumulation tracks contributions (also called credits), interest, and adjustments to the contributions or interest. Warning! With this scheme, posttax interest is interest on posttax contributions; the interest itself has not yet been taxed.
Beginning Balance and Ending Balance	Display the total value of the account (the sum of all pretax and posttax contributions and interest).
Pre-Tax Credit/Adjustment/Total, Pre-Tax Interest/Adjustment/Total, Post-tax Credit/Adjustment/Total and Post-Tax Interest/Adjustment/Total	In each of these columns, the first value is the credit or interest for the period. The second value is the portion of the credit determined by adjustments. Adjustments can come from two places: You can manually enter adjustments using the pages used to maintain employee plan data. If you maintain withdrawal subaccounts (for tracking repayment of withdrawn contributions) or service purchase subaccounts (for tracking extra payments made to purchase additional service), activity in these accounts automatically generates adjustments to the parent account (that is, the plan's main contributory account). The third value is the running balance after adding credits for the period to the prior balance. Note. In a withdrawal subaccount, amounts withdrawn appear as negative values. As an employee repays the contributions, the negative balance approaches zero. A service purchase subaccount displays a negative balance to show the amount that an employee needs to pay into the plan. However, in this case, the initial debt is based on the plan administrator's determination of the price of the service being purchased.
Purchasable Service	Displays the service that an employee can get if the employee repays previously withdrawn contributions or sets up a service purchase arrangement. The value is the remaining amount of purchasable service at the end of the period. The value is zero until either a contribution, withdrawal, or service purchase arrangement establishes an initial amount of purchasable service. As the service is restored, which can be all at once or gradually, the purchasable service amount is reduced. For example, if Lucia withdraws 2,000 USD of contributions and thus forfeits three years of service, the withdrawal account has an ending balance of -2,000 USD and a purchasable service amount of 3.000000. The adjustment to the account balance rolls up to the plan's main contributory account, but the purchasable service does not. Therefore, the main contributory account still displays zero purchasable service. For a service purchase arrangement, a plan administrator must establish the initial amount of purchasable service and enter it (and the monetary amount necessary to purchase the service) on the Employee Account Adjustments page.
Purchased Service	Displays the service that was restored during the period, as defined by the Begin/End Date fields.
Purchasable Service Adjustment	Displays manual adjustments made to purchasable service during the period. For example, if you set up a service purchase program incorrectly and must change the amount of purchasable service, enter a manual adjustment on the Employee Account Adjustments page. During the next periodic processing, the purchasable service is adjusted by that amount, and the results for the period display both the adjustment amount in this field and the adjusted amount in the Purchasable Service field.